Floor & Decor Holdings Inc (FND)vsOn Holding Ltd (ONON)
FND
Floor & Decor Holdings Inc
$47.41
-3.05%
CONSUMER CYCLICAL · Cap: $5.77B
ONON
On Holding Ltd
$37.08
-1.04%
CONSUMER CYCLICAL · Cap: $12.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Floor & Decor Holdings Inc generates 50% more annual revenue ($4.68B vs $3.12B). ONON leads profitability with a 8.0% profit margin vs 4.3%. ONON appears more attractively valued with a PEG of 0.72. ONON earns a higher WallStSmart Score of 65/100 (B-).
FND
Hold40
out of 100
Grade: D
ONON
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+15.3%
Fair Value
$81.36
Current Price
$47.41
$33.95 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 81.1% YoY
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Moderate valuation
4.3% margin — thin
Operating margin of 4.5%
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : FND
The strongest argument for FND centers on Price/Book.
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 : FND
The primary concerns for FND are PEG Ratio, P/E Ratio, Profit Margin. Thin 4.3% margins leave little buffer for downturns.
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
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.
FND generates stronger free cash flow (46M), providing more financial flexibility.
Monitor HOME IMPROVEMENT RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ONON scores higher overall (65/100 vs 40/100) and 14.5% revenue growth. FND offers better value entry with a 15.3% 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.
Floor & Decor Holdings Inc
CONSUMER CYCLICAL · HOME IMPROVEMENT RETAIL · USA
Floor & Decor Holdings, Inc. is a multi-channel specialty retailer of hard surface flooring and related accessories. The company is headquartered in Atlanta, Georgia.
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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