ON Holding AG vs Trade Desk Inc — how do they compare? ON Holding AG trades at $34 (market cap $11.38B), while Trade Desk Inc trades at $12.38 (market cap $5.83B). The key difference: ON Holding AG is the larger of the two by market cap, and ON Holding AG is trading nearer its 52-week high, Trade Desk Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold ON Holding AG for 22 Days and Trade Desk Inc for 72 Days on average.
| ONON | TTD | |
|---|---|---|
Market Cap | $11.38B | $5.83B |
Volume | 13,732,872 | 15,864,392 |
Sector | Consumer Cyclical | Media |
52-Week High | $50.63 | $54.13 |
52-Week Low | $26.76 | $11.92 |
Typical Hold Time | 22 Days | 72 Days |
Enterprise Value | $10.54B | $4.78B |
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.
TTD trades at $12.09, up 1.43% on the day but remains under pressure with a bearish technical signal. Revenue grew to $2.90B in 2025, though net income margin slipped to 15.3%. Recent earnings show volatility, with a Q2 beat but Q1 miss. The stock faces stiff competition and slowing growth, reflected in negative cash flow trends and a workforce reduction announced in September 2026.
The outlook is cautious; while valuation ratios appear low, competitive threats from tech giants and declining growth pose significant risks. Analyst consensus is mixed with a $14.72 price target, but the stock's 68% YTD drop underscores investor skepticism. Upside depends on execution in connected TV and new verticals like healthcare ads.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →The Trade Desk Inc is engaged in providing a technology platform for ad buyers. Through its cloud-based platform ad buyers can create, manage, and optimize data-driven digital advertising campaigns across ad formats and channels, including display, video, audio, in-app, native and social, on a multitude of devices. Its products include Data Management Platform, Cross-Device Targeting, Video Advertising, Mobile Advertising, and others.
Read more on TTD →