Masco vs On
건설업체와 리모델링업체를 대상으로 하는 다각화된 주택 개량 제품 제조업체 vs 프리미엄 러닝화로 잘 알려진 스위스 스포츠 신발 브랜드. 9월 2026에 내 포트폴리오에 더 잘 맞는 종목은 무엇일까요? 아래에서 쉽게 설명합니다.
Masco has built a diversified home improvement empire spanning cabinet brands, plumbing products, and coatings that ship through major retailers into millions of renovation projects annually, while On Running has disrupted the premium athletic footwear market with its CloudTec cushioning technology and loyal performance running community. Both companies operate in consumer product categories where brand strength directly influences pricing power and gross margins. The Masco vs On comparison contrasts a mature home products platform with a fast-growing athletic brand and reveals which growth trajectory the market is valuing more fairly.
Masco has built a diversified home improvement empire spanning cabinet brands, plumbing products, and coatings that ship through major retailers into millions of renovation projects annually, while On...
투자 분석
Masco
MAS
장점
- Masco holds a strong position in branded home improvement and building products with well-known brands such as Behr and Delta.
- The company has demonstrated solid profitability historically, with a stable gross margin averaging around 34.7% over five years.
- Masco returned $188 million to shareholders through dividends and share repurchases in Q3 2025, reflecting disciplined capital allocation.
고려 사항
- Q3 2025 earnings and revenue missed analyst estimates, with a 3% sales decline and a 10% drop in adjusted EPS from the prior year.
- The Decorative Architectural Products segment experienced notable weakness, with net sales falling 12% in Q3 2025.
- Masco’s full-year 2025 revenue is projected to have only modest growth, below sector averages, suggesting growth challenges ahead.
On
ONON
장점
- On Holding AG is a fast-growing premium sportswear brand benefiting from increased global demand for athletic and lifestyle footwear.
- The company has successfully expanded its direct-to-consumer and international retail presence, driving revenue growth.
- On Holding AG focuses on innovation with proprietary cushioning technology, setting it apart competitively in the running shoe market.
고려 사항
- On Holding AG operates in a highly competitive and cyclical athletic apparel market sensitive to consumer spending trends.
- The company faces margin pressures from elevated marketing costs and supply chain challenges that could impact profitability.
- Recent macroeconomic uncertainties and inflationary pressures pose risks to sustaining rapid growth and cost management.
Nemo에서 MAS 또는 ONON 매수하기
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신뢰할 수 있는 규제 기관 인가
2015년부터 Exinity Group의 일원으로, 전 세계 100만 명 이상의 고객에게 서비스를 제공합니다.
현금 예치금 6% 이자
투자하지 않은 현금에 연 6%(AER) 이자를 매일 지급합니다.
