The Motley Fool 对 $ONON 的判断变化

2026-10-08看涨
《4 Incredibly Cheap Stocks to Buy in October》
ONON凭借高利润率(目标65%)和增长(接近20%)拥有持久的竞争优势,并得到向橄榄球、高尔夫等新运动品类扩张的支撑。

On拥有市场份额,而从长远来看,对On最重要的是,它拥有一个利润率非常高的份额。这是一款人们愿意为之付费、并且愿意额外付费的产品;他们在长期预测中设定了65%的利润率。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%。

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.

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.