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ONON vs VFC
Which Stock Would AI Choose? On Holding (ONON) vs. VF Corporation (VFC) Stock Comparison
Key Takeaways
- On Holding (ONON) is delivering high-growth, high-margin momentum, with annual net sales surpassing CHF 3 billion and gross margins above 62%.
- VF Corporation (VFC) is executing a portfolio turnaround, showing stabilizing results but still contending with brand-specific declines and tariff headwinds.
- The two companies occupy contrasting positions: ONON is a fast-scaling premium sportswear challenger, while VFC is a diversified apparel conglomerate rebuilding profitability.
- ONON trades at a significantly higher valuation (roughly 54x earnings), reflecting its growth premium, while VFC carries a lower multiple and offers a dividend yield.
- Relative momentum favors ONON's top-line expansion, while VFC's investment case centers on cost discipline, deleveraging, and brand recovery.
Introduction
Investors weighing growth against value often find themselves comparing companies with sharply different profiles, and that is precisely the case with ONON and VFC. On Holding, the Swiss performance sportswear brand, and VF Corporation, the American owner of iconic labels such as The North Face, Vans, and Timberland, both compete in the apparel and footwear sector yet pursue fundamentally different strategies. This stock comparison is relevant for traders evaluating relative performance, momentum, and market positioning, as well as longer-term investors assessing growth catalysts against turnaround potential. Examining the two side by side clarifies how contrasting business models translate into distinct risk and reward profiles in the current market environment.
ONON Overview and Recent Performance
ONON, or On Holding AG, designs and distributes premium performance running shoes, apparel, and accessories under the On brand. The company has sustained rapid expansion in recent quarters, crossing the CHF 3 billion annual net sales threshold for the first time in its latest fiscal year, a roughly 30% increase on a reported basis and about 36% on a constant-currency basis. Gross margin reached a record above 62%, reflecting disciplined full-price selling and a growing direct-to-consumer (DTC) channel that now accounts for more than 40% of sales.
Recent market activity has been influenced by the company's strong top-line growth and rising adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization), even as reported net income was tempered by a sizable foreign-exchange loss tied to Swiss franc volatility. Growth has been broad-based, with standout acceleration in the Asia-Pacific (APAC) region and meaningful gains in apparel and accessories. Management's forward guidance points to continued sales growth of at least 23% on a constant-currency basis, supported by store openings and product innovation.
VFC Overview and Recent Performance
VFC, or VF Corporation, is a global apparel, footwear, and accessories company whose portfolio includes The North Face, Vans, Timberland, and Altra. In contrast to ONON's expansion, VFC is navigating a multi-year turnaround under new leadership, focused on portfolio simplification, cost discipline, and debt reduction. Recent quarters have shown progress, with sales stabilizing and net income improving markedly from prior-year levels, aided by stronger operating margins and tighter inventory management.
Performance has been uneven across the portfolio: The North Face and Timberland have posted growth across multiple channels, while Vans has continued to moderate declines despite early signs of stabilization. The company has announced the sale of the Dickies brand for roughly $600 million, with proceeds earmarked for deleveraging. Tariff pressures and shifting consumer demand remain near-term headwinds, and management has emphasized targeted pricing actions to protect margins. These factors have shaped a more cautious, value-oriented sentiment around VFC shares in recent weeks.
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Head-to-Head Comparison
The core contrast between ONON and VFC is one of growth versus repair. ONON operates a single, fast-scaling premium brand with a highly profitable DTC model, expanding gross margins, and a rising international footprint. Its primary risk is valuation: the stock trades at a substantial earnings multiple, so any slowdown in growth or margin compression could weigh on sentiment. VFC, by contrast, runs a diversified multi-brand portfolio and is focused on restructuring. Its investment case rests on execution rather than expansion—improving profitability at core brands, reducing leverage, and simplifying the portfolio through divestitures.
Sector exposure also differs meaningfully. ONON skews toward premium athletic footwear and lifestyle apparel, where it benefits from strong brand momentum and premium pricing. VFC spans outdoor, action sports, and workwear categories, giving it broader diversification but also exposure to brand-specific challenges and tariff-sensitive supply chains. On momentum, ONON's consistently rising sales and record margins reflect a clearer growth trend, while VFC's improvement is more incremental and uneven across brands. On valuation and income, VFC offers a dividend and a lower multiple, which may appeal to value-oriented investors, whereas ONON commands a premium for its growth trajectory.
