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ON vs STM
Which Stock Would AI Choose? ON Semiconductor (ON) vs. STMicroelectronics N.V. (STM) Stock Comparison
Key Takeaways
- Both ON and STM have delivered exceptional year-to-date gains, with STM up approximately 120% compared to ON's 90%.
- STM boasts a larger market capitalization around $51 billion versus ON's $40 billion, reflecting broader revenue scale.
- Recent quarters show recovery momentum: ON beat Q1 earnings on AI data center demand, while STM upgraded guidance amid space and industrial growth.
- Both stocks exhibit high volatility with betas above 1.5, driven by semiconductor sector exposure to automotive, industrial, and AI trends.
- Forward P/E ratios suggest ON (35x) trades at a relative discount to STM (51x), indicating potential value in power solutions focus.
- 52-week ranges highlight massive recoveries: ON from $37 to $106, STM from $21 to $58.
Introduction
In the dynamic semiconductor sector, ON Semiconductor (ON) and STMicroelectronics N.V. (STM) stand out for their focus on power management, sensing, and analog solutions critical to automotive electrification, industrial automation, and emerging AI infrastructure. This stock comparison analyzes their recent market performance, business drivers, and relative positioning amid sector volatility. Traders seeking momentum plays and investors eyeing long-term growth in non-AI chip demand—such as electric vehicles (EVs) and edge computing—will find value in understanding how these analogs to broader tech rallies compare in resilience and upside potential.
ON Overview and Recent Performance
ON Semiconductor specializes in intelligent power and sensing solutions, serving automotive, industrial, and cloud power markets through segments like Power Solutions Group and Analog & Mixed-Signal. With a market cap of about $40 billion, the company reported Q1 2026 revenue of $1.51 billion, beating estimates, driven by expanding EV silicon carbide (SiC) deals and doubled AI data center demand. Shares surged over 60% in recent months, hitting 52-week highs near $106 from lows of $37, with YTD gains of 90%. Sentiment has shifted positively on improving industrial trends and analyst upgrades, like KeyBanc's $125 target, though high beta (1.94) amplifies volatility. Trailing P/E stands at 75x, forward at 35x, reflecting recovery from prior softness in end-markets.
STM Overview and Recent Performance
STMicroelectronics N.V. (STM), a diversified semiconductor leader, designs analog, MEMS sensors, power discretes, and microcontrollers for automotive, industrial, personal electronics, and communications. Its $51 billion market cap underscores scale, with trailing twelve-month revenue near $12 billion. Recent activity includes Q1 revenues of $3.10 billion and upbeat Q2 guidance, fueled by industrial recovery and space revenue projections exceeding $3 billion through 2028. The stock rocketed 120% YTD, with 52-week range $21-$58, propelled by momentum in low Earth orbit (LEO) applications and AI data center pushes. Beta of 1.51 signals moderate volatility; P/E ratios are elevated at 357x trailing but 51x forward, supported by earnings beats and analyst upgrades.
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Head-to-Head Comparison
Both ON and STM thrive in analog/power semis, but STM's broader portfolio spans MEMS sensors and embedded processing versus ON's power/sensing emphasis. Growth drivers diverge: ON leverages EV SiC and AI datacenter power (doubling demand), while STM eyes space/LEO and industrial rebounds. Recent momentum favors STM (120% YTD vs. 90%), but ON shows tighter forward valuation. Risk factors include cyclical auto/industrial exposure and high betas; ON (1.94) is riskier than STM (1.51). Sector tailwinds like AI edge and electrification boost sentiment, with STM's scale ($12B revenue vs. $6B) offering diversification trade-offs.
Tickeron AI Verdict
Tickeron’s AI leans toward STM in the current environment, given superior YTD momentum, larger scale, and catalysts like space revenue growth amid broader semi recovery. Observable trends—120% gains, Q1 beats, and upgraded guidance—position it strongly, though elevated forward P/E tempers enthusiasm. ON trails slightly on relative performance but offers value via lower forward multiples and AI power catalysts; AI sees higher probability of near-term outperformance for STM based on trend consistency and market positioning.
