Tapestry, Inc. vs Under Armour Inc Class A — how do they compare? Tapestry, Inc. trades at $114.76 (market cap $22.67B), while Under Armour Inc Class A trades at $4.82 (market cap $2.08B). The key difference: Tapestry, Inc. is far larger — about 10.9× Under Armour Inc Class A's market cap, and Tapestry, Inc. pays a 1.63% dividend while Under Armour Inc Class A pays none. Which is the better fit depends on your goals.
| TPR | UA | |
|---|---|---|
Market Cap | $22.67B | $2.08B |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $164.78 | $7.88 |
52-Week Low | $98.81 | $3.96 |
Enterprise Value | $25.47B | $3.06B |
Dividend Yield | 1.63% | — |
Signals from Pluang's Aura AI — not financial advice
TPR trades at $117.58, down 3.73% amid bearish technical signals, though oversold RSI readings suggest potential near-term support. The company maintains strong profitability with 77.82% gross margins and has beaten earnings estimates for three consecutive quarters. Recent news highlights international growth acceleration in China and Europe, while analyst consensus remains strongly bullish with a $182.44 price target representing 55% upside potential.
The stock presents a compelling value opportunity given the disconnect between strong fundamentals and recent price weakness. Key catalysts include continued international expansion and margin improvement targets, though risks include Kate Spade execution challenges, tariff pressures, and premium valuation multiples that may limit near-term upside.
Under Armour (UA) trades at $4.95, down 3.32% today, reflecting ongoing challenges. The stock is technically bearish with weak moving averages, while fundamentals show revenue declining to $5.16B in 2025 and a net loss of -$201.27M. Negative cash flow and high debt levels add pressure, though a P/S ratio of 0.42 suggests potential undervaluation. Recent news highlights continued revenue declines and lowered guidance, signaling brand and demand headwinds.
The outlook remains cautious due to persistent losses and competitive pressures. While analyst sentiment is mixed with 40% buy ratings, risks from execution missteps and weak consumer demand outweigh near-term opportunities. Investors should focus on margin improvement and debt management for any sustainable recovery.
Trailing returns across standard periods
Latest headlines on both assets
Coach, Kate Spade, and Stuart Weitzman are the fashion and accessory brands that comprise Tapestry. The firm's products are sold through about 1,400 company-operated stores, wholesale channels, and e-commerce in North America (67% of fiscal 2022 sales), Europe, Asia (28% of fiscal 2022 sales), and elsewhere. Coach (74% of fiscal 2022 sales) is best known for affordable luxury leather products. Kate Spade (22% of fiscal 2022 sales) is known for colorful patterns and graphics. Women's handbags and accessories produced 69% of Tapestry's sales in fiscal 2022. Stuart Weitzman, Tapestry's smallest brand, generates nearly all its revenue from women's footwear.
Read more on TPR →Under Armour is a leading inventor, marketer, and distributor of branded athletic performance apparel, footwear, and accessories. Built on the 'technical' performance of synthetic fabrics, the company is currently undergoing a multi-year brand evolution centered on premium product innovation, operational rigor, and a renewed focus on its North American core under the guidance of founder Kevin Plank.
Read more on UA →