On Holding Ltd (ONON)vsTesla Inc (TSLA)
ONON
On Holding Ltd
$27.41
+2.09%
CONSUMER CYCLICAL · Cap: $9.35B
TSLA
Tesla Inc
$365.44
-1.77%
CONSUMER CYCLICAL · Cap: $1.44T
Smart Verdict
WallStSmart Research — data-driven comparison
Tesla Inc generates 3118% more annual revenue ($103.62B vs $3.22B). ONON leads profitability with a 12.3% profit margin vs 3.7%. 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
TSLA
Avoid31
out of 100
Grade: F
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
-40.2%
Fair Value
$260.64
Current Price
$365.44
$104.80 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
Mega-cap, among the largest globally
Conservative balance sheet, low leverage
Revenue surging 25.5% year-over-year
Areas to Watch
No major concerns identified
Trading at 16.6x book value
ROE of 4.4% — below average capital efficiency
3.7% margin — thin
Operating margin of 1.4%
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 : TSLA
The strongest argument for TSLA centers on Market Cap, Debt/Equity, Revenue Growth. Revenue growth of 25.5% demonstrates continued momentum.
Bear Case : ONON
No major red flags identified for ONON, but monitor valuation.
Bear Case : TSLA
The primary concerns for TSLA are Price/Book, Return on Equity, Profit Margin. A P/E of 332.2x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
ONON profiles as a value stock while TSLA is a growth play — different risk/reward profiles.
ONON carries more volatility with a beta of 2.08 — expect wider price swings.
TSLA is growing revenue faster at 25.5% — sustainability is the question.
ONON generates stronger free cash flow (201M), providing more financial flexibility.
Bottom Line
ONON scores higher overall (70/100 vs 31/100) and 13.5% revenue growth. Both earn "Strong Buy" and "Avoid" 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.
Tesla Inc
CONSUMER CYCLICAL · AUTO MANUFACTURERS · USA
Tesla, Inc. is an American electric vehicle and clean energy company based in Palo Alto, California. Tesla's current products include electric cars, battery energy storage from home to grid-scale, solar panels and solar roof tiles, as well as other related products and services. In 2020, Tesla had the highest sales in the plug-in and battery electric passenger car segments, capturing 16% of the plug-in market (which includes plug-in hybrids) and 23% of the battery-electric (purely electric) market. Through its subsidiary Tesla Energy, the company develops and is a major installer of solar photovoltaic energy generation systems in the United States. Tesla Energy is also one of the largest global suppliers of battery energy storage systems, with 3 GWh of battery storage supplied in 2020.
Visit Website →Compare with Other FOOTWEAR & ACCESSORIES Stocks
Want to dig deeper into these stocks?