ON Holding AG vs Twilio Inc — how do they compare? ON Holding AG trades at $35 (market cap $11.38B), while Twilio Inc trades at $292.65 (market cap $42.35B). The key difference: Twilio Inc is far larger — about 3.7× ON Holding AG's market cap, and Twilio Inc is trading nearer its 52-week high, ON Holding AG nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold ON Holding AG for 22 Days and Twilio Inc for 56 Days on average.
| ONON | TWLO | |
|---|---|---|
Market Cap | $11.38B | $42.35B |
Volume | 13,732,872 | 1,862,642 |
Sector | Consumer Cyclical | Technology |
52-Week High | $50.63 | $301.27 |
52-Week Low | $26.76 | $106.23 |
Typical Hold Time | 22 Days | 56 Days |
Enterprise Value | $10.54B | $40.76B |
Signals from Pluang's Aura AI — not financial advice
ONON trades at $34.79, up 4.73% today, reflecting strong momentum. The stock shows bullish technical signals with support at $33 and resistance at $35. Fundamentally, the company reported robust earnings beats in recent quarters, with Q2 2026 EPS of $0.44 exceeding expectations. Revenue reached $3.01 billion in 2025, with a net income margin of 12.3%. Recent news highlights a $1 billion share buyback plan and ambitious 2029 targets.
The outlook is positive, driven by earnings growth, strategic expansion, and strong analyst support. Key risks include competitive pressures and market volatility. Analysts maintain a consensus buy rating with a $42.26 price target, suggesting potential upside from current levels.
Twilio (TWLO) trades at $289.18, up 5.93% in the past 24 hours, with a bullish technical signal and strong earnings beats in recent quarters. The company's revenue growth accelerated to $5.07 billion in 2025, with net income turning positive at $33.83 million, and is projected to reach $1.1 billion in 2026. Recent inclusion in the S&P 500 index and positive analyst sentiment with 76.92% buy ratings highlight investor confidence, though high valuation multiples like a P/E of 38.09 and EV/EBITDA of 81.63 suggest premium pricing.
The outlook for Twilio is positive, driven by robust revenue growth, expanding profitability, and strategic positioning in AI-driven communications. Key risks include elevated valuation metrics that may limit upside, competitive pressures, and potential volatility from market reactions to earnings. Institutional interest remains strong, but investors should weigh growth prospects against current premium valuations.
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 →Twilio Inc. is a cloud-based communication platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces, or APIs, and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
Read more on TWLO →