On Holding Ltd (ONON)vsRocky Brands Inc (RCKY)
ONON
On Holding Ltd
$27.41
+2.09%
CONSUMER CYCLICAL · Cap: $9.35B
RCKY
Rocky Brands Inc
$44.19
+2.06%
CONSUMER CYCLICAL · Cap: $324.40M
Smart Verdict
WallStSmart Research — data-driven comparison
On Holding Ltd generates 538% more annual revenue ($3.22B vs $505.02M). ONON leads profitability with a 12.3% profit margin vs 5.7%. ONON appears more attractively valued with a PEG of 0.45. ONON earns a higher WallStSmart Score of 70/100 (B).
ONON
Strong Buy70
out of 100
Grade: B
RCKY
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+9.8%
Fair Value
$50.24
Current Price
$27.41
$22.83 discount
Margin of Safety
-34.8%
Fair Value
$24.34
Current Price
$44.19
$19.85 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 81.1% YoY
Every $100 of equity generates 21 in profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 281.3% YoY
Areas to Watch
No major concerns identified
Smaller company, higher risk/reward
ROE of 7.4% — below average capital efficiency
5.7% margin — thin
Operating margin of 2.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : ONON
The strongest argument for ONON centers on PEG Ratio, EPS Growth, Return on Equity. Revenue growth of 13.5% demonstrates continued momentum. PEG of 0.45 suggests the stock is reasonably priced for its growth.
Bull Case : RCKY
The strongest argument for RCKY centers on P/E Ratio, Price/Book, EPS Growth. Revenue growth of 12.0% demonstrates continued momentum. PEG of 1.17 suggests the stock is reasonably priced for its growth.
Bear Case : ONON
No major red flags identified for ONON, but monitor valuation.
Bear Case : RCKY
The primary concerns for RCKY are Market Cap, Return on Equity, Profit Margin.
Key Dynamics to Monitor
RCKY carries more volatility with a beta of 2.36 — expect wider price swings.
ONON is growing revenue faster at 13.5% — sustainability is the question.
ONON generates stronger free cash flow (201M), providing more financial flexibility.
Monitor FOOTWEAR & ACCESSORIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ONON scores higher overall (70/100 vs 68/100) and 13.5% revenue growth. Both earn "Strong Buy" and "Strong 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.
On Holding Ltd
CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA
On Holding AG develops and distributes sports products worldwide. The company is headquartered in Zurich, Switzerland.
Rocky Brands Inc
CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA
Rocky Brands, Inc. designs, manufactures and markets footwear and apparel under the Rocky, Georgia Boot, Durango, Lehigh and Michelin brands licensed in the United States, Canada and internationally. The company is headquartered in Nelsonville, Ohio.
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