Onto Innovation Inc (ONTO)vsQnity Electronics, Inc (Q)
ONTO
Onto Innovation Inc
$253.24
-7.83%
TECHNOLOGY · Cap: $16.11B
Q
Qnity Electronics, Inc
$142.05
+6.88%
TECHNOLOGY · Cap: $32.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Qnity Electronics, Inc generates 380% more annual revenue ($4.95B vs $1.03B). Q leads profitability with a 13.1% profit margin vs 10.3%. ONTO appears more attractively valued with a PEG of 1.51. Q earns a higher WallStSmart Score of 51/100 (C-).
ONTO
Hold44
out of 100
Grade: D
Q
Buy51
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Strong operational efficiency at 22.8%
17.6% revenue growth
Areas to Watch
Expensive relative to growth rate
ROE of 5.0% — below average capital efficiency
Weak financial health signals
Premium valuation, high expectations priced in
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 21.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : ONTO
The strongest argument for ONTO centers on Altman Z-Score.
Bull Case : Q
The strongest argument for Q centers on Operating Margin, Revenue Growth. Revenue growth of 17.6% demonstrates continued momentum.
Bear Case : ONTO
The primary concerns for ONTO are PEG Ratio, Return on Equity, Piotroski F-Score. A P/E of 151.3x leaves little room for execution misses.
Bear Case : Q
The primary concerns for Q are Piotroski F-Score, PEG Ratio, P/E Ratio. A P/E of 50.2x leaves little room for execution misses.
Key Dynamics to Monitor
ONTO profiles as a value stock while Q is a growth play — different risk/reward profiles.
Q is growing revenue faster at 17.6% — sustainability is the question.
ONTO generates stronger free cash flow (23M), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
Q scores higher overall (51/100 vs 44/100) and 17.6% revenue growth. Both earn "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.
Onto Innovation Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Onto Innovation Inc. is dedicated to the design, development, manufacture and support of process control tools that perform macrodefect inspection and metrology, lithography systems, and process control analytical software worldwide. The company is headquartered in Wilmington, Massachusetts.
Visit Website →Qnity Electronics, Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
IQVIA Holdings Inc. provides integrated information and technology-enabled healthcare services in the Americas, Europe, Africa, and Asia-Pacific. The company is headquartered in Durham, North Carolina.
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