Globalfoundries vs ON Semiconductor
Globalfoundries and ON Semiconductor are similar in size: $6.79bn and $6.00bn of revenue in their latest fiscal years. Globalfoundries grew faster (0.6% against -15.3%). Globalfoundries kept more of each dollar of sales as profit: a net margin of 13.0% against 2.0%. Globalfoundries carries less debt relative to equity (9.6% against 39.2%).
| Latest fiscal year | GlobalfoundriesGFS, 2025 | ON SemiconductorON, 2025 |
|---|---|---|
| Revenue | $6.79bn | $6.00bn |
| Revenue growth | 0.6% | -15.3% |
| Net income | $885m | $121m |
| Operating margin | 11.7% | 1.4% |
| Net margin | 13.0% | 2.0% |
| Return on equity | 7.8% | 1.5% |
| Free cash flow | $1.01bn | $1.42bn |
| Cash | $1.81bn | $2.15bn |
| Total debt | $1.15bn | $3.00bn |
| Debt to equity | 9.6% | 39.2% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $0 | $1.38bn |
| Employees | — | 26,400 |
| Market value | $24.04bn | $28.13bn |
| Price vs our value range | Above our value range | Within our value range |
| Moat score | — | 76 (Strong) |
| Insider trades, 12 months | 1 buys, 51 sales | 0 buys, 15 sales |