Added to YB: 2025-10-27
Pitch date: 2025-09-07
AS [bullish]
Amer Sports, Inc.
+5.43%
current return
Author Info
No bio for this author
Company Info
Amer Sports, Inc. designs, manufactures, markets, distributes, and sells sports equipment, apparel, footwear, and accessories in Europe, the Middle East, Africa, the Americas, Mainland China, Hong Kong, Macau, Taiwan, and the Asia Pacific.
Market Cap
$20.6B
Pitch Price
$37.03
Price Target
60.00 (+56%)
Dividend
N/A
EV/EBITDA
21.42
P/E
66.56
EV/Sales
3.63
Sector
Textiles, Apparel and Luxury Goods
Category
growth
Amer Sports, Inc. - $AS
AS: Chinese-backed sportswear co driving growth via Arc'teryx/Salomon DTC stores in China. TTM $5.7B rev (+23% YOY), 12.6% EBITDA margin. Arc'teryx hit $2B rev (govt backing via Xi wearing brand), Salomon stores 124→254, Wilson DTC pivot next. 44x PE, est 13% IRR to $60 in 4yrs if 15-20% growth continues.
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