WallStSmart

Designer Brands Inc (DBI)vsOn Holding Ltd (ONON)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

On Holding Ltd generates 4% more annual revenue ($3.01B vs $2.89B). ONON leads profitability with a 6.8% profit margin vs -0.9%. ONON appears more attractively valued with a PEG of 0.88. ONON earns a higher WallStSmart Score of 53/100 (C-).

DBI

Buy

51

out of 100

Grade: C-

Growth: 4.7Profit: 3.5Value: 6.7Quality: 5.0

ONON

Buy

53

out of 100

Grade: C-

Growth: 6.7Profit: 6.0Value: 4.7Quality: 6.8
Piotroski: 2/9Altman Z: 3.25
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for DBI.

ONONSignificantly Overvalued (-754.5%)

Margin of Safety

-754.5%

Fair Value

$5.30

Current Price

$35.16

$29.86 premium

UndervaluedFair: $5.30Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DBI2 strengths · Avg: 9.0/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

EPS GrowthGrowth
45.8%8/10

Earnings expanding 45.8% YoY

ONON3 strengths · Avg: 8.7/10
Altman Z-ScoreHealth
3.2510/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.888/10

Growing faster than its price suggests

Revenue GrowthGrowth
22.6%8/10

Revenue surging 22.6% year-over-year

Areas to Watch

DBI4 concerns · Avg: 2.8/10
PEG RatioValuation
2.344/10

Expensive relative to growth rate

Market CapQuality
$268.04M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-7.9%2/10

ROE of -7.9% — below average capital efficiency

Revenue GrowthGrowth
-3.2%2/10

Revenue declined 3.2%

ONON4 concerns · Avg: 2.5/10
Profit MarginProfitability
6.8%3/10

6.8% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
50.8x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-24.0%2/10

Earnings declined 24.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : DBI

The strongest argument for DBI centers on Price/Book, EPS Growth.

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 0.88 suggests the stock is reasonably priced for its growth.

Bear Case : DBI

The primary concerns for DBI are PEG Ratio, Market Cap, Return on Equity.

Bear Case : ONON

The primary concerns for ONON are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 50.8x leaves little room for execution misses.

Key Dynamics to Monitor

DBI profiles as a turnaround stock while ONON is a growth play — different risk/reward profiles.

ONON carries more volatility with a beta of 2.15 — expect wider price swings.

ONON is growing revenue faster at 22.6% — sustainability is the question.

ONON generates stronger free cash flow (80M), providing more financial flexibility.

Bottom Line

ONON scores higher overall (53/100 vs 51/100) and 22.6% 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.

Designer Brands Inc

CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA

Designer Brands Inc. designs, manufactures and retails women's, men's and children's footwear and accessories primarily in North America. The company is headquartered in Columbus, Ohio.

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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