Tickeron AI Verdict
Based on observable factors such as trend consistency, stability, and catalysts, Tickeron's AI would likely lean toward ONON in the current environment. The company's sustained double-digit sales growth, record gross margins, and expansion into apparel and APAC markets present a more consistent momentum profile than VFC's gradual turnaround. VFC's improving profitability and deleveraging efforts are genuine positives, but its recovery remains dependent on stabilizing underperforming brands and managing tariff pressures. The AI's preference would therefore be probabilistic rather than absolute: ONON's relative positioning and growth catalysts appear more favorable, though its elevated valuation introduces a distinct risk that value-focused strategies might favor VFC instead.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ONON is a StrongBuy and VFC is a StrongBuy.
ONON in upward trend: price rose above 50-day moving average on October 05, 2026
ONON moved above its 50-day moving average on October 05, 2026 date and that indicates a change from a downward trend to an upward trend. In 40 of 50 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 80%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The 10-day moving average for ONON crossed bullishly above the 50-day moving average on October 07, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 12 of 18 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 67%.
Following a +1.93% 3-day Advance, the price is estimated to grow further. Considering data from situations where ONON advanced for three days, in 208 of 283 cases, the price rose further within the following month. The odds of a continued upward trend are 73%.
The Aroon Indicator entered an Uptrend today. In 114 of 192 cases where ONON Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 59%.
Bearish Trend Analysis
The 10-day RSI Indicator for ONON moved out of overbought territory on October 21, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 33 similar instances where the indicator moved out of overbought territory. In 25 of the 33 cases, the stock moved lower in the following days. This puts the odds of a move lower at 76%.
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 52 of 60 cases where ONON's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 87%.
The Momentum Indicator moved below the 0 level on October 22, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on ONON as a result. In 77 of 90 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 86%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where ONON declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 79%.
ONON broke above its upper Bollinger Band on October 09, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 40 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 44 (best 1 - 100 worst), indicating steady price growth. ONON’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 61 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: ONON's P/B Ratio (5.983) is slightly higher than the industry average of (2.954). ONON has a moderately high P/E Ratio (28.517) as compared to the industry average of (12.630). Projected Growth (PEG Ratio) (0.478) is also within normal values, averaging (0.949). ONON has a moderately low Dividend Yield (0.000) as compared to the industry average of (0.022). ONON's P/S Ratio (4.439) is very high in comparison to the industry average of (1.252).
The Tickeron PE Growth Rating for this company is 94 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. ONON’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 90, placing this stock worse than average.
Aroon Indicator for VFC shows an upward move is likely
VFC's Aroon Indicator triggered a bullish signal on October 22, 2026. Tickeron's A.I.dvisor detected that the AroonUp green line is above 70 while the AroonDown red line is below 30. When the up indicator moves above 70 and the down indicator remains below 30, it is a sign that the stock could be setting up for a bullish move. Traders may want to buy the stock or look to buy calls options. A.I.dvisor looked at 135 similar instances where the Aroon Indicator showed a similar pattern. In 106 of the 135 cases, the stock moved higher in the days that followed. This puts the odds of a move higher at 79%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on September 22, 2026. You may want to consider a long position or call options on VFC as a result. In 69 of 94 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 73%.
VFC moved above its 50-day moving average on October 01, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for VFC crossed bullishly above the 50-day moving average on October 05, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 13 of 19 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 68%.
Following a +3.62% 3-day Advance, the price is estimated to grow further. Considering data from situations where VFC advanced for three days, in 200 of 289 cases, the price rose further within the following month. The odds of a continued upward trend are 69%.
Bearish Trend Analysis
The RSI Indicator demonstrates that the ticker has stayed in the overbought zone for 9 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 21 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where VFC declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 79%.
VFC broke above its upper Bollinger Band on October 12, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 40 (best 1 - 100 worst), indicating steady price growth. VFC’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 50 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 70 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (3.821) is normal, around the industry mean (2.700). P/E Ratio (24.500) is within average values for comparable stocks, (14.111). Projected Growth (PEG Ratio) (0.363) is also within normal values, averaging (0.686). Dividend Yield (0.021) settles around the average of (0.120) among similar stocks. P/S Ratio (0.530) is also within normal values, averaging (0.827).
The Tickeron PE Growth Rating for this company is 92 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. VFC’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 93, placing this stock worse than average.
