Deckers Outdoor Corporation (DECK)vsOn Holding Ltd (ONON)
DECK
Deckers Outdoor Corporation
$80.75
+0.25%
CONSUMER CYCLICAL · Cap: $11.67B
ONON
On Holding Ltd
$31.94
-0.71%
CONSUMER CYCLICAL · Cap: $10.87B
Smart Verdict
WallStSmart Research — data-driven comparison
Deckers Outdoor Corporation generates 72% more annual revenue ($5.53B vs $3.22B). DECK leads profitability with a 18.4% profit margin vs 12.3%. ONON appears more attractively valued with a PEG of 0.49. ONON earns a higher WallStSmart Score of 69/100 (B-).
DECK
Strong Buy67
out of 100
Grade: B-
ONON
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.2%
Fair Value
$585.62
Current Price
$80.75
$504.88 discount
Margin of Safety
+7.8%
Fair Value
$49.13
Current Price
$31.94
$17.19 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 46 in profit
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Attractively priced relative to earnings
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
1.1% earnings growth
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : DECK
The strongest argument for DECK centers on Return on Equity, Altman Z-Score, Debt/Equity. Profitability is solid with margins at 18.4% and operating margin at 15.2%. PEG of 0.98 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 0.49 suggests the stock is reasonably priced for its growth.
Bear Case : DECK
The primary concerns for DECK are EPS Growth.
Bear Case : ONON
No major red flags identified for ONON, but monitor valuation.
Key Dynamics to Monitor
DECK profiles as a mature stock while ONON is a value play — different risk/reward profiles.
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.
Bottom Line
ONON scores higher overall (69/100 vs 67/100) and 13.5% revenue growth. DECK offers better value entry with a 86.2% margin of safety. Both earn "Strong Buy" and "Strong 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.
Deckers Outdoor Corporation
CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA
Deckers Outdoor Corporation designs, markets and distributes footwear, apparel and accessories for casual lifestyle and high performance activities. The company is headquartered in Goleta, California.
Visit Website →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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