Apple Inc (AAPL)vsON Semiconductor Corporation (ON)
AAPL
Apple Inc
$307.34
+1.39%
TECHNOLOGY · Cap: $4.63T
ON
ON Semiconductor Corporation
$131.82
+5.26%
TECHNOLOGY · Cap: $46.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Apple Inc generates 7346% more annual revenue ($451.44B vs $6.06B). AAPL leads profitability with a 27.2% profit margin vs 9.5%. ON appears more attractively valued with a PEG of 0.41. AAPL earns a higher WallStSmart Score of 67/100 (B-).
AAPL
Strong Buy67
out of 100
Grade: B-
ON
Hold47
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 115 in profit
Strong operational efficiency at 32.3%
Generating 26.7B in free cash flow
Keeps 27 of every $100 in revenue as profit
16.6% revenue growth
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 42.3x book value
4.7% revenue growth
ROE of 7.9% — below average capital efficiency
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : AAPL
The strongest argument for AAPL centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 27.2% and operating margin at 32.3%. Revenue growth of 16.6% demonstrates continued momentum.
Bull Case : ON
The strongest argument for ON centers on PEG Ratio. PEG of 0.41 suggests the stock is reasonably priced for its growth.
Bear Case : AAPL
The primary concerns for AAPL are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : ON
The primary concerns for ON are Revenue Growth, Return on Equity, Piotroski F-Score. A P/E of 88.7x leaves little room for execution misses.
Key Dynamics to Monitor
AAPL profiles as a growth stock while ON is a value play — different risk/reward profiles.
ON carries more volatility with a beta of 1.94 — expect wider price swings.
AAPL is growing revenue faster at 16.6% — sustainability is the question.
AAPL generates stronger free cash flow (26.7B), providing more financial flexibility.
Bottom Line
AAPL scores higher overall (67/100 vs 47/100), backed by strong 27.2% margins and 16.6% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Apple Inc
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Apple Inc. is an American multinational technology company that specializes in consumer electronics, computer software, and online services. Apple is the world's largest technology company by revenue (totalling $274.5 billion in 2020) and, since January 2021, the world's most valuable company. As of 2021, Apple is the world's fourth-largest PC vendor by unit sales, and fourth-largest smartphone manufacturer. It is one of the Big Five American information technology companies, along with Amazon, Google, Microsoft, and Facebook.
Visit Website →ON Semiconductor Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
ON Semiconductor Corporation manufactures and sells semiconductor components for various electronic devices worldwide. The company is headquartered in Phoenix, Arizona.
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