ON vs GFS vs CRDO
161 measures in 16 categories, one definition each, computed from filings and market data.
ON66.7
ON Semiconductor Corporation
Technology · Semiconductors
$72.02 −2.28%$28.0B mkt cap
Score DNA
CRDO79.2
Credo Technology Group Holding Ltd
Technology · Semiconductors
$169.70 −4.93%$31.9B mkt cap
Score DNA
Price, rebased to 100 three years ago
ON GFS CRDO · weekly adjusted closesSmart money 8Valuation 16Profitability (TTM) 12Returns on capital 11Growth 17Margin history & stability 7Liquidity (latest quarter) 7Leverage & solvency (latest quarter) 13Efficiency 11Cash flow & earnings quality 7Dividends & buybacks 9Scores & forensic checks 15Per share 7Size (TTM) 8Price performance 9Technicals 4
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry. n/a: the measure does not apply to lenders and insurers.
Smart money
8 measures| Measure | ON | GFS | CRDO |
|---|---|---|---|
| Insider open-market buys, 180d | 0 | 1 | 0 |
| Insider $ bought, 180d | — | $0.00M | — |
| Congress purchases, 180d | 4 | 0 | 0 |
| Last Congress purchase | 2026-09-28 | — | — |
| 13F net change in holders | — | — | — |
| ETFs adding shares, 30d | 1,203 | 303 | 846 |
| ETFs trimming, 30d | 966 | 128 | 619 |
| Net ETF funds, 30d | +237 | +175 | +227 |
Valuation
16 measures| Measure | ON | GFS | CRDO |
|---|---|---|---|
| P/E (TTM) | 44.5x
45th
|
35.8x
27th
|
59.3x
57th
|
| PEG (P/E ÷ 3-yr EPS CAGR) | — | — | — |
| Price / sales | 4.5x
33rd
|
3.7x
24th
|
20.0x
85th
|
| Price / book | 3.9x
36th
|
2.2x
16th
|
11.7x
75th
|
| Price / tangible book | 7.1x
34th
|
4.6x
19th
|
29.5x
84th
|
| Price / free cash flow | 15.8x
4th
|
32.2x
24th
|
72.7x
70th
|
| Price / operating cash flow | 16.8x
16th
|
13.4x
10th
|
63.7x
74th
|
| Enterprise value | $28.7B
72nd
|
$24.9B
69th
|
$31.2B
73rd
|
| EV / sales | 4.6x
34th
|
3.6x
26th
|
19.6x
86th
|
| EV / EBITDA | 22.6x
33rd
|
11.7x
11th
|
52.9x
72nd
|
| EV / EBIT | 38.1x
47th
|
29.2x
28th
|
57.7x
72nd
|
| EV / free cash flow | 16.2x
4th
|
31.3x
24th
|
71.0x
70th
|
| Earnings yield | 2.2%
69th
|
2.8%
81st
|
1.7%
61st
|
| FCF yield | 6.3%
97th
|
3.1%
83rd
|
1.4%
49th
|
| Operating cash flow yield | 6.0%
88th
|
7.5%
92nd
|
1.6%
43rd
|
| Graham number (per share) | $25.02
33rd
|
$24.82
31st
|
$29.57
44th
|
Profitability (TTM)
12 measures| Measure | ON | GFS | CRDO |
|---|---|---|---|
| Gross margin | 37.4%
29th
|
27.4%
16th
|
67.1%
87th
|
| EBITDA margin | 20.4%
55th
|
30.6%
73rd
|
37.0%
82nd
|
| Operating margin | 11.7%
53rd
|
11.6%
52nd
|
31.7%
88th
|
| EBIT margin | 12.1%
50th
|
12.3%
