ON Holding AG vs STMicroelectronics NV — how do they compare? ON Holding AG trades at $27.01 (market cap $9.11B), while STMicroelectronics NV trades at $51.45 (market cap $46.67B). The key difference: STMicroelectronics NV is far larger — about 5.1× ON Holding AG's market cap, and STMicroelectronics NV pays a 0.69% dividend while ON Holding AG pays none. Which is the better fit depends on your goals.
| ONON | STM | |
|---|---|---|
Market Cap | $9.11B | $46.67B |
Sector | Technology | Financials |
52-Week High | $50.63 | $79.91 |
52-Week Low | $26.84 | $21.20 |
Enterprise Value | $8.25B | $44.19B |
Dividend Yield | — | 0.69% |
Signals from Pluang's Aura AI — not financial advice
ONON trades at $27.27, down 2.57% on the day, with a bearish technical signal despite recent earnings beats. The stock shows strong fundamentals with a 64.82% gross margin and 12.3% net income margin, while analyst consensus remains optimistic with a $45.67 price target. Recent news highlights robust APAC growth but notes tariff and cost risks.
Outlook is mixed: strong DTC growth and margin expansion support upside, but near-term headwinds include U.S. tariffs and wholesale restraint. The stock's current valuation near support levels may offer entry points for long-term investors despite technical weakness.
STM trades at $51.97, down 0.52% today, with a bullish technical outlook supported by moving averages and key support at $52. The company shows mixed fundamentals with a high P/E of 98.84 but strong cash flow generation of $555M in 2025. Recent news highlights AI datacenter revenue targets exceeding $2B by 2027, positioning STM for growth in industrial automation and edge AI markets.
STM faces near-term margin pressures with negative net income margin but offers significant upside to the $71.83 analyst consensus target. Key risks include execution on AI growth targets and semiconductor cycle volatility. The bullish analyst consensus (52% buy ratings) suggests confidence in the company's strategic positioning despite current profitability challenges.
Trailing returns across standard periods
Latest headlines on both assets
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →