In September 2024, the Euronext Amsterdam has been influenced by global market movements, particularly the recent U.S. Federal Reserve rate cut which has injected some optimism into European markets. Amid this backdrop, identifying growth companies with high insider ownership can be crucial for investors seeking to align with management interests and capitalize on potential upward momentum. Selecting stocks where insiders hold significant stakes often signals confidence in the company's future prospects and can be a strong indicator of potential long-term growth, especially in a market environment buoyed by favorable monetary policy shifts.
Top 5 Growth Companies With High Insider Ownership In The Netherlands
Overview: Basic-Fit N.V., with a market cap of €1.51 billion, operates fitness clubs through its various subsidiaries.
Operations: Basic-Fit N.V. generates revenue from its fitness clubs primarily through two segments: €505.17 million from Benelux and €626.41 million from France, Spain, and Germany.
Insider Ownership: 12%
Earnings Growth Forecast: 77.7% p.a.
Basic-Fit, a growth company with high insider ownership in the Netherlands, is forecast to see its earnings grow 77.68% annually, significantly outpacing the Dutch market's 18.8%. Despite lower profit margins this year (0.7% vs. 1.9%), recent half-year results show improved net income of €4.18 million from a previous loss of €6.12 million and increased revenue to €584.76 million from €500.42 million last year, reflecting strong operational performance and potential for future growth.
Overview: CVC Capital Partners plc is a private equity and venture capital firm specializing in various investment strategies including middle market secondaries, infrastructure, credit, buyouts, growth equity, and spinouts, with a market cap of €21.75 billion.
Operations: CVC Capital Partners plc generates revenue through diverse investment strategies such as middle market secondaries, infrastructure, credit, management and leveraged buyouts, growth equity, mature investments, recapitalizations, strip sales, and spinouts.
Insider Ownership: 20.2%
Earnings Growth Forecast: 32.6% p.a.
CVC Capital Partners, with substantial insider ownership, is forecast to grow earnings by 32.6% annually, outpacing the Dutch market's 18.8%. Despite a high debt level, the stock trades at 24.8% below its estimated fair value and shows strong revenue growth prospects (13.6% per year). Recent news highlights CVC's aggressive M&A strategy; it remains in contention for Deutsche Bahn AG’s DB Schenker unit after signaling willingness to increase its €14 billion offer.
Overview: PostNL N.V. provides postal and logistics services to businesses and consumers in the Netherlands, rest of Europe, and internationally, with a market cap of €619.10 million.
Operations: 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, with substantial insider ownership, is expected to grow earnings by 36.4% annually, outpacing the Dutch market's 18.8%. Despite trading at 52.6% below its estimated fair value, revenue growth (2.6% per year) lags behind market expectations (9.5%). Recent earnings reports show modest sales increases but a net loss for the first half of 2024 (€9 million). The dividend yield of 4.87% is not well covered by earnings.
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:CVC and ENXTAM:PNL.
