BasicNet（BAN）株式概要BasicNet S.p.A.は、その子会社とともに、ヨーロッパ、アメリカ大陸、アジア、オセアニア、中東、アフリカにおいて、スポーツ・カジュアルウェア、フットウェア、アクセサリーの分野で事業を展開している。 詳細BAN ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績0/6財務の健全性4/6配当金2/6リスク分析2.22%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない 過去5年間で収益は年間12%減少しました。 すべてのリスクチェックを見るBAN Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€7.20117.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-8m552m2016201920222025202620282031Revenue €552.0mEarnings €24.0mAdvancedSet Fair ValueView all narrativesBasicNet S.p.A. 競合他社Giglio.comSymbol: BIT:GCOMMarket cap: €6.7mCiti TrendsSymbol: NasdaqGS:CTRNMarket cap: US$384.7mGenescoSymbol: NYSE:GCOMarket cap: US$416.6mAFG InternationalSymbol: SASE:4240Market cap: ر.س1.5b価格と性能株価の高値、安値、推移の概要BasicNet過去の株価現在の株価€7.2052週高値€8.8752週安値€5.78ベータ0.0601ヶ月の変化-0.28%3ヶ月変化13.03%1年変化-15.49%3年間の変化31.15%5年間の変化57.21%IPOからの変化101.21%最新ニュースUpcoming Dividend • Apr 20Upcoming dividend of €0.16 per shareEligible shareholders must have bought the stock before 27 April 2026. Payment date: 29 April 2026. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 2.1%. Lower than top quartile of Italian dividend payers (4.6%). Lower than average of industry peers (3.3%).New Risk • Mar 29New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 6.3% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.3% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Payout ratio: 126% Dividend per share is over 67x cash flows per share. Earnings have declined by 12% per year over the past 5 years.Reported Earnings • Mar 29Full year 2025 earnings released: €0.17 loss per share (vs €0.54 profit in FY 2024)Full year 2025 results: €0.17 loss per share (down from €0.54 profit in FY 2024). Revenue: €348.3m (flat on FY 2024). Net loss: €7.71m (down 131% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Declared Dividend • Mar 19Dividend of €0.16 announcedDividend of €0.16 is the same as last year. Ex-date: 27th April 2026 Payment date: 29th April 2026 Dividend yield will be 2.7%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (126% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.6% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 40% to bring the payout ratio under control, which is more than the 9.2% EPS growth achieved over the last 5 years.お知らせ • Mar 18BasicNet S.p.A. announces Annual dividend, payable on April 29, 2026BasicNet S.p.A. announced Annual dividend of EUR 0.1600 per share payable on April 29, 2026, ex-date on April 27, 2026 and record date on April 28, 2026.お知らせ • Mar 16BasicNet S.p.A., Annual General Meeting, Apr 16, 2026BasicNet S.p.A., Annual General Meeting, Apr 16, 2026, at 11:00 W. Europe Standard Time.最新情報をもっと見るRecent updatesUpcoming Dividend • Apr 20Upcoming dividend of €0.16 per shareEligible shareholders must have bought the stock before 27 April 2026. Payment date: 29 April 2026. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 2.1%. Lower than top quartile of Italian dividend payers (4.6%). Lower than average of industry peers (3.3%).New Risk • Mar 29New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 6.3% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.3% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Payout ratio: 126% Dividend per share is over 67x cash flows per share. Earnings have declined by 12% per year over the past 5 years.Reported Earnings • Mar 29Full year 2025 earnings released: €0.17 loss per share (vs €0.54 profit in FY 2024)Full year 2025 results: €0.17 loss per share (down from €0.54 profit in FY 2024). Revenue: €348.3m (flat on FY 2024). Net loss: €7.71m (down 131% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Declared Dividend • Mar 19Dividend of €0.16 announcedDividend of €0.16 is the same as last year. Ex-date: 27th April 2026 Payment date: 29th April 2026 Dividend yield will be 2.7%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (126% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.6% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 40% to bring the payout ratio under control, which is more than the 9.2% EPS growth achieved over the last 5 years.