ON Holding AG vs ZIM Integrated Shipping Services Ltd — how do they compare? ON Holding AG trades at $27.01 (market cap $9.11B), while ZIM Integrated Shipping Services Ltd trades at $29.13 (market cap $3.63B). The key difference: ON Holding AG is far larger — about 2.5× ZIM Integrated Shipping Services Ltd's market cap, and ZIM Integrated Shipping Services Ltd pays a 20.16% dividend while ON Holding AG pays none. Which is the better fit depends on your goals.
| ONON | ZIM | |
|---|---|---|
Market Cap | $9.11B | $3.63B |
Sector | Technology | Industrials |
52-Week High | $50.63 | $30.08 |
52-Week Low | $26.84 | $12.44 |
Enterprise Value | $8.25B | $7.30B |
Dividend Yield | — | 20.16% |
Signals from Pluang's Aura AI — not financial advice
ONON trades at $27.27, down 2.57% on the day, with a bearish technical signal despite recent earnings beats. The stock shows strong fundamentals with a 64.82% gross margin and 12.3% net income margin, while analyst consensus remains optimistic with a $45.67 price target. Recent news highlights robust APAC growth but notes tariff and cost risks.
Outlook is mixed: strong DTC growth and margin expansion support upside, but near-term headwinds include U.S. tariffs and wholesale restraint. The stock's current valuation near support levels may offer entry points for long-term investors despite technical weakness.
ZIM Integrated Shipping Services trades at $30.08, up 5.25% with a bullish technical signal from moving averages. The company shows mixed fundamentals with Q2 2026 earnings beating expectations but declining profitability margins year-over-year. Valuation metrics appear attractive with P/S of 0.56 and P/B of 0.93, though analyst sentiment remains divided amid merger uncertainty with Hapag-Lloyd.
The stock faces headwinds from the uncertain $4.2 billion takeover deal and declining net income margins, but strong transpacific positioning and recent earnings beats provide upside potential. Current price sits well above the $18.25 consensus target, suggesting limited near-term upside according to Wall Street analysts.
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 →ZIM is a global container liner shipping company that employs a 'global-niche' strategy, focusing on specific trade lanes where it holds a competitive advantage. Unlike larger, asset-heavy competitors, ZIM operates an agile, charter-intensive fleet, allowing it to rapidly adjust capacity to market demand while prioritizing digitalization and specialized cargo like refrigerated (reefer) goods.
Read more on ZIM →