Free Trial

ON Semiconductor (ON) Competitors

ON Semiconductor logo
$48.81 -0.66 (-1.33%)
Closing price 08/21/2025 04:00 PM Eastern
Extended Trading
$48.92 +0.11 (+0.23%)
As of 05:36 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

ON vs. ACLS, ADI, DIOD, LSCC, MCHP, MKSI, NXPI, POWI, TXN, and STM

Should you be buying ON Semiconductor stock or one of its competitors? The main competitors of ON Semiconductor include Axcelis Technologies (ACLS), Analog Devices (ADI), Diodes (DIOD), Lattice Semiconductor (LSCC), Microchip Technology (MCHP), MKS (MKSI), NXP Semiconductors (NXPI), Power Integrations (POWI), Texas Instruments (TXN), and STMicroelectronics (STM). These companies are all part of the "computer and technology" sector.

ON Semiconductor vs. Its Competitors

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

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Axcelis Technologies$896.09M2.75$200.99M$4.8916.06
ON Semiconductor$7.08B2.82$1.57B$1.0745.62

Axcelis Technologies has a net margin of 17.69% compared to ON Semiconductor's net margin of 7.28%. Axcelis Technologies' return on equity of 16.26% beat ON Semiconductor's return on equity.

Company Net Margins Return on Equity Return on Assets
Axcelis Technologies17.69% 16.26% 12.27%
ON Semiconductor 7.28%15.33%9.42%

Axcelis Technologies currently has a consensus price target of $90.00, indicating a potential upside of 14.64%. ON Semiconductor has a consensus price target of $56.84, indicating a potential upside of 16.45%. Given ON Semiconductor's stronger consensus rating and higher probable upside, analysts plainly believe ON Semiconductor is more favorable than Axcelis Technologies.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Axcelis Technologies
0 Sell rating(s)
4 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.33
ON Semiconductor
0 Sell rating(s)
14 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.46

90.0% of Axcelis Technologies shares are owned by institutional investors. Comparatively, 97.7% of ON Semiconductor shares are owned by institutional investors. 0.5% of Axcelis Technologies shares are owned by company insiders. Comparatively, 0.3% of ON Semiconductor shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

In the previous week, ON Semiconductor had 265 more articles in the media than Axcelis Technologies. MarketBeat recorded 275 mentions for ON Semiconductor and 10 mentions for Axcelis Technologies. Axcelis Technologies' average media sentiment score of 1.35 beat ON Semiconductor's score of 0.73 indicating that Axcelis Technologies is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Axcelis Technologies
8 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
ON Semiconductor
147 Very Positive mention(s)
39 Positive mention(s)
56 Neutral mention(s)
18 Negative mention(s)
13 Very Negative mention(s)
Positive

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

Summary

ON Semiconductor beats Axcelis Technologies on 9 of the 16 factors compared between the two stocks.

Get ON Semiconductor News Delivered to You Automatically

Sign up to receive the latest news and ratings for ON and its competitors with MarketBeat's FREE daily newsletter.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding ON and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Skip Chart

ON vs. The Competition

MetricON SemiconductorSEMI IndustryComputer SectorNASDAQ Exchange
Market Cap$20.23B$29.40B$29.19B$9.59B
Dividend YieldN/A1.72%3.10%4.09%
P/E Ratio45.6239.1752.7725.19
Price / Sales2.827.501,251.70112.92
Price / Cash8.9334.6235.4258.42
Price / Book2.515.029.206.24
Net Income$1.57B$692.87M$804.70M$265.30M
7 Day Performance-4.46%-0.55%-0.54%-0.84%
1 Month Performance-21.84%-7.39%-2.16%-1.53%
1 Year Performance-33.47%-0.14%24,105.12%17.73%

ON Semiconductor Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ON
ON Semiconductor
4.6341 of 5 stars
$48.81
-1.3%
$56.84
+16.5%
-36.3%$20.23B$7.08B45.6226,490Trending News
ACLS
Axcelis Technologies
3.9187 of 5 stars
$80.73
+0.3%
$90.00
+11.5%
-32.1%$2.54B$1.02B16.511,563Positive News
ADI
Analog Devices
4.9108 of 5 stars
$231.55
0.0%
$258.89
+11.8%
+8.5%$114.91B$9.43B63.0924,000Trending News
Earnings Report
Dividend Announcement
Analyst Forecast
Options Volume
DIOD
Diodes
2.0224 of 5 stars
$52.75
flat
$55.00
+4.3%
-22.9%$2.45B$1.31B38.508,593
LSCC
Lattice Semiconductor
2.0133 of 5 stars
$63.23
-0.5%
$63.58
+0.6%
+24.8%$8.66B$509.40M274.921,110Positive News
MCHP
Microchip Technology
4.4677 of 5 stars
$65.61
-0.2%
$76.58
+16.7%
-20.2%$35.41B$4.40B-192.9619,400Positive News
MKSI
MKS
4.8735 of 5 stars
$101.10
+0.9%
$119.80
+18.5%
-17.8%$6.79B$3.74B25.6610,200
NXPI
NXP Semiconductors
4.8949 of 5 stars
$232.22
+1.5%
$256.05
+10.3%
-11.9%$58.55B$12.12B27.6833,100Positive News
POWI
Power Integrations
4.5605 of 5 stars
$46.26
-0.1%
$61.67
+33.3%
-32.7%$2.60B$418.97M79.76830News Coverage
Positive News
Dividend Announcement
Insider Trade
TXN
Texas Instruments
4.6182 of 5 stars
$194.37
-0.1%
$212.21
+9.2%
-3.7%$176.71B$15.64B35.6034,000Positive News
STM
STMicroelectronics
3.7777 of 5 stars
$25.95
+1.2%
$32.21
+24.1%
-17.8%$23.31B$13.27B37.6149,602Positive News

Related Companies and Tools


This page (NASDAQ:ON) was last updated on 8/22/2025 by MarketBeat.com Staff
From Our Partners