Amer Sports Inc vs Mattel Inc

Amer Sports Inc (AS) is slightly overvalued and Mattel Inc (MAT) is undervalued.

Against our estimates of intrinsic value, MAT trades at the wider discount: a margin of safety of +20%, against -15% for AS.

Values as of the 22 Sept 2026 close.

Amer Sports Inc (AS)

Discounting its cash flows at 12.9% (average of 3 methods) values the shares at $24.00; the price of $27.65 is 15% above that value, and 66% of that value comes from beyond year five.

Leak Score 27/100 on 3 of 12 signals

Mattel Inc (MAT)

Discounting its cash flows at 7.4% (average of 3 methods) values the shares at $16.60; the price of $13.21 is 20% below that value, and 81% of that value comes from beyond year five.

Leak Score 84/100 on 3 of 12 signals

MetricASMAT
VerdictSlightly overvaluedUndervalued
Price$27.65$13.21
Intrinsic value$24.00$16.60
Margin of safety-15%+20%
Leak Score27/100 (3/12)84/100 (3/12)
Market cap$16.1B$3.8B
Revenue growth, 5 years21.8%3.1%
Operating margin12.9%8.7%
Net margin7.3%7.8%
Return on equity8.8%20.5%
Debt to equity0.161.37
P/E28.9x9.7x
Forward P/E16.9x8.3x
P/B2.3x1.9x

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