Under Armour, Inc. (NYSE:UA)

CAPS Rating: 4 out of 5

The Company's principal business activity is the design, development, marketing and distribution of technologically advanced, branded performance products for men, women and youth.

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Member Avatar WilliamCrook2003 (71.12) Submitted: 4/23/2015 6:46:04 PM : Outperform Start Price: $83.56 UA Score: -1.19

Undervalued and improving as a business.

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Member Avatar anindakumars (44.50) Submitted: 4/23/2015 9:56:41 AM : Outperform Start Price: $84.47 UA Score: -2.76

Key investment thesis:
a. Market opportunity - This company is just getting started. While it has great penetration and recognition within continental US, there are many geographies where it should and would grow! Today it's market cap is $18B; 2014 rev is $3.1B, which makes P/S at 5.8. Let's talk of Nike (NKE)- For context, NKE has a market cap of $86B and Rev of $27.8B (P/S of 3.1 which is lower, but then Nike growth rate should be slower than UA). Also Price to FCF ratio for UA is 39.5 vs 40.9 for NKE. The hope here is UA will someday grow to a NKE. And who doesn't need shoes and apparel!

b. Leadership - Kevin Plank, need I say more? At age 42, this founder CEO still has enormous room for growth along with UA. He is truly key to my investment thesis.

c. Innovation - Well this is their punchline "EVERYTHING HERE IS BUILT TO MAKE YOU BETTER." From the foundation to today, the company has really stuck to this mission with terrific zeal. But the company is not only innovating with it's athletic wear, it's also doing so to make UA more ubiquitous by acquiring platforms like myfitnesspal. On this count they are a step ahead of their peers.

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Member Avatar bartlettmi (78.15) Submitted: 4/22/2015 3:42:38 PM : Outperform Start Price: $82.41 UA Score: -0.31

What a great opportunity!

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Member Avatar youngblood58 (30.45) Submitted: 4/22/2015 12:21:59 PM : Outperform Start Price: $82.13 UA Score: -0.18

Now that this stock is pulling back, it could be a good time to buy. UA is really expanding its brand and will give Nike and other apparel companies fits in the year(s) to come.

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Member Avatar TMFCheesehead (78.46) Submitted: 4/22/2015 10:20:41 AM : Outperform Start Price: $81.66 UA Score: 0

Founder led-Check. Ambitious goals with a real opportunity to accomplish them--check. Excellent glassdoor reviews-check.

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Member Avatar JBear (< 20) Submitted: 4/17/2015 3:01:09 PM : Outperform Start Price: $84.79 UA Score: -4.68

Any company owned by a driven CEO, as we see here, is going to be a long time winner.

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Member Avatar TMFConan (98.18) Submitted: 4/15/2015 5:41:04 PM : Outperform Start Price: $84.50 UA Score: -3.07

I think we may be in the early innings here as UA more and more becomes the default in athletic apparel worldwide.

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Member Avatar TimWEdits (52.65) Submitted: 4/2/2015 4:25:49 PM : Outperform Start Price: $80.34 UA Score: -0.29

A continuin eye on innovation and solid leadership with ambitious sites set on beating Nike. Whether they do or not doesn't even matter. They don't have to actually overtake them for that goal to pay off.

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Member Avatar jdkosmicki (< 20) Submitted: 3/30/2015 9:45:50 PM : Underperform Start Price: $80.93 UA Score: +0.05

great business great growth prospects. a valuation that is insanely high and should never be touched

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Member Avatar FoolMJ42 (32.61) Submitted: 3/30/2015 3:53:43 PM : Outperform Start Price: $79.94 UA Score: +1.64

This industry titan, is aggressively going after the young fitness set. They maintain high margins and are expanding their product line int ot more and more sport equipment categories.

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Member Avatar andrewtraylor (60.86) Submitted: 3/28/2015 5:14:21 PM : Outperform Start Price: $80.40 UA Score: +0.43

Kevin Plank is a terrific CEO & this company will significantly outgrow its peers.

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Member Avatar TagMD (< 20) Submitted: 3/26/2015 10:24:50 PM : Outperform Start Price: $79.60 UA Score: +0.54

Great products! Ambitious and capable management. Promising opportunities in digital fitness/health applications.

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Member Avatar CantonTownship (54.52) Submitted: 3/8/2015 7:27:59 PM : Outperform Start Price: $74.84 UA Score: +8.43

Just add YY and watch out for spinning hackers on your Apple products for a Hell of a GOOG time.

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Member Avatar commando18 (24.20) Submitted: 2/22/2015 5:37:32 PM : Outperform Start Price: $75.80 UA Score: +8.58

Good statements, and also great products.

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Member Avatar RINDER (31.55) Submitted: 2/8/2015 4:33:14 PM : Outperform Start Price: $73.92 UA Score: +8.33


Doing things right

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Member Avatar Kidkerner (58.43) Submitted: 2/4/2015 4:30:25 PM : Outperform Start Price: $74.07 UA Score: +8.15

Directly competing with Nike, and winning!

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Member Avatar champagnepowder (75.72) Submitted: 2/2/2015 1:37:15 PM : Outperform Start Price: $71.06 UA Score: +9.80

Love the penetration the brand is seeing. You couldn't name any big athletes wearing this stuff 5 years ago. They are just getting started in my opinion and I like the product personally. I think this is a great long term hold.

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Member Avatar hlygrail (68.83) Submitted: 1/5/2015 12:54:11 PM : Outperform Start Price: $65.20 UA Score: +21.78

Every good battle requires two equally-equipped competitors. UA and NIKE will go at it for the next few years, and both are likely to benefit.

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Member Avatar PackinPhish (< 20) Submitted: 1/2/2015 10:36:59 PM : Outperform Start Price: $65.88 UA Score: +21.66

A burning desire to bring products that have real, tangible benefit and use to a huge and growing retail segment coupled along with a CEO who is driven to bring a better product to market time and time again....

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Member Avatar jayco450 (< 20) Submitted: 1/2/2015 4:24:50 PM : Outperform Start Price: $65.88 UA Score: +21.66

solid maket postion and growing in younger group

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