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Baird bullish on Amer Sports, highlights 'leading performance brands'

EditorEmilio Ghigini
Published 02/26/2024, 04:57 AM
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On Monday, Baird initiated coverage on Amer Sports Inc. (NYSE: AS), assigning an Outperform rating and setting a price target of $20.00. The firm highlighted the company's transformation into a focused portfolio of leading authentic performance brands, which are well-positioned to sustain attractive growth.

Amer Sports, known for its brands such as Arc'teryx, Salomon, and Wilson, has shown impressive results from 2020 to the estimated figures for 2023. According to Baird, the company's growth is supported by opportunities to expand across product categories, sales channels with a focus on direct-to-consumer, and geographical regions, including China.

The firm's analysis points to the fact that Amer Sports is poised to achieve targeted low-to-mid-teens revenue growth and mid-to-high-teens adjusted EBITDA growth. This positive outlook is based on Amer's current trading position, which is at a 29% discount compared to its higher-growth global peers.

Baird's price target of $20.00 for Amer Sports is based on a 17X next twelve months (NTM) enterprise value to earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) multiple.

The Outperform rating indicates Baird's confidence in Amer Sports' potential to outperform in its sector. This optimistic view is rooted in the company's strategic focus and market opportunities that are expected to drive revenue and EBITDA growth.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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