On Holding Ltd (ONON)vsSteven Madden Ltd (SHOO)
ONON
On Holding Ltd
$27.41
+2.09%
CONSUMER CYCLICAL · Cap: $9.35B
SHOO
Steven Madden Ltd
$42.93
+3.30%
CONSUMER CYCLICAL · Cap: $3.18B
Smart Verdict
WallStSmart Research — data-driven comparison
On Holding Ltd generates 18% more annual revenue ($3.22B vs $2.74B). ONON leads profitability with a 12.3% profit margin vs 5.2%. 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
SHOO
Buy61
out of 100
Grade: C+
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
+58.9%
Fair Value
$93.83
Current Price
$42.93
$50.90 discount
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
Earnings expanding 75.4% YoY
Safe zone — low bankruptcy risk
19.1% revenue growth
Areas to Watch
No major concerns identified
Expensive relative to growth rate
5.2% margin — thin
Weak financial health signals
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 : SHOO
The strongest argument for SHOO centers on EPS Growth, Altman Z-Score, Revenue Growth. Revenue growth of 19.1% demonstrates continued momentum.
Bear Case : ONON
No major red flags identified for ONON, but monitor valuation.
Bear Case : SHOO
The primary concerns for SHOO are PEG Ratio, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
ONON profiles as a value stock while SHOO is a growth play — different risk/reward profiles.
ONON carries more volatility with a beta of 2.08 — expect wider price swings.
SHOO is growing revenue faster at 19.1% — sustainability is the question.
SHOO generates stronger free cash flow (205M), providing more financial flexibility.
Bottom Line
ONON scores higher overall (70/100 vs 61/100) and 13.5% revenue growth. SHOO offers better value entry with a 58.9% margin of safety. Both earn "Strong 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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