Análisis Argos
ONON
ONONCara
On Holding AG · Consumer Cyclical
US$ 36.83
precio al 2026-07-04
Valor justo Argos*
US$ 17–19
vs. su valor justo
94% por encima
Score Argos
52/100
LA RESPUESTA
El mercado le pide crezca 36.4% al año — más de lo que ha demostrado (18%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
✓Retorno sobre el capital alto (30%).
✓Tiene más caja que deuda: balance fuerte.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
VALOR1/6FUTURO6/6PASADO5/6SALUD5/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO6/6PASADO5/6SALUD5/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoEl dividendo aún duerme
Score Argos52de 100Cara
Ingresos▲24%
US$ 2.9 B
Margen operativo▲37%
12.5%
Flujo de caja libre▼44%
US$ 0.3 B
Deuda neta
US$ -0.4 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 12.3B
P/E63.1x
EV/EBITDA24.6x
FCF yield2.1%
ROIC29.9%
Margen operativo12.5%
Crecim. ingresos+24.2%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 26 jun
On Holding (ONON) Gains As Market Dips: What You Should Know
On Holding (ONON) concluded the recent trading session at $37.07, signifying a +1.34% move from its prior day's close.
zacks.com · 24 jun
Investors Heavily Search On Holding AG (ONON): Here is What You Need to Know
Recently, Zacks.com users have been paying close attention to On Holding (ONON). This makes it worthwhile to examine what the stock has in store.
zacks.com · 23 jun
On Holding (ONON) Upgraded to Buy: Here's What You Should Know
On Holding (ONON) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
zacks.com · 22 jun
On Holding (ONON) Registers a Bigger Fall Than the Market: Important Facts to Note
On Holding (ONON) closed at $36.21 in the latest trading session, marking a -6.87% move from the prior day.
seekingalpha.com · 22 jun
On Holding: Relentless Innovation Warrants A Strong Buy
On Holding is transitioning from a pure running brand to a luxury lifestyle brand, expanding its TAM and reinforcing premium pricing power. ONON's moat is driven by innovation—LightSpray and SURREAL Superfoam technologies—enabling margin expansion and brand differentiation, with Q1 2026 gross margin reaching 64%. Q1 2026 results showed 26% YoY revenue growth and operating margin expansion to 14.1%, with management prioritizing premium brand value over volume.
zacks.com · 16 jun
Is It Worth Investing in On Holding (ONON) Based on Wall Street's Bullish Views?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
fool.com · 14 jun
3 Top Consumer Stocks Building Durable Growth
Tapestry's Coach remains a popular luxury brand and is winning over a new generation of customers. On Holding's performance footwear continues to resonate with consumers, yet the stock trades reasonably.
seekingalpha.com · 13 jun
On Holdings: Sprinting For Growth
On Holdings: Sprinting For Growth

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.