Competition & Peer Data API & CSV Delivery

On Semiconductor's Competitiveness

A competitive positioning analysis and financial ratio benchmarking of On Semiconductor (ON) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.

Peer Data As of Q2 2026
Competitors Tracked
43
Publicly traded peers
Peer Group Market Share
2.48 %
vs 3.34 % a year ago
Revenue Growth Y/Y
9.24 %
Peers: 48.30 %
Net Margin
14.19 %
Peers: 31.55 %

Key Findings: On Semiconductor vs Its Competitors

  • TTM: Trailing 12-month revenue of 6,199M vs 209,825M combined for tracked competitors (2.9% combined share).
  • Trending: Latest-quarter revenue run-rate is accelerating (+3.5% annualized vs trailing 12 months), vs accelerating (+20.3%) for its tracked peer group.
  • Growth: On Semiconductor generated 9.2% revenue growth year over year in Q2 2026, vs 48.3% for its tracked competitors combined.
  • Profitability: Its 14.2% net margin compares with 31.6% for the peer group.
  • Scale: On Semiconductor ranks #22 of 117 companies by market capitalization in the Semiconductors industry, holding 0.2% of industry market cap.
  • Peer revenue share: On Semiconductor accounted for 2.5% of combined revenue among its tracked peer group, down from 3.3% a year earlier.
  • Peer differentiation: Revenue per employee of $0.27M compares with $0.45M for the peer group (0.6x).

Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).

ON Sales vs. its Competitors, Q2 2026

On Semiconductor reported revenue growth of 9.24 % year on year in Q2 2026, below its competitors' combined revenue growth of 48.30 %.

With a net margin of 14.19 %, On Semiconductor reported lower profitability than its competitors (31.55 %).

On Semiconductor generated 2.48 % of the combined sales of its peer group, down from 3.34 % a year earlier.

API endpoints for this dataset
https://api.csimarket.com/api/v1/companies/ON/competitors
https://api.csimarket.com/api/v1/companies/ON/relationships
https://api.csimarket.com/api/v1/companies/ON/similar
Programmatic access for models, analytics, and integration workflows.

On Semiconductor vs. its Competitors, Q2 2026

Revenue growth, year on year

On Semiconductor +9.2 %
Competitors combined +48.3 %

Net income growth, year on year

On Semiconductor +32.5 %
Competitors combined +120.3 %

Net margin

On Semiconductor +14.2 %
Competitors combined +31.6 %

Revenue run-rate vs trailing 12 months

On Semiconductor +3.5 %
Competitors combined +20.3 %

TTM net margin

On Semiconductor +10.2 %
Competitors combined +29.1 %

TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.

Competitor Financial Benchmarking - TTM Commercial

TTM revenue, latest-quarter run-rate and net income/margin benchmarked across On Semiconductor and its 4 competitor groupings. Available under Commercial License.

Entity TTM Revenue Latest Q ×4 Rev Run-rate vs TTM TTM Net Income TTM Net Margin
On Semiconductor Corporation $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Competitors combined $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
High-Confidence Competitors (7) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Similar-Size Competitors (7) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Similar Growth & Profitability (2) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Competitor Financial Benchmarking

TTM revenue, run-rate and net margin benchmarking across On Semiconductor's competitor groups requires a Commercial License.

For context: the Semiconductors industry grew revenue 10.5% year over year, combined, vs 9.2% for On Semiconductor. On Semiconductor's share of combined industry revenue moved from 0.29% to 0.28%, a gain of 0.00 percentage points.

On Semiconductor's Competitor Quality Breadth

Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).

Entity Profitable Expanding Above Industry Growth Distressed
On Semiconductor Corporation Yes No No No
Competitors combined (43) 64% 74% 63% 12%
High-Confidence Competitors (12) 50% 50% 42% 25%
Similar-Size Competitors (10) 100% 89% 67% 11%
Similar Growth & Profitability (8) 100.00 % (8 of 8) 50.00 % (4 of 8) 0.00 % (0 of 8) 37.50 % (3 of 8)

Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.

