As global markets respond to China's new stimulus measures, European indices have shown positive momentum, with the pan-European STOXX Europe 600 Index rebounding and major stock indexes in Germany, France, and Italy also rising. In this context of renewed optimism and potential interest rate adjustments in Europe, growth companies with high insider ownership on Euronext Amsterdam present intriguing opportunities for investors seeking alignment between management interests and shareholder value.
Top 5 Growth Companies With High Insider Ownership In The Netherlands
Overview: Basic-Fit N.V., with a market cap of €1.61 billion, operates fitness clubs through its subsidiaries.
Operations: The company's revenue is derived from two main segments: Benelux, contributing €505.17 million, and France, Spain & Germany, generating €626.41 million.
Insider Ownership: 12%
Earnings Growth Forecast: 77.7% p.a.
Basic-Fit demonstrates potential as a growth company, with earnings expected to rise significantly at 77.7% annually, outpacing the Dutch market. Recent half-year results show improved financials, with revenue reaching €584.76 million and a net income turnaround from a loss to €4.18 million. However, activist investor Buckley Capital Management urges strategic review for potential sale due to valuable assets and private equity interest, highlighting possible internal challenges despite high insider ownership benefits.
Overview: Envipco Holding N.V. specializes in the design, development, manufacturing, assembly, marketing, sales, leasing, and servicing of reverse vending machines for collecting and processing used beverage containers across the Netherlands, North America, and Europe with a market cap of €299.99 million.
Operations: Revenue Segments (in millions of €): Envipco generates revenue through the design, development, manufacturing, assembly, marketing, sales, leasing, and servicing of reverse vending machines for used beverage container collection and processing in the Netherlands, North America, and Europe.
Insider Ownership: 36.7%
Earnings Growth Forecast: 82.7% p.a.
Envipco Holding shows strong growth potential with revenue expected to increase by 35.5% annually, surpassing the Dutch market. It recently became profitable, reporting a net loss reduction to €0.406 million for the first half of 2024 from €4.37 million a year prior, despite high share price volatility and past shareholder dilution. Recent board changes include Ms. Charlotta Gylche's appointment and Mr. George Katsaros' resignation due to health reasons, reflecting ongoing internal adjustments.
Overview: PostNL N.V. offers postal and logistics services to businesses and consumers in the Netherlands, Europe, and internationally, with a market cap of approximately €617.60 million.
Operations: The company's revenue segments include Parcels (€2.28 billion) and Mail in The Netherlands (€1.35 billion).
Insider Ownership: 35.6%
Earnings Growth Forecast: 36.4% p.a.
PostNL demonstrates potential with earnings forecasted to grow significantly at 36.4% annually, outpacing the Dutch market. Despite this, its revenue growth is expected to lag behind the market average, and it carries a high level of debt. Recent earnings show modest sales growth but a net loss for the first half of 2024 compared to last year. The stock trades well below estimated fair value, though its dividend coverage remains weak.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.The analysis only considers stock directly held by insiders. It does not include indirectly owned stock through other vehicles such as corporate and/or trust entities. All forecast revenue and earnings growth rates quoted are in terms of annualised (per annum) growth rates over 1-3 years.
Companies discussed in this article include ENXTAM:BFIT ENXTAM:ENVI and ENXTAM:PNL.