51st
|
33.9%
85th
|
| Net margin | 10.2%
52nd
|
10.3%
53rd
|
33.8%
93rd
|
| NOPAT margin | 10.3%
52nd
|
9.5%
51st
|
31.7%
91st
|
| FCF margin | 28.6%
91st
|
11.5%
49th
|
27.6%
85th
|
| Operating cash flow margin | 27.0%
75th
|
27.6%
79th
|
31.4%
85th
|
| R&D / revenue | 9.0%
20th
|
8.1%
19th
|
21.5%
59th
|
| SG&A / revenue | 9.9%
28th
|
7.2%
15th
|
13.9%
48th
|
| Stock comp / revenue | 2.4%
36th
|
3.4%
47th
|
14.8%
81st
|
| Effective tax rate | 11.8%
18th
|
17.8%
53rd
|
0.2%
7th
|
Returns on capital
11 measures| Measure | ON | GFS | CRDO |
|---|---|---|---|
| ROE (on average equity) | 8.3%
53rd
|
6.2%
47th
|
30.7%
86th
|
| ROA | 4.7%
53rd
|
4.3%
51st
|
27.5%
93rd
|
| ROIC | 8.1%
51st
|
5.9%
44th
|
25.4%
79th
|
| ROCE | 6.6%
49th
|
5.8%
47th
|
19.2%
79th
|
| Return on tangible assets | 5.7%
49th
|
5.1%
45th
|
27.5%
89th
|
| Cash ROIC (OCF / invested capital) | 21.3%
64th
|
17.2%
58th
|
25.2%
70th
|
| Gross profitability (GP / assets) | 17.2%
33rd
|
11.3%
16th
|
35.4%
75th
|
| ROIC, 3-yr average | 12.1%
62nd
|
3.8%
35th
|
— |
| ROIC, 5-yr average | 21.7%
65th
|
6.8%
32nd
|
86.0%
90th
|
| ROE, 5-yr average | 19.5%
75th
|
6.4%
30th
|
4.3%
27th
|
| Incremental ROIC | 58.7%
75th
|
190.3%
96th
|
19.4%
56th
|
Growth
17 measures| Measure | ON | GFS | CRDO |
|---|---|---|---|
| Revenue growth (TTM YoY) | -3.1%
10th
|
1.4%
16th
|
165.1%
97th
|
| Revenue growth (QoQ) | 6.0%
17th
|
9.3%
32nd
|
9.6%
35th
|
| Revenue CAGR, 3 yr | -9.5%
9th
|
-4.1%
26th
|
109.6%
99th
|
| Revenue CAGR, 5 yr | 0.9%
21st
|
— | — |
| Gross profit CAGR, 3 yr | -16.5%
8th
|
-5.8%
25th
|
120.7%
98th
|
| Operating income CAGR, 3 yr | -35.3%
20th
|
-12.7%
32nd
|
— |
| Net income growth (TTM YoY) | 35.3%
49th
|
— | 330.2%
90th
|
| Net income CAGR, 3 yr | -31.4%
23rd
|
-21.8%
31st
|
— |
| EPS growth (TTM YoY) | 38.8%
56th
|
— | 308.5%
90th
|
| EPS CAGR, 3 yr | -29.0%
28th
|
-21.8%
31st
|
— |
| EPS CAGR, 5 yr | 5.7%
41st
|
— | — |
| FCF growth (TTM YoY) | 37.7%
57th
|
-18.1%
15th
|
369.2%
93rd
|
| FCF CAGR, 3 yr | 15.0%
61st
|
— | — |
| Operating cash flow CAGR, 3 yr | -12.9%
28th
|
-4.4%
34th
|
244.7%
98th
|
| Book value CAGR, 3 yr | 4.7%
39th
|
3.9%
34th
|
82.0%
97th
|
| Dividend CAGR, 3 yr | — | — | — |
| Sustainable growth rate | 8.3%
38th
|
6.2%
33rd
|
30.7%
88th
|
Margin history & stability
7 measures| Measure | ON | GFS | CRDO |
|---|---|---|---|
| Gross margin, 3-yr average | 40.5%
33rd
|
26.0%
19th
|
65.2%
88th
|
| Operating margin, 3-yr average | 15.8%
66th
|
7.2%
46th
|
11.2%
56th
|
| Net margin, 3-yr average | 14.1%
63rd
|
6.8%
