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ENTG or MCHP or ON
Which Stock Would AI Choose? Entegris (ENTG) vs. Microchip Technology (MCHP) vs. ON Semiconductor (ON) Stock Comparison
Key Takeaways
- ENTG leads YTD performance at 77% gains, fueled by AI-driven demand for advanced materials in semiconductors.
- MCHP shows robust 1-year returns of 112%, with recent surges ahead of Q4 earnings amid industrial chip rally.
- ON boasts top YTD gains near 90% and 167% over 1-year, boosted by EV silicon carbide (SiC) expansions and AI data center strength.
- All three stocks benefit from semiconductor sector momentum, with betas above 1.3 indicating higher volatility than the broader market.
- Recent earnings beats across the board highlight relative strength, though forward P/E ratios cluster around 35-40 signaling valuation sensitivity.
- ENTG, MCHP, and ON trade at market caps of $23B, $53B, and $40B respectively, reflecting diverse scales in the chip ecosystem.
Introduction
This stock comparison examines ENTG, MCHP, and ON, three key players in the semiconductor supply chain amid surging demand for AI infrastructure, electric vehicles (EVs), and industrial applications. Entegris supplies critical materials, Microchip focuses on microcontrollers and analog chips, while ON Semiconductor delivers power and sensing solutions. Traders seeking exposure to cyclical sector recovery and investors eyeing long-term tech growth will find value in analyzing their relative performance, momentum, and risk profiles in the current market environment.
ENTG Overview and Recent Performance
Entegris, Inc. (ENTG) is a leading supplier of advanced materials and process solutions for semiconductor manufacturing, including filtration, purification, and specialty chemicals essential for chip fabrication. In recent market activity, the stock has delivered approximately 77% YTD returns and 79% over the past year, trading around $149 with a market cap of $23 billion. Sentiment has strengthened following a Q1 earnings beat, where revenue reached $812 million and EPS exceeded estimates at $0.86, driven by robust demand for advanced logic and memory chips amid AI expansion. Key influences include margin improvements and a new CFO appointment, though elevated inventory levels temper some optimism. The stock's beta of 1.39 reflects sector volatility, with recent price action showing sharp gains on AI-fueled chip gear demand.
MCHP Overview and Recent Performance
Microchip Technology Incorporated (MCHP) designs and manufactures microcontrollers, analog products, and embedded control solutions for automotive, industrial, and aerospace applications. Recent weeks have seen the stock surge nearly 14% in a single week, contributing to 55% YTD and 112% 1-year gains, with shares around $98 and a $53 billion market cap. Investor confidence builds ahead of Q4 earnings on May 7, projecting EPS growth over 350% year-over-year on $1.27 billion revenue, supported by post-quantum security chips and hydrogen maser capacity expansions. Broader semiconductor rally and industrial chip momentum have lifted performance, despite a trailing P/E appearing negative due to cyclical adjustments; forward P/E stands at 37. Beta at 1.74 underscores higher sensitivity to market swings.
ON Overview and Recent Performance
ON Semiconductor Corporation (ON), commonly known as onsemi, provides power management, analog, and sensing solutions for EVs, AI data centers, and industrial automation. The stock has posted standout 90% YTD and 167% 1-year returns, trading near $103 with a $40 billion market cap. Recent performance spiked 10% post-Q1 earnings beat, with revenue up 4.7% to $1.51 billion on power solutions demand, alongside expanded EV SiC deals and doubling AI datacenter orders. A proposed $1.3 billion convertible notes offering signals growth funding, though shares dipped initially on guidance. Beta of 1.94 highlights elevated risk, with sentiment buoyed by improving industrial trends and analyst upgrades.
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Head-to-Head Comparison
ENTG, MCHP, and ON operate in complementary semiconductor niches: upstream materials for ENTG, design-focused MCUs/analog for MCHP, and downstream power/sensing for ON. Growth drivers converge on AI data centers and EVs, but ON edges in SiC exposure while ENTG benefits from pure fab materials demand. Recent momentum favors ON with superior YTD/1-year gains, versus MCHP's dividend yield and scale advantages. Risks include cyclical downturns and high betas (1.39-1.94), with MCHP most volatile. Valuation sensitivity is similar on forward P/E (~35-40), but MCHP's larger cap offers diversification. Sentiment tilts toward ON on EV/AI catalysts, trading off against ENTG's stability.
Tickeron AI Verdict
Tickeron’s AI currently favors ON due to superior trend consistency, with 90% YTD gains outpacing peers, backed by earnings beats, SiC EV expansions, and AI datacenter doubling. Relative positioning in high-growth power solutions offers probabilistic edge over ENTG's materials purity and MCHP's pre-earnings momentum, amid 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 Disclaimers and Limitations.
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 whileMCHP’s FA Score has 1 green FA rating(s), and ON’s FA Score reflects 2 green FA rating(s).
- ENTG’s FA Score: 1 green, 4 red.
- MCHP’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 MCHP’s TA Score has 5 bullish TA indicator(s), and ON’s TA Score reflects 4 bullish TA indicator(s).
- ENTG’s TA Score: 5 bullish, 4 bearish.
- MCHP’s TA Score: 5 bullish, 5 bearish.
- ON’s TA Score: 4 bullish, 3 bearish.
