Under Armour, Inc. (NYSE:UAA)

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.

UAA News and Commentary

Caps

How do you think UAA will perform against the market?

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All Players

3,842 Outperform
256 Underperform
 

All-Star Players

1,089 Outperform
31 Underperform
 

Wall Street

22 Outperform
4 Underperform
 

Top UAA Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

stevensaint (64.58)
Submitted May 10, 2017

Rule Breakers recommendation. Dropped 30% the next day, but hey, I'm a Fool.

JohnCLeven (27.55)
Submitted December 01, 2014

Priced to perfection, and perfection rarely happens.Even with extremely rosy assumptions (>20% annualized growth over the next 10 years), I highly doubt UA is worth more than $60.More realistically, I think UA might be worth somewhere in the… More

UAA VS S&P 500 (SPY)

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Recent Community Commentary

Read the most recent pitches from players about UAA.

Recs

0
Member Avatar rhallbick (96.82) Submitted: 2/19/2018 3:39:20 PM : Underperform Start Price: $13.71 UAA Score: -57.67

Sales still growing and profitability margins still contracting. Operating income/revenue ratio is 1/2 of what it was a few years ago. Even with the stock price falling 20% over the last 12 months, most all of their standard metrics still look extremely high compared to how the business has been performing: i.e. p/e > 53 (Shiller p/e > 57), p/b > 3.6, peg ratio (5 yr expected) 3.5, etc. Only price/sales is lower than sector average. Competitor Nike has similar high p/b and peg ratios, but they have a profit margin of 11.1%, compared to Under Armour's 2.9%. Less than four weeks after my CAPS pick, there was a 17% pop in the stock price when a UAA earnings release showed continuing sales growth (a little better than expected) and continuing margin contraction (but management says to expect some margin improvement going forward in 2018). Insiders and top investment managers have been significantly reducing their holdings. My thesis is this fast-growing retail line has been losing its momentum, has been cutting prices to maintain market share, and its stock price needs to continue to adjust to the current reality. While Under Armour does continue to build its brand into new categories and demographics, and may well be able to eventually reverse the downward trend of its profitability, that is not what is happening yet.

Recs

0
Member Avatar CoolAsMilesDavis (77.45) Submitted: 1/11/2018 11:16:46 AM : Outperform Start Price: $15.41 UAA Score: +38.60

$6.6B Market Cap values Under Armour at $4B less than Lulu and only 1/16th the value of Nike after two years of rough business decisions. If UA gets back to its brand name roots supporting the most driven/intense athletes I think this stock is an 8x-10x bagger over the next 10 years.

Recs

0
Member Avatar MAVERIK1 (56.34) Submitted: 12/1/2017 7:51:33 PM : Outperform Start Price: $13.33 UAA Score: +57.10

Too beaten down. Undervalued.

Leaderboard

Find the members with the highest scoring picks in UAA.

