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KLIC vs ON
Which Stock Would AI Choose? Kulicke and Soffa Industries (KLIC) vs. ON Semiconductor (ON) Stock Comparison
Key Takeaways
- Both KLIC and ON have delivered strong YTD returns exceeding 89% and 101%, respectively, amid semiconductor sector momentum.
- ON boasts a larger market cap of $40B versus KLIC's $4.8B, with substantially higher revenue ($6B TTM) and positive EBITDA ($888M).
- Recent performance shows volatility for both, with KLIC hitting new 52-week highs near $92 and ON surging post-Q1 earnings beat driven by AI and EV demand.
- Tickeron's AI favors ON for its scale, profitability, and growth catalysts in recent market activity.
- Both stocks exhibit high betas (1.67 for KLIC, 1.94 for ON), reflecting sector sensitivity to tech trends.
- KLIC shows early sales recovery signs, while ON benefits from power solutions in automotive and data centers.
Introduction
This stock comparison examines KLIC and ON, two semiconductor firms navigating AI-driven demand and supply chain dynamics. Kulicke and Soffa Industries focuses on assembly equipment, while ON Semiconductor specializes in power and sensing solutions. Traders seeking exposure to semiconductor growth, particularly in advanced packaging and power management, may find this analysis relevant for assessing relative performance, momentum, and positioning in the current market environment. Investors can evaluate trade-offs in scale, profitability, and catalysts amid broader sector volatility.
KLIC Overview and Recent Performance
Kulicke and Soffa Industries, Inc. (KLIC) designs, manufactures, and sells capital equipment and consumables for semiconductor assembly, including ball bonding, wedge bonding, and advanced solutions for integrated circuits, LEDs, and sensors. Headquartered in Singapore, it serves integrated device manufacturers and outsourced assembly providers primarily in Asia and the U.S. In recent market activity, KLIC shares reached new 52-week highs above $92, with YTD returns at 102% and 1-year gains near 185%. Trading around $91.73 with a $4.8B market cap, the stock reflects semiconductor equipment rally momentum. Sentiment has been influenced by early signs of sales recovery after prior declines, alongside Q1 FY2026 results showing revenue of $199.62M and EPS of $0.44 beating estimates. However, recent dips tied to peer earnings misses and analyst concerns over fundamentals have introduced volatility, with a beta of 1.67 underscoring market sensitivity.
ON Overview and Recent Performance
ON Semiconductor Corporation (ON) provides intelligent sensing and power solutions, operating through Power Solutions, Analog and Mixed-Signal, and Intelligent Sensing groups. Its products support power conversion, automotive, industrial automation, AI data centers, and robotics, with headquarters in Scottsdale, Arizona. In recent weeks, ON shares traded near $102.67, posting YTD returns of 90% and 1-year gains of 167%, within a 52-week range of $37.56-$105.81 and a $40B market cap. Performance has been buoyed by Q1 2026 earnings that beat estimates (EPS $0.64 vs. $0.62 expected, revenue $1.51B up 4.7% YoY), fueled by power demand in AI datacenters and EVs, including expanded SiC (silicon carbide) deals. Despite post-earnings slips amid high expectations, upgrades like KeyBanc's $125 target highlight AI and industrial trends. A beta of 1.94 signals elevated volatility tied to sector shifts.
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Head-to-Head Comparison
KLIC and ON both operate in the semiconductor space but differ in business models: KLIC emphasizes assembly equipment, exposing it to advanced packaging growth, while ON focuses on power and sensing devices for end-markets like EVs and AI data centers. Growth drivers contrast with ON's larger scale ($6B revenue TTM vs. $688M) and positive EBITDA ($888M vs. -$33M), supporting steadier expansion. Recent momentum favors KLIC slightly on YTD gains (102% vs. 90%), but ON edges 1-year returns. Risk factors include high betas and debt (KLIC low at $37M vs. ON $3B), with KLIC facing profitability questions amid sales recovery. Sector exposure aligns on tech semis, but sentiment tilts to ON's catalysts like SiC deals versus KLIC's equipment cycle dependence.
Tickeron AI Verdict
Tickeron’s AI currently favors ON over KLIC, based on superior scale, positive earnings trajectory, stronger catalysts in AI and automotive power solutions, and better relative positioning in semiconductor growth trends. While KLIC exhibits recovery momentum and lower debt, ON's stability and recent beats suggest higher probability of outperformance amid ongoing sector tailwinds.
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 disclaimer. 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 KLIC is a Hold and ON is a Hold.
