Toll Brothers vs On
This page compares Toll Brothers Inc. and On Holding AG, examining business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.
This page compares Toll Brothers Inc. and On Holding AG, examining business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.
Which Baskets Do They Appear In?
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Explore BasketPositioning For A Softer Labor Market
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Explore BasketThe Umansky Effect: Riding the Luxury Housing Wave
This curated collection focuses on companies set to benefit from the continued strength in luxury real estate. Based on insights from The Agency CEO Mauricio Umansky, these stocks span premium homebuilders, high-end material suppliers, and luxury furnishing brands positioned to thrive in a resilient high-end housing market.
Published: July 1, 2025
Explore BasketWhich Baskets Do They Appear In?
Fed Pivot Stocks: What's Next for Rate-Sensitive Plays
With core inflation aligning with Federal Reserve expectations, the central bank may be positioned to consider interest rate cuts. This theme focuses on companies in sectors that are sensitive to monetary policy and could benefit from lower borrowing costs.
Published: August 30, 2025
Explore BasketPositioning For A Softer Labor Market
The recent U.S. jobs report showed significantly slower growth than anticipated, signaling a potential cooling of the economy. This could prompt the Federal Reserve to lower interest rates, creating a favorable environment for interest-rate-sensitive industries and companies offering efficiency solutions.
Published: August 2, 2025
Explore BasketThe Umansky Effect: Riding the Luxury Housing Wave
This curated collection focuses on companies set to benefit from the continued strength in luxury real estate. Based on insights from The Agency CEO Mauricio Umansky, these stocks span premium homebuilders, high-end material suppliers, and luxury furnishing brands positioned to thrive in a resilient high-end housing market.
Published: July 1, 2025
Explore BasketOnce-In-A-Decade
This collection features companies that profit from life's biggest purchases - the ones you make only a few times. Carefully selected by our analysts, these businesses excel at maximizing value from milestone transactions like homes, vehicles, and luxury goods.
Published: June 17, 2025
Explore BasketInvestment Analysis
Pros
- Toll Brothers holds a strong position in the luxury homebuilding market, supported by a premium land portfolio and targeting affluent customers.
- The company has demonstrated solid financial health with high profitability, including a return on equity near 17% and strong profit margins above 12%.
- Analysts collectively rate Toll Brothers as a buy, with a consensus price target suggesting notable upside potential around 13% within the next year.
Considerations
- Toll Brothers' stock sentiment remains bearish with a medium level of price volatility and a Fear & Greed Index indicating market caution.
- The company’s reliance on speculative sales introduces risks to revenue stability and future profitability amid shifting economic conditions.
- Despite price targets around $150, analyst opinions vary widely, reflecting uncertainties about growth prospects and exposure to cyclical housing market fluctuations.
On
ONON
Pros
- On Holding AG is recognised for innovative performance footwear with growing global brand presence and increasing market share in the athletic sector.
- The company benefits from expanding direct-to-consumer sales channels, enhancing margins and customer engagement.
- On Holding has potential growth from entering new geographic markets and broadening its product range in sportswear.
Considerations
- On Holding faces strong competition from established global brands, leading to pressure on pricing and market share retention.
- High dependency on consumer discretionary spending leaves On vulnerable to economic downturns affecting demand for premium athletic products.
- The company’s rapid expansion plans carry execution risks including supply chain challenges and maintaining brand differentiation.
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