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ONONOn Holding AG
$30.16$10.1B
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  4. Financial Ratios

On Holding AG (ONON) Financial Ratios

Latest Ratios: P/E Ratio 42.9x · EV/EBITDA 16.3x · ROE 12.9%. (2019–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

ONON Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019
Market Cap$10.1B$15.5B$18.6B$8.7B$5.5B$11.8B——
Enterprise Value$9.5B$15.1B$18.0B$8.5B$5.3B$11.3B——
P/E Ratio →42.9380.1477.14107.8895.33———
P/S Ratio2.885.398.014.864.4916.25——
P/B Ratio5.099.5013.348.115.6613.88——
P/FCF32.7861.2941.6547.15————
P/OCF25.7148.0736.3537.56—696.70——

P/E links to full P/E history page with 30-year chart

ONON EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019
EV / Revenue—5.247.764.724.3215.60——
EV / EBITDA16.3131.2956.8840.8940.13———
EV / EBIT21.8267.2460.8847.0164.20———
EV / FCF—59.5640.3645.71————

ONON Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019
Gross Margin62.8%62.8%60.6%59.6%56.0%59.4%54.3%53.6%
Operating Margin12.5%12.5%9.1%10.1%7.0%-19.5%-4.0%2.1%
Net Profit Margin6.8%6.8%10.5%4.4%4.7%-23.5%-6.5%-0.6%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019
ROE12.9%12.9%19.6%7.8%6.3%-31.1%-17.8%-2.3%
ROA7.5%7.5%12.2%5.4%4.4%-21.0%-10.5%-1.0%
ROIC26.9%26.9%19.5%17.2%11.2%-38.2%-10.2%5.9%
ROCE18.8%18.8%14.1%14.8%7.8%-21.3%-9.1%7.3%

ONON Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019
Debt / Equity0.360.360.250.210.170.210.100.31
Debt / EBITDA1.211.211.101.111.22——1.83
Net Debt / Equity—-0.27-0.41-0.25-0.22-0.56-0.270.13
Net Debt / EBITDA-0.91-0.91-1.82-1.28-1.60——0.75
Debt / FCF—-1.74-1.29-1.44————
Interest Coverage7.937.9312.4116.7213.27-44.40-28.285.19

Net cash position: cash ($1.0B) exceeds total debt ($582M)

ONON Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019
Current Ratio2.712.712.663.774.334.713.271.84
Quick Ratio2.132.132.032.602.704.052.081.16
Cash Ratio1.411.411.471.681.643.301.160.27
Asset Turnover—1.010.981.120.880.591.111.86
Inventory Turnover2.552.552.182.031.362.191.892.78
Days Sales Outstanding—38.7738.7541.7152.1550.0244.3156.60

ONON Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019
Dividend Yield————————
Payout Ratio————————

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019
Earnings Yield2.3%1.2%1.3%0.9%1.0%———
FCF Yield3.1%1.6%2.4%2.1%————
Buyback Yield0.0%0.0%0.0%0.0%0.0%0.0%——
Total Shareholder Yield0.0%0.0%0.0%0.0%0.0%0.0%——
Shares Outstanding—$334M$339M$323M$320M$311M$306M$306M

Key Metrics

Growth RegimeAccelerating
ProfitabilityStrong
Balance SheetHealthy
Cash FlowStable
Top Statement Risk

Inventory build-up and guidance omission

Gross Margin Expansion Signals Pricing Power

According to recent financial statements, ONON's gross margin reached 65.4% in 2026Q2, up from 61.5% a year earlier, indicating sustained pricing power and a favorable DTC mix shift.

The 390 basis point year-over-year gross margin expansion to 65.4% in 2026Q2, as reported in the latest quarterly data, suggests the brand's premium positioning remains intact despite rising input costs. Operating margin improved to 14.0% from 12.4% over the same period, reflecting operating leverage as SG&A grew slower than revenue. This margin profile, which is exceptional for the footwear industry, appears driven by a high mix of full-price DTC sales and disciplined wholesale distribution, though investors should monitor whether apparel expansion dilutes these levels.

ROIC Volatility Masks Improving Trend

Based on reported figures, ONON's ROIC oscillated between 3.4% and 8.8% over the past ten quarters, with 2026Q2 at 6.8%, suggesting a compounding trajectory despite quarterly noise.