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).
KLIC’s FA Score shows that 0 FA rating(s) are green whileON’s FA Score has 2 green FA rating(s).
- KLIC’s FA Score: 0 green, 5 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.
KLIC’s TA Score shows that 4 TA indicator(s) are bullish while ON’s TA Score has 3 bullish TA indicator(s).
- KLIC’s TA Score: 4 bullish, 4 bearish.
- ON’s TA Score: 3 bullish, 4 bearish.
Price Growth
KLIC (@Electronic Production Equipment) experienced а +7.31% 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 +5.35%. For the same industry, the average monthly price growth was +27.17%, and the average quarterly price growth was +132.80%.
The average weekly price growth across all stocks in the @Semiconductors industry was +8.51%. For the same industry, the average monthly price growth was +47.26%, and the average quarterly price growth was +78.68%.
Reported Earning Dates
KLIC is expected to report earnings on Aug 05, 2026.
ON is expected to report earnings on Aug 03, 2026.
Industries' Descriptions
@Electronic Production Equipment (+5.35% 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 (+8.51% 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.
| KLIC | ON | KLIC / ON | |
| Capitalization | 5.13B | 40.8B | 13% |
| EBITDA | 87.7M | 1.52B | 6% |
| Gain YTD | 115.928 | 92.262 | 126% |
| P/E Ratio | 94.85 | 76.55 | 124% |
| Revenue | 768M | 6.06B | 13% |
| Total Cash | 488M | 2.4B | 20% |
| Total Debt | 39.8M | 3.01B | 1% |
KLIC | ON | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 26 | 27 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 68 Overvalued | 71 Overvalued | |
PROFIT vs RISK RATING 1..100 | 43 | 54 | |
SMR RATING 1..100 | 81 | 78 | |
PRICE GROWTH RATING 1..100 | 35 | 3 | |
P/E GROWTH RATING 1..100 | 46 | 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.
KLIC's Valuation (68) in the Electronic Production Equipment industry is in the same range as ON (71) in the Semiconductors industry. This means that KLIC’s stock grew similarly to ON’s over the last 12 months.
KLIC's Profit vs Risk Rating (43) in the Electronic Production Equipment industry is in the same range as ON (54) in the Semiconductors industry. This means that KLIC’s stock grew similarly to ON’s over the last 12 months.
ON's SMR Rating (78) in the Semiconductors industry is in the same range as KLIC (81) in the Electronic Production Equipment industry. This means that ON’s stock grew similarly to KLIC’s over the last 12 months.
ON's Price Growth Rating (3) in the Semiconductors industry is in the same range as KLIC (35) in the Electronic Production Equipment industry. This means that ON’s stock grew similarly to KLIC’s over the last 12 months.
ON's P/E Growth Rating (6) in the Semiconductors industry is somewhat better than the same rating for KLIC (46) in the Electronic Production Equipment industry. This means that ON’s stock grew somewhat faster than KLIC’s over the last 12 months.
| KLIC | ON | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 76% | 2 days ago 69% |
| Stochastic ODDS (%) | 1 day ago 80% | N/A |
| Momentum ODDS (%) | N/A | N/A |
| MACD ODDS (%) | 6 days ago 59% | N/A |
| TrendWeek ODDS (%) | 1 day ago 71% | 2 days ago 76% |
| TrendMonth ODDS (%) | 1 day ago 69% | 2 days ago 76% |
| Advances ODDS (%) | 2 days ago 67% | 2 days ago 73% |
| Declines ODDS (%) | 15 days ago 74% | 15 days ago 77% |
| BollingerBands ODDS (%) | 1 day ago 74% | 2 days ago 86% |
| Aroon ODDS (%) | 1 day ago 65% | 2 days ago 75% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PGP | 9.01 | 0.07 | +0.78% |
| PIMCO Global StockPLUS & Income Fund | |||
| EAFG | 26.62 | N/A | N/A |
| Pacer Developed Mkts Csh Cow Gr Ldr ETF | |||
| CLCV | 28.66 | -0.04 | -0.15% |
| Crossmark Large Cap Value ETF | |||
| BBIN | 77.60 | -0.46 | -0.59% |
| JPMorgan BetaBuilders Intl Eq ETF | |||
| DAPP | 21.72 | -0.51 | -2.29% |
| VanEck Digital Trfmt ETF | |||
ON and
Correlation & Price change
A.I.dvisor indicates that over the last year, ON has been closely correlated with MCHP. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if ON jumps, then MCHP could also see price increases.