ON Holding AG vs Vertiv Holdings Co — how do they compare? ON Holding AG trades at $35 (market cap $11.38B), while Vertiv Holdings Co trades at $242.8 (market cap $93.83B). The key difference: Vertiv Holdings Co is far larger — about 8.2× ON Holding AG's market cap, and Vertiv Holdings Co pays a 0.1% 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 Vertiv Holdings Co for 39 Days on average.
| ONON | VRT | |
|---|---|---|
Market Cap | $11.38B | $93.83B |
Volume | 13,732,872 | 5,855,911 |
Sector | Consumer Cyclical | Industrials |
52-Week High | $50.63 | $376.23 |
52-Week Low | $26.76 | $149.83 |
Typical Hold Time | 22 Days | 39 Days |
Enterprise Value | $10.54B | $94.06B |
Dividend Yield | — | 0.1% |
Signals from Pluang's Aura AI — not financial advice
ONON trades at $34.99, up 5.33% with strong bullish momentum. The stock shows robust fundamentals with 64.82% gross margins and consistent earnings beats, including Q2 2026 EPS of $0.44 beating expectations of $0.42. Technical indicators show bullish moving averages but overbought RSI conditions. Recent investor day announcements of a $1 billion buyback and ambitious 2029 targets have driven positive sentiment.
Outlook remains positive with analyst consensus at $42.26 target (21% upside) and 74% buy ratings. Key opportunities include DTC growth and margin expansion, while risks include execution on growth targets and competitive pressures in the athletic footwear sector. The stock trades at reasonable valuations with P/E of 24.02 and EV/EBITDA of 14.79.
Vertiv (VRT) trades at $244.75, down 0.71% on the day, with a bearish technical signal from moving averages. The company shows strong fundamentals with Q2 2026 EPS beating estimates at $1.52 versus $1.42 expected, and robust profitability with a net income margin of 15.09% and ROE of 43.94%. Revenue growth is projected to increase from $10.23B in 2025 to $11.5B in 2026. Analyst sentiment remains overwhelmingly positive with a 95.24% buy rating and a consensus price target of $364.94, highlighting confidence in VRT's position in the AI data center infrastructure market.
The outlook for VRT is bullish based on strong earnings momentum and AI-driven demand for data center solutions, though high valuation ratios (P/E of 55.14) and a recent legal investigation pose risks. The stock offers significant upside to the consensus target, but investors should monitor competitive pressures and execution on growth forecasts.
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 →Vertiv is a global leader in critical digital infrastructure, providing essential power, cooling, and IT management solutions for data centers, communication networks, and industrial facilities. As the primary provider of advanced thermal management and liquid cooling systems, Vertiv is a central player in the AI revolution, enabling the extreme density and power requirements of next-generation GPU-driven computing.
Read more on VRT →