On Holding Ltd (ONON)vsRocky Brands Inc (RCKY)
ONON
On Holding Ltd
$37.08
-1.04%
CONSUMER CYCLICAL · Cap: $12.72B
RCKY
Rocky Brands Inc
$37.45
+0.46%
CONSUMER CYCLICAL · Cap: $290.12M
Smart Verdict
WallStSmart Research — data-driven comparison
On Holding Ltd generates 534% more annual revenue ($3.12B vs $492.30M). ONON leads profitability with a 8.0% profit margin vs 3.8%. ONON appears more attractively valued with a PEG of 0.72. ONON earns a higher WallStSmart Score of 65/100 (B-).
ONON
Strong Buy65
out of 100
Grade: B-
RCKY
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-25.6%
Fair Value
$36.05
Current Price
$37.08
$1.03 premium
Margin of Safety
-42.0%
Fair Value
$23.11
Current Price
$37.45
$14.34 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 81.1% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Attractively priced relative to earnings
Areas to Watch
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 7.4% — below average capital efficiency
3.8% margin — thin
Operating margin of 2.9%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : RCKY
The strongest argument for RCKY centers on Price/Book, P/E Ratio. PEG of 1.17 suggests the stock is reasonably priced for its growth.
Bear Case : ONON
The primary concerns for ONON are P/E Ratio. A P/E of 40.6x leaves little room for execution misses.
Bear Case : RCKY
The primary concerns for RCKY are Market Cap, Return on Equity, Profit Margin. Thin 3.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
RCKY carries more volatility with a beta of 2.39 — 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.
Monitor FOOTWEAR & ACCESSORIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ONON scores higher overall (65/100 vs 50/100) and 14.5% revenue growth. 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.
On Holding Ltd
CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA
On Holding AG develops and distributes sports products worldwide. The company is headquartered in Zurich, Switzerland.
Rocky Brands Inc
CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA
Rocky Brands, Inc. designs, manufactures and markets footwear and apparel under the Rocky, Georgia Boot, Durango, Lehigh and Michelin brands licensed in the United States, Canada and internationally. The company is headquartered in Nelsonville, Ohio.
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