On Holding Ltd (ONON)vsSteven Madden Ltd (SHOO)
ONON
On Holding Ltd
$37.08
-1.04%
CONSUMER CYCLICAL · Cap: $12.72B
SHOO
Steven Madden Ltd
$44.03
-0.92%
CONSUMER CYCLICAL · Cap: $3.37B
Smart Verdict
WallStSmart Research — data-driven comparison
On Holding Ltd generates 18% more annual revenue ($3.12B vs $2.63B). ONON leads profitability with a 8.0% profit margin vs 2.9%. ONON appears more attractively valued with a PEG of 0.72. ONON earns a higher WallStSmart Score of 65/100 (B-).
ONON
Strong Buy65
out of 100
Grade: B-
SHOO
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-25.6%
Fair Value
$36.05
Current Price
$37.08
$1.03 premium
Margin of Safety
+58.1%
Fair Value
$92.18
Current Price
$44.03
$48.15 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 81.1% YoY
Growing faster than its price suggests
Earnings expanding 75.4% YoY
Safe zone — low bankruptcy risk
18.0% revenue growth
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
2.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : SHOO
The strongest argument for SHOO centers on EPS Growth, Altman Z-Score, Revenue Growth. Revenue growth of 18.0% demonstrates continued momentum.
Bear Case : ONON
The primary concerns for ONON are P/E Ratio. A P/E of 40.6x leaves little room for execution misses.
Bear Case : SHOO
The primary concerns for SHOO are PEG Ratio, Profit Margin, Piotroski F-Score. A P/E of 43.5x leaves little room for execution misses. Thin 2.9% margins leave little buffer for downturns.
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 2.10 — expect wider price swings.
SHOO is growing revenue faster at 18.0% — sustainability is the question.
ONON generates stronger free cash flow (7M), providing more financial flexibility.
Bottom Line
ONON scores higher overall (65/100 vs 59/100) and 14.5% revenue growth. SHOO offers better value entry with a 58.1% 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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