ON
ON Semiconductor
Information Technology · Semiconductors · US
✓ ETHICAL PASS
NARROW MOAT
HIGH
Data Confidence: 100.0%
Key Metrics
How this company measures up on the fundamentals that matter
Market Cap
$45.0B
Total market value of the company
85.07
Expensive — high growth expected
27.12
Based on estimated future earnings — lower means cheaper
Rev Growth
+4.7%
Year-over-year revenue change
Profit Margin
9.5%
How much profit the company keeps from each dollar of revenue
7.5%
Return on equity — how efficiently it uses shareholder money
Analyst Target
$103.62
-12% from current price — median analyst estimate
Recommendation
BUY
Consensus view from 29 analysts covering this stock
About ON Semiconductor
ON Semiconductor Corporation provides intelligent sensing and power solutions in Hong Kong, Singapore, the United Kingdom, the United States, and internationally. It operates through three segments: Power Solutions Group, Analog and Mixed-Signal Group, and Intelligent Sensing Group. The Power Solutions Group segment offers discrete, module, and integrated semiconductor devices designed to enable power conversion, including power switching, signal conditioning, and circuit protection technologies. Its Analog and Mixed-Signal Group segment designs and develops analog and mixed-signal solutions, including power management, sensor interface, connectivity, and standard products for automotive, industrial automation, AI data centers, computing, and mobile end markets. The Intelligent Sensing Group segment develops complementary metal-oxide-semiconductor image sensors, image signal processors, short-wave infrared sensors, and other products, as well as photon-counting technologies, including single-photon avalanche diode arrays and silicon photomultiplier devices for depth sensing, factory automation, safety systems, and robotics industries. ON Semiconductor Corporation was incorporated in 1992 and is headquartered in Scottsdale, Arizona.
https://www.onsemi.com
Country: United States Employees: 22,600 Industry: Semiconductors
Ethical Screening
Five compliance checks based on AAOIFI standards — all must pass for ethical clearance
Business Activity
PASS
Core business does not involve prohibited activities
Debt Ratio
24.0% PASS
Debt must be below 33% of total assets
Cash Ratio
3.2% PASS
Interest-bearing cash below 33% of assets
Receivables
24.4% PASS
Receivables below 49% of assets
Revenue Purity
1.6% PASS
Non-compliant revenue below 5% — any excess requires purification
Valuation
$51.18
What our model estimates this business is worth per share
-129.1%
Trading above fair value — no margin of safety
Rating
AVOID
Overall assessment combining ethics, valuation, and quality
87.6th
Ranks in the top 12% of our 13,571 screened universe
Trading at $116, 126% above fair value of $51. Passes all ethical screens. Ranks better than 50% of screened stocks.
Quantitative Intelligence
Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data
MARKUP
Price trending up with increasing momentum
0.769
Good returns relative to risk taken
0.0597
Suggested allocation is meaningful — the edge justifies a position
0.532
Acceptable balance between returns and drawdown risk
Annual Return
31.6%
Historical annualised return based on price data
-59.4%
Largest peak-to-trough decline — the worst it has been
SIDEWAYS
Price consolidating — no clear directional bias
Days in State
183
How long the current regime has persisted — longer means more stable
Market Data
Trading characteristics and market positioning
1.94
Significantly more volatile than the market
52W High
$119.10
2% below the year high
52W Low
$40.62
189% above the year low
Avg Volume
9,614,454
Average daily shares traded — higher means easier to buy and sell
2.9
Days it would take all short sellers to cover — higher means more crowded
Short % Float
10.2%
Elevated short interest — bears are positioned against this
0.0%
Annual dividend as a percentage of the share price
$1.36
Earnings per share over the last 12 months
Financial Health
Balance sheet strength and cash generation — the foundation of long-term value
0.44
Conservative use of debt — low financial risk
4.87
Strong balance sheet — comfortably covers short-term obligations
Quick Ratio
2.80
Like current ratio but excludes inventory — stricter test
Gross Margin
42.7%
Revenue left after cost of goods — higher means pricing power
Operating Margin
18.2%
Profit from core operations before interest and tax
$1.3B
Positive — the business generates more cash than it spends
Revenue (TTM)
$6.1B
Total revenue over the last 12 months
Net Income
$574M
Profitable — the bottom line is positive
Recent Insider Activity
SEC Form 4 filings — what company insiders are buying and selling
55
NEUTRAL
Mixed insider activity. 0 purchases and 0 sales in the last 90 days — no clear directional signal. Politicians have been buying this name.
| Date |
Insider |
Title |
Type |
Shares |
Value |
| 2026-05-14 |
DEITRICH THOMAS |
Director |
|
1,986 |
— |
| 2026-05-14 |
WATERS GREGORY L |
Director |
|
1,986 |
— |
| 2026-05-14 |
CARTER SUSAN K |
Director |
|
1,986 |
— |
| 2026-05-14 |
KIDDOO BRUCE E |
Director |
|
1,986 |
— |
| 2026-05-14 |
MASCARENAS PAUL ANTHONY |
Director |
|
1,986 |
— |
| 2026-05-14 |
YAN CHRISTINE YINGLI |
Director |
|
1,986 |
— |
| 2026-04-24 |
THAD TRENT |
Chief Financial Officer |
|
60,000 |
$5,790,000 |
| 2026-04-16 |
THAD TRENT |
Chief Financial Officer |
|
30,000 |
$2,400,000 |
| 2026-04-02 |
MASCARENAS PAUL ANTHONY |
Director |
|
168 |
$10,448 |
| 2026-03-13 |
GOPALSWAMY SUDHIR |
Officer |
|
6,114 |
$358,708 |
Source: SEC Form 4 filings via public data. View all insider activity at
Insider Intelligence
Political Trading Activity
Congressional trading disclosures involving this instrument
| Date |
Politician |
Party |
Type |
Amount |
| 9 Apr2026 |
Josh Gottheimer |
Democrat |
sell |
15K–50K |
| 9 Apr2026 |
Josh Gottheimer |
Democrat |
sell |
1K–15K |
| 8 May2026 |
Kevin Hern |
Republican |
exchange |
15K–50K |
| 8 May2026 |
Kevin Hern |
Republican |
exchange |
15K–50K |
| 8 May2026 |
Sheldon Whitehouse |
Democrat |
sell |
100K–250K |
Source: Congressional disclosure filings. View all political trades at
Insider Intelligence
Data sourced from public filings and market feeds. Not financial advice. Updated: 2026-05-15