お知らせ • Mar 18BasicNet S.p.A. announces Annual dividend, payable on April 29, 2026BasicNet S.p.A. announced Annual dividend of EUR 0.1600 per share payable on April 29, 2026, ex-date on April 27, 2026 and record date on April 28, 2026.お知らせ • Mar 16BasicNet S.p.A., Annual General Meeting, Apr 16, 2026BasicNet S.p.A., Annual General Meeting, Apr 16, 2026, at 11:00 W. Europe Standard Time.New Risk • Feb 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 126% Paying a dividend despite having no free cash flows. Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.7% net profit margin).お知らせ • Jan 15+ 4 more updatesBasicNet S.p.A. to Report Q1, 2026 Results on Apr 30, 2026BasicNet S.p.A. announced that they will report Q1, 2026 results on Apr 30, 2026New Risk • Dec 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 126% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.7% net profit margin).お知らせ • Dec 05BasicNet S.p.A. (BIT:BAN) entered into agreement to acquire Kickoff SpA from Winnie Srl for €19.6 million.BasicNet S.p.A. (BIT:BAN) entered into agreement to acquire Kickoff SpA from Winnie Srl for €19.6 million on December 4, 2025. The consideration consists of 1.4 million common equity of BasicNet S.p.A. having a value of €9.56 million to be issued for common equity of Kickoff SpA. BasicNet S.p.A. will pay an earnout/contingent payment of €10 million cash. As part of consideration, €19.56 million is paid towards common equity of Kickoff SpA.お知らせ • Nov 14BasicNet S.p.A. (BIT:BAN) reached an agreement to acquire WOOLRICH EUROPE Srl from L-GAM Advisers LLP for an enterprise value of €90 million.BasicNet S.p.A. (BIT:BAN) reached an agreement to acquire WOOLRICH EUROPE Srl from L-GAM Advisers LLP for an enterprise value of €90 million on November 12, 2025. Part of the consideration, amounting to €40 million, will be paid for €12 million through the transfer of 1,200,000 BasicNet ordinary shares at a value of €10 each. In addition, the seller may receive an earn-out based on the achievement of certain net result and revenue levels at the end of the 2026–2028 three-year period. The transfer of the shares included as part of the initial consideration will be subject to a 24-month lock-up period starting from the closing date. The transaction involves the acquisition, through a wholly owned BasicNet subsidiary, of the rights to the Woolrich brand for Europe. The acquisition and refinancing of existing debt will be structured despite existing liquidity through mid-long-term credit lines and a revolving credit facility for a total of up to €90 million. The new financing will be provided by UniCredit, as strategic partner of the Group and sole lender of the transaction. The execution of the transaction is not subject to any condition precedent and is expected to take place by December 2025. Houlihan Lokey, Inc. acted as financial advisor, Labruna Mazziotti Segni acted as legal advisor and Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor for L-GAM Advisers LLP. Ernst & Young LLP acted as accountant for L-GAM Advisers LLP. Carlo Peyron of Pavesio e Associati with Negri-Clementi acted as legal advisor and Ernst & Young Italia acted as due diligence provider for BasicNet S.p.A.New Risk • Sep 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 126% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.7% net profit margin).分析記事 • Aug 08BasicNet's (BIT:BAN) Soft Earnings Are Actually Better Than They AppearBIT:BAN 1 Year Share Price vs Fair Value Explore BasicNet's Fair Values from the Community and select yours Investors...New Risk • Aug 04New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 126% Paying a dividend despite having no free cash flows. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.7% net profit margin).Reported Earnings • Aug 04First half 2025 earnings released: €0.36 loss per share (vs €0.057 profit in 1H 2024)First half 2025 results: €0.36 loss per share (down from €0.057 profit in 1H 2024). Revenue: €137.3m (down 4.2% from 1H 2024). Net loss: €16.6m (down €19.4m from profit in 1H 2024). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.New Risk • Aug 03New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.7% Last year net profit margin: 6.