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ENTG vs ON
Which Stock Would AI Choose? Entegris (ENTG) vs. ON Semiconductor (ON) Stock Comparison
Key Takeaways
- Both ENTG and ON operate in the semiconductor sector, with ENTG focusing on advanced materials and ON on power semiconductors and sensing solutions.
- ON shows superior YTD performance at 89.60% and 1-year return of 167.30%, outpacing ENTG's 77.47% YTD and 78.62% 1-year gains versus the S&P 500.
- Recent quarters saw both beat earnings: ENTG Q1 2026 revenue $811.9M (up 5% YoY), non-GAAP EPS $0.86; ON Q1 revenue $1.51B (up 5% YoY), non-GAAP EPS $0.64.
- Semiconductor demand, particularly AI data centers and automotive, drives momentum for both, with improving margins and cash flow.
- Tickeron's Trending AI Robots feature semiconductor bots with up to 94.80% annualized returns, including one on ENTG.
- Relative performance favors ON on momentum, while ENTG offers materials stability in advanced nodes.
Introduction
Entegris (ENTG) and ON Semiconductor (ON) represent key players in the semiconductor ecosystem, with ENTG supplying critical materials and process solutions, and ON delivering power management and sensing chips. This stock comparison is relevant for traders eyeing semiconductor sector rotation and investors tracking AI-driven demand, automotive electrification, and supply chain resilience. Amid recent market volatility, both stocks have shown robust relative performance, outperforming the S&P 500, offering insights into growth drivers, momentum, and positioning in high-tech manufacturing.
ENTG Overview and Recent Performance
Entegris, Inc. (ENTG) is a leading supplier of advanced materials and process solutions for semiconductor and high-technology industries, operating through Materials Solutions (MS) and Advanced Purity Solutions (APS) segments. MS provides deposition materials, CMP slurries, and specialty gases, while APS focuses on filtration and purification to enhance yield and reliability.
In recent market activity, ENTG shares have surged, closing around $149 with a 7.43% daily gain on May 5, reflecting YTD returns of 77.47% and 1-year gains of 78.62%, far exceeding the S&P 500. Q1 2026 results showed net sales of $811.9 million, up 5% year-over-year, with non-GAAP EPS of $0.86 beating estimates, driven by unit growth in liquid filtration and advanced deposition. Gross margins expanded to 46.9% due to productivity gains and favorable mix. Sentiment has improved on AI-fueled wafer fab equipment spending and stable advanced logic demand, though shares dipped post-earnings amid broader sector rotation.
ON Overview and Recent Performance
ON Semiconductor Corporation (ON), commonly known as onsemi, designs and manufactures power semiconductors, sensors, and analog solutions for automotive, industrial, and cloud power applications. Its portfolio emphasizes silicon carbide (SiC) and efficient power management for electrification and AI data centers.
Recent weeks have seen ON stock hit 52-week highs around $103, with YTD performance at 89.60% and 1-year returns of 167.30%, significantly outpacing benchmarks. Q1 2026 revenue reached $1.51 billion, up 5% year-over-year, with non-GAAP EPS of $0.64 exceeding expectations, fueled by 30% sequential AI data center growth and automotive stabilization. Gross margins rose to 38.5% for the third straight quarter via manufacturing efficiencies. Market sentiment reflects optimism on EV SiC deals and content gains in China, despite restructuring charges, supporting strong free cash flow and $346 million in share repurchases.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases a curated selection of the platform's top-performing AI trading bots, chosen by AI analysis from hundreds available that trade thousands of tickers across diverse strategies, timeframes, and sectors. Only the most promising for current market conditions—factoring volatility, momentum, and sector trends—earn a spot among the 25 featured out of 351 total bots. These include semiconductor specialists with impressive stats like up to 94.80% annualized returns, 63% win rates, and profit factors over 2.0 on 60-minute strategies for tickers such as LRCX, NVDA, and even a dedicated ENTG bot at 62.89% return and 65.50% win rate. Others target leveraged ETFs and data centers with win rates up to 88% and profit-to-drawdown ratios exceeding 17. Explore these high-conviction signals to enhance your trading edge in dynamic markets.
Head-to-Head Comparison
Entegris (ENTG) and ON Semiconductor (ON) share semiconductor exposure but differ in business models: ENTG emphasizes upstream materials for advanced nodes (e.g., AI logic, DRAM), offering stability via diversification across fabs and equipment makers, while ON focuses downstream on power/sensing chips, capitalizing directly on end-market growth like automotive EVs (55% share in new China models) and AI power delivery.
Growth drivers contrast: ENTG benefits from capex recovery and MSI (memory spend index) upticks, with Q1 unit-driven sales rising 7%; ON leverages AI data center ramps (30% sequential) and Treo platform adoption. Recent momentum favors ON with higher YTD/1Y returns, but ENTG shows superior gross margins (46.9% vs. 38.5%). Risk factors include cyclical WFE for ENTG and auto softness for ON, offset by strong cash flows ($144M and $217M free cash flow, respectively). Market sentiment tilts bullish on both amid sector tailwinds, with ON exhibiting higher beta/volatility.