VFC | ||
|---|---|---|
OUTLOOK RATING 1..100 | 42 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 70 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | |
SMR RATING 1..100 | 50 | |
PRICE GROWTH RATING 1..100 | 40 | |
P/E GROWTH RATING 1..100 | 92 | |
SEASONALITY SCORE 1..100 | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
| ONON | VFC | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 76% | 1 day ago 77% |
| Stochastic ODDS (%) | 1 day ago 87% | 1 day ago 80% |
| Momentum ODDS (%) | 1 day ago 86% | 1 day ago 73% |
| MACD ODDS (%) | N/A | N/A |
| TrendWeek ODDS (%) | 1 day ago 81% | 1 day ago 74% |
| TrendMonth ODDS (%) | 1 day ago 72% | 1 day ago 74% |
| Advances ODDS (%) | 3 days ago 73% | 3 days ago 69% |
| Declines ODDS (%) | 1 day ago 79% | 18 days ago 79% |
| BollingerBands ODDS (%) | 1 day ago 84% | 1 day ago 73% |
| Aroon ODDS (%) | 1 day ago 59% | 1 day ago 79% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ONON’s FA Score shows that 0 FA rating(s) are green while VFC’s FA Score has 0 green FA rating(s).
- ONON’s FA Score: 0 green, 5 red.
- VFC’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ONON’s TA Score shows that 5 TA indicator(s) are bullish while VFC’s TA Score has 5 bullish TA indicator(s).
- ONON’s TA Score: 5 bullish, 4 bearish.
- VFC’s TA Score: 5 bullish, 4 bearish.
Price Growth
ONON (@Wholesale Distributors) experienced а -3.61% price change this week, while VFC (@Apparel/Footwear) price change was +4.07% for the same time period.
The average weekly price growth across all stocks in the @Wholesale Distributors industry was -3.97%. For the same industry, the average monthly price growth was +3.37%, and the average quarterly price growth was +5.03%.
The average weekly price growth across all stocks in the @Apparel/Footwear industry was +0.83%. For the same industry, the average monthly price growth was -0.89%, and the average quarterly price growth was -3.66%.
Reported Earning Dates
ONON is expected to report earnings on Nov 11, 2026.
VFC is expected to report earnings on Oct 28, 2026.
Industries' Descriptions
@Wholesale Distributors (-3.97% weekly)Companies in this industry handle the wholesale shipments for the manufacturer of a product. They have warehouses and distribution centers, and they ship products directly to the retailer. Digitization, increasing competition, emerging customer demand, and product innovation are some of shifts that the industry has been facing in recent times – something that is potentially creating needs/opportunities for business model revisions or transformations. Data, analytics, and technology are becoming increasingly important for whole distributors in anticipating and analyzing consumer needs, and therefore planning their business strategies accordingly. Fastenal Company, W.W. Grainger, Inc., Genuine Parts Company and Pool Corporation are some of the largest names in the business.
@Apparel/Footwear (+0.83% weekly)Apparel/footwear might be slightly more ‘cyclical’ in the largely non-cyclical category of non-durables. While digital giants like Amazon have been rapidly expanding their presence, traditional clothing/footwear retailers have also been bulking up their online presence in recent years, to milk the burgeoning trend of online shopping among consumers across the globe. The apparel and footwear retail market was valued at around $ 360 billion in 2018, and this figure was expected to reach about $386 billion by 2020 (according to a Statista report). NIKE, Inc, V.F. Corporation and Under Armour, Inc. are some of the companies with the largest U.S. stock market caps in this segment.
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ONON and
Correlation & Price change
A.I.dvisor indicates that over the last year, ONON has been loosely correlated with RL. These tickers have moved in lockstep 62% of the time. This A.I.-generated data suggests there is some statistical probability that if ONON jumps, then RL could also see price increases.
| Ticker / NAME | Correlation To ONON | 1D Price Change % | ||
|---|---|---|---|---|
| ONON | 100% | -0.64% | ||
| RL - ONON | 62% Loosely correlated | +0.34% | ||
| VFC - ONON | 53% Loosely correlated | +1.92% | ||
| DECK - ONON | 51% Loosely correlated | -0.25% | ||
| GIL - ONON | 49% Loosely correlated | +1.79% | ||
| UA - ONON | 48% Loosely correlated | +3.50% | ||
More | ||||
VFC and
Correlation & Price change
A.I.dvisor indicates that over the last year, VFC has been loosely correlated with SHOO. These tickers have moved in lockstep 63% of the time. This A.I.-generated data suggests there is some statistical probability that if VFC jumps, then SHOO could also see price increases.
| Ticker / NAME | Correlation To VFC | 1D Price Change % | ||
|---|---|---|---|---|
| VFC | 100% | +1.92% | ||
| SHOO - VFC | 63% Loosely correlated | -0.59% | ||
| WWW - VFC | 57% Loosely correlated | +2.83% | ||
| NKE - VFC | 57% Loosely correlated | +2.10% | ||
| DECK - VFC | 56% Loosely correlated | -0.25% | ||
| LEVI - VFC | 55% Loosely correlated | +2.05% | ||
More | ||||
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