GlobalFoundries
GFS · Semiconductors
$44.39
2.4%ON Semiconductor
ON · Semiconductors
$72.25
1.3%The short version
- GlobalFoundries is the larger business, with $6.8B of revenue in fiscal 2025 against $6.0B for ON Semiconductor.
- GlobalFoundries grew revenue faster (0.6%, against −15.4%).
- GlobalFoundries kept more of each dollar of sales as operating profit (11.7% operating margin, against 1.4% operating margin).
- ON Semiconductor turned more of its sales into free cash flow (23.7% FCF margin, against 14.9% FCF margin).
- GlobalFoundries earned a higher return on the capital invested in it (7.1%, against 0.9%).
| Latest fiscal year | GFS · FY25 | ON · FY25 |
|---|---|---|
| Size | ||
| Market cap | $24.8B | $29.2B |
| Revenue | $6.8B | $6.0B |
| Free cash flow | $1.0B | $1.4B |
| Net income | $885M | $121M |
| Growth | ||
| Revenue growth | 0.6% | −15.4% |
| 5-year growth | 7.0% | 2.7% |
| Share count change | 0.9% | −4.8% |
| Profitability | ||
| Gross margin | 24.9% | 33.1% |
| Operating margin | 11.7% | 1.4% |
| Net margin | 13.0% | 2.0% |
| FCF margin | 14.9% | 23.7% |
| Return on capital | 7.1% | 0.9% |
| Return on equity | 7.8% | 1.5% |
| Balance sheet | ||
| Net debt | −$658M | $457M |
| Net debt / EBITDA | −0.3x | 0.6x |
| Dividends and buybacks | $0.0M | $1.4B |
| Valuation & quality | ||
| P/E | — | 46.6x |
| Piotroski F-score | 8 | 5 |
FY16
GFS —
ON $3.9B
FY17
GFS —
ON $5.5B
FY18
GFS —
ON $5.9B
FY19
GFS $5.8B
ON $5.5B
FY20
GFS $4.9B
ON $5.3B
FY21
GFS $6.6B
ON $6.7B
FY22
GFS $8.1B
ON $8.3B
FY23
GFS $7.4B
ON $8.3B
FY24
GFS $6.8B
ON $7.1B
FY25
GFS $6.8B
ON $6.0B
GFS
ON
FY16
GFS —
ON 6.3%
FY17
GFS —
ON 12.3%
FY18
GFS —
ON 14.4%
FY19
GFS −28.0%
ON 7.8%
FY20
GFS −34.1%
ON 6.6%
FY21
GFS −0.9%
ON 19.1%
FY22
GFS 14.4%
ON 28.3%
FY23
GFS 15.3%
ON 30.8%
FY24
GFS −3.2%
ON 25.0%
FY25
GFS 11.7%
ON 1.4%
GFS
ON
FY16
GFS —
ON $370M
FY17
GFS —
ON $707M
FY18
GFS —
ON $759M
FY19
GFS −$91.1M
ON $160M
FY20
GFS $412M
ON $501M
FY21
GFS $1.1B
ON $1.3B
FY22
GFS −$435M
ON $1.6B
FY23
GFS $321M
ON $438M
FY24
GFS $1.1B
ON $1.2B
FY25
GFS $1.0B
ON $1.4B
GFS
ON
FY16
GFS —
ON 6.9%
FY17
GFS —
ON 14.1%
FY18
GFS —
ON 14.0%
FY19
GFS —
ON 6.0%
FY20
GFS —
ON 5.7%
FY21
GFS −0.6%
ON 17.9%
FY22
GFS 12.8%
ON 29.1%
FY23
GFS 10.0%
ON 28.7%
FY24
GFS −1.6%
ON 16.9%
FY25
GFS 7.1%
ON 0.9%
GFS
ON
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.