Added to YB: 2026-01-29
Pitch date: 2026-01-27
UAA [neutral]
Under Armour, Inc.
+21.8%
current return
Author Info
Waterboy Stocks is a value investor sharing stock pitches on their blog. 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
$3.0B
Pitch Price
$6.33
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.04
P/E
-5.90
EV/Sales
0.85
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
Two apparel stocks that I’m adding to my watchlist: GIII and PVH; Comment on $UAA - Under Armour, Inc.
UAA (pass): Sports apparel maker down 64% over 5yrs amid 3 consecutive years of sales declines. Cutting 25% of SKUs, raising prices for Fall-Winter 2025 turnaround. Prem Watsa doubled position buying 10.3M shares at $4.52-$5.77. Basketball biz only $100-120M vs Nike's Jordan at $5B. Turnarounds seldom turn.
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