ON Semiconductor (ON) Competitors

ON Semiconductor (NASDAQ:ON) and Axcelis Technologies (NASDAQ:ACLS) are both computer and technology companies, but which is the better investment? We will compare the two companies based on the strength of their institutional ownership, earnings, media sentiment, valuation, dividends, profitability, risk and analyst recommendations.

Do institutionals and insiders have more ownership in ON or ACLS?

97.7% of ON Semiconductor shares are held by institutional investors. Comparatively, 90.0% of Axcelis Technologies shares are held by institutional investors. 0.3% of ON Semiconductor shares are held by company insiders. Comparatively, 0.5% of Axcelis Technologies shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Do analysts rate ON or ACLS?

ON Semiconductor currently has a consensus target price of $56.13, suggesting a potential downside of 1.22%. Axcelis Technologies has a consensus target price of $118.33, suggesting a potential upside of 72.12%. Given Axcelis Technologies' higher probable upside, analysts plainly believe Axcelis Technologies is more favorable than ON Semiconductor.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
ON Semiconductor	0 Sell rating(s)	13 Hold rating(s)	11 Buy rating(s)	0 Strong Buy rating(s)	2.46
Axcelis Technologies	0 Sell rating(s)	4 Hold rating(s)	1 Buy rating(s)	0 Strong Buy rating(s)	2.20

Which has better valuation and earnings, ON or ACLS?

ON Semiconductor has higher revenue and earnings than Axcelis Technologies. Axcelis Technologies is trading at a lower price-to-earnings ratio than ON Semiconductor, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
ON Semiconductor	$7.08B	3.35	$1.57B	$1.44	39.46
Axcelis Technologies	$1.02B	2.17	$200.99M	$5.46	12.59

Is ON or ACLS more profitable?

Axcelis Technologies has a net margin of 18.58% compared to ON Semiconductor's net margin of 9.51%. Axcelis Technologies' return on equity of 18.55% beat ON Semiconductor's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
ON Semiconductor	9.51%	17.40%	10.72%
Axcelis Technologies	18.58%	18.55%	13.78%

Which has more volatility and risk, ON or ACLS?

ON Semiconductor has a beta of 1.45, indicating that its share price is 45% more volatile than the S&P 500. Comparatively, Axcelis Technologies has a beta of 1.58, indicating that its share price is 58% more volatile than the S&P 500.

Does the media prefer ON or ACLS?

In the previous week, ON Semiconductor had 201 more articles in the media than Axcelis Technologies. MarketBeat recorded 210 mentions for ON Semiconductor and 9 mentions for Axcelis Technologies. Axcelis Technologies' average media sentiment score of 1.04 beat ON Semiconductor's score of 0.76 indicating that Axcelis Technologies is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
ON Semiconductor	95 Very Positive mention(s)	31 Positive mention(s)	53 Neutral mention(s)	19 Negative mention(s)	10 Very Negative mention(s)	Positive
Axcelis Technologies	5 Very Positive mention(s)	1 Positive mention(s)	3 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Summary

ON Semiconductor and Axcelis Technologies tied by winning 8 of the 16 factors compared between the two stocks.