NVIDIA CORP vs ON Semiconductor Corporation, two Semiconductors stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where NVDA and ON diverge most: on revenue growth, NVDA reads +69.1% and ON reads -8.5%; on operating margin, NVDA reads 65.6% and ON reads -3.5%. The rest of the comparable metrics sit closer together. What NVDA's price implies is a somewhat stretched bet versus history (whole-company basis). What ON's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | NVDA | ON |
|---|---|---|
| Price | $210.99 | $95.92 |
| Market cap | $5.15T | $37.8B |
| Sector | Semiconductors | Semiconductors |
| Stage | Mature | Mature |
| P/E | 32.3 | 70.5 |
| P/B | 26.33 | 5.16 |
| P/S | 20.30 | 6.23 |
| EV/EBITDA | 31.5 | 43.5 |
| Revenue growth | +69.1% | -8.5% |
| Gross margin | 74.9% | 38.5% |
| Operating margin | 65.6% | -3.5% |
| Net margin | 54.3% | 9.5% |
| Return on equity | 70.4% | 7.8% |
| Return on assets | 53.1% | 4.8% |
| Return on invested capital | 66.1% | 4.6% |
| FCF yield | 2.3% | 3.1% |
| Dividend yield | 0.0% | — |
| Debt / equity | 0.05 | 0.41 |
| Current ratio | 3.44 | 4.87 |
| Altman Z (solvency) | 9.15 | 6.74 |
| Piotroski F (quality) | 4 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.