Here's Why I Think Basic-Fit (AMS:BFIT) Is An Interesting Stock

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It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks with a good story, even if those businesses lose money. Unfortunately, high risk investments often have little probability of ever paying off, and many investors pay a price to learn their lesson.

In the age of tech-stock blue-sky investing, my choice may seem old fashioned; I still prefer profitable companies like Basic-Fit (AMS:BFIT). While profit is not necessarily a social good, it's easy to admire a business than can consistently produce it. While a well funded company may sustain losses for years, unless its owners have an endless appetite for subsidizing the customer, it will need to generate a profit eventually, or else breathe its last breath.

See our latest analysis for Basic-Fit

Basic-Fit's Improving Profits

In the last three years Basic-Fit's earnings per share took off like a rocket; fast, and from a low base. So the actual rate of growth doesn't tell us much. As a result, I'll zoom in on growth over the last year, instead. Like a falcon taking flight, Basic-Fit's EPS soared from €0.20 to €0.32, over the last year. That's a impressive gain of 58%.

I like to take a look at earnings before interest and (EBIT) tax margins, as well as revenue growth, to get another take on the quality of the company's growth. Basic-Fit maintained stable EBIT margins over the last year, all while growing revenue 23% to €402m. That's progress.

The chart below shows how the company's bottom and top lines have progressed over time. Click on the chart to see the exact numbers.

ENXTAM:BFIT Income Statement, July 15th 2019
ENXTAM:BFIT Income Statement, July 15th 2019

Fortunately, we've got access to analyst forecasts of Basic-Fit's future profits. You can do your own forecasts without looking, or you can take a peek at what the professionals are predicting.

Are Basic-Fit Insiders Aligned With All Shareholders?

I like company leaders to have some skin in the game, so to speak, because it increases alignment of incentives between the people running the business, and its true owners. As a result, I'm encouraged by the fact that insiders own Basic-Fit shares worth a considerable sum. Notably, they have an enormous stake in the company, worth €288m. That equates to 17% of the company, making insiders powerful and aligned with other shareholders. Very encouraging.

Should You Add Basic-Fit To Your Watchlist?

For growth investors like me, Basic-Fit's raw rate of earnings growth is a beacon in the night. I think that EPS growth is something to boast of, and it doesn't surprise me that insiders are holding on to a considerable chunk of shares. Fast growth and confident insiders should be enough to warrant further research. So the answer is that I do think this is a good stock to follow along with. One of Buffett's considerations when discussing businesses is if they are capital light or capital intensive. Generally, a company with a high return on equity is capital light, and can thus fund growth more easily. So you might want to check this graph comparing Basic-Fit's ROE with industry peers (and the market at large).