ON · ON Semiconductor Corporation
$62.192026-05-17Sector: Technology; Industry: Semiconductors; Sub-Industry: Semiconductors
Intrinsic Value Range Comparison · Mulya.ai
R&D capitalized (5yr)Base · active
$83
+33.5% vs market
Mulya.ai vs Analyst IV Comparison?
Mulya.ai IV range ($27 · $97) Analysts Range ($51 · $75) 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 |
|---|
| 2021.Q4 | $6.7B | — | 32.3% | 12.7% | $1.9B | −$453MM | $1.4B | 10.6% | — | 22.8% | $8.3B | $2.51 | — |
| 2022.Q4 | $8.3B | 23.5% | 47.9% | 19.4% | $3.2B | −$571MM | $2.6B | 10.9% | — | 38.6% | $8.3B | $4.73 | — |
| 2023.Q4 | $8.3B | -0.9% | 52.0% | 13.8% | $3.7B | −$2.2B | $1.5B | 10.4% | — | 39.5% | $10.4B | $5.43 | — |
| 2024.Q4 | $7.1B | -14.2% | 42.2% | 14.3% | $2.6B | −$553MM | $2.0B | 11.1% | — | 23.9% | $11.0B | $3.91 | — |
| 2025.Q4 | $6.0B | -15.3% | 3.9% | 5.9% | $218MM | $1.0B | $1.3B | 11.3% | — | 2.1% | $10.1B | $0.30 | 108.0 |
| italics below = DCF projection · 10yr Rev CAGR: 6.1% |
| 2026.Q4 | $6.3B | +4.8% | 6.5% | 7.3% | $380MM | −$480MM | −$99MM | 11.0% | −$89MM | 3.7% | $10.6B | $0.33 | 188.5 |
| 2027.Q4 | $6.9B | +10.2% | 13.1% | 8.7% | $829MM | −$1.1B | −$223MM | 10.8% | −$181MM | 7.4% | $11.7B | $0.91 | 68.3 |
| 2028.Q4 | $7.6B | +10.3% | 19.7% | 10.1% | $1.4B | −$1.2B | $196MM | 10.5% | $144MM | 11.0% | $12.8B | $1.59 | 39.1 |
| 2029.Q4 | $8.2B | +6.9% | 26.3% | 11.5% | $1.9B | −$843MM | $1.1B | 10.3% | $705MM | 14.3% | $13.7B | $2.30 | 27.0 |
| 2030.Q4 | $8.6B | +5.7% | 39.4% | 12.9% | $3.0B | −$723MM | $2.2B | 10.0% | $1.4B | 21.1% | $14.4B | $3.05 | 20.4 |
|
| Term. Yr+ | $11.3B | 4.1% | 39.4% | 20.0% | $3.6B | −$745MM | $2.8B | 8.6% | $24.4B | 19.6% | — | — | — |
Active scenario IV: $83 (+33.5% vs market)