ON Semiconductor (ON) Stock Insights

ON price $75.63 -3.04 -3.86%

Ticker
ON
Price
$75.63
Change
-3.04 -3.86%
Market cap ?
$29.44B
P/E ?
46.87
Forward P/E ?
23.61
Dividend yield ?
0.00%
Beta ?
2.05
Sector
Technology
Industry
Semiconductors
Stocklytics score
57
Value
63
Quality
53
Growth
54

Stocklytics score rationale: value 63, quality 53, growth 54.

Financials

2016201720182019202020212022202320242025
3906900000554310000058783000005517900000525500000067398000008326200000825300000070823000005995400000

ON Semiconductor Corporation operates as a global provider of sophisticated power and sensing solutions. Their cutting-edge power innovations are pivotal in modernizing various sectors: they contribute to the development of lighter, extended-range electric vehicles, underpin rapid-charging infrastructure, and bolster sustainable energy initiatives for applications such as solar arrays, industrial power systems, and…

Fair value

ON fair value $102.32. Price $75.63. Price is 26% below fair value.

Above fair value, and more expensive than usual. A larger premium than on 70% of days in the past 5 years.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Calculated with a 10-year free-cash-flow discount. Starting free cash flow 1.77B. Growth 20.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 12.00% (beta 2.0). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 389.31M. Net debt 1.32B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.

Compare ON

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2026-11-02—0.88—1.70B
2026-08-030.740.711.60B1.59B
2026-05-040.640.611.51B1.49B
2026-02-090.640.621.53B1.54B
2025-11-030.630.591.55B1.52B
2025-08-040.530.531.47B1.45B
2025-05-050.550.501.45B1.40B
2025-02-100.950.971.72B1.76B
2024-10-280.990.971.76B1.75B
2024-07-290.960.921.74B1.73B
2024-04-291.081.041.86B1.85B
2024-02-051.251.212.02B2.00B
2023-10-301.391.342.18B2.15B
2023-07-311.331.212.09B2.02B
2023-05-011.191.091.96B1.92B
2023-02-061.321.272.10B2.08B
2022-10-311.451.312.19B2.12B
2022-08-011.341.262.08B2.01B
2022-05-021.221.051.95B1.91B
2022-02-071.090.941.85B1.79B
2021-11-010.870.741.74B1.71B
2021-08-020.630.491.67B1.67B
2021-05-030.350.341.48B1.46B
2021-02-010.350.281.45B1.35B
2020-10-310.270.191.32B975.56M
2020-08-080.120.021.21B202.25M
2020-05-090.100.151.28B1.92B
2020-02-030.300.331.40B1.50B
2019-10-270.330.361.38B1.51B
2019-08-040.420.421.35B1.35B
2019-04-270.430.401.39B1.29B
2019-02-010.530.481.50B1.33B
2018-10-280.570.501.54B1.38B
2018-07-290.460.451.46B1.42B
2018-04-290.400.391.38B1.34B
2018-02-020.390.371.38B1.31B
2017-11-050.310.401.39B1.26B
2017-08-060.260.321.34B1.19B
2017-05-070.230.251.44B1.33B
2017-02-120.290.231.26B1.00B

Dividends

Yield 0.00%. Payout ratio 0.00%. Frequency —.

Safety score 37/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.

Ex-dateDividendRecordPaymentFrequency
No data yet.

