Added to YB: 2026-02-05
Pitch date: 2026-02-02
UA [neutral]
Under Armour, Inc.
+10.55%
current return
Author Info
No bio for this author
Company Info
Under Armour, Inc., together with its subsidiaries, engages designs, developing, marketing, and distributing performance apparel, footwear, and accessories for men, women, and youth.
Market Cap
$2.8B
Pitch Price
$6.16
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.98
P/E
-5.71
EV/Sales
0.89
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
Fairfax Loves Under Armour. I’m Not So Sure. $UA
UA (overview): Fairfax bought $220M on open market as founder/CEO Plank returns with pay tied to $13+ stock price. Consumer retail faces rising competition from online-first brands, lower barriers to entry. Peak EBITDA was $600M; at 10-12x multiple = $6B EV vs $3B today. Risks: 'turnarounds seldom turn', Curry separation, middle market position. Possible take-private upside.
Read full article (8 min)