Score Leader

JeramyUtara

JeramyUtara (93.21) Score: +1,233.63

The Score Leader is the player with the highest score across all their picks in UAA.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. paldredge6 96.75 3/6/2009 11/29/2010 Outperform 5Y $1.52 +1,318.26% +319.76% +998.50 1 Comment
stevefisher99 60.64 3/6/2009 Outperform 1Y $1.54 +1,302.15% +312.99% +989.16 0 Comment
vaugh010 62.51 3/6/2009 Outperform 5Y $1.54 +1,304.34% +316.80% +987.54 0 Comment
feew3339 77.35 3/6/2009 Outperform NS $1.54 +1,302.15% +318.40% +983.76 0 Comment
superman0710 80.04 3/9/2009 Outperform 5Y $1.55 +1,298.71% +316.83% +981.88 1 Comment
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. drey72 61.47 3/9/2009 Outperform 3Y $1.56 +1,288.64% +318.73% +969.91 1 Comment
bobbyvee 90.39 3/9/2009 Outperform 1Y $1.56 +1,288.64% +318.73% +969.91 0 Comment
tstexastech < 20 3/9/2009 Outperform 1Y $1.56 +1,288.64% +318.73% +969.91 0 Comment
Horton29 64.81 3/9/2009 Outperform 3Y $1.56 +1,288.64% +318.73% +969.91 0 Comment
poised2pop 93.27 3/9/2009 Outperform 5Y $1.56 +1,288.64% +318.73% +969.91 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackStandpoint 36.10 7/7/2014 Underperform 5Y $30.12 +20.80% -7.20% -28.01 2/11/2016 @ $36.38 0 Comment
TrackJanney 91.58 5/1/2014 Outperform NS $24.47 -11.69% +48.59% -60.28 0 Comment
TrackStifel 94.12 4/25/2014 Outperform NS $25.45 -15.10% +49.39% -64.49 0 Comment
TrackSterneAgee 85.46 4/7/2014 Outperform NS $26.31 -17.86% +50.45% -68.30 0 Comment
TrackBofASec 92.39 1/14/2014 Underperform NS $21.25 +1.69% +53.43% +51.74 0 Comment
TrackJPMorgan 87.47 11/13/2013 Outperform NS $19.95 +8.35% +58.83% -50.48 0 Comment
TrackWedbush 89.16 7/18/2013 Outperform NS $15.21 +42.12% +66.17% -24.05 0 Comment
TrackDADavidson 93.72 4/15/2013 Outperform NS $14.49 +49.11% +77.01% -27.90 0 Comment
TrackJPMorgan 87.47 12/12/2012 Underperform NS $12.60 +63.17% +16.88% -46.29 10/2/2013 @ $20.56 0 Comment
TrackCharlesPayn 45.47 8/17/2012 Outperform 3M $14.43 +49.73% +96.71% -46.98 0 Comment
TrackUltraLong < 20 6/13/2012 Underperform NS $13.19 +63.87% +111.03% +47.16 2 Comments
TrackUBS 92.26 5/9/2012 Outperform NS $11.48 +8.22% -1.03% +9.25 6/21/2012 @ $12.43 0 Comment
trackbenchmark 99.32 5/9/2012 Outperform NS $11.63 +85.81% +107.02% -21.20 0 Comment
TrackZacks < 20 4/19/2012 Outperform 3M $12.06 +9.67% -3.49% +13.15 6/12/2012 @ $13.23 1 Comment
TrackSterneAgee 85.46 4/10/2012 Outperform NS $11.88 +152.39% +35.38% +117.01 3/20/2014 @ $29.99 0 Comment
TrackPoisedTo < 20 2/7/2012 Outperform 5Y $10.10 +113.96% +108.45% +5.51 0 Comment
TrackNeedham 92.61 1/31/2012 Outperform NS $9.82 +120.17% +111.85% +8.33 0 Comment
TrackJimCramer 85.62 1/30/2012 Outperform 3W $9.63 +124.34% +112.89% +11.45 0 Comment
TrackRWBaird 88.97 1/3/2012 Outperform NS $9.23 +134.03% +118.91% +15.12 0 Comment
TrackGoldmanSach 78.77 11/15/2011 Outperform 5Y $10.29 +110.04% +123.44% -13.40 1 Comment
TrackZacks < 20 10/26/2011 Outperform 3M $10.36 -7.83% +5.76% -13.59 1/24/2012 @ $9.55 1 Comment
TrackJimCramer 85.62 10/25/2011 Underperform 3W $10.02 -3.86% +6.74% +10.59 1/31/2012 @ $9.63 0 Comment
TrackArgus 85.57 9/23/2011 Outperform NS $8.90 +66.01% +30.74% +35.27 9/17/2012 @ $14.78 0 Comment
TrackJimCramer 85.62 9/23/2011 Outperform 3W $9.08 +10.29% +8.40% +1.89 10/25/2011 @ $10.02 0 Comment
TrackCanaccord 69.57 8/22/2011 Outperform NS $6.95 +211.05% +142.84% +68.21 0 Comment
