Floor & Decor Holdings Inc (FND)vsOn Holding Ltd (ONON)
FND
Floor & Decor Holdings Inc
$47.34
+1.00%
CONSUMER CYCLICAL · Cap: $5.35B
ONON
On Holding Ltd
$27.41
+2.09%
CONSUMER CYCLICAL · Cap: $9.35B
Smart Verdict
WallStSmart Research — data-driven comparison
Floor & Decor Holdings Inc generates 46% more annual revenue ($4.71B vs $3.22B). ONON leads profitability with a 12.3% profit margin vs 4.9%. ONON appears more attractively valued with a PEG of 0.45. ONON earns a higher WallStSmart Score of 70/100 (B).
FND
Buy53
out of 100
Grade: C-
ONON
Strong Buy70
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+15.1%
Fair Value
$81.23
Current Price
$47.34
$33.89 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
Earnings expanding 53.4% YoY
Reasonable price relative to book value
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
3.0% revenue growth
4.9% margin — thin
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : FND
The strongest argument for FND centers on EPS Growth, Price/Book.
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 : FND
The primary concerns for FND are PEG Ratio, Revenue Growth, Profit Margin. Thin 4.9% 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 HOME IMPROVEMENT RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ONON scores higher overall (70/100 vs 53/100) and 13.5% revenue growth. FND offers better value entry with a 15.1% 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.
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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