205.24 - 207.41
139.95 - 221.69
4.54M / 6.54M (Avg.)
37.59 | 5.48
Steady, sustainable growth is a hallmark of high-quality businesses. Value investors watch these metrics to confirm that the company's fundamental performance aligns with—or outpaces—its current market valuation.
-3.47%
Both firms have declining sales. Martin Whitman would suspect an industry slump or new disruptive entrants.
-6.47%
Both firms have negative gross profit growth. Martin Whitman would question the sector’s viability or cyclical slump.
-11.63%
Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.
-11.39%
Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.
-11.53%
Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.
-10.81%
Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.
-11.56%
Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.
-0.11%
Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.
-0.11%
Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.
4.58%
Dividend growth of 4.58% while ON is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.
15.36%
OCF growth at 50-75% of ON's 24.45%. Martin Whitman would question if the firm lags in monetizing sales effectively.
93.75%
FCF growth above 1.5x ON's 48.09%. David Dodd would verify if the firm’s strategic investments yield superior returns.
40.67%
10Y revenue/share CAGR under 50% of ON's 104.24%. Michael Burry would suspect a lasting competitive disadvantage.
22.37%
5Y revenue/share CAGR 1.25-1.5x ON's 18.66%. Bruce Berkowitz would verify if cost efficiency or pricing power supports this advantage.
-15.98%
Both firms have negative 3Y CAGR. Martin Whitman would wonder if the entire market segment is in short-term retreat.
80.26%
10Y OCF/share CAGR under 50% of ON's 265.54%. Michael Burry would worry about a persistent underperformance in cash creation.
16.53%
Below 50% of ON's 510.47%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
-14.12%
Both face negative short-term OCF/share growth. Martin Whitman would suspect macro or cyclical issues hitting them both.
67.62%
Below 50% of ON's 7844.43%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
15.21%
Below 50% of ON's 549.31%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
-42.90%
Both companies show negative 3Y net income/share growth. Martin Whitman suspects macro or sector-specific headwinds in the short run.
86.70%
Below 50% of ON's 452.30%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
94.14%
5Y equity/share CAGR at 50-75% of ON's 157.28%. Martin Whitman would question a shortfall in capital accumulation vs. the competitor.
28.44%
Below 50% of ON's 94.41%. Michael Burry suspects a serious short-term disadvantage in building book value.
299.73%
Dividend/share CAGR of 299.73% while ON is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.
50.84%
Dividend/share CAGR of 50.84% while ON is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.
18.30%
3Y dividend/share CAGR of 18.30% while ON is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.
-7.68%
Firm’s AR is declining while ON shows 8.36%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
5.38%
We show growth while ON is shrinking stock. John Neff wonders if the competitor is more disciplined or has weaker demand expectations.
0.53%
Asset growth well under 50% of ON's 1.19%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.
-2.01%
We have a declining book value while ON shows 2.83%. Joel Greenblatt sees a fundamental disadvantage in net worth creation vs. the competitor.
-6.71%
We’re deleveraging while ON stands at 0.01%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
-0.20%
Our R&D shrinks while ON invests at 2.78%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.
4.21%
SG&A growth well above ON's 6.22%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.