On Holding AG vs Wolverine World Wide Inc

On Holding AG (ONON) is slightly undervalued and Wolverine World Wide Inc (WWW) is slightly undervalued.

Against our estimates of intrinsic value, WWW trades at the wider discount: a margin of safety of +18%, against +14% for ONON.

Values as of the 22 Sept 2026 close.

On Holding AG (ONON)

Discounting its cash flows at 13.2% (average of 3 methods) values the shares at $34.31; the price of $29.39 is 14% below that value, and 65% of that value comes from beyond year five.

Leak Score 81/100 on 3 of 12 signals

Wolverine World Wide Inc (WWW)

Discounting its cash flows at 12.5% (average of 3 methods) values the shares at $24.27; the price of $19.87 is 18% below that value, and 65% of that value comes from beyond year five.

Leak Score 46/100 on 9 of 12 signals

MetricONONWWW
VerdictSlightly undervaluedSlightly undervalued
Price$29.39$19.87
Intrinsic value$34.31$24.27
Margin of safety+14%+18%
Leak Score81/100 (3/12)46/100 (9/12)
Market cap$9.7B$1.6B
Revenue growth, 5 years51.6%0.9%
Operating margin13.8%8.7%
Net margin12.3%5.4%
Return on equity24.2%26.6%
Debt to equity0.321.66
P/E19.7x15.4x
Forward P/E14.6x10.7x
P/B4.2x3.6x
Dividend yield2.0%

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