ON Semiconductor Corporation

Valuation Analysis

About the Company

ON Semiconductor Corporation en bref

ON Semiconductor Corporation (ON) is currently trading at 106,13 € with a market capitalization of 41,3 Md €. The trailing P/E ratio stands at 89.43x, with a forward P/E of 28.4x. The 52-week range spans from 38,89 € to 117,74 €; the current price is 9.9% below the yearly high. Year-over-year revenue growth stands at +4.7%. The net profit margin stands at 9.46%.

💰 Dividende

ON Semiconductor Corporation currently does not pay a dividend. The company typically reinvests its earnings into growth initiatives and product development.

📊 Avis des analystes

29 analystes évaluent ON Semiconductor Corporation (ON) au consensus : Acheter. L'objectif de cours moyen est de 93,38 €, soit un potentiel de -12.02% par rapport au cours actuel. La fourchette des objectifs de cours des analystes va de 59,34 € à 130,90 €.

ON Semiconductor Corporation : la thèse d'investissement en détail

ON Semiconductor Corporation (ON) operates in the Technology — specifically Semiconductors — and is headquartered in United States. Below is a structured read of the investment case built directly from the latest fundamentals, valuation multiples, analyst positioning and smart-money flows. Each section translates raw numbers into the investment logic they imply, so you can decide whether the risk/reward fits your portfolio.

Le scénario haussier

The combination of a 42.67% gross margin and 18.23% operating margin shows the business converts revenue into profit efficiently — a hallmark of competitive moat.

Le scénario baissier

Revenue growth has slowed to just 4.7%, which is below nominal GDP — the business is no longer outgrowing the broader economy. A trailing P/E above 50 combined with revenue growth below 20% is a dangerous combination — the market is paying a steep growth multiple for what is, by the data, only moderately fast expansion. With a beta near 1.98, the share price moves sharply more than the broader market — drawdowns in market corrections can be unusually severe and require strong nerves.

Valorisation en contexte

With a PEG ratio of 0.39, the price-to-earnings multiple is actually below the company's growth rate — classic value-meets-growth territory that Peter Lynch would have called a 'GARP' opportunity.

À surveiller

• The forward P/E of 28.4x is meaningfully below the trailing 89.43x — analysts expect earnings to step up; the next earnings release is the test.

Thèse d'investissement : forces et faiblesses

Aperçu technique

Price trades above both the 50- and 200-day moving averages, with 50d above 200d — a classic bullish setup (golden-cross alignment).

Profil de risque

The data points to above-average price swings, elevated short interest (11.04%).

Trading Data

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