WallStSmart

ON Semiconductor Corporation (ON) Stock Analysis — PE Ratio, PS Ratio, Intrinsic Value & 2030 Price Target

ON Semiconductor Corporation stock (ON) is currently trading at $63.10. ON Semiconductor Corporation PE ratio is 214.97. ON Semiconductor Corporation PS ratio (Price-to-Sales) is 4.18. Analyst consensus price target for ON is $67.28. WallStSmart rates ON as Sell.

  • ON PE ratio analysis and historical PE chart
  • ON PS ratio (Price-to-Sales) history and trend
  • ON intrinsic value — DCF, Graham Number, EPV models
  • ON stock price prediction 2025 2026 2027 2028 2029 2030
  • ON fair value vs current price
  • ON insider transactions and insider buying
  • Is ON undervalued or overvalued?
  • ON Semiconductor Corporation financial analysis — revenue, earnings, cash flow
  • ON Piotroski F-Score and Altman Z-Score
  • ON analyst price target and Smart Rating
ON

ON Semiconductor Corporation

NASDAQTECHNOLOGY
$63.10
$0.76 (1.22%)
52W$31.04
$73.76
Target$67.28+6.6%

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IV

ON Intrinsic Value Analysis for Value Investors

Benjamin Graham Formula · ON Semiconductor Corporation (ON)

Margin of Safety
-3513.2%
Significantly Overvalued
ON Fair Value
$1.97
Graham Formula
Current Price
$63.10
$61.13 above fair value
Undervalued
Fair: $1.97
Overvalued
Price $63.10
Graham IV $1.97
Analyst $67.28

ON trades 3513% above its Graham fair value of $1.97, indicating the stock may be overvalued at current levels.

Based on Benjamin Graham Formula. Growth rate capped at 25%. For informational purposes only. Not financial advice.

WallStSmart

Smart Analysis

ON Semiconductor Corporation (ON) · 10 metrics scored

Smart Score

43
out of 100
Grade: D
Hold
Investment Rating

Category Performance

WallStSmart pulls financial metrics like revenue growth, profit margins, and valuation ratios and scores each one from 0 to 10 based on how strong or weak it is. Those 10 scores are grouped into 4 categories: Growth, Profitability, Valuation, and Quality — which form the 4 axes of the spider chart you see. The categories are then combined into a final score out of 100, but not equally. Growth and Profitability together count for 60% of the total, because a fast-growing profitable business matters more than just a cheap one. That final number maps to a rating (Strong Buy, Buy, Hold, Avoid) and a letter grade, giving you one clear Stock Rating.

Investment Thesis

Strong fundamentals in market cap, peg ratio, institutional own.. Concerns around return on equity and revenue growth. Mixed signals suggest waiting for clearer direction before acting.

ON Semiconductor Corporation (ON) Key Strengths (3)

Avg Score: 9.7/10
PEG RatioValuation
0.2310/10

Growing significantly faster than its price suggests

Institutional Own.Quality
110.56%10/10

110.56% of shares held by major funds and institutions

Market CapQuality
$25.08B9/10

Large-cap company with substantial market presence

ON Semiconductor Corporation (ON) Areas to Watch (7)

Avg Score: 2.4/10
Revenue GrowthGrowth
-11.20%0/10

Revenue declining -11.20%, a shrinking business

EPS GrowthGrowth
-48.70%0/10

Earnings declining -48.70%, profits shrinking

Return on EquityProfitability
1.50%1/10

Very low returns on shareholder equity

Profit MarginProfitability
2.02%2/10

Very thin margins, barely profitable

Price/SalesValuation
4.184/10

Premium valuation at 4.2x annual revenue

Price/BookValuation
3.044/10

Premium pricing at 3.0x book value

Operating MarginProfitability
19.10%6/10

Decent operational efficiency, solid but not exceptional

Supporting Valuation Data

P/E Ratio
214.97
Overvalued
Trailing P/E
214.97
Overvalued

ON Semiconductor Corporation (ON) Detailed Analysis Report

Overall Assessment

This company scores 43/100 in our Smart Analysis, earning a D grade. Out of 10 metrics analyzed, 3 register as strengths (avg 9.7/10) while 7 fall into concern territory (avg 2.4/10). The category breakdown reveals uneven performance, with some areas requiring attention.

