ON Semiconductor Corporation (ON) vs Tower Semiconductor Ltd. (TSEM)

A side-by-side comparison of ON Semiconductor Corporation and Tower Semiconductor Ltd. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 12, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnON vs TSEM

growth of $100 · dividends reinvested · last 10y
ON +689.8% (+23.0%/yr)TSEM +1542.0% (+32.3%/yr)TSEM compounded faster over this window
05001k2k2kStart $10020182020202220242026$790$1,642
ON TSEM

ON vs TSEM: by the numbers

  • ON is the larger company ($32.43B vs $29.39B market cap).
  • ON trades at the lower trailing earnings multiple (51.99 vs 98.65 P/E), one valuation lens rather than an overall verdict.
  • TSEM converts more revenue to profit (16.94% vs 10.17% net margin).
  • TSEM grew revenue faster over the past five years (4.61% vs 2.67% CAGR).

Metrics side by side

Valuation

MetricONTSEM
P/E ratio51.9998.65
Forward P/E25.3765.11
P/S ratio5.2916.71
P/B ratio4.549.25
EV / EBITDA27.3347.79
FCF yield5.40%1.07%

Profitability

MetricONTSEM
Gross margin37.45%26.87%
Operating margin11.66%16.16%
Net margin10.17%16.94%
ROE8.73%9.38%
ROIC6.24%5.73%

Growth (annualized)

MetricONTSEM
Revenue CAGR (5Y)2.67%4.61%
EPS CAGR (5Y)-12.64%20.67%
FCF CAGR (5Y)17.01%N/A
Total return CAGR (5Y)12.61%53.80%

Frequently asked

Which has the lower trailing P/E, ON or TSEM?
ON has the lower trailing P/E: ON trades at 51.99 and TSEM at 98.65. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, ON or TSEM?
Over the past five years, TSEM grew revenue faster — ON at a 2.67% CAGR versus TSEM at 4.61%.
Is ON or TSEM more profitable?
TSEM runs the higher net margin — ON at 10.17% versus TSEM at 16.94%.
How have ON and TSEM total returns compared?
Over the past 10 years, ON delivered 22.96% and TSEM delivered 32.49% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified August 12, 2026.