ON Holding AG vs Tapestry, Inc. — how do they compare? ON Holding AG trades at $33.95 (market cap $11.38B), while Tapestry, Inc. trades at $116.99 (market cap $23.09B). The key difference: Tapestry, Inc. is far larger — about 2× ON Holding AG's market cap, and Tapestry, Inc. pays a 1.6% dividend while ON Holding AG pays none. Which is the better fit depends on your goals — on Pluang, investors hold ON Holding AG for 22 Days and Tapestry, Inc. for 70 Days on average.
| ONON | TPR | |
|---|---|---|
Market Cap | $11.38B | $23.09B |
Volume | 13,732,872 | 2,745,259 |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $50.63 | $164.78 |
52-Week Low | $26.76 | $98.81 |
Typical Hold Time | 22 Days | 70 Days |
Enterprise Value | $10.54B | $25.89B |
Dividend Yield | — | 1.6% |
Signals from Pluang's Aura AI — not financial advice
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.
TPR trades at $113.39, down 2.86% today, with a bearish technical signal from moving averages. The company shows strong profitability with 77.82% gross margins and 19.09% net income margin, though 2025 net income declined significantly to $183M from $816M in 2024. Recent earnings beats and a 73% analyst buy rating support optimism, while technical indicators show resistance near $114-116. The stock trades at a P/E of 15.93, below the consensus price target of $174.64.
Outlook remains positive based on analyst consensus and earnings momentum, but risks include Kate Spade execution challenges, tariff pressures, and volatile cash flows. The current price offers potential upside to targets, though technical weakness near-term requires monitoring support at $111-113. Revenue growth to $8B in 2026 with margin expansion could drive valuation if execution improves.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
No sentiment data available yet.
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 →Coach, Kate Spade, and Stuart Weitzman are the fashion and accessory brands that comprise Tapestry. The firm's products are sold through about 1,400 company-operated stores, wholesale channels, and e-commerce in North America (67% of fiscal 2022 sales), Europe, Asia (28% of fiscal 2022 sales), and elsewhere. Coach (74% of fiscal 2022 sales) is best known for affordable luxury leather products. Kate Spade (22% of fiscal 2022 sales) is known for colorful patterns and graphics. Women's handbags and accessories produced 69% of Tapestry's sales in fiscal 2022. Stuart Weitzman, Tapestry's smallest brand, generates nearly all its revenue from women's footwear.
Read more on TPR →