Amazon.com Inc (AMZN)vsOn Holding Ltd (ONON)
AMZN
Amazon.com Inc
$265.06
+0.77%
CONSUMER CYCLICAL · Cap: $2.85T
ONON
On Holding Ltd
$35.61
+0.79%
CONSUMER CYCLICAL · Cap: $11.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Amazon.com Inc generates 23686% more annual revenue ($716.92B vs $3.01B). AMZN leads profitability with a 10.8% profit margin vs 6.8%. ONON appears more attractively valued with a PEG of 0.79. AMZN earns a higher WallStSmart Score of 59/100 (C).
AMZN
Buy59
out of 100
Grade: C
ONON
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-66.2%
Fair Value
$159.49
Current Price
$265.06
$105.57 premium
Margin of Safety
-5.2%
Fair Value
$43.04
Current Price
$35.61
$7.43 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Generating 14.9B in free cash flow
Every $100 of equity generates 22 in profit
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Revenue surging 22.6% year-over-year
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
6.8% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 24.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : AMZN
The strongest argument for AMZN centers on Market Cap, Free Cash Flow, Return on Equity. Revenue growth of 13.6% demonstrates continued momentum.
Bull Case : ONON
The strongest argument for ONON centers on Altman Z-Score, PEG Ratio, Revenue Growth. Revenue growth of 22.6% demonstrates continued momentum. PEG of 0.79 suggests the stock is reasonably priced for its growth.
Bear Case : AMZN
The primary concerns for AMZN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : ONON
The primary concerns for ONON are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 45.4x leaves little room for execution misses.
Key Dynamics to Monitor
AMZN profiles as a value stock while ONON is a growth play — different risk/reward profiles.
ONON carries more volatility with a beta of 2.23 — expect wider price swings.
ONON is growing revenue faster at 22.6% — sustainability is the question.
AMZN generates stronger free cash flow (14.9B), providing more financial flexibility.
Bottom Line
AMZN scores higher overall (59/100 vs 55/100) and 13.6% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Amazon.com Inc
CONSUMER CYCLICAL · INTERNET RETAIL · USA
Amazon.com, Inc. is an American multinational technology company which focuses on e-commerce, cloud computing, digital streaming, and artificial intelligence. It is one of the Big Five companies in the U.S. information technology industry, along with Google, Apple, Microsoft, and Facebook. The company has been referred to as one of the most influential economic and cultural forces in the world, as well as the world's most valuable brand.
Visit Website →On Holding Ltd
CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA
On Holding AG develops and distributes sports products worldwide. The company is headquartered in Zurich, Switzerland.
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