The Motley Fool 对 $ON 的判断变化

2026-10-08看涨
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ON凭借高毛利率、约20%的营收增长以及相对同业的低估值而具备吸引力,已加入关注名单。

On 拥有市场份额,而从长远来看,对 On 最重要的一点是,它拥有的份额伴随着非常高的利润率。这是一款人们愿意为之付费、并且愿意支付溢价的产品;他们在长期预测中设定了 65% 的利润率。

On has market share, and the most important thing for On in the long run is that it has a share with a very high profit margin. This is a product that people will pay for and will pay extra; They set a profit margin of 65% in their long-term forecasts.

这一预测延伸到 2029 年。他们表示收入将增长近 20%,并实现 65% 的毛利率。这比他们的竞争对手高出 15%、20% 甚至 30%。

This extends to 2029. They said they would grow revenues by nearly 20% and achieve a gross profit margin of 65%. This is 15, 20 or even 30% higher than their competitors.