Built from weaker models, sales multiples or analyst targets, so treat it as a rough guide.
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Valued as a loss-making company: Analyst consensus.
ACCE opinionUnder Armour Inc. Class C Common Stock (UA)
Fair value (2 models)
Not available
ACCE price target
$4.50
Rating
Not rated
Horizon
12 months
ACCE price target published on 28 Sept 2026, 00:00 CEST.
Price used: $4.56 at the close on 23 Oct 2026, 22:00 CEST.
Models: Analyst consensus.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
25
out of 100
1-year return
-2.6%
Dividend yield
0.00%
Under Armour Inc. Class C Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
Under Armour's Class C shares give exposure to the same performance apparel and footwear business as Class A, sold through wholesale, its own stores and online. The brand still has a following among athletes, but it faces much bigger competitors. The driver is a turnaround in product and margins. Revenue fell 3.2% with an operating margin of -1.6%, and the 44.4x forward multiple reflects that recovery is expected rather than delivered.
⚠ Investor warnings · 4 flagsAI-assisted·How I use AI
high
Earnings collapse and negative profitability
Earnings down 98.9% YoY; net margin -10.0% and operating margin -1.6%. Company is unprofitable despite 45.6% gross margin, signalling severe operational distress.
high
Revenue decline across all horizons
Revenue down 3.2% YoY, 6.3% QoQ, and 5y CAGR of -5.6%. Persistent contraction suggests structural demand weakness, not cyclical.
high
ACCE score deterioration
Score fell 10 points in 90 days (43 to 33). Quality score of 34 and Momentum of 32 indicate weakening fundamentals and negative momentum.
moderate
Elevated leverage with negative returns
Debt/Equity 0.96 combined with ROE of -29.8% means debt is not generating shareholder value. FCF of $102M provides some cushion but leverage limits flexibility.
AI research notes
AI-assisted·How I use AIWritten Oct 11, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Stock trades at 12.6x forward earnings with analyst consensus target implying 192.9% upside from current levels.
Company generated 102M in free cash flow over the last twelve months, yielding 5.0% on current market cap.
Share count fell 1.3% in the last fiscal year, concentrating earnings among remaining shareholders.
Why it could disappoint
Revenue declined 3.2% year over year and has fallen 5.6% annually on average over five years.
Company posted negative 10.0% net margin and negative 29.8% return on equity in latest quarter.
Debt to equity of 0.96 leaves limited financial flexibility to invest in brand turnaround amid revenue headwinds.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Nov 6, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
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Valuation
INVESTOR
Where UA's valuation models land
Price
$4.56
Model fair valueConfidence: low
about $14.00
Model
Fair value
Upside
Analyst consensus
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Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
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+Conviction breakdown and growth / value / quality / momentum scores
+Score history: how each score moved over time
Analysts
Wall Street consensus
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Analyst intelligence INVESTOR FEATURE
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
+Price-target low / average / high vs the current price, with implied upside
+Forward revenue and EPS consensus by fiscal year
+ACCE fair-value models lined up against the Street
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