The Bull Case

The strongest argument centers on PEG Ratio, Institutional Own., Market Cap. Valuation metrics including PEG Ratio (0.23) suggest the stock is attractively priced.

The Bear Case

The primary concerns are Revenue Growth, EPS Growth, Return on Equity. Some valuation metrics including Price/Sales (4.18), Price/Book (3.04) suggest expensive pricing. Growth concerns include Revenue Growth at -11.20%, EPS Growth at -48.70%, which may limit upside. Profitability pressure is visible in Return on Equity at 1.50%, Operating Margin at 19.10%, Profit Margin at 2.02%.

Key Dynamics to Monitor

Three factors to monitor going forward. First, whether Revenue Growth improves, as this is the primary drag on the overall score. Second, margin trajectory, with Return on Equity at 1.50% needing improvement to support the investment thesis. Third, growth sustainability, with Revenue Growth at -11.20% needing to reaccelerate.

Risk Considerations

Based on the metric profile, this is a higher risk investment. There are more areas of concern than strength, warranting a more conservative position size. Investors should size positions according to their risk tolerance and maintain diversification.

Bottom Line

Fundamental challenges outweigh strengths at current levels. Revenue Growth and EPS Growth are the primary drags. Consider waiting for meaningful improvement before committing capital.

Disclaimer: Smart Analysis is a scoring system developed by WallStSmart Team. Scores update daily using multi-model valuation framework. Always conduct your own research and consult with financial advisors before making investment decisions.

ON Price-to-Sales(PS) Ratio Chart

Historical valuation based on market cap ÷ trailing 12-month revenue

ON's Price-to-Sales ratio of 4.18x trades 157% above its historical average of 1.63x (99th percentile), historically expensive. The current valuation is 6% below its historical high of 4.46x set in Mar 2026, and 498% above its historical low of 0.7x in Feb 2009.

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WallStSmart Analysis Synopsis

Data-driven financial summary for ON Semiconductor Corporation (ON) · TECHNOLOGYSEMICONDUCTORS

The Big Picture

ON Semiconductor Corporation faces headwinds with declining revenue, though profitability provides a cushion. Revenue reached 6.0B with 11% decline year-over-year. Profit margins are strong at 202.0%, reflecting pricing power and operational efficiency.

Key Findings

Excellent Capital Efficiency

ROE of 150.0% means the company generates strong returns on shareholder equity. Above 20% is considered top-tier.

Strong Profitability

Profit margin of 202.0% and operating margin of 19.1% demonstrate strong pricing power and operational efficiency.

Revenue Decline

Revenue contracted 11% YoY. Worth determining whether this is cyclical or structural.

What to Watch Next

Valuation compression risk at a P/E of 215.0x. Any growth miss could trigger a sharp correction.

Volatility is elevated with a beta of 1.53, so expect amplified moves relative to the broader market.

Sector dynamics: monitor SEMICONDUCTORS industry trends, competitive moves, and regulatory changes that could impact ON Semiconductor Corporation.

Bottom Line

ON Semiconductor Corporation faces challenges with declining revenue. While profitability provides a buffer, the long-term trajectory needs to improve. Watch for management's strategic response and whether the company can stabilize or pivot to new growth drivers.

This synopsis is generated from publicly available financial data. It is not financial advice. Always conduct your own research and consult a qualified financial advisor before making investment decisions.

Insider Transactions(42 last 3 months)

Total Buys
17
Total Sells
25
Mar 13, 2026(1 transaction)
GOPALSWAMY, SUDHIR
Group President, AMG & ISG
Sell
Shares
-6,114

Data sourced from SEC Form 4 filings

Last updated: 8:23:19 AM

About ON Semiconductor Corporation(ON)

Exchange

NASDAQ

Sector

TECHNOLOGY

Industry

SEMICONDUCTORS

Country

USA

ON Semiconductor Corporation manufactures and sells semiconductor components for various electronic devices worldwide. The company is headquartered in Phoenix, Arizona.