Deckers Outdoor Corporation (DECK)vsOn Holding Ltd (ONON)
DECK
Deckers Outdoor Corporation
$99.66
-3.75%
CONSUMER CYCLICAL · Cap: $14.79B
ONON
On Holding Ltd
$37.91
+0.05%
CONSUMER CYCLICAL · Cap: $12.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Deckers Outdoor Corporation generates 75% more annual revenue ($5.47B vs $3.12B). DECK leads profitability with a 18.7% profit margin vs 8.0%. ONON appears more attractively valued with a PEG of 0.73. ONON earns a higher WallStSmart Score of 63/100 (C+).
DECK
Buy58
out of 100
Grade: C
ONON
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+82.3%
Fair Value
$586.29
Current Price
$99.66
$486.63 discount
Margin of Safety
+8.5%
Fair Value
$49.52
Current Price
$37.91
$11.61 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 44 in profit
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Earnings expanding 81.1% YoY
Growing faster than its price suggests
Areas to Watch
Earnings declined 4.8%
Premium valuation, high expectations priced in
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 18.7% and operating margin at 14.0%. PEG of 1.33 suggests the stock is reasonably priced for its 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 0.73 suggests the stock is reasonably priced for its growth.
Bear Case : DECK
The primary concerns for DECK are EPS Growth.
Bear Case : ONON
The primary concerns for ONON are P/E Ratio. A P/E of 41.2x leaves little room for execution misses.
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 2.12 — expect wider price swings.
ONON is growing revenue faster at 14.5% — sustainability is the question.
DECK generates stronger free cash flow (28M), providing more financial flexibility.
Bottom Line
ONON scores higher overall (63/100 vs 58/100) and 14.5% revenue growth. DECK offers better value entry with a 82.3% margin of safety. Both earn "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.
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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