Tyler Technologies vs onsemi

This page compares Tyler Technologies, Inc. and onsemi, exploring their business models, financial performance, and market context. It presents neutral, accessible explanations to help readers understand strategies and positioning without judgement or speculation. Educational content, not financial advice.

This page compares Tyler Technologies, Inc. and onsemi, exploring their business models, financial performance, and market context. It presents neutral, accessible explanations to help readers underst...

Comparison Snapshot

Key Financial Metrics

TYL

Metric

ON

$18.44B

Market Cap

$24.17B

44.41%

Potential Profit

-5.45%

Buy

Analyst Rating

Hold

Investment Analysis

Tyler Technologies

TYL

Pros

Achieved strong revenue growth of approximately 10% year-over-year, reflecting robust demand for integrated public sector software solutions.
Maintains solid profitability with a net margin around 13.66%, highlighting efficient conversion of revenue into profits.
Analysts hold a consensus 'Buy' rating with average price targets forecasting upside near 40-50% over the next 12 months, indicating positive growth expectations.

Considerations

Relatively high price-to-earnings ratio above 60 suggests the stock is trading at a premium, which could heighten valuation risk.
Recent insider selling activity raises questions about internal confidence in near-term performance.
Revenue in some recent quarters has fallen short of analyst estimates, hinting at execution and growth sustainability challenges.

onsemi

ON

Pros

ON Semiconductor has demonstrated strong revenue growth driven by expanding demand in automotive and industrial semiconductor markets.
Improved operational efficiency and cost controls have enhanced profitability and cash flow generation.
Strategic acquisitions have broadened product portfolio and market reach, supporting medium-term growth potential.

Considerations

Exposure to cyclical semiconductor industry risks and global macroeconomic uncertainties may impact future earnings volatility.
Face ongoing commodity cost pressures which could squeeze margins if not effectively managed.
Competitive intensity from larger semiconductor players presents constant execution and market share challenges.

About The Companies

Tyler Technologies (TYL)

Tyler Technologies provides essential integrated software and technology services to the public sector. The company helps local, state, and federal government organisations across the US to manage their operations more efficiently and transparently. Its offerings cover a wide range of functions, from back-office administrative tasks and public safety systems to courts, education, and property records. By creating 'end-to-end' solutions, Tyler aims to be a one-stop-shop for its clients' information technology needs. Its business is split into two main areas: Enterprise Software, which includes systems for critical functions, and Platform Technologies, which offers digital solutions and payment processing. This focus on a specific, vital sector has made it a notable name in government technology. As with any investment, its value can go down as well as up.

onsemi (ON)

ON Semiconductor Corporation (ticker: ON) designs and supplies a broad range of semiconductor components focused on power management, sensing, connectivity and custom analogue solutions. Its products target automotive (including electrification and ADAS), industrial, cloud infrastructure and IoT applications, with recent strategy emphasising higher‑margin power and sensor platforms. With a market capitalisation around $22.5 billion, ON sits in the mid‑cap semiconductor cohort and competes on design wins, scale and manufacturing partnerships. Investors should be aware of cyclical end markets—especially automotive demand—supply‑chain dynamics, pricing pressure and competition from other chipmakers. Key metrics to watch include revenue mix by end market, gross margins, inventory and capital expenditure trends. This summary is for general, educational purposes only and not personalised investment advice; past performance is no guarantee of future returns. Consider your risk tolerance, time horizon and the benefits of diversification before investing.

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Comparison Snapshot