Crocs Inc (CROX)vsOn Holding Ltd (ONON)
CROX
Crocs Inc
$80.09
+0.13%
CONSUMER CYCLICAL · Cap: $4.15B
ONON
On Holding Ltd
$35.16
-11.19%
CONSUMER CYCLICAL · Cap: $13.10B
Smart Verdict
WallStSmart Research — data-driven comparison
Crocs Inc generates 34% more annual revenue ($4.04B vs $3.01B). ONON leads profitability with a 6.8% profit margin vs -2.0%. ONON appears more attractively valued with a PEG of 0.88. ONON earns a higher WallStSmart Score of 53/100 (C-).
CROX
Hold44
out of 100
Grade: D
ONON
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CROX.
Margin of Safety
-754.5%
Fair Value
$5.30
Current Price
$35.16
$29.86 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Revenue surging 22.6% year-over-year
Areas to Watch
Weak financial health signals
ROE of -5.2% — below average capital efficiency
Revenue declined 3.2%
Earnings declined 68.0%
6.8% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 24.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : CROX
PEG of 1.39 suggests the stock is reasonably priced for its growth.
Bull Case : ONON
The strongest argument for ONON centers on Altman Z-Score, PEG Ratio, Revenue Growth. Revenue growth of 22.6% demonstrates continued momentum. PEG of 0.88 suggests the stock is reasonably priced for its growth.
Bear Case : CROX
The primary concerns for CROX are Piotroski F-Score, Return on Equity, Revenue Growth.
Bear Case : ONON
The primary concerns for ONON are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 50.8x leaves little room for execution misses.
Key Dynamics to Monitor
CROX profiles as a turnaround stock while ONON is a growth play — different risk/reward profiles.
ONON carries more volatility with a beta of 2.15 — expect wider price swings.
ONON is growing revenue faster at 22.6% — sustainability is the question.
CROX generates stronger free cash flow (246M), providing more financial flexibility.
Bottom Line
ONON scores higher overall (53/100 vs 44/100) and 22.6% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Crocs Inc
CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA
Crocs, Inc. designs, develops, manufactures, markets and distributes casual lifestyle footwear and accessories for men, women and children. The company is headquartered in Broomfield, Colorado.
On Holding Ltd
CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA
On Holding AG develops and distributes sports products worldwide. The company is headquartered in Zurich, Switzerland.
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