Designer Brands Inc (DBI)vsOn Holding Ltd (ONON)
DBI
Designer Brands Inc
$8.44
-7.35%
CONSUMER CYCLICAL · Cap: $428.33M
ONON
On Holding Ltd
$37.08
-1.04%
CONSUMER CYCLICAL · Cap: $12.72B
Smart Verdict
WallStSmart Research — data-driven comparison
On Holding Ltd generates 8% more annual revenue ($3.12B vs $2.89B). ONON leads profitability with a 8.0% profit margin vs -0.3%. ONON appears more attractively valued with a PEG of 0.72. ONON earns a higher WallStSmart Score of 65/100 (B-).
DBI
Hold50
out of 100
Grade: D+
ONON
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+77.0%
Fair Value
$28.85
Current Price
$8.44
$20.41 discount
Margin of Safety
-25.6%
Fair Value
$36.05
Current Price
$37.08
$1.03 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 45.8% YoY
Earnings expanding 81.1% YoY
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
0.0% revenue growth
Smaller company, higher risk/reward
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : DBI
The strongest argument for DBI centers on Price/Book, EPS Growth.
Bull Case : ONON
The strongest argument for ONON centers on EPS Growth, PEG Ratio. Revenue growth of 14.5% demonstrates continued momentum. PEG of 0.72 suggests the stock is reasonably priced for its growth.
Bear Case : DBI
The primary concerns for DBI are PEG Ratio, Revenue Growth, Market Cap. Debt-to-equity of 4.37 is elevated, increasing financial risk.
Bear Case : ONON
The primary concerns for ONON are P/E Ratio. A P/E of 40.6x leaves little room for execution misses.
Key Dynamics to Monitor
DBI profiles as a turnaround stock while ONON is a value play — different risk/reward profiles.
ONON carries more volatility with a beta of 2.10 — expect wider price swings.
ONON is growing revenue faster at 14.5% — sustainability is the question.
ONON generates stronger free cash flow (7M), providing more financial flexibility.
Bottom Line
ONON scores higher overall (65/100 vs 50/100) and 14.5% revenue growth. DBI offers better value entry with a 77.0% margin of safety. Both earn "Strong 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.
Designer Brands Inc
CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA
Designer Brands Inc. designs, manufactures and retails women's, men's and children's footwear and accessories primarily in North America. The company is headquartered in Columbus, Ohio.
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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