Market Share of the Peer Group, Q2 2026

2.5%market share
  • On Semiconductor2.5%
  • Competitors combined97.5%

Share of combined quarterly revenue of On Semiconductor and its 43 tracked competitors.

See On Semiconductor's full market share breakdown »

ON Stock Performance relative to its Competitors

ON Competitors (weighted) Percent change over the selected range

On Semiconductor's Share Price Performance vs Peer Groups

Trailing 12-month total share price return, and the share of each group that outperformed the U.S.A. 500 over the same period. Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC.
71.4%beat U.S.A. 500
Competitors Combined
(30 of 42)
72.7%beat U.S.A. 500
High-Confidence
(8 of 11)
90%beat U.S.A. 500
Similar-Size
(9 of 10)
50%beat U.S.A. 500
Similar Growth & Profitability
(3 of 6)
Entity TTM Share Price Return
(group: median)
vs U.S.A. 500
On Semiconductor Corporation 52.60 % Outperformed
Competitors combined (42) 40.4% 63.2%
High-Confidence Competitors (11) 40.4% 63.2%
Similar-Size Competitors (10) 40.4% 63.2%
Similar Growth & Profitability (6) 40.4% 63.2%
Peer Group Share Price Returns

TTM share price return and U.S.A. 500 outperformance for On Semiconductor's competitor groups requires a Commercial License.

Source: CSIMarket API (daily market-structure computation). Outperformance is trailing-12-month total return vs the U.S.A. 500 over the same window, not risk-adjusted.

ON Stock Performance relative to High-Confidence Competitors

ON High-Confidence Competitors (equal-weighted, 13) Percent change over the selected range

ON Stock Performance relative to Similar-Size Competitors

ON Similar-Size Competitors (equal-weighted, 10) Percent change over the selected range

ON Stock Performance relative to Similar Growth & Profitability Competitors

ON Similar Growth & Profitability Competitors (equal-weighted, 8) Percent change over the selected range

5 Best-Performing Tracked Competitors, Trailing 12 Months

#CompetitorTTM Share Price Returnvs U.S.A. 500
1 Maxlinear Inc 282.9% Outperformed
2 Skywater Technology Inc 282.9% Outperformed
3 Marvell Technology Inc 282.9% Outperformed
4 Silicom Ltd 282.9% Outperformed
5 Semtech Corp 282.9% Outperformed
Best-Performing Competitor Returns

TTM share price return and U.S.A. 500 outperformance for On Semiconductor's best-performing tracked competitors requires a Commercial License.

Source: CSIMarket API, trailing 12 months.

On Semiconductor's Comment on Competition and Industry Peers

Power Solutions Group

The Power Solutions Group is a leading provider of power semiconductors to the automotive, industrial, wireless and mass markets. Our competitive strengths include our core competencies of leading edge fabrication technologies, micro packaging expertise, breadth of product line and IP portfolio, high quality cost effective manufacturing and supply chain management which ensures supply to our customers. Our commitment to continual innovation allows us to provide an ever broader range of semiconductor solutions to our customers who differentiate in power density and power efficiency, the key performance characteristics driving our markets.

The principal methods of competition in our discrete, module and integrated semiconductor products are through new products and package innovations enabling enhanced performance over existing products. Of particular importance are our power MOSFETs, IGBTs, rectifiers and power module portfolio for power conversion applications and ESD portfolio for hi-speed serial interface protection products where we believe we have significant performance advantages over our competition. Certain of the Power Solutions Group’s competitors include: Broadcom Limited, Diodes Incorporated, Infineon Technologies AG, KEC Corporation, NXP Semiconductors N.V., Rohm Semiconductor, Semtech Corporation, STMicroelectronics N.V., Texas Instruments Inc., Toshiba Corporation and Vishay Intertechnology, Inc.

Analog Solutions Group

The principal bases for competition in the Analog Solutions Group are design experience, manufacturing capability, depth and quality of IP, ability to service customer needs from the design phase to the shipping of a completed product, length of design cycle, longevity of technology support and experience of sales and technical support personnel. Our competitive position is also enhanced by long-standing relationships with leading OEM customers.

