ONON vs. TOL: On Holding vs. Toll Brothers Stock Comparison

Company Profile

On Holding (ONON) and Toll Brothers (TOL) both fall under the Consumer Durables & Apparel industry group, but ONON is classified in Textiles, Apparel & Luxury Goods while TOL is classified in Household Durables.

Toll Brothers (TOL) has more than two decades of public-market history since July 8, 1986, whereas On Holding (ONON) listed on September 15, 2021 and has a much shorter record to draw on.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

On Holding (ONON) carries a highly aggressive beta of 2.03, indicating much higher sensitivity to broad-market moves, whereas Toll Brothers (TOL) is closer to market-like at 1.27 — a noticeable difference in market-sensitivity profile.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

On Holding (ONON) at 23.95% sits in the top ROE quartile, while Toll Brothers (TOL) at 14.39% is closer to the peer norm — stronger capital efficiency for ONON.

For every dollar of sales, both On Holding (ONON) at 12.30% and Toll Brothers (TOL) at 11.14% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

Toll Brothers (TOL) at 14.56% operates in the top operating margin quartile, ahead of On Holding (ONON) at 14.02%, which runs around its industry’s norm.

Profitability Metrics

Growth

On Holding (ONON) at 30.01% clears its industry range for revenue growth, far stronger top-line momentum than Toll Brothers (TOL) at 1.11%, which is closer to a typical peer reading.

Both On Holding (ONON) at -17.57% and Toll Brothers (TOL) at -10.13% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

Growth Metrics

Financial Strength

On Holding (ONON) at 2.83 keeps current ratio within its industry’s typical mid-range, while Toll Brothers (TOL) at 4.50 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.

Both On Holding (ONON) at 0.29 and Toll Brothers (TOL) at 0.34 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

Financial Strength Metrics

Dividends

On Holding (ONON) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Toll Brothers (TOL) reports a yield of 0.66%, ranking against industry peers normally.

On Holding (ONON) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Toll Brothers (TOL) reports a payout of 8.22%, ranking against industry peers normally.

Dividend Metrics

Valuation

Toll Brothers (TOL) at 12.29 sits in the cheaper P/E ratio quartile, while On Holding (ONON) at 24.91 is closer to its industry’s usual earnings multiple — a discount for TOL, though growth and earnings durability still matter.

Toll Brothers (TOL) at 1.31 prices around its industry’s typical P/S ratio, while On Holding (ONON) at 3.88 clears its benchmark range — ONON looks notably rich on sales.

Toll Brothers (TOL) at 1.65 is valued about in line with its industry on P/B ratio, while On Holding (ONON) at 5.38 carries an above-peer premium to book — ONON is pricier on assets.

Valuation Metrics