ON · ON Semiconductor Corporation
$90.652026-07-21Sector: Technology; Industry: Semiconductors; Sub-Industry: Semiconductors
Intrinsic Value Range Comparison · Mulya.ai
R&D capitalized (5yr)Base · active
$52
-42.9% vs market
Mulya.ai vs Analyst IV Comparison?
Mulya.ai IV range ($22 · $60) Analysts Range ($62 · $140) Fundamentals · historical + forward · baseitalics = DCF projection
| Period | Revenue | Rev Gr ? | Ops M% ? | Tax Rate ? | NOPAT ? | Reinvest ? | FCFF ? | WACC% ? | PV FCFF ? | ROIC ? | Inv. Cap ? | EPS ? | P/E |
|---|
| 2024.Q1 | $8.3B | — | 35.8% | 13.9% | $2.5B | −$1.7B | $873MM | 11.7% | — | 24.0% | $10.6B | $5.54 | — |
| 2024.Q4 | $8.3B | 0.0% | 35.8% | 14.3% | $2.5B | −$560MM | $2.0B | 11.1% | — | 23.5% | $10.9B | $5.54 | — |
| 2025.Q1 | $7.1B | -14.2% | 29.0% | 13.9% | $1.8B | −$23MM | $1.7B | 12.8% | — | 16.7% | $10.2B | $3.99 | — |
| 2025.Q4 | $7.1B | 0.0% | 29.0% | 5.9% | $1.9B | $1.0B | $3.0B | 11.3% | — | 18.9% | $10.2B | $3.99 | — |
| 2026.Q1 | $6.1B | -14.4% | 12.6% | 11.1% | $680MM | $697MM | $1.4B | 12.7% | — | 6.8% | $9.7B | $1.46 | 46.7 |
| italics below = DCF projection · 10yr Rev CAGR: 6% |
| 2027.Q1 | $6.7B | +9.7% | 14.7% | 12.0% | $860MM | −$945MM | −$85MM | 11.5% | −$76MM | 8.5% | $10.6B | $1.61 | 56.3 |
| 2028.Q1 | $7.4B | +11.8% | 17.2% | 12.9% | $1.1B | −$1.3B | −$150MM | 11.3% | −$121MM | 9.9% | $11.9B | $2.19 | 41.4 |
| 2029.Q1 | $7.9B | +6.9% | 19.7% | 13.8% | $1.3B | −$830MM | $518MM | 11.0% | $376MM | 11.0% | $12.7B | $2.76 | 32.8 |
| 2030.Q1 | $8.4B | +5.4% | 22.2% | 14.7% | $1.6B | −$695MM | $890MM | 10.7% | $584MM | 12.1% | $13.4B | $3.33 | 27.2 |
| 2031.Q1 | $8.8B | +4.8% | 27.1% | 15.5% | $2.0B | −$656MM | $1.4B | 10.4% | $807MM | 14.7% | $14.1B | $4.39 | 20.6 |
|
| Term. Yr+ | $11.3B | 4.1% | 27.1% | 20.0% | $2.5B | −$770MM | $1.7B | 8.6% | $14.2B | 13.1% | — | — | — |
Active scenario IV: $52 (-42.9% vs market)