Our ability to compete successfully depends on internal and external variables, both inside and outside of our control. These variables include, but are not limited to, the timeliness with which we can develop new products and technologies, product performance and quality, manufacturing yields and availability of supply, customer service, pricing, industry trends and general economic trends. Competitors for certain of the Analog Solutions Group’s products and solutions include: Infineon Technologies AG, Maxim Integrated Products, Inc., NXP Semiconductors N.V., Renesas Electronics Corporation, STMicroelectronics N.V. and Texas Instruments Inc.

Image Sensor Group

The Image Sensor Group differentiates itself from the competition by leveraging deep technical knowledge and close customer relationships to drive the most compelling imaging experience for end users. The Image Sensor Group has over four decades of CCD imaging experience and was the first to commercialize CMOS active pixel sensors. The Image Sensor Group was also the first to introduce CMOS technology into many of our markets, leveraging this expertise into market leading positions in automotive and industrial applications, bringing a wealth of technical and end-user applications knowledge to help customers develop innovative imaging solutions across a broad range of end-user needs. Competitors for certain of the Image Sensor Group’s products and solutions include: Sony Semiconductor, Samsung, Omnivision, STMicroelectronics N.V. and Toshiba Corporation for image sensors, and Rohm Semiconductor, Renesas Electronics Corporation and Dongwoon Anatech for actuator drivers.

Publicly Traded Peers of On Semiconductor Corporation

Revenue and income for trailing 12 months, in millions of $, except employees
Company Market Cap Revenues Income Employees
On Semiconductor Corporation 30,592.86 6,198.80 631.70 22,670
Broadcom Inc 1,708,348.59 89,104.00 38,265.00 33,000
Texas Instruments Incorporated 256,045.20 19,453.00 6,052.00 33,000
Kla Corporation 249,634.97 13,579.48 4,830.77 17,000
Marvell Technology Inc 225,022.27 8,715.90 5,059.10 7,480
Amphenol Corporation 218,184.21 29,010.70 5,187.70 170,000
SUBTOTAL 3,352,584.66 257,812.16 68,929.72 585,646
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Sources: On Semiconductor Corporation's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on On Semiconductor Corporation versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.

On Semiconductor's Competitors Named by the Company

Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.
Competitor Basis Confidence Active Sources
Wolfspeed Inc Named by the company 85% 2022 to 2026 3
Alpha And Omega Semiconductor Limited Named by the company 85% 2022 to 2026 3
Broadcom Named by the company 85% 2022 to 2026 3
Skywater Technology Inc Named by the company 85% 2022 to 2026 3
Littelfuse Inc Named by the company 85% 2022 to 2026 3
Pixelworks Inc Named by the company 85% 2022 to 2026 3
Navitas Semiconductor Corporation Named by the company 85% 2022 to 2026 3
Power Integrations Inc Named by the company 85% 2022 to 2026 3
Broadcom Named by the company 85% 2022 to 2026 3
Ase Technology Holding Co Ltd Named by the company 85% 2022 to 2026 3
Infin Named by the company 85% 2022 to 2026 3
Transphorm Inc Named by the company 85% 2022 to 2026 3
Qorvo Inc Named by the company 85% 2022 to 2026 3
Diodes Inc Named by the company 85% 2022 to 2026 3
Monolithic Power Systems Inc Named by the company 85% 2022 to 2026 3
Power Efficiency Corp Named by the company 85% 2022 to 2026 3
Texas Instruments Incorporated Named by the company 85% 2022 to 2026 3
Semtech Corp Named by the company 85% 2022 to 2026 3
Kla Corporation Named by the company 85% 2022 to 2026 3
Stmicroelectronics N v Named by the company 85% 2022 to 2026 3
Line Corp Named by the company 85% 2022 to 2026 3
Competitor Evidence Detail

Filing basis, confidence, active dates and source counts for On Semiconductor's named competitors require a Commercial License.

Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.

On Semiconductor's Business Segment Mix vs Peers

Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).
Company Largest Segment 2nd Segment 3rd Segment
On Semiconductor Corporation Automative 52.69 % Intelligent Power 51.05 % Power Solutions Group 48.68 %
Broadcom Inc Semiconductor Solutions 64.81 % Infrastructure Software 35.19 % -
Texas Instruments Incorporated Analog 81.33 % Embedded Processing 14.98 % Other Operating 3.69 %
Kla Corporation Semiconductor Process Control 90.30 % PCB and Component Inspection 4.91 % Specialty Semiconductor Process 4.80 %
Marvell Technology Inc Reportable 100.00 % - -
Amphenol Corporation Communications Solutions Segment 61.97 % Harsh Environment Solutions Segment 21.67 % Interconnect and Sensor Systems 17.66 %

Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).

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On Semiconductor's Productivity vs Peers Comparison

Revenue and income per employee, trailing 12 months, in $; market cap in millions of $
CompanyMarket CapRevenue / EmployeeIncome / Employee
On Semiconductor Corporation 30,593 273,436 27,865
Broadcom Inc 1,708,349 2,700,121 1,159,545
Texas Instruments Incorporated 256,045 589,485 183,394
Kla Corporation 249,635 798,793 284,163
Marvell Technology Inc 225,022 1,165,227 676,350
Amphenol Corporation 218,184 170,651 30,516
PEERS TOTAL 3,321,992 446,934 121,316
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On Semiconductor's Geographic Revenue Exposure vs Peers

Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.
Company Largest Market 2nd Market 3rd Market
On Semiconductor Corporation United Kingdom 25.92 % Hong Kong 24.38 % Singapore 21.29 %
Broadcom Inc Asia Pacific 60.15 % Americas 26.31 % EMEA 13.54 %
Kla Corporation Taiwan 25.45 % China 24.29 % Korea, Republic of 19.94 %
Marvell Technology Inc China 43.75 % Other Countries 27.70 % Taiwan 21.49 %
Amphenol Corporation Other foreign locations 48.31 % US 38.98 % CN 12.71 %
Monolithic Power Systems Inc CN 51.13 % TW 22.59 % KR 10.17 %

Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.

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On Semiconductor's Position in Industry Market Structure

Market-capitalization share and concentration across all 109 companies in On Semiconductor's industry classification, broader than the peer set above. Market cap in millions of $.

On Semiconductor ranks #22 of 109 companies by market capitalization in its industry, holding 0.24 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 2,389, indicating a moderately concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).

Rank Company Market Cap Industry Share
1 Nvidia Corp 5,648,317 44.54 %
2 Broadcom Inc 1,783,853 14.07 %
3 Micron Technology Inc 1,220,833 9.63 %
4 Advanced Micro Devices Inc 1,024,665 8.08 %
5 Intel Corporation 1,234 5.2%
6 Applied Materials Inc 1,234 5.2%
7 Arm Holdings Plc 1,234 5.2%
8 Texas Instruments Incorporated 1,234 5.2%
9 Marvell Technology Inc 1,234 5.2%
10 Analog Devices Inc 1,234 5.2%
22 On Semiconductor Corporation 30,718 0.24 %
Full Industry Market Structure

Market cap and industry share for the rest of On Semiconductor's industry peers requires a Commercial License.

Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.

On Semiconductor's Same-Size Peers & Stock Performance

Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.
Rank Company Market Cap TTM Return 3M Momentum Beta Sharpe (1Y)
17 Microchip Technology Incorporated 42,785 19.86 % -8.18 % 2.11 0.53
18 Celestica Inc 42,637 49.99 % 9.14 % 2.51 0.86
19 Flex Ltd 42,471 100.99 % -17.02 % 1.88 1.34
20 Credo Technology Group Holding Ltd 38,198 40.06 % -16.08 % 2.83 0.81
21 Jabil Inc 1,234 12.3% 4.5% 1.10 0.80
22 On Semiconductor Corporation 30,718 52.62 % -16.73 % 2.13 0.90
23 Globalfoundries Inc 1,234 12.3% 4.5% 1.10 0.80
24 Qnity Electronics Inc 1,234 12.3% 4.5% 1.10 0.80
25 Tower Semiconductor Ltd 1,234 12.3% 4.5% 1.10 0.80
26 Macom Technology Solutions Holdings Inc 1,234 12.3% 4.5% 1.10 0.80
27 First Solar Inc 1,234 12.3% 4.5% 1.10 0.80
Full Same-Size Peer Performance