Insider trades

DateInsiderActionSharesPriceValue
2026-10-02MASCARENAS PAUL ANTHONYBuy126$84.8910.70K
2026-10-01GOPALSWAMY SUDHIRSell15.58K$80.001.25M
2026-07-02MASCARENAS PAUL ANTHONYBuy116$91.2210.58K
2026-05-26GOPALSWAMY SUDHIRSell470$127.0059.69K
2026-05-15SHAH ACHYUTOther0——
2026-05-14Deitrich ThomasBuy1.99K——
2026-05-14WATERS GREGORY LBuy1.99K——
2026-05-14CARTER SUSAN KBuy1.99K——
2026-05-14Yan Christine YBuy1.99K——
2026-05-14KIDDOO BRUCE EBuy1.99K——
2026-05-14MASCARENAS PAUL ANTHONYBuy1.99K——
2026-04-24Thad TrentSell30.00K$100.003.00M
2026-04-23Thad TrentSell30.00K$93.002.79M
2026-04-16Thad TrentSell30.00K$80.002.40M
2026-04-03MASCARENAS PAUL ANTHONYBuy168$62.1910.45K
2026-03-13GOPALSWAMY SUDHIRSell6.11K$58.67358.71K
2026-02-21El-Khoury HassaneSell36.80K$69.112.54M
2026-02-21GOPALSWAMY SUDHIRSell9.58K$69.11662.28K
2026-02-21Thad TrentSell10.38K$69.11717.57K
2026-02-21KEETON SIMONSell7.79K$69.11538.23K
2026-02-20El-Khoury HassaneBuy75.31K——
2026-02-20GOPALSWAMY SUDHIRBuy31.83K——
2026-02-20GOPALSWAMY SUDHIRSell1.46K$69.11100.56K
2026-02-20Thad TrentBuy36.17K——
2026-02-20Thad TrentSell4.17K$69.11288.40K
2026-02-20KEETON SIMONBuy26.05K——
2026-02-20KEETON SIMONSell3.13K$69.11216.31K
2026-02-17KEETON SIMONSell4.60K$71.56328.94K
2026-02-17KEETON SIMONSell44.26K$71.773.18M
2026-02-12KIDDOO BRUCE ESell3.57K——
2026-02-12El-Khoury HassaneSell100$73.567.36K
2026-02-12El-Khoury HassaneSell19.90K$73.021.45M
2026-02-12Thad TrentSell1.30K$71.7093.21K
2026-02-12Thad TrentSell2.20K$73.39161.47K
2026-02-12Thad TrentSell7.00K$72.88510.14K
2026-02-12Thad TrentSell49.50K$70.873.51M
2026-02-10KEETON SIMONSell5.03K$67.38339.06K
2026-02-10El-Khoury HassaneSell20.76K$67.381.40M
2026-02-10Thad TrentSell6.71K$67.38452.05K
2026-02-10GOPALSWAMY SUDHIRSell6.19K$67.38417.15K
2026-02-06GOPALSWAMY SUDHIRSell6.04K$65.20393.87K
2026-02-06KEETON SIMONSell9.23K$65.20601.93K
2026-02-06Thad TrentSell12.27K$65.20800.00K
2026-02-06El-Khoury HassaneSell34.46K$65.202.25M
2026-02-05GOPALSWAMY SUDHIRBuy401——
2026-02-05GOPALSWAMY SUDHIRBuy1.24K——
2026-02-05GOPALSWAMY SUDHIRBuy2.58K——
2026-02-05GOPALSWAMY SUDHIRBuy23.29K——
2026-02-05KEETON SIMONBuy2.58K——
2026-02-05KEETON SIMONBuy3.28K——
2026-02-05KEETON SIMONBuy23.29K——
2026-02-05Thad TrentBuy3.44K——
2026-02-05Thad TrentBuy4.37K——
2026-02-05Thad TrentBuy31.05K——
2026-02-05El-Khoury HassaneBuy9.60K——
2026-02-05El-Khoury HassaneBuy12.20K——
2026-02-05El-Khoury HassaneBuy90.97K——
2025-12-19MASCARENAS PAUL ANTHONYBuy189$55.2110.43K
2025-12-04KEETON SIMONSell21.00K$55.721.17M
2025-12-03Thad TrentSell20.00K$55.051.10M
2025-10-03MASCARENAS PAUL ANTHONYBuy212$49.2710.45K
2025-08-13El-Khoury HassaneSell15.00K$51.22768.26K
2025-07-03MASCARENAS PAUL ANTHONYBuy185$56.6010.47K
2025-06-12Campbell AlanSell5.37K$51.16274.78K
2025-05-26GOPALSWAMY SUDHIRSell470$41.2719.40K
2025-05-15Yan Christine YBuy5.05K——
2025-05-15MASCARENAS PAUL ANTHONYBuy5.05K——
2025-05-15KIDDOO BRUCE EBuy5.05K——
2025-05-15WATERS GREGORY LBuy5.05K——
2025-05-15Deitrich ThomasBuy5.05K——
2025-05-15CARTER SUSAN KBuy5.05K——
2025-05-15Campbell AlanBuy5.05K——
2025-04-04MASCARENAS PAUL ANTHONYBuy310$33.7010.45K
2025-03-12Campbell AlanSell10.00K$43.23432.26K
2025-03-07GOPALSWAMY SUDHIRSell3.31K$45.40150.09K
2025-02-21KEETON SIMONBuy33.30K——
2025-02-21KEETON SIMONSell3.20K$54.05172.80K
2025-02-21El-Khoury HassaneBuy92.97K——
2025-02-21El-Khoury HassaneSell11.65K$54.05629.63K
2025-02-21El-Khoury HassaneSell11.90K$54.05643.09K
2025-02-21GOPALSWAMY SUDHIRBuy33.30K——
2025-02-21GOPALSWAMY SUDHIRSell3.93K$54.05212.20K
2025-02-21Thad TrentBuy44.40K——
2025-02-21Thad TrentSell4.26K$54.05230.36K
2025-02-20KEETON SIMONSell3.13K$55.74174.47K
2025-02-20GOPALSWAMY SUDHIRSell1.45K$55.7480.93K
2025-02-20Thad TrentSell4.17K$55.74232.60K
2025-02-11GOPALSWAMY SUDHIRSell6.23K$47.93298.41K
2025-02-11Thad TrentSell7.11K$47.93340.59K
2025-02-11KEETON SIMONSell5.33K$47.93255.42K
2025-02-11El-Khoury HassaneSell10.75K$47.93515.34K
2025-02-11El-Khoury HassaneSell19.83K$47.93950.40K
2025-02-10Thad TrentSell3.69K$47.04173.81K
2025-02-10KEETON SIMONSell1.96K$47.0492.01K
2025-02-07GOPALSWAMY SUDHIRSell6.37K$51.25326.62K
2025-02-07KEETON SIMONSell12.36K$51.25633.35K
2025-02-07Thad TrentSell19.77K$51.251.01M
2025-02-07El-Khoury HassaneSell56.30K$51.252.89M
2025-02-06GOPALSWAMY SUDHIRBuy803——
2025-02-06GOPALSWAMY SUDHIRBuy2.48K——

