Professional
Added to YB: 2025-09-10
Pitch date: 2025-09-07
UAA [neutral]
Under Armour, Inc.
-15.43%
current return
Author Info
M Squared Capital is a former sell-side analyst in the Retail/Consumer industry sharing analysis on retail/consumer stocks. Sign up for the newsletter.
Company Info
Under Armour, Inc., together with its subsidiaries, engages developing, marketing, and distributing performance apparel, footwear, and accessories for men, women, and youth.
Market Cap
$1.8B
Pitch Price
$5.12
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.98
P/E
-20.40
EV/Sales
0.65
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
Why Is BOD Only Now Protecting This House? - Under Armour, Inc.
UAA (update): BOD showing confidence with insider purchases incl. Chairman El-Erian's first ever buy. Marketing shift to influencer-led (Gunna from Adidas), new Velociti Elite 3 running shoe won Boston Marathon. Guidance appears kitchen-sinked using tariff excuse. Est. FY26 EPS range $0.05-$0.25 vs worst-case guidance. Potential M&A target like peers.