Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
ON 
ON Semiconductor Corporation (ON)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
03/27/2025: ON (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -34.18% | Avg. Invested days 22 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 18.98B USD | Price to earnings Ratio 12.41 | 1Y Target Price 60.37 |
Price to earnings Ratio 12.41 | 1Y Target Price 60.37 | ||
Volume (30-day avg) 9151589 | Beta 1.59 | 52 Weeks Range 41.59 - 80.08 | Updated Date 03/27/2025 |
52 Weeks Range 41.59 - 80.08 | Updated Date 03/27/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 3.63 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 22.21% | Operating Margin (TTM) 25.95% |
Management Effectiveness
Return on Assets (TTM) 8.74% | Return on Equity (TTM) 18.95% |
Valuation
Trailing PE 12.41 | Forward PE 17.86 | Enterprise Value 19356407560 | Price to Sales(TTM) 2.68 |
Enterprise Value 19356407560 | Price to Sales(TTM) 2.68 | ||
Enterprise Value to Revenue 2.73 | Enterprise Value to EBITDA 7.61 | Shares Outstanding 421420992 | Shares Floating 419284522 |
Shares Outstanding 421420992 | Shares Floating 419284522 | ||
Percent Insiders 0.4 | Percent Institutions 104.24 |
Analyst Ratings
Rating 3.88 | Target Price 83.18 | Buy 6 | Strong Buy 13 |
Buy 6 | Strong Buy 13 | ||
Hold 12 | Sell 1 | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
ON Semiconductor Corporation
Company Overview
History and Background
ON Semiconductor was founded in 1999 as a spin-off from Motorola's Semiconductor Components Group. It has grown through acquisitions and organic growth, focusing on energy-efficient power and signal management, logic, discrete and custom devices.
Core Business Areas
- Power Solutions Group (PSG): Offers a broad portfolio of power management and discrete devices, including MOSFETs, IGBTs, rectifiers, and power ICs. Focuses on applications in automotive, industrial, and cloud power.
- Advanced Solutions Group (ASG): Provides analog, mixed-signal, and sensor solutions. Key products include image sensors, audio processors, and connectivity solutions for automotive, industrial, and consumer markets.
- Intelligent Sensing Group (ISG): Supplies sensing technologies, including image sensors and radar. This segment is heavily involved in ADAS and autonomous driving applications.
Leadership and Structure
Hassane El-Khoury is the CEO. The organizational structure is divided into business units (PSG, ASG, ISG) and functional departments (sales, marketing, operations, finance).
Top Products and Market Share
Key Offerings
- Power MOSFETs: ON Semiconductor is a leading supplier of power MOSFETs, used in a wide range of applications. Competitors include Infineon, STMicroelectronics, and Vishay. Market share varies by specific MOSFET type, but ON Semi is generally a top-3 player. Data not available on the exact revenue from product.
- Image Sensors: Supplies image sensors for automotive (ADAS, autonomous driving), industrial, and security applications. Competitors include Sony, OmniVision, and Samsung. ON Semi has a strong position in the automotive image sensor market.Data not available on the exact revenue from product.
- Silicon Carbide (SiC): Developing SiC devices for automotive and industrial power applications. Competitors include Wolfspeed, STMicroelectronics and Rohm Semiconductor. Market share is growing.Data not available on the exact revenue from product.
Market Dynamics
Industry Overview
The semiconductor industry is cyclical, driven by global economic conditions and technology trends. Key growth drivers include electric vehicles, industrial automation, 5G, and cloud computing.
Positioning
ON Semiconductor is positioned as a leading supplier of power and sensing solutions. The company's competitive advantages include a broad product portfolio, strong customer relationships, and manufacturing expertise.
Total Addressable Market (TAM)
The total addressable market is estimated to be in the hundreds of billions of dollars. ON Semiconductor is positioned to capture a significant portion of this market, particularly in automotive and industrial applications.
Upturn SWOT Analysis
Strengths
- Broad product portfolio
- Strong presence in automotive and industrial markets
- Established customer relationships
- Vertical integration in some areas
- Strong focus on power efficiency
Weaknesses
- Exposure to cyclical downturns in the semiconductor industry
- Reliance on a few key customers
- Competition from larger, more diversified players
- High capital expenditure requirements
- Profitability depends on economic fluctuations.
Opportunities
- Growth in electric vehicles (EVs)
- Increased adoption of industrial automation
- Expansion of 5G infrastructure
- Growth in cloud computing
- Increasing demand for energy-efficient solutions
Threats
- Intense competition
- Global economic slowdown
- Geopolitical risks
- Supply chain disruptions
- Rapid technological changes
Competitors and Market Share
Key Competitors
- TXN
- STM
- INFYY
- ADI
Competitive Landscape
ON Semiconductor competes with larger, more diversified companies and smaller, more specialized players. Its advantages include a focused strategy, strong customer relationships, and manufacturing expertise. Disadvantages may include limited financial resources compared to larger competitors.
Major Acquisitions
Quantenna Communications
- Year: 2019
- Acquisition Price (USD millions): 1070
- Strategic Rationale: Expanded connectivity portfolio with Wi-Fi solutions.
Fairchild Semiconductor
- Year: 2016
- Acquisition Price (USD millions): 2400
- Strategic Rationale: Expanded power semiconductor portfolio.
Growth Trajectory and Initiatives
Historical Growth: ON Semiconductor has grown significantly over the past decade through acquisitions and organic growth. Growth has been volatile due to industry cycles.
Future Projections: Analyst estimates project continued growth for ON Semiconductor, driven by the company's exposure to high-growth markets like EVs and industrial automation.
Recent Initiatives: Recent initiatives include investments in SiC manufacturing capacity and strategic acquisitions to expand product offerings.
Summary
ON Semiconductor is a strong player in the power and sensing solutions market, particularly in the automotive and industrial sectors. The company's growth is driven by secular trends like EVs and industrial automation. However, ON Semiconductor faces intense competition and is exposed to cyclical downturns in the semiconductor industry. They are positioned for moderate to high growth in key markets.
Similar Companies
- TXN
- STM
- INFYY
- ADI
- NVDA
- MCHP
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Analyst Reports
- Industry Research Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market data changes frequently and this analysis is not guaranteed to be current.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About ON Semiconductor Corporation
Exchange NASDAQ | Headquaters Scottsdale, AZ, United States | ||
IPO Launch date 2000-04-28 | President, CEO & Director Mr. Hassane S. El-Khoury | ||
Sector Technology | Industry Semiconductors | Full time employees 26400 | Website https://www.onsemi.com |
Full time employees 26400 | Website https://www.onsemi.com | ||
ON Semiconductor Corporation provides intelligent sensing and power solutions in the United States and internationally. The company 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 products that perform multiple application functions, including power switching, signal conditioning, and circuit protection. The Analog and Mixed-Signal Group segment designs and develops analogues, mixed-signal, power management ICs, sensor interface devices, power conversion, signal chain, and voltage regulation devices for end-users in the automotive, industrial, computing and mobile end-markets. The Intelligent Sensing Group segment designs and develops complementary metal oxide semiconductor image sensors, image signal processors, single photon detectors, including silicon photomultipliers, single photon avalanche diode arrays, and short-wavelength infrared products, as well as actuator drivers for autofocus and image stabilization for a broad base of end-users in the different end-markets. ON Semiconductor Corporation was incorporated in 1992 and is headquartered in Scottsdale, Arizona.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.