ON Holding AG vs ThredUp Inc — how do they compare? ON Holding AG trades at $35.09 (market cap $11.38B), while ThredUp Inc trades at $2.48 (market cap $308.63M). The key difference: ON Holding AG is far larger — about 36.9× ThredUp Inc's market cap, and ON Holding AG is trading nearer its 52-week high, ThredUp Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold ON Holding AG for 22 Days and ThredUp Inc for 29 Days on average.
| ONON | TDUP | |
|---|---|---|
Market Cap | $11.38B | $308.63M |
Volume | 13,732,872 | 3,024,364 |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $50.63 | $9.41 |
52-Week Low | $26.76 | $2.12 |
Typical Hold Time | 22 Days | 29 Days |
Enterprise Value | $10.54B | $306.81M |
Signals from Pluang's Aura AI — not financial advice
ONON stock trades at $35.09, up 5.63% with strong bullish momentum. The company demonstrates robust fundamentals with 64.82% gross margins and consistent earnings beats, including Q2 2026 EPS of $0.44 versus $0.42 expected. Recent investor day announcements of a $1 billion buyback program and ambitious 2029 targets have fueled positive sentiment. Technical indicators show bullish moving averages but overbought RSI conditions.
Outlook remains positive with analyst consensus at $42.26 target (20% upside) and 74% buy ratings. Key opportunities include premium store expansion and new sports categories, while risks involve execution on growth targets and competitive pressures in athletic footwear. The stock's current valuation at 24x P/E reflects growth expectations.
ThredUp (TDUP) trades at $2.48, up 11.71% in the last session, yet remains in a bearish technical trend. The company reported record Q2 2026 revenue of $90.8 million, up 17% year-over-year, but missed EPS estimates and cut full-year revenue guidance. Despite a high gross margin of 79.52%, it posted a net loss margin of -6.65% and negative ROE. Analyst consensus is 57% buy, but recent news highlights a fraud investigation and promotional headwinds.
The outlook is mixed: strong revenue growth and a dominant position in online resale offer upside, but persistent losses, weak guidance, and legal risks pose significant challenges. Investors should weigh the bullish analyst ratings against fundamental weaknesses and recent stock volatility.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →ThredUp Inc is an online resale platform for women and kids apparel, shoes, and accessories. It generates revenue from items that are sold to buyers through the website, mobile app, and RaaS partners.
Read more on TDUP →