COMPARE · Data as of August 24, 2026
ONON vs VFC
Verdict: Side-by-side breakdown using the Bull Rankings model. ONON scored 74.9, VFC scored 59.3 — ONON leads.
Compare another set
ONON
On Holding AG
74.9
$30.02 · $10.0B
fundamentals as of
Score gap
15.6
ONON leads
VFC
V.F. Corporation
59.3
$14.31 · $5.6B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestONON20.3x
- Fastest growthONON+30.0%
- Strongest balance sheetONON0.29
- Highest qualityONON71 / 100
- Largest discount to fair valueVFC-58%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
ONON
stronger →← stronger
VFC
71
Qualityreturns · margins · balance sheet
54
96
Growthrevenue & earnings expansion
47
72
Valuevaluation vs sector peers
82
ONON is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ONON
VFC
$396mC
FCF
$581mC+
+30.0%A
Rev
+1.1%C
0.29A-
D/E
2.81C
20.3xB
P/E
20.7xB
0.59A-
PEG
0.36A
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
ONON
VFC
112% above
Price vs fair valuelower is cheaper
58% below
~33%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-7%/yr
-61%
1-yr DCF upside
+86%
-53%
5-yr DCF upside
+140%
-39%
10-yr DCF upside
+250%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ONON
Why this score
- Durable high returns
- Diluting shareholders
- Foreign reporter (CHF)
VFC
No notable signals flagged.
The companies
ONONOn Holding AG
Why now
Footwear & Accessories · market cap $10.0b. Down 41% from 52-week high of $51.08 — deep drawdown territory. Revenue growing +30% — in hypergrowth territory. PEG 0.59 — paying under fair value for the growth rate. 27 sell-side analysts rate this a Buy with a mean 1-yr target of $45.56 (implying +52% upside).
Moat
ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Down 41% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.12 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
VFCV.F. Corporation
Why now
Apparel Manufacturing · market cap $5.6b. Down 36% from 52-week high of $22.27 — deep drawdown territory. PEG 0.36 — paying under fair value for the growth rate. 21 sell-side analysts rate this a Hold with a mean 1-yr target of $18.77 (implying +31% upside).
Moat
ROE 14% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
D/E 2.81 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Down 36% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Net margin 2.7% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where ONON and VFC diverge
On the headline score the gap is 15.6 points in favor of ONON. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthONON 95.8 · VFC 47.5ONON +48.3
- QualityONON 71.0 · VFC 53.9ONON +17.1
- ValueONON 72.2 · VFC 81.6VFC +9.4
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.