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ON Semiconductor (ON) Competitors

ON Semiconductor logo
$51.07 -0.76 (-1.47%)
Closing price 09/19/2025 04:00 PM Eastern
Extended Trading
$51.28 +0.21 (+0.42%)
As of 09/19/2025 07:59 PM Eastern
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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

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 businesses based on the strength of their dividends, valuation, institutional ownership, earnings, analyst recommendations, risk, media sentiment and profitability.

ON Semiconductor presently has a consensus target price of $56.68, suggesting a potential upside of 10.98%. Axcelis Technologies has a consensus target price of $90.00, suggesting a potential downside of 5.91%. Given ON Semiconductor's stronger consensus rating and higher probable upside, analysts clearly believe ON Semiconductor is more favorable than Axcelis Technologies.

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

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
ON Semiconductor$7.08B2.95$1.57B$1.0747.73
Axcelis Technologies$1.02B2.95$200.99M$4.8919.56

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
ON Semiconductor7.28% 15.33% 9.42%
Axcelis Technologies 17.69%16.26%12.27%

ON Semiconductor has a beta of 1.48, suggesting that its share price is 48% more volatile than the S&P 500. Comparatively, Axcelis Technologies has a beta of 1.73, suggesting that its share price is 73% more volatile than the S&P 500.

In the previous week, ON Semiconductor had 191 more articles in the media than Axcelis Technologies. MarketBeat recorded 195 mentions for ON Semiconductor and 4 mentions for Axcelis Technologies. Axcelis Technologies' average media sentiment score of 1.74 beat ON Semiconductor's score of 0.96 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
120 Very Positive mention(s)
37 Positive mention(s)
19 Neutral mention(s)
13 Negative mention(s)
6 Very Negative mention(s)
Positive
Axcelis Technologies
4 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

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

Summary

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

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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.
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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.
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ON vs. The Competition

MetricON SemiconductorSEMI IndustryComputer SectorNASDAQ Exchange
Market Cap$21.20B$30.17B$32.22B$10.40B
Dividend YieldN/A1.70%3.14%4.60%
P/E Ratio47.7382.90450.6426.75
Price / Sales2.957.902,005.43124.23
Price / Cash9.3638.2038.1261.55
Price / Book2.475.637.596.40
Net Income$1.57B$692.87M$809.77M$271.62M
7 Day Performance5.82%2.68%4.16%3.46%
1 Month Performance3.23%7.78%9.71%9.87%
1 Year Performance-26.59%2.98%24,064.87%28.45%

ON Semiconductor Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ON
ON Semiconductor
4.2923 of 5 stars
$51.07
-1.5%
$56.68
+11.0%
-30.4%$21.20B$7.08B47.7326,490Trending News
High Trading Volume
ACLS
Axcelis Technologies
3.5227 of 5 stars
$87.30
+2.0%
$90.00
+3.1%
-6.4%$2.74B$896.09M17.851,563Positive News
ADI
Analog Devices
4.9475 of 5 stars
$244.91
-0.1%
$273.53
+11.7%
+5.1%$120.48B$9.43B62.4824,000Positive News
Insider Trade
DIOD
Diodes
2.4314 of 5 stars
$54.26
+3.1%
$55.00
+1.4%
-12.2%$2.52B$1.31B39.618,593Positive News
LSCC
Lattice Semiconductor
2.4767 of 5 stars
$64.41
flat
$64.83
+0.7%
+33.0%$8.82B$488.63M280.061,110Positive News
MCHP
Microchip Technology
4.544 of 5 stars
$63.17
-2.4%
$75.75
+19.9%
-17.4%$34.09B$4.40B-185.7919,400Positive News
MKSI
MKS
4.1602 of 5 stars
$116.38
+1.1%
$119.80
+2.9%
+12.7%$7.82B$3.74B29.5410,200Positive News
Analyst Upgrade
Insider Trade
NXPI
NXP Semiconductors
4.9511 of 5 stars
$219.27
+0.2%
$256.05
+16.8%
-6.1%$55.28B$12.12B26.1333,100Positive News
Insider Trade
POWI
Power Integrations
4.7135 of 5 stars
$44.87
+1.6%
$61.67
+37.4%
-30.1%$2.52B$418.97M77.36830
TXN
Texas Instruments
4.9176 of 5 stars
$178.20
-2.4%
$213.82
+20.0%
-13.6%$162.01B$15.64B32.6434,000Positive News
Dividend Increase
STM
STMicroelectronics
3.806 of 5 stars
$26.95
+4.0%
$32.06
+19.0%
-4.1%$24.21B$13.27B39.0649,602Positive News
Analyst Forecast
Options Volume
Gap Up

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This page (NASDAQ:ON) was last updated on 9/20/2025 by MarketBeat.com Staff
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