45th
|
14.2%
68th
|
| FCF margin, 3-yr average | 20.8%
70th
|
14.3%
59th
|
12.0%
52nd
|
| Revenue stability (0-1) | 0.00
0th
|
0.56
46th
|
0.83
71st
|
| Earnings stability (0-1) | 0.06
17th
|
0.10
28th
|
0.66
78th
|
| Margin stability (0-1) | 0.86
26th
|
0.92
44th
|
0.93
54th
|
Liquidity (latest quarter)
7 measures| Measure | ON | GFS | CRDO |
|---|---|---|---|
| Cash & short-term investments | $3.9B
83rd
|
$2.4B
79th
|
$764.3M
52nd
|
| Net cash (− = net debt) | −$618.2M
17th
|
$679.0M
77th
|
$743.5M
80th
|
| Working capital | $5.2B
84th
|
$3.3B
79th
|
$1.3B
60th
|
| Current ratio | 3.46
51st
|
2.48
27th
|
7.40
83rd
|
| Quick ratio | 2.49
49th
|
1.74
23rd
|
5.82
80th
|
| Cash ratio (cash + ST investments / current liabilities) | 1.84
55th
|
1.07
29th
|
3.86
77th
|
| Defensive interval (days) | 1,087 days
67th
|
1,267 days
73rd
|
684 days
40th
|
Leverage & solvency (latest quarter)
13 measures| Measure | ON | GFS | CRDO |
|---|---|---|---|
| Total debt | $4.5B
83rd
|
$1.7B
72nd
|
$20.7M
25th
|
| Debt / equity | 0.62
77th
|
0.14
48th
|
0.01
9th
|
| Net debt / equity | 0.09
73rd
|
−0.06
67th
|
−0.27
43rd
|
| Debt / assets | 33.2%
80th
|
9.9%
48th
|
0.7%
11th
|
| Debt / capital | 38.3%
77th
|
12.4%
48th
|
0.8%
9th
|
| Debt / EBITDA | 3.54
74th
|
0.79
40th
|
0.04
8th
|
| Net debt / EBITDA | 0.49
75th
|
−0.32
59th
|
−1.26
43rd
|
| Interest coverage (EBIT / interest) | 12.3x
48th
|
— | — |
| Cash interest coverage | 27.2x
63rd
|
— | — |
| Debt payback (years of OCF) | 2.7 yrs
72nd
|
0.9 yrs
45th
|
0.0 yrs
9th
|
| Liabilities / assets | 46.3%
67th
|
29.7%
48th
|
9.4%
8th
|
| IS credit model rating | A+ | AA | AA |
| Implied credit spread (bps) | 125
45th
|
80
19th
|
80
19th
|
Efficiency
11 measures| Measure | ON | GFS | CRDO |
|---|---|---|---|
| Asset turnover | 0.47
32nd
|
0.41
25th
|
0.81
87th
|
| Fixed asset turnover | 2.12
21st
|
0.90
5th
|
11.40
91st
|
| Inventory turnover | 1.9
18th
|
3.0
66th
|
2.4
35th
|
| Receivables turnover | 6.8
57th
|
7.6
69th
|
6.6
52nd
|
| Days sales outstanding | 54 days
43rd
|
48 days
31st
|
55 days
48th
|
| Days inventory outstanding | 195 days
82nd
|
121 days
34th
|
150 days
65th
|
| Days payables outstanding | 46 days
40th
|
29 days
8th
|
55 days
60th
|
| Cash conversion cycle (days) | 203 days
80th
|
140 days
57th
|
150 days
61st
|
| Capex / revenue | — | 16.1%
88th
|
3.9%
34th
|
| Capex / depreciation | — | 0.88
49th
|
1.24
69th
|
| Operating expense ratio | 22.3%
24th
|
18.5%
19th
|
39.3%
68th
|
Cash flow & earnings quality
7 measures| Measure | ON | GFS | CRDO |
