by Erik Kobayashi-Solomon | May 16, 2017 | Research
Earlier this year, several of our members got interested in sportswear firm Under Armour UAA. We spent time discussing the valuation as a group, and while the group hasn’t come to an agreement on valuation yet, I thought I would take a quick look. This is a...
by Erik Kobayashi-Solomon | Feb 26, 2017 | Research
In our Office Hours on February 25, the topic of discussion was Under Armour. We spent a good deal of time delving into the details behind UA’s numbers, but it’s worth taking a step back to look at the problem from a 30,000-foot level. We focused on revenue growth and...
by Erik Kobayashi-Solomon | Feb 6, 2017 | Commentary
A reader has been following IOI Members’ recent work on Under Armour (UA / UAA) and asked a good question about the difference in profitability between the domestic and international segments. This data is available in the firm’s annual reports, and we...
by Erik Kobayashi-Solomon | Feb 3, 2017 | Commentary
In our IOI Office Hour session last night, we were talking with our members about Under Armour (UA / UAA), when one of the group asked about Under Armour’s quality ratio. The Quality Ratio The quality ratio is a measure of gross profitability divided by total...
by Erik Kobayashi-Solomon | Jan 31, 2017 | Research
In earlier posts, I mentioned of the recent investor interest in Under Armour (UA / UAA). This morning, Under Armour announced its fourth quarter 2016 results, and the stock has plunged by 25%. Because of the interest in the name, we’ll be working through a...
