Aspen Aerogels Inc vs ON Holding AG — how do they compare? Aspen Aerogels Inc trades at $6.14 (market cap $509.55M), while ON Holding AG trades at $31.05 (market cap $10.33B). The key difference: ON Holding AG is far larger — about 20.3× Aspen Aerogels Inc's market cap, and Aspen Aerogels Inc is trading nearer its 52-week high, ON Holding AG nearer its low. Which is the better fit depends on your goals.
| ASPN | ONON | |
|---|---|---|
Market Cap | $509.55M | $10.33B |
Sector | Technology | Technology |
52-Week High | $8.82 | $50.63 |
52-Week Low | $2.57 | $30.91 |
Enterprise Value | $482.96M | $9.47B |
Signals from Pluang's Aura AI — not financial advice
ASPN trades at $6.15, down 2.23% today, with a bullish technical signal from moving averages but mixed oscillators. The company reported Q2 2026 revenue beat but missed EPS estimates, with a net income margin of -62.45% and negative cash flow. Recent news highlights sequential revenue improvement and a raised European Thermal Barrier outlook for 2026.
Outlook hinges on execution of Q3 revenue guidance of $65-80M and adjusted EBITDA of $7-15M. Risks include persistent losses and competitive pressures, but analyst consensus is strongly bullish with 82.61% buy ratings, suggesting confidence in the recovery trajectory.
ONON stock is trading at $31.01, down 20.04% after Q2 2026 results showed a revenue miss and lowered full-year growth guidance. The technical picture is bearish with support near $29, while fundamentals reveal strong profitability margins and earnings beats. Analyst sentiment remains largely positive despite the sell-off, with a consensus price target of $52.86.
The outlook is mixed: robust DTC growth and margin expansion offer upside, but wholesale softness and guidance cuts pose near-term risks. Investors face volatility from consumer spending concerns and competitive pressures, though long-term brand momentum supports a growth-at-a-reasonable-price thesis.
Trailing returns across standard periods
Latest headlines on both assets
Aspen Aerogels is an aerogel technology company that designs high-performance insulation. Its products are used in energy infrastructure and electric vehicles to provide thermal management and fire protection.
Read more on ASPN →ON Holding AG is a Swiss sports company primarily known for its high-performance running shoes, apparel, and accessories under the 'On' brand. The company emphasizes a blend of high-end design, proprietary cloud technology (like CloudTec cushioning), and sustainability in its products. On has rapidly gained market share globally, appealing to both competitive athletes and general consumers in the performance and lifestyle footwear segments.
Read more on ONON →