Fossil Group Inc (FOSL)vsOn Holding Ltd (ONON)
FOSL
Fossil Group Inc
$4.01
-3.37%
CONSUMER CYCLICAL · Cap: $234.04M
ONON
On Holding Ltd
$37.08
-1.04%
CONSUMER CYCLICAL · Cap: $12.72B
Smart Verdict
WallStSmart Research — data-driven comparison
On Holding Ltd generates 213% more annual revenue ($3.12B vs $995.91M). ONON leads profitability with a 8.0% profit margin vs -6.2%. ONON appears more attractively valued with a PEG of 0.72. ONON earns a higher WallStSmart Score of 65/100 (B-).
FOSL
Hold38
out of 100
Grade: F
ONON
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+73.6%
Fair Value
$14.84
Current Price
$4.01
$10.83 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
Distress zone — elevated risk
Smaller company, higher risk/reward
Weak financial health signals
ROE of -58.3% — below average capital efficiency
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : FOSL
The strongest argument for FOSL centers on Price/Book. PEG of 1.23 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 0.72 suggests the stock is reasonably priced for its growth.
Bear Case : FOSL
The primary concerns for FOSL are Altman Z-Score, Market Cap, Piotroski F-Score. Debt-to-equity of 3.49 is elevated, increasing financial risk.
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
FOSL profiles as a turnaround stock while ONON is a value play — different risk/reward profiles.
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.
ONON generates stronger free cash flow (7M), providing more financial flexibility.
Bottom Line
ONON scores higher overall (65/100 vs 38/100) and 14.5% revenue growth. FOSL offers better value entry with a 73.6% 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.
Fossil Group Inc
CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA
Fossil Group, Inc. designs, develops, markets, and distributes consumer fashion accessories in the United States, Europe, Asia, and internationally. The company is headquartered in Richardson, Texas.
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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