Crocs Inc (CROX)vsOn Holding Ltd (ONON)
CROX
Crocs Inc
$112.48
+3.35%
CONSUMER CYCLICAL · Cap: $5.33B
ONON
On Holding Ltd
$27.41
+2.09%
CONSUMER CYCLICAL · Cap: $9.35B
Smart Verdict
WallStSmart Research — data-driven comparison
Crocs Inc generates 26% more annual revenue ($4.05B vs $3.22B). CROX leads profitability with a 14.6% profit margin vs 12.3%. ONON appears more attractively valued with a PEG of 0.45. ONON earns a higher WallStSmart Score of 70/100 (B).
CROX
Buy62
out of 100
Grade: C+
ONON
Strong Buy70
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+30.4%
Fair Value
$118.93
Current Price
$112.48
$6.45 discount
Margin of Safety
+9.8%
Fair Value
$50.24
Current Price
$27.41
$22.83 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Strong operational efficiency at 24.2%
Growing faster than its price suggests
Earnings expanding 81.1% YoY
Every $100 of equity generates 21 in profit
Conservative balance sheet, low leverage
Areas to Watch
2.6% revenue growth
Elevated debt levels
ROE of -7.3% — below average capital efficiency
Earnings declined 4.2%
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : CROX
The strongest argument for CROX centers on P/E Ratio, Operating Margin. PEG of 1.39 suggests the stock is reasonably priced for its growth.
Bull 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.
Bear Case : CROX
The primary concerns for CROX are Revenue Growth, Debt/Equity, Return on Equity.
Bear Case : ONON
No major red flags identified for ONON, but monitor valuation.
Key Dynamics to Monitor
ONON carries more volatility with a beta of 2.08 — expect wider price swings.
ONON is growing revenue faster at 13.5% — sustainability is the question.
CROX generates stronger free cash flow (331M), providing more financial flexibility.
Monitor FOOTWEAR & ACCESSORIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ONON scores higher overall (70/100 vs 62/100) and 13.5% revenue growth. CROX offers better value entry with a 30.4% 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.
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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