On Holding Ltd (ONON)vsTesla Inc (TSLA)
ONON
On Holding Ltd
$37.91
+0.05%
CONSUMER CYCLICAL · Cap: $12.63B
TSLA
Tesla Inc
$298.32
+3.53%
CONSUMER CYCLICAL · Cap: $1.40T
Smart Verdict
WallStSmart Research — data-driven comparison
Tesla Inc generates 3038% more annual revenue ($97.88B vs $3.12B). ONON leads profitability with a 8.0% profit margin vs 4.0%. ONON appears more attractively valued with a PEG of 0.73. ONON earns a higher WallStSmart Score of 63/100 (C+).
ONON
Buy63
out of 100
Grade: C+
TSLA
Avoid33
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+8.5%
Fair Value
$49.52
Current Price
$37.91
$11.61 discount
Margin of Safety
-18.9%
Fair Value
$258.56
Current Price
$298.32
$39.76 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 81.1% YoY
Growing faster than its price suggests
Mega-cap, among the largest globally
Conservative balance sheet, low leverage
15.8% revenue growth
Areas to Watch
Premium valuation, high expectations priced in
Trading at 13.3x book value
ROE of 4.4% — below average capital efficiency
4.0% margin — thin
Operating margin of 4.2%
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 0.73 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 15.8% demonstrates continued momentum.
Bear Case : ONON
The primary concerns for ONON are P/E Ratio. A P/E of 41.2x leaves little room for execution misses.
Bear Case : TSLA
The primary concerns for TSLA are Price/Book, Return on Equity, Profit Margin. A P/E of 346.3x leaves little room for execution misses. Thin 4.0% 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 2.12 — expect wider price swings.
TSLA is growing revenue faster at 15.8% — sustainability is the question.
ONON generates stronger free cash flow (7M), providing more financial flexibility.
Bottom Line
ONON scores higher overall (63/100 vs 33/100) and 14.5% revenue growth. Both earn "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?