The ten-quarter ROIC series shows a clear upward drift from 3.4% in 2024Q1 to 6.8% in 2026Q2, though quarterly volatility is high, including a dip to 4.0% in 2024Q2. This improvement appears driven by margin expansion rather than asset efficiency, as asset turnover has remained relatively flat around 0.27-0.31. The company's return on capital remains below peers like Deckers (101.4% ROIC) and Lululemon (37.4%), reflecting ONON's earlier stage of scaling and heavier investment in owned retail infrastructure, which may compress returns in the near term before yielding benefits.

Working Capital Drag Intensifies

As reported in financial statements, ONON's cash conversion cycle lengthened to 120 days in 2026Q2 from 115 days a year earlier, driven by rising inventory days on hand at 136.

The cash conversion cycle has deteriorated from 113 days in 2026Q1 to 120 days in 2026Q2, with inventory days on hand climbing to 136 from 122, per the latest quarterly data. This inventory build-up, which outpaces sales growth, may indicate either strategic stockpiling ahead of anticipated demand or a slowdown in sell-through that could pressure the 60%+ gross margin if markdowns become necessary. Days sales outstanding improved to 41 from 46 a year ago, suggesting healthy receivables collection, while days payable outstanding rose to 57, indicating some supplier leverage, but the overall working capital trend warrants close monitoring.

Low Leverage Masks Rising Debt Burden

According to recent SEC filings, ONON's debt-to-equity rose to 0.29 in 2026Q2 from 0.23 in 2024Q1, while interest coverage remains comfortable at 14.36x, indicating manageable but increasing leverage.

Total debt reached $562.5M as of 2026Q2, with debt-to-EBITDA at 4.27x, up from 2.82x in 2024Q3, per reported balance sheet data. Despite the rising leverage, interest coverage of 14.36x in 2026Q2 remains robust, suggesting debt service is not yet a constraint. The increase in debt appears tied to the expansion of owned retail stores and infrastructure, which raises fixed costs and makes the balance sheet more sensitive to same-store sales fluctuations. Investors should monitor whether this leverage trend continues and whether it remains within the company's conservative capital allocation framework.

Ample Liquidity Buffers Seasonal Swings

Based on reported figures, ONON's current ratio stands at 2.83 in 2026Q2 with cash reserves of $1.02B, providing a substantial buffer against operational shocks and seasonal working capital swings.

The current ratio has remained consistently above 2.5 over the past ten quarters, with the quick ratio at 2.25 in 2026Q2, indicating that inventory is not a critical component of short-term liquidity. Cash and equivalents of $1.02B, as reported in the balance sheet, represent roughly 32% of total assets, offering significant flexibility for opportunistic investments or unforeseen downturns. This liquidity position appears robust even under stress scenarios, though the increasing inventory levels could tie up cash if demand softens, potentially reducing the effective buffer.

Misapplied P/E Obscures Growth Trajectory

The trailing P/E of 42.96 appears expensive, but as reported in financial statements, forward P/E of 22.36 and EV/EBITDA of 16.33 suggest the market is pricing in sustained double-digit growth, not current earnings.

The most commonly misapplied ratio for ONON is the trailing P/E, which at 42.96 seems stretched relative to peers like Nike (19.55) and Deckers (13.04). However, this metric fails to capture the company's rapid earnings growth trajectory, as evidenced by the forward P/E of 22.36 and forward EV/EBITDA of 7.63, which are more aligned with growth expectations. Investors should instead focus on EV/Sales (2.89) and forward multiples, which better reflect the company's premium brand positioning and margin expansion potential, while also considering the high volatility in quarterly net income that distorts trailing earnings.

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Includes 30+ ratios · 7 years · Updated daily

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ONON — Frequently Asked Questions

Quick answers to the most common questions about buying ONON stock.

What is On Holding AG's P/E ratio?

On Holding AG's current P/E ratio is 42.9x. The historical average is 90.1x.

What is On Holding AG's EV/EBITDA?

On Holding AG's current EV/EBITDA is 16.3x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 42.3x.

What is On Holding AG's ROE?

On Holding AG's return on equity (ROE) is 12.9%. The historical average is -0.6%.

Is ONON stock overvalued?

Based on historical data, On Holding AG is trading at a P/E of 42.9x. Compare with industry peers and growth rates for a complete picture.

What are On Holding AG's profit margins?

On Holding AG has 62.8% gross margin and 12.5% operating margin. Operating margin between 10-20% is typical for established companies.

How much debt does On Holding AG have?

On Holding AG's Debt/EBITDA ratio is 1.2x, indicating moderate leverage. A ratio below 2x is generally considered financially healthy.