Predictions
Skechers U.s.a. Inc.
Start price
Target price
Perf. (%)
€58.20
17.01.24
17.01.24
€69.02
17.01.25
17.01.25
2.44%
26.07.24
26.07.24
Under Armour Inc. C
Start price
Target price
Perf. (%)
€6.57
16.01.24
16.01.24
€6.00
16.01.25
16.01.25
2.44%
20.01.24
20.01.24
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
Patrick Industries Inc.
Start price
Target price
Perf. (%)
€88.50
12.01.24
12.01.24
€91.93
12.01.25
12.01.25
29.96%
26.07.24
26.07.24
Nike Inc. B
Start price
Target price
Perf. (%)
€96.72
12.01.24
12.01.24
€98.00
12.01.25
12.01.25
2.63%
15.02.24
15.02.24
Standard Investments for future growth
Valuable balance sheet
Growths faster than the competition
Medium risks for its business
Taylor Morrison Home Corporation
Start price
Target price
Perf. (%)
€47.80
12.01.24
12.01.24
€52.01
12.01.25
12.01.25
29.71%
26.07.24
26.07.24
Polaris Industries Inc.
Start price
Target price
Perf. (%)
€80.50
12.01.24
12.01.24
€95.80
12.01.25
12.01.25
-7.81%
25.07.24
25.07.24
Patrick Industries Inc.
Start price
Target price
Perf. (%)
€88.50
12.01.24
12.01.24
€100.36
12.01.25
12.01.25
29.96%
26.07.24
26.07.24
Lululemon Athletica Inc.
Start price
Target price
Perf. (%)
€437.85
12.01.24
12.01.24
€520.07
12.01.25
12.01.25
-46.68%
26.07.24
26.07.24
Acushnet Holdings Corp
Start price
Target price
Perf. (%)
€57.00
12.01.24
12.01.24
€68.43
12.01.25
12.01.25
12.97%
26.07.24
26.07.24
Beacon Roofing Supply
Start price
Target price
Perf. (%)
€76.50
11.01.24
11.01.24
€88.43
11.01.25
11.01.25
15.69%
26.07.24
26.07.24
D.R. Horton Inc.
Start price
Target price
Perf. (%)
€141.55
11.01.24
11.01.24
€158.10
11.01.25
11.01.25
15.75%
26.07.24
26.07.24
Mohawk Industries Inc.
Start price
Target price
Perf. (%)
€96.00
11.01.24
11.01.24
€109.67
11.01.25
11.01.25
20.83%
26.07.24
26.07.24
Albany International A
Start price
Target price
Perf. (%)
€82.50
10.01.24
10.01.24
€110.58
10.01.25
10.01.25
-0.02%
26.07.24
26.07.24
Lululemon Athletica Inc.
Start price
Target price
Perf. (%)
€442.15
10.01.24
10.01.24
€475.12
10.01.25
10.01.25
-47.20%
26.07.24
26.07.24
Valmont Industries Inc.
Start price
Target price
Perf. (%)
€210.00
10.01.24
10.01.24
€264.97
10.01.25
10.01.25
25.29%
26.07.24
26.07.24
Under Armour Inc. C
Start price
Target price
Perf. (%)
€7.25
10.01.24
10.01.24
€10.00
10.01.25
10.01.25
-9.32%
16.01.24
16.01.24
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
Nike Inc. B
Start price
Target price
Perf. (%)
€93.98
10.01.24
10.01.24
€90.00
10.01.25
10.01.25
2.92%
12.01.24
12.01.24
Standard Investments for future growth
Valuable balance sheet
Growths faster than the competition
Medium risks for its business
Kap-beteiligungs-Ag
Start price
Target price
Perf. (%)
€14.20
10.01.24
10.01.24
€17.00
10.01.25
10.01.25
-2.82%
20.01.24
20.01.24
Capable Management
Undervalued
Top 10 in its market
Future proof or reliable business model
Patrick Industries Inc.
Start price
Target price
Perf. (%)
€89.50
09.01.24
09.01.24
€114.40
09.01.25
09.01.25
22.92%
26.07.24
26.07.24
Malibu Boats Inc. A
Start price
Target price
Perf. (%)
€47.44
09.01.24
09.01.24
€56.74
09.01.25
09.01.25
-27.61%
25.07.24
25.07.24