Hoium sees On Holding CEO shuffle as buying opportunity not red flag
Co-founders returning as co-CEOs after 13-year executive Martin Hoffman steps down; company growing ~30% with 63% gross margins and forward P/E of 24.5, trading at only 2.8x EV/sa…
Nike no longer a growth company, On Holding deserves premium
Nike trading at ~2x sales but no longer a growth company, while On Holding grows ~30% with 63% gross margins and 12.5% operating margins at only 2.8x EV/sales.