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 ON is a Hold and STM is a StrongBuy.
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).
ON’s FA Score shows that 1 FA rating(s) are green whileSTM’s FA Score has 1 green FA rating(s).
- ON’s FA Score: 1 green, 4 red.
- STM’s FA Score: 1 green, 4 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.
ON’s TA Score shows that 3 TA indicator(s) are bullish while STM’s TA Score has 3 bullish TA indicator(s).
- ON’s TA Score: 3 bullish, 7 bearish.
- STM’s TA Score: 3 bullish, 5 bearish.
Price Growth
ON (@Semiconductors) experienced а -23.66% price change this week, while STM (@Semiconductors) price change was -8.72% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was -4.00%. For the same industry, the average monthly price growth was -14.11%, and the average quarterly price growth was +78.05%.
Reported Earning Dates
ON is expected to report earnings on Aug 03, 2026.
STM is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Semiconductors (-4.00% 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.
| ON | STM | ON / STM | |
| Capitalization | 35.5B | 63.5B | 56% |
| EBITDA | 1.52B | 2.32B | 66% |
| Gain YTD | 67.405 | 164.542 | 41% |
| P/E Ratio | 96.73 | 499.44 | 19% |
| Revenue | 6.06B | 12.4B | 49% |
| Total Cash | 2.4B | 102M | 2,357% |
| Total Debt | 3.01B | 2.78B | 108% |
ON | STM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 64 Fair valued | 90 Overvalued | |
PROFIT vs RISK RATING 1..100 | 61 | 51 | |
SMR RATING 1..100 | 79 | 91 | |
PRICE GROWTH RATING 1..100 | 43 | 35 | |
P/E GROWTH RATING 1..100 | 7 | 1 | |
SEASONALITY SCORE 1..100 | 50 | 65 |
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 (64) in the Semiconductors industry is in the same range as STM (90). This means that ON’s stock grew similarly to STM’s over the last 12 months.
STM's Profit vs Risk Rating (51) in the Semiconductors industry is in the same range as ON (61). This means that STM’s stock grew similarly to ON’s over the last 12 months.
ON's SMR Rating (79) in the Semiconductors industry is in the same range as STM (91). This means that ON’s stock grew similarly to STM’s over the last 12 months.
STM's Price Growth Rating (35) in the Semiconductors industry is in the same range as ON (43). This means that STM’s stock grew similarly to ON’s over the last 12 months.
STM's P/E Growth Rating (1) in the Semiconductors industry is in the same range as ON (7). This means that STM’s stock grew similarly to ON’s over the last 12 months.
| ON | STM | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 84% | 4 days ago 62% |
| Stochastic ODDS (%) | 4 days ago 75% | 4 days ago 71% |
| Momentum ODDS (%) | 4 days ago 81% | 4 days ago 73% |
| MACD ODDS (%) | 4 days ago 81% | 4 days ago 76% |
| TrendWeek ODDS (%) | 4 days ago 74% | 4 days ago 70% |
| TrendMonth ODDS (%) | 4 days ago 74% | 4 days ago 71% |
| Advances ODDS (%) | 14 days ago 75% | 6 days ago 71% |
| Declines ODDS (%) | 12 days ago 75% | 4 days ago 70% |
| BollingerBands ODDS (%) | 4 days ago 85% | 4 days ago 67% |
| Aroon ODDS (%) | 4 days ago 67% | 4 days ago 69% |
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STM and
Correlation & Price change
A.I.dvisor indicates that over the last year, STM has been closely correlated with ON. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if STM jumps, then ON could also see price increases.
| Ticker / NAME | Correlation To STM | 1D Price Change % | ||
|---|---|---|---|---|
| STM | 100% | -3.35% | ||
| ON - STM | 72% Closely correlated | N/A | ||
| ENTG - STM | 69% Closely correlated | N/A | ||
| MCHPP - STM | 68% Closely correlated | N/A | ||
| MCHP - STM | 67% Closely correlated | N/A | ||
| KLIC - STM | 67% Closely correlated | N/A | ||
More | ||||