ON
On Holding AG
Every pitch and position made on this ticker, across every competition and newsletter issue in the archive.
- Times pitched
- 2
- Long / short
- 2 / 0
- Avg. return
- —
- Verdicts
- Inconclusive 2
pitch
Fall 2024
Rudi van Niekerk, Desert Lion Capital
long
inconclusive
Newsletter
On is currently undervalued at 15-16x EBITDA, while its growth rate is significantly higher than that of competitors like Nike. With expected valuation at 30-35x EBITDA due to its strong growth and fo
position
Fall 2024
DB
long
inconclusive
Newsletter
On Holding operates in a large market with significant growth potential, especially as it focuses on enhancing athletic performance and expanding into new activities. With Nike's growth stagnating, On