Onto Innovation Inc. (ONTO) vs Unity Software Inc. (U)

ONTO and U are evenly matched — 5 metrics each of 10.

A side-by-side comparison of Onto Innovation Inc. and Unity Software Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 15, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total returnONTO vs U

growth of $100 · dividends reinvested · last 6y
ONTO +932.6%U -54.6%ONTO compounded faster
Log scale — wide-divergence pair
101001k10kStart $100202120222023202420252026$1,033$45
ONTO U

ONTO vs U: by the numbers

  • ONTO is the larger company ($15.16B vs $13.65B market cap).
  • ONTO is profitable (10.33% net margin) while U runs a net loss (-34.95%).
  • U grew revenue faster over the past five years (18.01% vs 11.93% CAGR).

Which is better, ONTO or U?

Metric tally: ONTO 5 · U 5

It depends on what you're optimizing for:

GrowthU(faster 5Y revenue CAGR)
QualityONTO(higher ROIC)

Metrics side by side

Valuation

MetricONTOU
P/E ratio142.40
Forward P/E61.33
P/S ratio14.797.17
P/B ratio7.154.63
EV / EBITDA79.53
FCF yield1.57%3.36%

Profitability

MetricONTOU
Gross margin48.80%74.17%
Operating margin10.53%-22.85%
Net margin10.33%-34.95%
ROE4.99%-22.58%
ROIC5.18%-7.17%

Growth (annualized)

MetricONTOU
Revenue CAGR (5Y)11.93%18.01%
EPS CAGR (5Y)-0.96%
FCF CAGR (5Y)11.03%
Total return CAGR (5Y)35.76%-20.35%

Frequently asked

Which is better, ONTO or U?
It depends on your goal. growth: U (faster 5Y revenue CAGR); quality: ONTO (higher ROIC). Across all compared metrics, they are evenly matched.
Which has grown faster, ONTO or U?
Over the past five years, U grew revenue faster — ONTO at a 11.93% CAGR versus U at 18.01%.
Is ONTO or U more profitable?
ONTO runs the higher net margin — ONTO at 10.33% versus U at -34.95%.
Which has been the better investment, ONTO or U?
Over the past 5-year, ONTO delivered the higher annualized total return — ONTO at 30.06% versus U at -20.35%. 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 July 15, 2026.