On Holding Ltd (ONON)vsSteven Madden Ltd (SHOO)
ONON
On Holding Ltd
$35.16
-11.19%
CONSUMER CYCLICAL · Cap: $13.10B
SHOO
Steven Madden Ltd
$33.99
+1.55%
CONSUMER CYCLICAL · Cap: $2.44B
Smart Verdict
WallStSmart Research — data-driven comparison
On Holding Ltd generates 19% more annual revenue ($3.01B vs $2.53B). ONON leads profitability with a 6.8% profit margin vs 1.8%. ONON appears more attractively valued with a PEG of 0.88. ONON earns a higher WallStSmart Score of 53/100 (C-).
ONON
Buy53
out of 100
Grade: C-
SHOO
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-754.5%
Fair Value
$5.30
Current Price
$35.16
$29.86 premium
Margin of Safety
-802.1%
Fair Value
$4.28
Current Price
$33.99
$29.71 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Revenue surging 22.6% year-over-year
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Revenue surging 29.4% year-over-year
Areas to Watch
6.8% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 24.0%
Expensive relative to growth rate
ROE of 5.5% — below average capital efficiency
1.8% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : SHOO
The strongest argument for SHOO centers on Altman Z-Score, Price/Book, Revenue Growth. Revenue growth of 29.4% demonstrates continued momentum.
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.
Bear Case : SHOO
The primary concerns for SHOO are PEG Ratio, Return on Equity, Profit Margin. A P/E of 53.1x leaves little room for execution misses. Thin 1.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
ONON carries more volatility with a beta of 2.15 — expect wider price swings.
SHOO is growing revenue faster at 29.4% — sustainability is the question.
SHOO generates stronger free cash flow (81M), providing more financial flexibility.
Monitor FOOTWEAR & ACCESSORIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ONON scores higher overall (53/100 vs 52/100) 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.
On Holding Ltd
CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA
On Holding AG develops and distributes sports products worldwide. The company is headquartered in Zurich, Switzerland.
Steven Madden Ltd
CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA
Steven Madden, Ltd. designs, supplies, markets and sells private label and brand name footwear for women, men and children in the United States and internationally. The company is headquartered in Long Island City, New York.
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