Revenue -3.1% — shrinking; needs a catalyst to reverse
D/E0.65C+
D/E 0.65 — above the Technology debt median (≈75th pctile)
P/E52.1xC+
P/E 52.1 — above the Technology median (≈75th pctile)
PEG0.27A
PEG 0.27 — exceptional; paying well under fair value for growth
Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.
Quality-growth score · 43.7
Quality0.61
Growth0.21
Value0.65
Why this score
Buying back stock
Entry · Margin of safety
52-week rangeMid-range
41% off the 12-month high
vs DCF fair value54% aboveest. fair value ~$52
What the price assumes: free cash flow compounding at ~27% a year for the next decade — vs the ~25% a year our model projects from current growth and analyst estimates.
Quality signals · context only
Gross profitability17% · C+gross profit ÷ total assets (Novy-Marx)
ROIC4.6% · C+return on invested capital — not score-weighted
Model-generatedGenerated by the Bull Rankings model from this company's reported fundamentals, and checked against the figures shown above.
Why now
Semiconductors · market cap $31.1b. Down 41% from 52-week high of $134.92 — deep drawdown territory. PEG 0.27 — paying under fair value for the growth rate. 25 sell-side analysts rate this a Buy with a mean 1-yr target of $109.68 (implying +37% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong. Semiconductor moat is process-design IP plus customer qualification timelines — once designed in, the company captures multiple product cycles before a competitor can displace.
Risk
Trailing P/E 52.1x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 41% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.02 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
Horizon
1-3 yr $109.68 (25-analyst consensus) — fundamentals + valuation re-rating. 5 yr $160.58 at ~15% CAGR — compounding case rests on the competitive position widening. 10 yr $238.21 if current growth sustains into durable earnings power.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
ON vs the Top Picks average
Pillar
ON
Book avg
Diff
Quality
0.61
0.83
-0.23
Growth
0.21
0.92
-0.70
Value
0.65
0.75
-0.09
Averaged across the 30 names in today's Top Picks (mean score 82.4). A name can beat these averages and still be absent from the book — it also applies concentration limits.
Score history · ON
Trend
+4.5 over 37 daily scores
From 39.2 (Jun 22) → 43.7 (now)
One point per daily model run. The range autoscales, so a flat-looking line can still hide 1–2 point moves — read the From → To values for the actual range.
Position sizing · ON
$
%
%
Shares to buy
25
Position size
$1,995
4.0% of portfolio
Stop price
$59.84
25% below $79.78
$ at risk if stopped
$498.63
budget $500.00 · 1% of portfolio
Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.
ON Semiconductor Corporation (ON): score, valuation & FAQ
ON Semiconductor Corporation (ON) is a Semiconductors company that scores 43.7 out of 100 on the Bull Rankings quality-growth model — a below-average reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.
Its strongest graded signals are PEG (A), while Rev (D+) rate weaker. On valuation, ON sits about 54% above our discounted-cash-flow fair value — the current price implies roughly 27% annual free-cash-flow growth over the next decade.
Is ON a good stock to buy?
Bull Rankings scores ON 43.7 out of 100 on its quality-growth model, which is a below-average reading. That is driven by PEG (A). A score is a quantitative screen of ON Semiconductor Corporation's fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.
Why does ON score 43.7 on Bull Rankings?
The quality-growth score blends three pillars — quality (returns on capital, margins, leverage, earnings quality), growth (revenue and earnings expansion), and value (valuation versus sector peers). ON earns its highest marks on PEG (A), and is held back by Rev (D+). Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.
Is ON overvalued or undervalued?
Based on $79.78, ON sits about 54% above our discounted-cash-flow fair value — the current price implies roughly 27% annual free-cash-flow growth over the next decade. It trades at a 52.1x× P/E (graded C+). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.
What are the main risks of investing in ON?
Trailing P/E 52.1x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 41% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.02 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial adviser.