Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
FY 2025 · View financials
Decision snapshot: SERV stock price vs ON: inconclusive Relative valuation is incomplete for this pair. Review the available filing metrics before drawing a conclusion.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at ON's multiple
Needs ON P/S.
Implied fair value · at SERV's multiple
Needs SERV P/S.
Metric by metric
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Price unavailable
Where each company leads, and how wide the gap is.
Growth edge
Pricing power
Operating leverage
Lower is better
Not comparable
Lower leverage
Statements
Core statements aligned to each company's latest fiscal year.
SEC periods: SERV FY 2025 (ended Dec 31, 2025) · ON FY 2025 (ended Dec 31, 2025).
Trendline
Five fiscal years of revenue, earnings, and margins before underwriting a re-rating.
Price framework
Market cap plus debt, less cash.
Price framework
Discounted free cash flow, then bridged to a per-share price. Same assumptions applied to both companies.
SERVE ROBOTICS INC. · implied price per share
Bear
$0.97
Base
$1.14
Bull
$1.31
ON SEMICONDUCTOR CORPORATION · implied price per share
Bear
$17.36
Base
$20.42
Bull
$23.49
Balance sheet health
Financial health checks to separate durable balance sheets from potential value traps.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Not enough data to score either balance sheet.
Debt / equity
Total debt against shareholders' equity
0.00x
0.00x
Net debt / EBITDA
Leverage against operating earnings
1.10x
-2.97x
Cash and equivalents
Liquid reserves on the balance sheet
$106.24M
$2.55B
Total debt
Interest-bearing obligations outstanding
Comparable set
Where the pair sits against the wider comparable set.
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$1.00M
$900.00K
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LLM-powered synthesis
An on-demand narrative read of the same deterministic data.
Based on an earlier data snapshot. Review the filing dates below or refresh after signing in.
If you believe SERV can rapidly scale revenue and sustainably repair its extreme margin profile, then the stock may deserve optionality; otherwise, avoid or underweight SERV because ON-based valuation implies severe downside and the operating data do not support ON-like multiples.
SERV trades at 184.2x P/S and 144.5x EV/Revenue versus ON at 6.0x P/S and 5.5x EV/Revenue, while the implied price from ON multiple is only $0.21 versus the current $6.31. That points to a 96.7% downside on this framework and suggests the valuation is being driven by early-stage revenue rather than current fundamentals.
Supporting Metrics
