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Upturn AI SWOT - About
On Holding Ltd (ONON)
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Upturn Advisory Summary
04/01/2025: ONON (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -39.32% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 14.30B USD | Price to earnings Ratio 52.92 | 1Y Target Price 64.06 |
Price to earnings Ratio 52.92 | 1Y Target Price 64.06 | ||
Volume (30-day avg) 4980571 | Beta 2.35 | 52 Weeks Range 29.84 - 64.05 | Updated Date 04/1/2025 |
52 Weeks Range 29.84 - 64.05 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.83 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-03-04 | When Before Market | Estimate 0.1795 | Actual 0.33 |
Profitability
Profit Margin 10.45% | Operating Margin (TTM) 8.66% |
Management Effectiveness
Return on Assets (TTM) 6.64% | Return on Equity (TTM) 19.65% |
Valuation
Trailing PE 52.92 | Forward PE 36.63 | Enterprise Value 13508782454 | Price to Sales(TTM) 6.17 |
Enterprise Value 13508782454 | Price to Sales(TTM) 6.17 | ||
Enterprise Value to Revenue 5.16 | Enterprise Value to EBITDA 29.93 | Shares Outstanding 289296000 | Shares Floating 222057152 |
Shares Outstanding 289296000 | Shares Floating 222057152 | ||
Percent Insiders 22.87 | Percent Institutions 61.46 |
Analyst Ratings
Rating 4.48 | Target Price 60.18 | Buy 8 | Strong Buy 16 |
Buy 8 | Strong Buy 16 | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
On Holding Ltd
Company Overview
History and Background
On Holding Ltd, founded in Switzerland in 2010 by Olivier Bernhard, David Allemann, and Caspar Coppetti, revolutionized running shoes with its CloudTec technology. Initially focused on performance running, On expanded into lifestyle and outdoor apparel, achieving global recognition and an IPO in 2021.
Core Business Areas
- Footwear: Designs, develops, and sells high-performance running shoes, trail running shoes, and other footwear for athletic and lifestyle purposes. Footwear remains the dominant revenue driver.
- Apparel: Offers a range of performance apparel, including running shorts, t-shirts, jackets, and other activewear. Apparel sales contribute a growing percentage of overall revenue.
- Accessories: Sells accessories like socks, bags, and hats to complement its footwear and apparel offerings.
Leadership and Structure
The company is led by co-CEOs Marc Maurer and Martin Hoffmann. The organizational structure includes departments for product development, marketing, sales, operations, and finance. The board of directors provides strategic oversight.
Top Products and Market Share
Key Offerings
- Cloudmonster: A max-cushioned road running shoe designed for everyday training and long distances. Competitors include Hoka Bondi, New Balance Fresh Foam More, and Brooks Glycerin. No specific market share data available, but it's a best-selling model.
- Cloudnova: A lifestyle-focused sneaker combining performance technology with a modern design. Competitors include Adidas Ultraboost, Nike React, and ASICS GEL-Kayano. No specific market share data available.
- Cloudflow: Performance running shoe designed for speed and racing. Competitors include Saucony Kinvara and Brooks Hyperion Tempo.
Market Dynamics
Industry Overview
The athletic footwear and apparel market is experiencing growth driven by increasing health consciousness, participation in sports and fitness activities, and demand for comfortable and stylish activewear.
Positioning
On Holding Ltd is positioned as a premium brand offering innovative technology and design in the performance running and lifestyle segments. Their competitive advantage lies in their patented CloudTec technology and distinctive aesthetic.
Total Addressable Market (TAM)
The global athletic footwear and apparel market is estimated at over $400 billion. On Holding Ltd is positioned to capture a share of this market through continued innovation, brand building, and expansion into new geographies.
Upturn SWOT Analysis
Strengths
- Innovative CloudTec technology
- Strong brand reputation
- Premium pricing strategy
- Growing global presence
- Direct-to-consumer (DTC) channel
Weaknesses
- Higher price point compared to some competitors
- Limited product line compared to larger brands
- Reliance on third-party manufacturing
- Vulnerability to supply chain disruptions
Opportunities
- Expanding into new product categories (e.g., outdoor gear)
- Increasing brand awareness through marketing and partnerships
- Growing the DTC channel
- Entering new geographic markets
- Leveraging sustainability initiatives
Threats
- Intense competition from established brands
- Changing consumer preferences
- Economic downturns
- Supply chain disruptions
- Fluctuations in currency exchange rates
Competitors and Market Share
Key Competitors
- NKE
- ADDYY
- UA
- LULU
Competitive Landscape
On Holding Ltd competes with large established brands like Nike and Adidas, as well as specialized running shoe companies. On's competitive advantage lies in its innovative technology and distinctive design. It competes heavily on premium pricing and DTC channels.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: On Holding Ltd has experienced significant revenue growth since its founding, driven by increasing brand awareness and product adoption.
Future Projections: Analysts predict continued revenue growth in the coming years, fueled by international expansion and new product launches.
Recent Initiatives: Recent initiatives include expanding into new markets, launching new product lines (e.g., apparel), and investing in marketing and brand building.
Summary
On Holding Ltd demonstrates strong growth potential with innovative technology, a strong brand, and increasing revenues. While facing stiff competition and premium pricing challenges, strategic international expansion and product diversification offer opportunities for future success. On's vulnerability to supply chain issues, as well as economic downturns, are areas for consideration. Overall, the company is strategically placed for further expansion if it can navigate the economic climate and competitive landscape.
Similar Companies
- NKE
- ADDYY
- UA
- DECK
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Reports
- Company Website
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It should not be considered investment advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About On Holding Ltd
Exchange NYSE | Headquaters - | ||
IPO Launch date 2021-09-15 | Co-CEO & CFO Mr. Martin Hoffmann | ||
Sector Consumer Cyclical | Industry Footwear & Accessories | Full time employees 3254 | Website https://www.on.com/en-in |
Full time employees 3254 | Website https://www.on.com/en-in | ||
On Holding AG engages in the development and distribution of sports products worldwide. The company offers athletic footwear, apparel, and accessories for high-performance running, outdoor, training, all-day activities, and tennis. It offers its products through independent retailers and distributors, online, and stores. The company was founded in 2010 and is headquartered in Zurich, Switzerland.
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