Added to YB: 2026-09-25
Pitch date: 2026-09-22
AS [bullish]
Amer Sports, Inc.
-2.33%
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
$16.1B
Pitch Price
$27.41
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.70
P/E
28.84
EV/Sales
2.22
Sector
Textiles, Apparel and Luxury Goods
Category
growth
Sporting goods research notes: Amer Sports, Inc.
AS (monitor): Amer Sports’ premium-brand portfolio is delivering broad-based momentum, led by Arc’teryx, Salomon and Wilson: Q2 2026 revenue rose 32%, prompting guidance for ~24% FY2026 growth and $1.27-$1.30 EPS. At ~$27, the shares trade near 21x guidance-midpoint earnings, a reasonable multiple if growth persists. The key risks are normalization and overexpansion, particularly whether wider Arc’teryx availability erodes scarcity and whether ~$400M of capex earns attractive returns.
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