Onto Innovation vs VF Corp — how do they compare? Onto Innovation trades at $278.03 (market cap $13.80B), while VF Corp trades at $12.84 (market cap $5.19B). The key difference: Onto Innovation is far larger — about 2.7× VF Corp's market cap, and VF Corp pays a 2.73% dividend while Onto Innovation pays none. Which is the better fit depends on your goals.
| ONTO | VFC | |
|---|---|---|
Market Cap | $13.80B | $5.19B |
Sector | Technology | Consumer Cyclical |
52-Week High | $378.45 | $21.55 |
52-Week Low | $106.04 | $12.91 |
Enterprise Value | $13.38B | $9.47B |
Dividend Yield | — | 2.73% |
Signals from Pluang's Aura AI — not financial advice
ONTO Innovation trades at $281.11, up 4.89% today, with strong analyst support (12 buy ratings, 0 hold/sell) and a $392.50 consensus price target suggesting 39.6% upside. The stock shows mixed earnings performance with a recent Q2 2026 beat ($1.93 vs. $1.69 expected) but misses in prior quarters. Revenue growth remains solid at $1.01B in 2025, though net income margin compressed to 11.84%. Technical indicators are neutral with support at $277 and resistance at $284.
Outlook remains positive given robust AI-driven semiconductor demand and a $1.1B+ backlog, but high valuation multiples (P/E 105.28, P/S 12.44) leave little room for execution missteps. Key risks include fiduciary investigation news, insider selling, and reliance on semiconductor cycle strength. Institutional confidence is high with BlackRock's $2.08B recent investment.
VFC trades at $13.20, down 1.86% on the day, with a bearish technical outlook and recent earnings misses. The company reported a net loss of $189.72 million for 2025, though revenue of $9.50 billion and a gross margin of 54.97% show underlying strength. Analyst consensus is a Hold with a $17.38 price target, reflecting cautious optimism amid Vans brand challenges.
The stock offers value with a low P/S of 0.55, but execution risks persist. Upside depends on a Vans turnaround and debt reduction, while downside risks include weak consumer sentiment and competitive pressures. Near-term volatility is likely pending Q3 2026 earnings results.
Trailing returns across standard periods
Onto Innovation provides process control solutions for semiconductor manufacturing. Its inspection and metrology systems help chipmakers measure, analyze, and detect defects on wafers and advanced packages.
Read more on ONTO →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 →