Market cap, return, momentum, beta and Sharpe ratio for the rest of On Semiconductor's same-size peers requires a Commercial License.

Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.

On Semiconductor's Profitability & Cost Structure

Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Semiconductors industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (151 companies).
Metric Company Industry Difference
Gross Margin 37.71 % 34.40 % (avg) +3.3 pp
Operating Margin 10.80 % industry median +8.0 pp
EBITDA Margin 19.19 % 7.07 % (avg) +12.1 pp
Capital Intensity (Capex / Revenue) 2.77 % 9.39 % (avg) -6.6 pp

Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.

On Semiconductor's Valuation vs Competitive Position

Valuation multiples vs the Semiconductors industry average (151 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.
Metric Company Industry Average Difference
P/E 68.1x 43.3x +24.8x
EV / EBITDA 37.4x 22.7x +14.7x
P/B 5.7x 6.6x -0.9x
Return on Equity 8.37 % industry aggregate -38.46 %
Return on Invested Capital 3.33 % -0.16 % (avg) 3.49 %

Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.

On Semiconductor's Multi-Year Financial Trajectory

Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.
Metric 20182019202020212022202320242025
Revenue Growth 6.05 %-6.13 %-4.76 %31.83 %21.22 %-0.89 %-14.18 %-15.35 %
Operating Margin 14.41 %7.84 %6.64 %19.46 %28.34 %30.76 %24.96 %1.40 %
Return on Invested Capital 9.55 %4.35 %3.21 %11.93 %15.89 %14.34 %8.66 %0.43 %
P/E 12.4x46.6x-30.3x16.0x15.3x17.7x165.7x

Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.

On Semiconductor's Strategic Group Map

Every company in On Semiconductor's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. On Semiconductor is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.

Revenue Growth (TTM, %)Operating Margin (%)GFSISILQRVOOn SemiconductorSWKSENPHHIMXKEISSI

Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.

On Semiconductor's BCG Growth-Share Matrix

Relative market share (vs On Semiconductor's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.

Question Mark Star Dog Cash Cow Relative Market Share (vs largest competitor) Industry Revenue Growth (%) On Semiconductor

On Semiconductor falls in the Question Mark quadrant: relative market share of 0.01x vs its largest competitor, in an industry growing revenue 10.3% (median, trailing 12 months).

Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: Nvidia Corp alone holds 45% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.

On Semiconductor's Competitive Forces (Porter's Five Forces)

Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.
Force Assessment Basis
Competitive Rivalry Moderate Industry HHI of 2,389 (see Industry Market Structure & Concentration above)
Barriers to Entry Lower than typical for the industry Capital intensity (capex / revenue) of 2.77 % vs industry average 9.39 % (see Profitability & Cost Structure above)
Supplier Power Not covered on this page See On Semiconductor's dedicated suppliers page for concentration and dependency data
Buyer Power Not covered on this page See On Semiconductor's dedicated customers page for concentration and dependency data
Threat of Substitutes - No systematic data source for cross-product substitution exists in this system; not estimated

Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.

On Semiconductor's Industry Attractiveness & Competitive Strength

A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.

High Strength
Medium Strength
Low Strength
High Attractiveness
Invest / Grow
Invest / Grow
Selective
Medium Attractiveness
Invest / Grow
Selective On Semiconductor
Harvest
Low Attractiveness
Selective
Harvest
Harvest / Divest

On Semiconductor falls in the Medium attractiveness / Medium strength cell: Selective.

Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.

On Semiconductor's SWOT

Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.

