ON Semiconductor is an Integrated Device Manufacturer (IDM) specializing in power management, sensing, and connectivity solutions. The firmβs strategic focus is supplying the high-growth automotive (especially EV powertrain) and industrial sectors with energy-efficient silicon carbide (SiC) and IGBT technologies, capitalizing on global electrification trends.
ON is currently navigating a deep inventory correction (C1) evidenced by the steep -11.98% YoY revenue decline. However, the sequential growth of 5.6% indicates the inventory destocking phase may be near an inflection point. The company maintains operational efficiency (FCF Margin TTM of 22.11%) and demonstrated margin resilience with a +0.28% QoQ Gross Margin trend, suggesting pricing discipline amid cyclical weakness. The strategic shift toward SiC and industrial automation (T6) positions ON for a violent snapback once the automotive cycle (C6) stabilizes. Furthermore, the 16.09% short interest presents a tactical short-squeeze setup if the sequential momentum accelerates.
| Market Cap | None |
| PE Ratio (TTM) | None |
| Revenue (TTM) | None |
| Profit Margin | None |
| 52 Week High | None |
| 52 Week Low | None |
| Price | 55.97 |
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Growth vs Discount Rate
| 12% | 9% | 7% | |
|---|---|---|---|
| High | -- | -- | -- |
| Base | -- | -- | -- |
| Low | -- | -- | -- |
β Undervalued β Overvalued
| Year | Revenue | Margin | FCF | PV of FCF |
|---|---|---|---|---|
| Terminal Value (PV) | -- | |||
| Enterprise Value | -- | |||
| Equity Value (EV + Cash - Debt) | -- | |||
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