ON Holding AG vs VF Corp — how do they compare? ON Holding AG trades at $34.16 (market cap $11.10B), while VF Corp trades at $14.52 (market cap $5.65B). The key difference: ON Holding AG is the larger of the two by market cap, and VF Corp pays a 2.5% 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 VF Corp for 64 Days on average.
| ONON | VFC | |
|---|---|---|
Market Cap | $11.10B | $5.65B |
Volume | 8,202,649 | 6,542,273 |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $50.63 | $21.55 |
52-Week Low | $26.76 | $12.62 |
Typical Hold Time | 22 Days | 64 Days |
Enterprise Value | $10.26B | $9.94B |
Dividend Yield | — | 2.5% |
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 demonstrates strong fundamentals with Q2 2026 EPS beating expectations at $0.44 vs. $0.42, maintaining a three-quarter beat streak. Recent investor day announcements include a $1 billion buyback program and ambitious 2029 targets of CHF 5.6B in sales with 22% EBITDA margins, driving positive sentiment.
The stock offers growth potential with 74% analyst buy ratings and a $42.26 consensus target, representing 27% upside. Key risks include elevated valuation multiples (P/E 23.41, P/S 5.52) and competitive pressure in footwear. Strong cash flow generation ($359.5M operating cash flow in 2025) supports the buyback and expansion plans.
VFC trades at $14.53, up 0.55% with a bullish technical signal from moving averages. The company reported mixed quarterly results, beating in Q4 2025 but missing in subsequent quarters. Revenue declined from $11.8B in 2022 to $9.5B in 2025, with net losses in recent years. Analyst consensus shows 41% buy ratings with an $18.33 price target, while the stock faces execution risks from Vans brand weakness despite stronger Outdoor segment performance.
The outlook remains cautious with valuation appearing reasonable (P/E 20.84, P/S 0.6) but dependent on successful turnaround execution. Key risks include persistent Vans weakness, high debt levels, and competitive pressures. Upside potential exists if management can stabilize revenue and improve profitability, but investors face significant execution uncertainty in the apparel sector.
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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 →VF designs, produces, and distributes branded apparel and accessories. Its largest apparel categories include action sports, outdoor, and workwear. Its portfolio of about a dozen brands includes Vans, The North Face, Timberland, Supreme, and Dickies. VF markets its products in the Americas, Europe, and Asia-Pacific through wholesale sales to retailers, e-commerce, and branded stores owned by the company and partners. The company has grown through multiple acquisitions and traces its roots to 1899.
Read more on VFC →