Designer Brands Inc (DBI)vsOn Holding Ltd (ONON)
DBI
Designer Brands Inc
$5.88
-1.84%
CONSUMER CYCLICAL · Cap: $300.61M
ONON
On Holding Ltd
$27.41
+2.09%
CONSUMER CYCLICAL · Cap: $9.35B
Smart Verdict
WallStSmart Research — data-driven comparison
On Holding Ltd generates 11% more annual revenue ($3.22B vs $2.89B). ONON leads profitability with a 12.3% profit margin vs 0.6%. ONON appears more attractively valued with a PEG of 0.45. ONON earns a higher WallStSmart Score of 70/100 (B).
DBI
Buy56
out of 100
Grade: C
ONON
Strong Buy70
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+76.3%
Fair Value
$28.01
Current Price
$5.88
$22.13 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
Reasonable price relative to book value
Earnings expanding 47.6% YoY
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
Expensive relative to growth rate
Distress zone — elevated risk
Smaller company, higher risk/reward
0.6% margin — thin
No major concerns identified
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 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 : DBI
The primary concerns for DBI are PEG Ratio, Altman Z-Score, Market Cap. Debt-to-equity of 4.02 is elevated, increasing financial risk. Thin 0.6% margins leave little buffer for downturns.
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.
ONON generates stronger free cash flow (201M), providing more financial flexibility.
Monitor FOOTWEAR & ACCESSORIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ONON scores higher overall (70/100 vs 56/100) and 13.5% revenue growth. DBI offers better value entry with a 76.3% 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.
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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