Amer Sports: Growing With Asia And Arc'teryx

Mar. 04, 2025 7:20 AM ETAmer Sports, Inc. (AS) StockAS
Caffital Research
1.6K Followers
(9min)

Summary

  • Amer Sports has a portfolio of strong outdoor & sports apparel and equipment, including Arc'teryx, Peak Performance, Salomon, Wilson, and others.
  • Amer is looking at a long growth runway, especially in the well-growing Chinese market. Also, Arc'teryx is driving global high-margin growth with great brand relevance.
  • Around a year after an IPO, Amer's stock is already pricing in very rapid growth - I believe that investors should wait for a better buying opportunity.

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Robert Way/iStock Editorial via Getty Images

Amer Sports, Inc. (NYSE:AS) manufactures and sells outdoor and sports equipment, apparel, and related products through three segments. The Technical Apparel segment includes the Arc'teryx and Peak Performance brands, the Outdoor Performance segment includes the Salomon, Atomic, Armada, and

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1.6K Followers
I am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the drivers behind a company's financials, and ultimately, most often revealed by a DCF model valuation. This methodology doesn't limit an investor into rigid traditional value, dividend, or growth investing, but rather accounts for all of a stock's prospects to determine the risk-to-reward.

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