Masco vs On
Masco and On are the subjects of this page that compares business models, financial performance, and market context. It presents neutral, accessible information to help readers understand both companies without interpretation. Educational content, not financial advice.
Masco and On are the subjects of this page that compares business models, financial performance, and market context. It presents neutral, accessible information to help readers understand both compani...
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Explore BasketWhich Baskets Do They Appear In?
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Explore BasketInvestment Analysis
Masco
MAS
Pros
- 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.
Considerations
- 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
Pros
- 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.
Considerations
- 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.
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