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 1.08K, holders +184 vs prior quarter. Ownership 103.44%.

HolderSharesChangeChange %Value
FMR LLC56.68M-1.48M-2.54%5.36B
BLACKROCK, INC.40.98M1.07M+2.68%3.87B
VANGUARD CAPITAL MANAGEMENT LLC25.62M-16.80K-0.07%2.42B
VANGUARD PORTFOLIO MANAGEMENT LLC19.64M-423.23K-2.11%1.86B
STATE STREET CORP18.56M249.68K+1.36%1.75B
JUPITER TOPCO LLC13.43M13.43MNew1.27B
GEODE CAPITAL MANAGEMENT, LLC10.84M72.73K+0.68%1.02B
JPMORGAN CHASE & CO10.13M-5.98M-37.12%897.15M
GOLDMAN SACHS GROUP INC7.88M1.24M+18.69%744.77M
NORGES BANK7.86M7.86MNew742.82M
BANK OF AMERICA CORP /DE/6.28M1.05M+20.07%593.28M
MORGAN STANLEY5.92M-190.03K-3.11%559.41M
AMERIPRISE FINANCIAL INC5.63M-821.27K-12.73%532.49M
VAN ECK ASSOCIATES CORP5.14M731.54K+16.58%486.25M
AMUNDI5.05M202.68K+4.18%477.75M
INVESCO LTD.4.89M-1.15M-19.02%462.14M
JERICHO CAPITAL ASSET MANAGEMENT L.P.4.88M4.88MNew461.47M
PICTET ASSET MANAGEMENT HOLDING SA4.24M-361.18K-7.86%400.39M
JANE STREET GROUP, LLC4.21M3.02M+252.59%398.11M
TWO SIGMA INVESTMENTS, LP4.07M-385.25K-8.65%384.64M
CITIGROUP INC3.82M-843.89K-18.11%360.86M
SUSQUEHANNA INTERNATIONAL GROUP, LLP3.72M3.09M+492.31%351.66M
RAFFERTY ASSET MANAGEMENT, LLC3.70M878.56K+31.09%350.26M
BARCLAYS PLC3.68M-247.66K-6.31%347.63M
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC3.58M72.76K+2.08%338.07M

