When inflation trends, central bank moves and bond yields are pulling markets in different directions, founder led companies offer a simple idea to focus on: leaders with their own legacy on the line. This Founder-Led Companies screener filters for businesses where the original builder still has meaningful influence, so incentives are closely tied to long term outcomes rather than short term bonuses. In this article, you will see 3 stocks from the screener, chosen to show how this founder focus can help you cut through the noise and build a more intentional portfolio.

On Holding (ONON)

Overview: On Holding is a Zurich based sportswear company that designs and sells performance focused athletic footwear, apparel and accessories under the On brand, targeting runners and active consumers across running, outdoor, training, tennis and everyday wear through both wholesale partners and its own stores and e commerce channels worldwide.

Operations: On Holding generates around CHF 3.1b in revenue, virtually all from athletic footwear, with reported Asia Pacific revenue of CHF 564.5m and a large segment adjustment of CHF 2.6b.

Market Cap: US$12.2b

On Holding gives you exposure to a premium sports brand that is leaning heavily into direct to consumer and e commerce, which can support higher margins and better control over customer relationships, while still selling through major retail partners. Earnings growth has been strong and forecasts point to further revenue and margin expansion, although the stock already trades on a high P/E relative to peers, so expectations are elevated. The business is pushing into new sports like football and broadening its appeal beyond runners, but this comes with heavy marketing spend and reliance on premium pricing and brand collaborations. For investors who want the full picture of this founder led growth story, the detailed risk and reward breakdown matters.

On Holding’s premium growth story is tied to direct to consumer sales and a rich P/E, but the real question is whether current expectations fit the full picture in the analyst forecasts for On Holding, including how earnings and margins are projected to evolve as it expands beyond core running.

SharonAI Holdings (SHAZ)

Overview: SharonAI Holdings runs high performance computing infrastructure for AI, offering a cloud platform that bundles GPUs, storage, networking and automation for labs, large tech customers, researchers and regulated industries, with a focus on data center deployments in Australia and the wider Asia Pacific region.

Operations: SharonAI currently generates about US$1.5m in revenue from High Performance Compute Services in the United States.

Market Cap: US$1.6b

SharonAI Holdings sits at the intersection of AI infrastructure and cloud, with a small revenue base today but contracts and collaborations that point to much larger workloads being directed to its platform. A six year deal with NVIDIA, plans for up to 40,000 Grace Blackwell GPUs in Australia and a roughly US$950m cloud infrastructure agreement with a global tech company all show how management is trying to scale quickly. However, this comes with heavy losses, high financial leverage and very volatile trading. For founder led investors, the debate centers on whether the growth outlook, analyst optimism and newly anchored shareholders are enough to compensate for unprofitability and execution risk as these projects move from announcement to actual cash flow.

SharonAI Holdings is racing to scale AI infrastructure on a tiny revenue base, and the real story sits in whether growth hopes justify the volatility. Get the context behind its contracts, leverage and execution risks in the analyst forecasts for SharonAI Holdings

Circle Internet Group (CRCL)

Overview: Circle Internet Group runs the USDC and EURC stablecoins and related blockchain infrastructure, giving businesses and developers a way to move digital dollars on public blockchains while keeping each token backed by cash and short term U.S. Treasuries. Its platform combines the Arc blockchain, stablecoins, payments tools and custody services so enterprises can handle global payments, treasury and tokenized assets without having to build crypto plumbing themselves.

Operations: Circle Internet Group generates about US$2.9b in revenue from data processing services, all currently reported from the United States.

Market Cap: US$16.1b

Circle Internet Group offers a pure play on stablecoins as financial infrastructure, with USDC and EURC sitting at the intersection of payments, tokenization and onchain treasury. Revenue of US$694.1m and net income of US$55.3m in Q1 2026 indicate a sizable, profitable business. New products like cirBTC and the Circle Payments Network aim to deepen its role with institutions. However, growth carries risks, including competition from initiatives such as Open USD that seek to pass more yield back to holders, along with regulatory and legal scrutiny around how stablecoins fit into the banking system. For investors, the appeal lies in a business tied to real-world transaction flows rather than pure crypto speculation, but the trade off between yield dependence, regulation and competitive pressure warrants closer inspection.

Circle Internet Group’s USDC engine and Q1 2026 profitability hint at a business model many investors may still be underestimating. See how payments scale, yield exposure and regulation all fit together in the analysis report for Circle Internet Group

The 3 stocks in this article are just a starting point, and the full Founder-Led Companies screener surfaces 347 more businesses where founders are still in the driver’s seat and the story behind the numbers is just as compelling, all captured in the Founder-Led Companies screener. Use Simply Wall St to identify and analyze the specific catalysts and founder narratives that matter to you, so you can filter for the highest conviction ideas instead of sifting through everything at once.

Take Control of Your Investment Journey

If SharonAI Holdings or any of these companies have caught your attention, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value and track any new developments as they happen. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.