Walt Disney Co vs ON Holding AG — how do they compare? Walt Disney Co trades at $106.79 (market cap $184.79B), while ON Holding AG trades at $33.95 (market cap $11.38B). The key difference: Walt Disney Co is far larger — about 16.2× ON Holding AG's market cap, and Walt Disney Co pays a 1.4% dividend while ON Holding AG pays none. Which is the better fit depends on your goals — on Pluang, investors hold Walt Disney Co for 199 Days and ON Holding AG for 22 Days on average.
| DIS | ONON | |
|---|---|---|
Market Cap | $184.79B | $11.38B |
Volume | 13,033,550 | 13,732,872 |
Sector | Media | Consumer Cyclical |
52-Week High | $116.65 | $50.63 |
52-Week Low | $92.40 | $26.76 |
Typical Hold Time | 199 Days | 22 Days |
Enterprise Value | $225.65B | $10.54B |
Dividend Yield | 1.4% | — |
Signals from Pluang's Aura AI — not financial advice
Disney (DIS) trades at $104.76, up 0.7% with a bullish technical signal supported by moving averages. The company shows strong fundamental momentum with three consecutive quarterly earnings beats and robust revenue growth reaching $94.43 billion in 2025. Disney's net income margin expanded significantly to 13.13% while maintaining a reasonable P/E ratio of 22.07. Recent news highlights the company's $60 billion parks investment and streaming margin improvements above 13%.
Disney presents a compelling investment case with analyst consensus pointing to 20% upside to the $125.67 price target. The company's diversified entertainment ecosystem and accelerating DTC profitability support growth, though risks include free cash flow pressure from elevated investments and competitive streaming landscape. Institutional sentiment remains positive with 62.5% buy ratings among 64 analysts covering the stock.
ONON trades at $33.22, up 0.27% with a bullish technical outlook supported by moving averages. The company has consistently beaten earnings expectations in recent quarters, with Q2 2026 EPS of $0.44 exceeding the $0.42 consensus. Strong fundamentals include 64.8% gross margins and 23.95% ROE, while analyst sentiment remains positive with 74% buy ratings and a $42.26 price target representing 27% upside potential.
The stock offers growth potential through premium store expansion and new sports category launches, supported by a $1 billion buyback program through 2029. Key risks include high valuation multiples (P/E 24.02, P/S 5.67) and potential execution challenges in achieving ambitious 2029 targets of CHF 5.6 billion in sales. Recent investor day enthusiasm must be balanced against competitive pressures in the athletic footwear market.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
The Walt Disney Company is an entertainment company with operations in media networks, park experiences & consumer products, studio entertainment and Direct-to-Consumer networks and channels. The Company serves customers worldwide.
Read more on DIS →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 →