Insights

Revenue by product
PeriodValue
FY2011Automotive Industrial Medical And Mil Aero: 894700000.0, Computing And Consumer Group: 609100000.0, Sanyo Semiconductor Products Group: 1060300000.0, Standard Products Group: 878200000.0
FY2012Automotive Industrial Medical And Mil Aero: 1019200000.0, Reportable Segment: 2894900000.0, SANYO Semiconductor Products Group: 771000000.0, Standard Products Group: 1104700000.0
FY2013Automotive Industrial Medical And Mil Aero: 1036300000.0, Standard Products Group: 1121200000.0, System Solutions Group: 625200000.0
FY2014Automotive Industrial Medical And Mil Aero: 1070400000.0, Image Sensor Group: 306100000.0, Standard Products Group: 1210400000.0, System Solutions Group: 574900000.0
FY2015Automotive Industrial Medical And Mil Aero: 1056500000.0, Image Sensor Group: 717300000.0, Standard Products Group: 1215100000.0, System Solutions Group: 506900000.0
FY2016Analog Solutions Group: 1481500000.0, Power Solutions Group: 1708600000.0
FY2017Analog Solutions Group: 1950900000.0, Power Solutions Group: 2819300000.0
FY2018Analog Solutions Group: 2071200000.0, Intelligent Sensing Group: 768900000.0, Power Solutions Group: 3038200000.0
FY2019Analog Solutions Group: 1972300000.0, Intelligent Sensing Group: 757300000.0, Power Solutions Group: 2788300000.0
FY2020Analog Solutions Group: 1910400000.0, Intelligent Sensing Group: 738500000.0, Power Solutions Group: 2606100000.0
FY2021Analog Solutions Group: 2399900000.0, Intelligent Sensing Group: 900800000.0, Power Solutions Group: 3439100000.0
FY2022Analog Solutions Group: 2841300000.0, Intelligent Sensing Group: 1276700000.0, Power Solutions Group: 4208200000.0
FY2023Analog Solutions Group: 2488500000.0, Intelligent Sensing Group: 1315500000.0, Power Solutions Group: 4449000000.0
FY2024Analog Solutions Group: 2609100000.0, Intelligent Sensing Group: 1125000000.0, Power Solutions Group: 3348200000.0
FY2025AMG: 2261900000.0, ISG: 928400000.0, PSG: 2805100000.0
Revenue by region
PeriodValue
FY2011Americas: 36600000.0, BELGIUM: 3700000.0, CHINA: 1053800000.0, JAPAN: 494800000.0, Other Asia And Pacific: 221400000.0, SINGAPORE: 683300000.0, UNITED KINGDOM: 424700000.0, UNITED STATES: 524000000.0
FY2012Americas: 15000000.0, BELGIUM: 500000.0, CHINA: 874200000.0, JAPAN: 401200000.0, Other Asia And Pacific: 136000000.0, SINGAPORE: 627700000.0, UNITED KINGDOM: 388300000.0, UNITED STATES: 452000000.0
FY2013CHINA: 862400000.0, JAPAN: 290200000.0, Other Asia And Pacific: 113900000.0, SINGAPORE: 700600000.0, UNITED KINGDOM: 400200000.0, UNITED STATES: 415400000.0
FY2014HONG KONG: 975300000.0, JAPAN: 293100000.0, Other Asia And Pacific: 112000000.0, SINGAPORE: 786500000.0, UNITED KINGDOM: 497900000.0, UNITED STATES: 497000000.0
FY2015HONG KONG: 874400000.0, JAPAN: 281700000.0, Other Asia And Pacific: 171500000.0, SINGAPORE: 1120700000.0, UNITED KINGDOM: 503200000.0, UNITED STATES: 544300000.0
FY2016HONG KONG: 1086800000.0, JAPAN: 334500000.0, Other Asia And Pacific: 245700000.0, SINGAPORE: 1110400000.0, UNITED KINGDOM: 541100000.0, UNITED STATES: 588400000.0
FY2017HONG KONG: 1785000000.0, JAPAN: 429000000.0, Other Asia And Pacific: 444600000.0, SINGAPORE: 1466900000.0, UNITED KINGDOM: 668800000.0, UNITED STATES: 748800000.0
FY2018Other Geographical Areas: 625000000.0
FY2019Other Geographical Areas: 655600000.0
FY2020Other Geographical Areas: 609400000.0
FY2021Hong Kong: 1828600000.0, Other: 758200000.0, Singapore: 2097800000.0, United Kingdom: 1123600000.0, United States: 931600000.0
FY2022Hong Kong: 2315800000.0, Other: 919500000.0, Singapore: 2133900000.0, United Kingdom: 1492300000.0, United States: 1464700000.0
FY2023Hong Kong: 2168600000.0, Other: 818500000.0, Singapore: 1938800000.0, United Kingdom: 1753400000.0, United States: 1573700000.0
FY2024Hong Kong: 1779300000.0, Other: 624500000.0, Singapore: 1733200000.0, United Kingdom: 1637800000.0, United States: 1307500000.0
FY2025Other Geographical Areas: 530600000.0

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ON Semiconductor (ON) Stock Insights

ON$75.63-3.04 -3.86%

$29.44B

Market Cap

46.87

P/E

23.61

Forward P/E

57

Score

Price History