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Stock Detail
Stock Library / ON
ON Technology Latest YouTube: Q1 2026

technology

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

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Library coverage

Episodes tracked
2
Episodes linked
2
Latest video
Q1 2026
Podcast available
Yes
Current price
$116.20
+6.20 (+5.64%)
Trailing / Forward P/E
85.44x
Forward: 27.33x
Market cap / Volume
—
Volume: —
Revenue / Earnings Growth
4.7%
Earnings: 93.1%
Margins
18.2% op
Gross: 42.7% · Net: 9.5%
Balance sheet
4.87x current
Debt / Equity: 44.3
52-week range / Beta
$41.49 - $119.10
Beta: 1.94
Analyst target
$103.97
Upside: -10.5%
Cash / shareholder return
2.84% FCF yield
Dividend yield: —

Company context

Industry: Semiconductors
Country: United States
Employees: —
Price to book: 6.24x
Return on equity: 7.5%
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.

Price chart

Market context for ON

Competitive view

ON vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

technology
ON
YouTube
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Microsoft Corp.
MSFT
YouTube
Latest video
Q3 FY2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Consensus analyst targets still imply meaningful upside, suggesting the Street thinks the current price leaves room for appreciation.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Qualcomm Inc.
QCOM
YouTube
Latest video
Q1 FY2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
ON
$45.18B
technology
MSFT
$3.11T
Microsoft Corp.
QCOM
$251.02B
Qualcomm Inc.
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
ON
85.4x
technology
MSFT
24.9x
Microsoft Corp.
QCOM
25.6x
Qualcomm Inc.
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
ON
27.3x
technology
MSFT
21.6x
Microsoft Corp.
QCOM
22.4x
Qualcomm Inc.
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
ON
4.7%
technology
MSFT
18.3%
Microsoft Corp.
QCOM
-3.5%
Qualcomm Inc.
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
ON
93.1%
technology
MSFT
23.4%
Microsoft Corp.
QCOM
173.0%
Qualcomm Inc.
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
ON
18.2%
technology
MSFT
46.3%
Microsoft Corp.
QCOM
22.1%
Qualcomm Inc.
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
ON
42.7%
technology
MSFT
68.3%
Microsoft Corp.
QCOM
54.8%
Qualcomm Inc.
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
ON
9.5%
technology
MSFT
39.3%
Microsoft Corp.
QCOM
22.3%
Qualcomm Inc.
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
ON
7.5%
technology
MSFT
34.0%
Microsoft Corp.
QCOM
36.1%
Qualcomm Inc.
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
ON
2.8%
technology
MSFT
1.2%
Microsoft Corp.
QCOM
3.8%
Qualcomm Inc.
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
ON
44.34x
technology
MSFT
30.27x
Microsoft Corp.
QCOM
55.98x
Qualcomm Inc.
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
ON
4.87x
technology
MSFT
1.28x
Microsoft Corp.
QCOM
2.37x
Qualcomm Inc.
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
ON
1.94
technology
MSFT
1.09
Microsoft Corp.
QCOM
1.49
Qualcomm Inc.
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
ON
—
technology
MSFT
0.8%
Microsoft Corp.
QCOM
1.7%
Qualcomm Inc.
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
ON
-10.5%
technology
MSFT
33.9%
Microsoft Corp.
QCOM
-25.3%
Qualcomm Inc.

Episode timeline

Episode archive for ON

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode live
Published youtube podcast complete
ON Stock: EPS Beats by 22% — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for technology. Use the links on the right to open the video or podcast episode.
YouTube Podcast
Q1 2026
Episode live
Published youtube podcast complete
ON Stock: EPS Beats by 22% — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for technology. Use the links on the right to open the video or podcast episode.
YouTube Podcast