Strengths

  • Operating margin 8.0 points above the industry median.
  • Latest-quarter revenue run-rate is accelerating (+3.5% annualized vs trailing 12 months).
  • Outperforming the U.S.A. 500 over the trailing 12 months.

Weaknesses

  • Return on equity 38.5 points below the industry aggregate.
  • Low relative market share vs the industry leader (0.01x).

Opportunities

  • Industry revenue growing at a healthy 10.3% median pace.

Threats

  • Industry dominated by Nvidia Corp, holding 44.54 % of industry market cap.

Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.

On Semiconductor's Financial Strength vs Peers Comparison

Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months
CompanyQuick RatioWorking CapitalDebt / EquityAsset Turnover
On Semiconductor Corporation 1.75 4.36 0.73 0.49
Broadcom Inc 0.99 2.05 0.75 0.50
Texas Instruments Incorporated 1.09 4.53 0.88 0.56
Kla Corporation 0.46 2.80 1.08 0.81
Marvell Technology Inc 0.98 2.25 0.31 0.38
Amphenol Corporation 0.17 2.11 1.43 0.77
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.

On Semiconductor's Revenue and Income Growth vs Peers

Quarterly revenue and net income growth, year over year and quarter over quarter
CompanyPeriodRevenue Y/YRevenue Q/QIncome Y/YIncome Q/Q
On Semiconductor CorporationQ2 2026+9.2 %+6.0 %+32.5 %-
Broadcom Inc Q2 2026+85.5 %+33.4 %+216.1 %+40.6 %
Texas Instruments IncorporatedQ2 2026+22.8 %+13.2 %+52.9 %+28.2 %
Kla CorporationQ2 2026+15.2 %+7.1 %+13.3 %+13.5 %
Marvell Technology IncQ1 2026+27.6 %+9.0 %-70.1 %-70.3 %
Amphenol CorporationQ2 2026+55.0 %+14.9 %+62.1 %+89.1 %
PEERS TOTAL+32.6 %+13.2 %+84.2 %+24.1 %
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.

On Semiconductor's Peers' Costs of Sales and Capital Expenditures

Context for revenue growth: peer costs and capex, year over year and quarter over quarter
CompanyPeriodCosts Y/YCosts Q/QCapex Y/YCapex Q/Q
On Semiconductor CorporationQ2 2026+7.8 %+6.2 %-56.1 %+56.6 %
Broadcom Inc Q2 2026+74.0 %+34.9 %+274.6 %-
Texas Instruments IncorporatedQ2 2026+12.7 %+4.2 %-60.6 %-24.0 %
Kla CorporationQ2 2026+17.0 %+6.4 %-11.1 %-
Marvell Technology IncQ1 2026+22.8 %+8.1 %+30.3 %+35.4 %
Amphenol CorporationQ2 2026+44.8 %+8.1 %+19.7 %+21.9 %
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On Semiconductor's Returns and Turnover vs Peers

ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover
CompanyROAROIROEReceivables TurnoverInventory Turnover
On Semiconductor Corporation4.95%4.73%8.37%6.871.90
Broadcom Inc 21.57%24.07%43.74%9.188.31
Texas Instruments Incorporated17.31%18.74%35.77%8.851.71
Kla Corporation28.75%37.03%88.40%5.581.55
Marvell Technology Inc22.14%25.02%33.73%4.943.48
Amphenol Corporation13.80%15.13%37.19%5.294.65
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).

On Semiconductor's Valuation vs Peers

P/E, price to sales, PEG, price to cash flow and price to book
CompanyP/EPrice / SalesPEGP/CFPrice / Book
On Semiconductor Corporation48.814.947.3131.024.23
Broadcom Inc 44.5319.170.23128.8617.14
Texas Instruments Incorporated42.3613.161.72415.6614.22
Kla Corporation6.9318.38--39.31
Marvell Technology Inc86.3925.82-76.0812.35
Amphenol Corporation42.317.520.45143.3213.97
PEERS AVERAGE48.6413.00151.4812.02
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.