Free Trial

ON Semiconductor (ON) Competitors

ON Semiconductor logo
$59.73 +0.21 (+0.35%)
Closing price 07/11/2025 04:00 PM Eastern
Extended Trading
$59.84 +0.11 (+0.18%)
As of 07/11/2025 07:59 PM 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

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

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

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$7.08B3.52$1.57B$1.4441.48
Axcelis Technologies$1.02B2.36$200.99M$5.4613.71

ON Semiconductor currently has a consensus price target of $57.65, suggesting a potential downside of 3.48%. Axcelis Technologies has a consensus price target of $132.50, suggesting a potential upside of 77.00%. 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)
13 Buy rating(s)
0 Strong Buy rating(s)
2.50
Axcelis Technologies
0 Sell rating(s)
4 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.33

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 Semiconductor9.51% 17.40% 10.72%
Axcelis Technologies 18.58%18.55%13.78%

In the previous week, ON Semiconductor had 227 more articles in the media than Axcelis Technologies. MarketBeat recorded 230 mentions for ON Semiconductor and 3 mentions for Axcelis Technologies. Axcelis Technologies' average media sentiment score of 1.29 beat ON Semiconductor's score of 0.75 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
96 Very Positive mention(s)
45 Positive mention(s)
48 Neutral mention(s)
19 Negative mention(s)
15 Very Negative mention(s)
Positive
Axcelis Technologies
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

ON Semiconductor has a beta of 1.43, indicating that its share price is 43% more volatile than the S&P 500. Comparatively, Axcelis Technologies has a beta of 1.57, indicating that its share price is 57% more volatile than the S&P 500.

Summary

ON Semiconductor and Axcelis Technologies tied by winning 8 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$24.87B$30.19B$27.76B$9.11B
Dividend YieldN/A1.66%3.11%4.02%
P/E Ratio41.4838.1636.8320.25
Price / Sales3.527.661,883.2599.61
Price / Cash10.7435.1238.1558.16
Price / Book2.895.257.275.49
Net Income$1.57B$692.87M$767.31M$250.27M
7 Day Performance5.16%-0.13%-0.22%4.75%
1 Month Performance12.74%7.75%4.07%7.64%
1 Year Performance-22.30%-5.34%52,050.70%16.34%

ON Semiconductor Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ON
ON Semiconductor
3.8174 of 5 stars
$59.73
+0.4%
$57.65
-3.5%
-19.5%$24.87B$7.08B41.4826,490Trending News
Analyst Forecast
ACLS
Axcelis Technologies
4.5495 of 5 stars
$71.35
-2.3%
$136.00
+90.6%
-48.2%$2.29B$1.02B13.071,563Positive News
ADI
Analog Devices
4.6404 of 5 stars
$241.27
-1.8%
$251.44
+4.2%
+4.7%$119.73B$9.82B65.7424,000Positive News
Analyst Forecast
DIOD
Diodes
1.4204 of 5 stars
$54.42
-5.3%
$55.00
+1.1%
-30.3%$2.53B$1.34B98.958,593News Coverage
LSCC
Lattice Semiconductor
3.0043 of 5 stars
$50.98
-2.0%
$63.15
+23.9%
-8.4%$7.01B$509.40M137.781,110News Coverage
Positive News
MCHP
Microchip Technology
4.1772 of 5 stars
$71.36
-2.3%
$71.15
-0.3%
-19.0%$38.49B$4.40B-7,136.0019,400Positive News
Analyst Forecast
MKSI
MKS
4.677 of 5 stars
$102.42
-2.0%
$130.82
+27.7%
-24.6%$6.91B$3.59B30.5710,200News Coverage
Positive News
Analyst Forecast
Gap Down
NXPI
NXP Semiconductors
4.8006 of 5 stars
$225.68
-2.8%
$246.22
+9.1%
-16.6%$57.01B$12.61B24.5833,100Positive News
Analyst Forecast
POWI
Power Integrations
4.6472 of 5 stars
$56.46
-5.2%
$74.67
+32.2%
-21.8%$3.18B$418.97M86.86830News Coverage
Positive News
TXN
Texas Instruments
4.7063 of 5 stars
$213.10
-1.4%
$192.74
-9.6%
+10.6%$193.59B$15.64B40.4434,000Trending News
Analyst Forecast
STM
STMicroelectronics
2.3891 of 5 stars
$31.56
-2.3%
$29.67
-6.0%
-22.9%$28.35B$12.32B26.7549,602News Coverage

Related Companies and Tools


This page (NASDAQ:ON) was last updated on 7/12/2025 by MarketBeat.com Staff
From Our Partners