Professional
Added to YB: 2026-09-10
Pitch date: 2026-09-07
BFIT.AS [bullish]
Basic-Fit N.V.
-1.56%
current return
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
Company Info
Basic-Fit N.V. operates and franchises fitness clubs under the Basic-Fit brand in the Netherlands, Belgium, Luxembourg, France, Spain, Germany, Austria, Switzerland, Slovenia, Romania, Croatia, and the Czech Republic.
Market Cap
EUR 2.2B
Pitch Price
EUR 34.54
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.39
P/E
49.44
EV/Sales
3.35
Sector
Hotels, Restaurants and Leisure
Category
turnaround
Idea Brunch #2 with Zack Buckley of Buckley Capital - Basic-Fit N.V.
BFIT.AS (hold): Basic-Fit remains a large position because its prospective IRR is attractive and confidence in execution is high. Alternative data that supported an exit ahead of a nearly 50% decline later showed operations improving, prompting the position to be rebuilt. Operational improvements and more conservative guidance have enabled beats and raises versus consensus, while improved guidance credibility could drive a valuation rerating.
Read full article (1 min)