On Holding: A Strong Business, But A Mispriced Stock
On Holding is considered a strong business with record revenue, margins, and growth in direct-to-consumer and Asia-Pacific markets, despite recent stock price declines linked to foreign exchange losses and leadership transition. The company is viewed as attractively valued at 13x EV/forward EBITDA and 3x forward sales, with potential upside from new co-CEOs and product innovations like LightSpray. Analysts believe these fundamentals and upcoming catalysts support a fair value in the high $40s for the stock.
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