Tickeron AI Verdict
Tickeron’s AI currently favors ON Semiconductor (ON) for its stronger trend consistency, explosive relative performance (89% YTD vs. 77%), and catalysts like AI power growth and automotive stabilization, positioning it ahead in momentum-driven conditions. ENTG trails slightly on stability and materials leverage but remains viable probabilistically in capex upcycles. Observable factors suggest ON holds a relative edge, though sector correlations warrant monitoring.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ENTG is a Buy and ON is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ENTG’s FA Score shows that 1 FA rating(s) are green whileON’s FA Score has 2 green FA rating(s).
- ENTG’s FA Score: 1 green, 4 red.
- ON’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ENTG’s TA Score shows that 5 TA indicator(s) are bullish while ON’s TA Score has 4 bullish TA indicator(s).
- ENTG’s TA Score: 5 bullish, 5 bearish.
- ON’s TA Score: 4 bullish, 3 bearish.
Price Growth
ENTG (@Electronic Production Equipment) experienced а -2.67% price change this week, while ON (@Semiconductors) price change was +1.40% for the same time period.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was +6.17%. For the same industry, the average monthly price growth was +29.19%, and the average quarterly price growth was +138.13%.
The average weekly price growth across all stocks in the @Semiconductors industry was +8.41%. For the same industry, the average monthly price growth was +47.14%, and the average quarterly price growth was +78.48%.
Reported Earning Dates
ENTG is expected to report earnings on Aug 05, 2026.
ON is expected to report earnings on Aug 03, 2026.
Industries' Descriptions
@Electronic Production Equipment (+6.17% weekly)The electronic production equipment industry makes equipment used to produce semiconductors. Such equipment includes wafer fabrication, plasma etching and photo-resist processing equipment. The industry also makes chemical vapor deposition processing systems and photomasks, which are high-purity quartz plates that contain patterns to define integrated circuits layouts. Applied Materials, Inc., Lam Research Corporation, and KLA-Tencor Corporation are examples of electronic production equipment manufacturing companies.
@Semiconductors (+8.41% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
| ENTG | ON | ENTG / ON | |
| Capitalization | 22.1B | 40.8B | 54% |
| EBITDA | 848M | 1.52B | 56% |
| Gain YTD | 77.302 | 98.042 | 79% |
| P/E Ratio | 83.99 | 76.55 | 110% |
| Revenue | 3.24B | 6.06B | 53% |
| Total Cash | 443M | 2.4B | 18% |
| Total Debt | 3.76B | 3.01B | 125% |
ENTG | ON | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 15 | 27 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 75 Overvalued | 71 Overvalued | |
PROFIT vs RISK RATING 1..100 | 76 | 54 | |
SMR RATING 1..100 | 80 | 78 | |
PRICE GROWTH RATING 1..100 | 38 | 3 | |
P/E GROWTH RATING 1..100 | 8 | 6 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ON's Valuation (71) in the Semiconductors industry is in the same range as ENTG (75) in the Electronic Production Equipment industry. This means that ON’s stock grew similarly to ENTG’s over the last 12 months.
ON's Profit vs Risk Rating (54) in the Semiconductors industry is in the same range as ENTG (76) in the Electronic Production Equipment industry. This means that ON’s stock grew similarly to ENTG’s over the last 12 months.
ON's SMR Rating (78) in the Semiconductors industry is in the same range as ENTG (80) in the Electronic Production Equipment industry. This means that ON’s stock grew similarly to ENTG’s over the last 12 months.
ON's Price Growth Rating (3) in the Semiconductors industry is somewhat better than the same rating for ENTG (38) in the Electronic Production Equipment industry. This means that ON’s stock grew somewhat faster than ENTG’s over the last 12 months.
ON's P/E Growth Rating (6) in the Semiconductors industry is in the same range as ENTG (8) in the Electronic Production Equipment industry. This means that ON’s stock grew similarly to ENTG’s over the last 12 months.
| ENTG | ON | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 59% | 2 days ago 69% |
| Stochastic ODDS (%) | 2 days ago 81% | N/A |
| Momentum ODDS (%) | 2 days ago 87% | N/A |
| MACD ODDS (%) | 2 days ago 76% | N/A |
| TrendWeek ODDS (%) | 2 days ago 68% | 2 days ago 76% |
| TrendMonth ODDS (%) | 2 days ago 70% | 2 days ago 76% |
| Advances ODDS (%) | 2 days ago 65% | 2 days ago 73% |
| Declines ODDS (%) | 27 days ago 70% | 15 days ago 77% |
| BollingerBands ODDS (%) | 5 days ago 77% | 2 days ago 86% |
| Aroon ODDS (%) | 2 days ago 71% | 2 days ago 75% |
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