A Look At On Holding (ONON) Valuation As Founder CEOs And New CFO Prepare To Take Charge

Simply Wall St.04-02 22:30

AdvertisementLeadership shake-up and what it could mean for On Holding stock On Holding (NYSE:ONON) is entering a new leadership chapter, with long-time CEO and former CFO Martin Hoffmann set to step ...

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Co-founders David Allemann and Caspar Coppetti are slated to become Co-CEOs, while Frank Sluis will assume the CFO role as part of a wider organizational update designed to tie founder vision more closely to execution. See our latest analysis for On Holding. Despite the leadership news, the share price has been under pressure. The 30 day share price return is 25.64% in the red and the year to date share price return is 25.94% in the red, while the three year total shareholder return of 18.47% still reflects earlier gains, suggesting recent momentum has faded. If this leadership reset has you thinking about where else growth stories might emerge, it could be a good moment to check out 20 top founder-led companies With the stock down around 26% over the past month and trading at roughly a 15% discount to one intrinsic estimate as well as below the current analyst target, you have to ask, is there a buying opportunity here or is future growth already priced in? Most Popular Narrative: 39.7% Undervalued On Holding's most followed narrative pegs fair value at $57.68, well above the last close of $34.77, which is what drives the current undervaluation debate.  The acceleration in DTC (Direct-to-Consumer) and e-commerce channels, with DTC reaching new highs (41.1% of sales in Q2 and up 54% YoY), gives On more control over brand, pricing, and customer data while increasing gross and EBITDA margins, an operational catalyst likely to further expand profitability as DTC continues its mix shift.  Read the complete narrative. Curious what kind of revenue path, margin lift, and future profit multiple have to come together to support that $57.68 figure? The core narrative leans on strong top line expectations, expanding profitability and a valuation multiple that sits well above the broader luxury peer group. The exact hurdles it sets for sales, earnings and the discount rate are all laid out for you to weigh against your own view. Result: Fair Value of $57.68 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this depends on premium pricing and heavy investment paying off, while foreign exchange swings and slower apparel or Asia DTC trends could easily challenge that script. Find out about the key risks to this On Holding narrative. Another Angle on Valuation The narrative leans on future earnings, but today the market is already paying a P/E of 44.9x for On Holding compared with 28.4x for peers and a fair ratio of 27.7x. That premium raises a simple question: how much execution risk are you really comfortable pricing in? See what the numbers say about this price — find out in our valuation breakdown. NYSE:ONON P/E Ratio as at Apr 2026Next Steps With sentiment this mixed, it makes sense to move quickly, look through the data yourself, and weigh both sides by checking the 2 key rewards and 1 important warning sign. Ready to hunt for your next idea? If this On Holding story has sharpened your thinking, do not stop here. The right watchlist today could help you structure your next moves over the coming years.  Target resilient companies that aim to navigate volatility by screening for 65 resilient stocks with low risk scores tailored to more measured return profiles. Identify potential bargains early by focusing on businesses highlighted in the screener containing 25 high quality undiscovered gems before they attract wider attention. Prioritise financial strength and staying power by filtering candidates through the solid balance sheet and fundamentals stocks screener (39 results).   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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