Price Growth
ENTG (@Electronic Production Equipment) experienced а -10.76% price change this week, while MCHP (@Semiconductors) price change was -5.29% , and ON (@Semiconductors) price fluctuated +9.60% for the same time period.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was -0.97%. For the same industry, the average monthly price growth was +20.42%, and the average quarterly price growth was +140.48%.
The average weekly price growth across all stocks in the @Semiconductors industry was +4.47%. For the same industry, the average monthly price growth was +39.39%, and the average quarterly price growth was +81.10%.
Reported Earning Dates
ENTG is expected to report earnings on Aug 05, 2026.
MCHP is expected to report earnings on Aug 04, 2026.
ON is expected to report earnings on Aug 03, 2026.
Industries' Descriptions
@Electronic Production Equipment (-0.97% 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 (+4.47% 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 | MCHP | ON | |
| Capitalization | 20.3B | 50.8B | 44B |
| EBITDA | 848M | 877M | 1.52B |
| Gain YTD | 58.187 | 48.152 | 108.883 |
| P/E Ratio | 76.92 | 426.59 | 83.17 |
| Revenue | 3.24B | 4.37B | 6.06B |
| Total Cash | 443M | 251M | 2.4B |
| Total Debt | 3.76B | 5.41B | 3.01B |
ENTG | MCHP | ON | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 79 | 72 | 25 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 72 Overvalued | 92 Overvalued | 71 Overvalued | |
PROFIT vs RISK RATING 1..100 | 80 | 72 | 50 | |
SMR RATING 1..100 | 80 | 91 | 78 | |
PRICE GROWTH RATING 1..100 | 41 | 7 | 2 | |
P/E GROWTH RATING 1..100 | 10 | 53 | 6 | |
SEASONALITY SCORE 1..100 | 50 | 90 | 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 (72) in the Electronic Production Equipment industry, and is in the same range as MCHP (92) in the Semiconductors industry. This means that ON's stock grew similarly to ENTG’s and similarly to MCHP’s over the last 12 months.
ON's Profit vs Risk Rating (50) in the Semiconductors industry is in the same range as MCHP (72) in the Semiconductors industry, and is in the same range as ENTG (80) in the Electronic Production Equipment industry. This means that ON's stock grew similarly to MCHP’s and 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, and is in the same range as MCHP (91) in the Semiconductors industry. This means that ON's stock grew similarly to ENTG’s and similarly to MCHP’s over the last 12 months.
ON's Price Growth Rating (2) in the Semiconductors industry is in the same range as MCHP (7) in the Semiconductors industry, and is somewhat better than the same rating for ENTG (41) in the Electronic Production Equipment industry. This means that ON's stock grew similarly to MCHP’s and 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 (10) in the Electronic Production Equipment industry, and is somewhat better than the same rating for MCHP (53) in the Semiconductors industry. This means that ON's stock grew similarly to ENTG’s and somewhat faster than MCHP’s over the last 12 months.
| ENTG | MCHP | ON | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 72% | 2 days ago 64% | 2 days ago 67% |
| Stochastic ODDS (%) | 2 days ago 76% | 2 days ago 70% | N/A |
| Momentum ODDS (%) | 2 days ago 87% | 2 days ago 78% | N/A |
| MACD ODDS (%) | 2 days ago 72% | 2 days ago 70% | 2 days ago 80% |
| TrendWeek ODDS (%) | 2 days ago 73% | 2 days ago 75% | 2 days ago 76% |
| TrendMonth ODDS (%) | 2 days ago 75% | 2 days ago 66% | 2 days ago 77% |
| Advances ODDS (%) | 6 days ago 65% | 11 days ago 65% | 3 days ago 73% |
| Declines ODDS (%) | 2 days ago 69% | 4 days ago 73% | 19 days ago 77% |
| BollingerBands ODDS (%) | 2 days ago 89% | 2 days ago 76% | 2 days ago 81% |
| Aroon ODDS (%) | 2 days ago 68% | 2 days ago 60% | 2 days ago 76% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ACSI | 70.91 | N/A | N/A |
| American Customer Satisfaction ETF | |||
| NZUS | 37.88 | N/A | N/A |
| Stt Strt® SPDR® MSCI USA ClmtPrsAlgd ETF | |||
| FIVA | 37.11 | -0.55 | -1.46% |
| Fidelity International Value Factor ETF | |||
| GUNR | 54.51 | -0.91 | -1.64% |
| FlexShares Mstar Glbl Upstrm Nat Res ETF | |||
| METL | 28.56 | -1.59 | -5.28% |
| Sprott Active Metals & Miners ETF | |||
MCHP and
Correlation & Price change
A.I.dvisor indicates that over the last year, MCHP has been closely correlated with MCHPP. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if MCHP jumps, then MCHPP could also see price increases.
| Ticker / NAME | Correlation To MCHP | 1D Price Change % | ||
|---|---|---|---|---|
| MCHP | 100% | -3.29% | ||
| MCHPP - MCHP | 96% Closely correlated | -3.07% | ||
| KLIC - MCHP | 75% Closely correlated | -1.97% | ||
| TXN - MCHP | 75% Closely correlated | -1.77% | ||
| ON - MCHP | 75% Closely correlated | -4.44% | ||
| ADI - MCHP | 75% Closely correlated | -2.18% | ||
More | ||||
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 74% 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.