Crocs Inc (CROX)vsOn Holding Ltd (ONON)
CROX
Crocs Inc
$119.35
-1.79%
CONSUMER CYCLICAL · Cap: $6.20B
ONON
On Holding Ltd
$37.08
-1.04%
CONSUMER CYCLICAL · Cap: $12.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Crocs Inc generates 29% more annual revenue ($4.02B vs $3.12B). ONON leads profitability with a 8.0% profit margin vs -2.6%. ONON appears more attractively valued with a PEG of 0.72. ONON earns a higher WallStSmart Score of 65/100 (B-).
CROX
Hold44
out of 100
Grade: D
ONON
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+27.5%
Fair Value
$114.12
Current Price
$119.35
$5.23 discount
Margin of Safety
-25.6%
Fair Value
$36.05
Current Price
$37.08
$1.03 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Strong operational efficiency at 22.2%
Earnings expanding 81.1% YoY
Growing faster than its price suggests
Areas to Watch
Elevated debt levels
ROE of -7.3% — below average capital efficiency
Revenue declined 1.7%
Earnings declined 4.2%
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CROX
The strongest argument for CROX centers on Altman Z-Score, Operating Margin. PEG of 1.39 suggests the stock is reasonably priced for its growth.
Bull Case : ONON
The strongest argument for ONON centers on EPS Growth, PEG Ratio. Revenue growth of 14.5% demonstrates continued momentum. PEG of 0.72 suggests the stock is reasonably priced for its growth.
Bear Case : CROX
The primary concerns for CROX are Debt/Equity, Return on Equity, Revenue Growth.
Bear Case : ONON
The primary concerns for ONON are P/E Ratio. A P/E of 40.6x leaves little room for execution misses.
Key Dynamics to Monitor
CROX profiles as a turnaround stock while ONON is a value play — different risk/reward profiles.
ONON carries more volatility with a beta of 2.10 — expect wider price swings.
ONON is growing revenue faster at 14.5% — sustainability is the question.
ONON generates stronger free cash flow (7M), providing more financial flexibility.
Bottom Line
ONON scores higher overall (65/100 vs 44/100) and 14.5% revenue growth. CROX offers better value entry with a 27.5% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Crocs Inc
CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA
Crocs, Inc. designs, develops, manufactures, markets and distributes casual lifestyle footwear and accessories for men, women and children. The company is headquartered in Broomfield, Colorado.
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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