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Upturn AI SWOT - About
On Holding Ltd (ONON)
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Upturn Advisory Summary
08/14/2025: ONON (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
30 Analysts rated it
Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.
1 Year Target Price $65.88
1 Year Target Price $65.88
| 19 | Strong Buy |
| 8 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -4.76% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 14.44B USD | Price to earnings Ratio 85.02 | 1Y Target Price 65.88 |
Price to earnings Ratio 85.02 | 1Y Target Price 65.88 | ||
Volume (30-day avg) 30 | Beta 2.24 | 52 Weeks Range 34.59 - 64.05 | Updated Date 08/15/2025 |
52 Weeks Range 34.59 - 64.05 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.52 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-08-12 | When - | Estimate 0.28 | Actual -0.12 |
Profitability
Profit Margin 5% | Operating Margin (TTM) 12.37% |
Management Effectiveness
Return on Assets (TTM) 8.03% | Return on Equity (TTM) 10.34% |
Valuation
Trailing PE 85.02 | Forward PE 60.98 | Enterprise Value 13939261473 | Price to Sales(TTM) 5.31 |
Enterprise Value 13939261473 | Price to Sales(TTM) 5.31 | ||
Enterprise Value to Revenue 4.13 | Enterprise Value to EBITDA 41.09 | Shares Outstanding 293048000 | Shares Floating 226722824 |
Shares Outstanding 293048000 | Shares Floating 226722824 | ||
Percent Insiders 22 | Percent Institutions 66.96 |
Upturn AI SWOT
On Holding Ltd
Company Overview
History and Background
On Holding AG was founded in 2010 in Zurich, Switzerland by Olivier Bernhard, David Allemann, and Caspar Coppetti. They developed a running shoe with a unique cushioning system called 'CloudTec.' They aimed to revolutionize the sensation of running and have since expanded into apparel and other sports gear.
Core Business Areas
- Footwear: The core business segment revolves around designing, developing, and selling high-performance running and athletic footwear. Their CloudTec technology is a defining feature.
- Apparel: On Holding also offers a range of athletic apparel designed for running and training, including outerwear, tops, bottoms, and accessories.
- Accessories: This category include socks, hats and other items designed to be used alongside the company's footwear and apparel.
Leadership and Structure
The company is led by co-founders and a management team. The organizational structure includes departments for product development, marketing, sales, and operations. The CEO of On Holding AG is Marc Maurer.
Top Products and Market Share
Key Offerings
- Cloudmonster: A high-cushion running shoe designed for maximum comfort and impact protection. Competitors include Hoka Bondi, Brooks Glycerin and New Balance Fresh Foam More. On does not break out specific product revenue, but footwear, is the largest segment and Cloudmonster is one of the company's most popular shoes.
- Cloudnova: A versatile lifestyle shoe that combines running technology with a sleek, modern design. Competitors include Adidas Ultraboost, Nike Air Max and Allbirds Wool Runners. On does not break out specific product revenue, but footwear, is the largest segment and Cloudnova is one of the company's most popular shoes.
- Cloudswift: Designed for urban running, offering a balance of cushioning and responsiveness. Competitors include Adidas Ultraboost, Nike Air Max and Allbirds Wool Runners. On does not break out specific product revenue, but footwear, is the largest segment and Cloudswift is one of the company's most popular shoes.
Market Dynamics
Industry Overview
The athletic footwear and apparel industry is a large and competitive market, driven by trends in health, fitness, and fashion. Key factors include product innovation, brand marketing, and distribution strategies.
Positioning
On Holding is positioned as a premium performance brand with a focus on innovation and design. Its CloudTec technology and Swiss engineering provide a unique selling proposition. They compete with larger established brands but differentiate themselves through their unique design and technology.
Total Addressable Market (TAM)
The global athletic footwear and apparel market is estimated to be worth hundreds of billions of dollars. On Holding is positioned to capture a growing share of this market by focusing on innovation, premium quality, and brand building. Expected value for 2024 for Footwear is $444 billion, with 3.9% Growth.
Upturn SWOT Analysis
Strengths
- Innovative CloudTec technology
- Strong brand image and premium positioning
- Growing global presence
- Focus on sustainability
Weaknesses
- Higher price point compared to competitors
- Limited brand awareness compared to established brands
- Reliance on third-party manufacturing
Opportunities
- Expanding product line into new sports and activities
- Increasing market share in key regions
- Strengthening e-commerce and direct-to-consumer channels
- Collaborations with other brands and athletes
Threats
- Intense competition from established brands
- Economic downturn affecting consumer spending
- Supply chain disruptions
- Changing consumer preferences
Competitors and Market Share
Key Competitors
- NKE
- ADDYY
- UA
Competitive Landscape
On Holding differentiates itself through its unique CloudTec technology and Swiss engineering. It faces intense competition from established brands like Nike and Adidas, but its focus on innovation and premium quality allows it to compete effectively.
Growth Trajectory and Initiatives
Historical Growth: On Holding has experienced rapid growth in recent years, driven by increasing demand for its innovative products and effective marketing strategies.
Future Projections: Analysts project continued growth for On Holding, driven by expansion into new markets and product categories. Revenue is expected to increase at a double-digit rate in the coming years. Additional data need to be manually extracted.
Recent Initiatives: Recent strategic initiatives include expanding its retail presence, strengthening its e-commerce platform, and investing in new product development.
Summary
On Holding AG exhibits strong growth potential driven by innovative technology and brand appeal. Its premium positioning and expansion efforts are promising. However, it faces stiff competition from established giants and needs to manage its price point effectively. The company's financial health appears sound, but continued investment in brand awareness is crucial for sustained success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Market Research Reports
- Analyst Estimates
- Company Website
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About On Holding Ltd
Exchange NYSE | Headquaters - | ||
IPO Launch date 2021-09-15 | CEO & CFO Mr. Martin Hoffmann | ||
Sector Consumer Cyclical | Industry Footwear & Accessories | Full time employees 3254 | Website https://www.on.com/en-in |
Full time employees 3254 | Website https://www.on.com/en-in | ||
On Holding AG engages in the development and distribution of sports products worldwide. The company offers athletic footwear, apparel, and accessories for high-performance running, outdoor, training, all-day activities, and tennis. It offers its products through independent retailers and distributors, online, and stores. The company was founded in 2010 and is headquartered in Zurich, Switzerland.
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