KLA Corp. vs ON Holding AG — how do they compare? KLA Corp. trades at $195.9 (market cap $256.72B), while ON Holding AG trades at $35 (market cap $11.38B). The key difference: KLA Corp. is far larger — about 22.6× ON Holding AG's market cap, and KLA Corp. pays a 0.47% dividend while ON Holding AG pays none. Which is the better fit depends on your goals — on Pluang, investors hold KLA Corp. for 60 Days and ON Holding AG for 22 Days on average.
| KLAC | ONON | |
|---|---|---|
Market Cap | $256.72B | $11.38B |
Volume | 9,970,753 | 13,732,872 |
Sector | Technology | Consumer Cyclical |
52-Week High | $301.71 | $50.63 |
52-Week Low | $98.28 | $26.76 |
Typical Hold Time | 60 Days | 22 Days |
Enterprise Value | $257.97B | $10.54B |
Dividend Yield | 0.47% | — |
Signals from Pluang's Aura AI — not financial advice
KLA Corporation (KLAC) trades at $195.89, down 0.48% on the day, with a bullish technical outlook supported by moving averages and a consensus analyst price target of $223.88. The company reported strong earnings beats in recent quarters, with Q2 2026 EPS of $1.05 exceeding the $1.00 estimate, and maintains robust profitability with a net income margin of 35.57%. Revenue growth is supported by a $12.57 billion backlog driven by AI and advanced packaging demand, as highlighted in recent news.
The stock presents a compelling growth opportunity given its leadership in semiconductor process control and positive analyst sentiment, but elevated valuation ratios like a P/E of 53.75 pose risks if growth slows. Competition with Applied Materials and ASML, along with cyclical semiconductor industry exposure, requires monitoring. Institutional ownership trends and insider sales, such as CEO Richard Wallace's September 2026 transaction, add layers to the investment case.
ONON trades at $34.99, up 5.33% with strong bullish momentum. The stock shows robust fundamentals with 64.82% gross margins and consistent earnings beats, including Q2 2026 EPS of $0.44 beating expectations of $0.42. Technical indicators show bullish moving averages but overbought RSI conditions. Recent investor day announcements of a $1 billion buyback and ambitious 2029 targets have driven positive sentiment.
Outlook remains positive with analyst consensus at $42.26 target (21% upside) and 74% buy ratings. Key opportunities include DTC growth and margin expansion, while risks include execution on growth targets and competitive pressures in the athletic footwear sector. The stock trades at reasonable valuations with P/E of 24.02 and EV/EBITDA of 14.79.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
KLA designs and manufactures yield-management and process-monitoring diagnostic and control systems for the semiconductor manufacturing industry. The systems are used to analyze the manufacturing process at various steps in a semiconductor's development. The firm's laser-scanning products are used for wafer qualification, process monitoring, and equipment monitoring. KLA also provides inspection tools and systems for optical metrology and e-beam metrology.
Read more on KLAC →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 →