|---|---|---|---|
| Operating cash flow / net income | 2.65
77th
|
2.68
81st
|
0.93
31st
|
| FCF / net income | 2.81
90th
|
1.11
62nd
|
0.81
46th
|
| FCF / operating cash flow | — | 41.5%
21st
|
87.7%
75th
|
| Capex / operating cash flow | — | 58.5%
79th
|
12.3%
25th
|
| Accruals ratio | -7.8%
23rd
|
-7.1%
29th
|
1.9%
79th
|
| Sloan accruals ratio | -3.2%
24th
|
-11.6%
4th
|
26.7%
81st
|
| Earnings quality score (0-1) | 0.75
15th
|
0.75
15th
|
0.75
15th
|
Scores & forensic checks
15 measures| Measure | ON | GFS | CRDO |
|---|---|---|---|
| IS score | 67
67th
|
59
51st
|
79
89th
|
| IS profitability | 44
52nd
|
31
40th
|
94
88th
|
| IS growth | 54
26th
|
57
32nd
|
79
82nd
|
| IS value | 35
36th
|
37
52nd
|
27
8th
|
| IS momentum | 83
60th
|
86
66th
|
90
75th
|
| IS risk (safety) | 100
12th
|
100
12th
|
100
12th
|
| IS quality | 72
56th
|
76
68th
|
83
80th
|
| IS balance sheet | 88
64th
|
90
67th
|
88
63rd
|
| IS earnings quality | 70
72nd
|
65
49th
|
69
71st
|
| IS cash flow | 85
87th
|
50
45th
|
85
85th
|
| Piotroski F-score (0-9) | 6
43rd
|
8
91st
|
5
24th
|
| Altman Z-score | 5.5
27th
|
5.3
24th
|
86.8
96th
|
| Beneish M-score | −2.84
18th
|
−2.20
60th
|
8.06
100th
|
| Ohlson O-score | −9.23
52nd
|
−10.68
27th
|
−14.20
7th
|
| IS credit score | 78
49th
|
88
71st
|
87
69th
|
Size (TTM)
8 measures| Measure | ON | GFS | CRDO |
|---|---|---|---|
| Market cap | $28.0B
72nd
|
$25.6B
71st
|
$31.9B
73rd
|
| Revenue | $6.2B
77th
|
$6.9B
79th
|
$1.6B
59th
|
| EBITDA | $1.3B
73rd
|
$2.1B
80th
|
$589.4M
65th
|
| Net income | $630.2M
77th
|
$716.0M
79th
|
$538.3M
75th
|
| Free cash flow | $1.8B
83rd
|
$796.0M
76th
|
$438.6M
68th
|
| Total assets | $13.5B
76th
|
$16.9B
80th
|
$3.0B
60th
|
| Shareholders' equity | $7.2B
77th
|
$11.8B
83rd
|
$2.7B
63rd
|
| Employees | 22,600
80th
|
14,000
76th
|
807
24th
|
Price performance
9 measures| Measure | ON | GFS | CRDO |
|---|---|---|---|
| 1 day | −2.3% | −4.3% | −4.9% |
| 1 week | −7.1% | −3.2% | −21.6% |
| 1 month | +5.5% | +2.1% | +0.9% |
| 3 months | −16.9% | −17.8% | −20.0% |
| 6 months | −13.2% | −14.7% | +5.6% |
| Year to date | +27.0% | +26.6% | +18.5% |
| 1 year | +43.0% | +33.0% | +29.1% |
| 3 years, cumulative | −24.3% | −18.4% | +954.7% |
| 5 years, cumulative | +61.9% | — | — |
Technicals
4 measures| Measure | ON | GFS | CRDO |
|---|---|---|---|
| RSI 14 | 41.0 | 45.5 | 37.2 |
| From 52-week high | −46.6% | −49.6% | −45.0% |
| From 52-week low | +61.6% | +45.8% | +96.2% |
| Beta | 2.05 | 1.76 | 3.25 |
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17