Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ONON
HoldFallen FavouriteOn Holding AG · Consumer Cyclical · Switzerland · $9.6B · Avg Vol: $218M/d
COMPANY DESCRIPTION
On Holding AG designs and distributes high-performance athletic footwear, apparel, and accessories, primarily known for its patented CloudTec cushioning technology. The Swiss brand commands premium pricing and high brand loyalty through a selective wholesale distribution strategy and a rapidly growing direct-to-consumer channel. It operates as a high-growth disruptor in the global premium running and lifestyle footwear market.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.5B | 2.2B | 2.8B | 3.7B | 35.1% | 4.0B | 4.3B | 5.1B | 17.6% |
| EPS | 0.22 | 0.31 | 0.92 | 0.76 | 51.0% | 1.45 | 1.34 | — | 76.5% |
| Shares | 316.5M | 318.8M | 323.8M | 331.0M | +4.6% | 301.7M | — | — | — |
| Debt | 196.7M | 280.8M | 426.3M | 639.5M | 48.1% | 695.2M | — | — | — |
| Equity | 1.2B | 1.3B | 1.7B | 2.0B | 19.0% | — | — | — | — |
| Op CF | -278.4M | 284.6M | 626.2M | 440.9M | 24.5% | 649.4M | — | — | — |
| Inv CF | -101.7M | -57.8M | -79.6M | -96.4M | — | — | — | — | — |
| Fin CF | 7.7M | -26.7M | -67.9M | -96.3M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of ONON are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ONON | On Holding AG(you) | $9.6B | 37 | Hold |
| APTV | Aptiv PLC | $9.5B | 36 | Hold |
| UHR.SW | The Swatch Group AG | $12.0B | 46 | Hold |
| SIGN.SW | SIG Group AG | $6.6B | 44 | Hold |
| AMCR | Amcor plc | $21.6B | 45 | Hold |
| ALWN.AT | Allwyn AG | $12.8B | 62 | Hold |
| VGNT | Versigent PLC | $3.4B | 50 | Hold |
| AVOL.SW | Avolta AG | $7.8B | 70 | Buy |
| MOZN.SW | mobilezone holding ag | $703M | 50 | Hold |
| FOI-B.ST | Fenix Outdoor International AG | $365M | 39 | Hold |
Peer medians: ROE 5.2% · P/E 30.3x · Gross margin 58.0%