TrackFBRCapitalM 88.51 8/15/2011 Outperform NS $8.09 +167.08% +134.65% +32.43 0 Comment
TrackNeedham 92.61 8/9/2011 Outperform NS $7.28 +21.18% -0.30% +21.48 9/22/2011 @ $8.82 0 Comment
TrackZacks < 20 7/28/2011 Outperform 3M $9.31 -4.48% -7.63% +3.14 9/7/2011 @ $8.90 1 Comment
TrackStifel 94.12 6/10/2011 Outperform NS $8.28 +43.46% +8.82% +34.63 4/4/2012 @ $11.88 0 Comment
TrackLongbow 93.58 6/3/2011 Outperform NS $8.18 +44.37% +7.30% +37.07 3/29/2012 @ $11.80 0 Comment
TrackJimCramer 85.62 9/30/2010 Underperform 3W $5.63 +61.34% -0.52% -61.86 9/24/2011 @ $9.08 0 Comment
TrackUBS 92.26 5/26/2010 Outperform NS $4.18 +79.63% +15.16% +64.47 12/13/2010 @ $7.50 0 Comment
TrackPiperJaff 87.58 4/12/2010 Outperform NS $4.17 +417.91% +133.65% +284.26 0 Comment
TrackBarclaysCap 91.06 3/4/2010 Outperform NS $3.36 +9.79% +3.94% +5.85 3/24/2010 @ $3.69 0 Comment
TrackJimCramer 85.62 12/18/2009 Outperform 3W $3.30 +70.41% +3.56% +66.85 10/1/2010 @ $5.63 0 Comment
TrackJefferies 81.33 12/5/2009 Outperform NS $3.37 +540.77% +150.07% +390.70 0 Comment
TrackNeedham 92.61 10/29/2009 Underperform NS $3.55 +138.72% +25.17% -113.55 3/31/2011 @ $8.48 0 Comment
TrackWMBlair 81.27 10/20/2009 Outperform NS $3.88 +456.96% +154.37% +302.59 0 Comment
TrackKeyBanc 96.45 8/21/2009 Underperform NS $2.88 +651.31% +180.76% -470.55 0 Comment
TrackUBS 92.26 7/15/2009 Underperform NS $2.71 +26.97% +24.05% -2.92 1/21/2010 @ $3.44 0 Comment
TrackLongbow 93.58 4/16/2009 Underperform NS $2.23 +49.07% +30.28% -18.79 12/11/2009 @ $3.33 0 Comment
TrackSusquehanna 93.79 4/3/2009 Underperform NS $2.00 +508.39% +210.01% -298.38 11/7/2017 @ $12.18 0 Comment
TrackCarisandCo 90.22 3/23/2009 Underperform NS $2.21 +877.83% +258.90% -618.92 0 Comment
TrackCitigroup 92.56 1/30/2009 Underperform NS $2.27 +63.09% +34.11% -28.97 1/12/2010 @ $3.70 0 Comment
TrackWedbush 89.16 7/8/2008 Outperform NS $3.12 -3.85% -27.49% +23.64 12/12/2008 @ $3.00 0 Comment
TrackGaryBSmith 88.63 3/7/2008 Outperform 3W $4.30 +402.56% +124.71% +277.84 0 Comment
TrackCitigroup 92.56 1/14/2008 Outperform NS $5.49 -58.64% -39.94% -18.70 1/30/2009 @ $2.27 0 Comment
TrackUBS 92.26 11/20/2007 Outperform NS $6.28 -56.83% -36.05% -20.78 7/15/2009 @ $2.71 0 Comment
TrackCarisandCo 90.22 11/9/2007 Outperform NS $5.71 -36.52% -13.78% -22.75 7/28/2008 @ $3.62 0 Comment
TrackJimCramer 85.62 11/8/2007 Underperform 3W $6.08 -45.62% -25.11% +20.51 12/19/2009 @ $3.30 0 Comment
TrackRonBaron 83.59 9/30/2007 Outperform NS $7.48 +189.00% +92.05% +96.95 2 Comments
TrackUBS 92.26 6/20/2007 Outperform NS $5.82 +33.00% -0.92% +33.93 9/26/2007 @ $7.74 0 Comment
TrackNCPI < 20 4/5/2007 Outperform NS $6.50 -5.54% +2.79% -8.33 12/3/2007 @ $6.14 0 Comment
TrackCreditSuiss 89.09 1/24/2007 Outperform NS $6.06 +224.98% +19.06% +205.92 9/13/2013 @ $19.69 0 Comment
TrackTobinSmith < 20 12/16/2006 Outperform 1Y $6.33 +241.53% +108.55% +132.98 0 Comment
TrackBofASec 92.39 11/1/2006 Outperform NS $5.87 +262.01% +31.88% +230.13 1/14/2014 @ $21.25 0 Comment
TrackJimCramer 85.62 9/12/2006 Outperform 3W $4.80 +26.66% +11.28% +15.38 11/8/2007 @ $6.08 0 Comment
TrackTWeisel 89.76 9/11/2006 Outperform NS $4.31 +401.10% +129.60% +271.51 0 Comment
TrackJimCramer 85.62 8/1/2006 Underperform 3W $4.88 -1.62% +3.31% +4.93 9/13/2006 @ $4.80 0 Comment

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