ON Holding AG vs Zeta Global Holdings Corp — how do they compare? ON Holding AG trades at $36.73 (market cap $12.41B), while Zeta Global Holdings Corp trades at $20.19 (market cap $5.28B). The key difference: ON Holding AG is far larger — about 2.4× Zeta Global Holdings Corp's market cap, and Zeta Global Holdings Corp is trading nearer its 52-week high, ON Holding AG nearer its low. Which is the better fit depends on your goals.
| ONON | ZETA | |
|---|---|---|
Market Cap | $12.41B | $5.28B |
Sector | Technology | Technology |
52-Week High | $51.75 | $25.24 |
52-Week Low | $31.88 | $14.55 |
Enterprise Value | $11.73B | $5.19B |
Signals from Pluang's Aura AI — not financial advice
ONON trades at $37.65, up 1.21% today, with a bullish technical trend and strong support at $37. The company shows robust fundamentals with Q1 2026 EPS of $0.47 beating expectations, revenue of $3.01B in 2025, and a net income margin of 8.02%. Analyst sentiment is highly positive, with 76.92% recommending Buy and a consensus price target of $47.33, indicating significant upside potential from current levels.
Outlook remains favorable driven by earnings beats and margin expansion, but risks include high valuation multiples like a P/E of 40.62 and competitive pressures in the athletic apparel sector. The stock's growth trajectory hinges on sustaining innovation and market share gains amid economic uncertainties.
Zeta Global (ZETA) trades at $21.34, down 1.57% on the day, with a neutral technical signal and bullish moving averages. The company reported strong revenue growth, with Q1 2026 EPS beating estimates, but remains unprofitable with a net margin of -1.61%. Recent news highlights a strategic AI partnership with Palantir, positioning Zeta for accelerated growth in marketing technology infrastructure.
The outlook is mixed: analyst consensus is strongly bullish with a $27.50 price target, but profitability concerns and margin pressure pose risks. The stock offers growth potential through AI adoption and partnerships, yet investors must weigh execution risks against transformative opportunities in a competitive sector.
Trailing returns across standard periods
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 →Zeta Global is a leading data-driven marketing technology company that provides an omnichannel AI Marketing Cloud. By leveraging a proprietary data cloud of over 2.4 billion deterministic identities, it enables enterprise brands to acquire, grow, and retain customers through predictive intelligence and automated, agentic workflows.
Read more on ZETA →