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 118% Paying a dividend despite having no free cash flows. Minor Risk Profit margins are more than 30% lower than last year (1.7% net profit margin).分析記事 • Jun 17BasicNet S.p.A. (BIT:BAN) Investors Are Less Pessimistic Than ExpectedThere wouldn't be many who think BasicNet S.p.A.'s ( BIT:BAN ) price-to-earnings (or "P/E") ratio of 14.5x is worth a...Upcoming Dividend • Apr 21Upcoming dividend of €0.16 per shareEligible shareholders must have bought the stock before 28 April 2025. Payment date: 30 April 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Italian dividend payers (5.8%). Lower than average of industry peers (3.8%).分析記事 • Apr 11This Is The Reason Why We Think BasicNet S.p.A.'s (BIT:BAN) CEO Might Be UnderpaidKey Insights BasicNet to hold its Annual General Meeting on 17th of April CEO Federico Trono's total compensation...分析記事 • Mar 31BasicNet (BIT:BAN) Is Paying Out A Larger Dividend Than Last YearBasicNet S.p.A. ( BIT:BAN ) will increase its dividend from last year's comparable payment on the 30th of April to...Reported Earnings • Mar 28Full year 2024 earnings released: EPS: €0.54 (vs €0.49 in FY 2023)Full year 2024 results: EPS: €0.54 (up from €0.49 in FY 2023). Revenue: €346.8m (up 4.2% from FY 2023). Net income: €25.3m (up 3.6% from FY 2023). Profit margin: 7.3% (in line with FY 2023). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.お知らせ • Mar 14+ 1 more updateBasicNet S.p.A. to Report Q1, 2025 Results on Apr 29, 2025BasicNet S.p.A. announced that they will report Q1, 2025 results on Apr 29, 2025分析記事 • Mar 13BasicNet's (BIT:BAN) Dividend Will Be Increased To €0.16BasicNet S.p.A.'s ( BIT:BAN ) periodic dividend will be increasing on the 30th of April to €0.16, with investors...Declared Dividend • Mar 12Dividend increased to €0.16Dividend of €0.16 is 6.7% higher than last year. Ex-date: 28th April 2025 Payment date: 30th April 2025 Dividend yield will be 2.3%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 58% to shift the payout ratio to a potentially unsustainable range, which is more than the 3.3% EPS decline seen over the last 5 years.お知らせ • Mar 11+ 1 more updateBasicNet S.p.A. announces Annual dividend, payable on April 30, 2025BasicNet S.p.A. announced Annual dividend of EUR 0.1600 per share payable on April 30, 2025, ex-date on April 28, 2025 and record date on April 29, 2025.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €8.78, the stock trades at a trailing P/E ratio of 21.7x. Average trailing P/E is 18x in the Specialty Retail industry in Europe. Total returns to shareholders of 81% over the past three years.お知らせ • Jan 15+ 2 more updatesBasicNet S.p.A. to Report First Half, 2025 Results on Jul 31, 2025BasicNet S.p.A. announced that they will report first half, 2025 results on Jul 31, 2025Buy Or Sell Opportunity • Nov 04Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 69% to €5.64. The fair value is estimated to be €4.65, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 5.5%.Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 37%After last week's 37% share price gain to €5.26, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 16x in the Specialty Retail industry in Europe. Total returns to shareholders of 15% over the past three years.分析記事 • Oct 26Little Excitement Around BasicNet S.p.A.'s (BIT:BAN) EarningsBasicNet S.p.A.'s ( BIT:BAN ) price-to-earnings (or "P/E") ratio of 9.5x might make it look like a buy right now...Buy Or Sell Opportunity • Sep 26Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.6% to €3.12. The fair value is estimated to be €3.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 5.5%.Buy Or Sell Opportunity • Aug 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €3.12. The fair value is estimated to be €3.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 5.5%.Buy Or Sell Opportunity • Aug 05Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to €3.05. The fair value is estimated to be €3.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 5.5%.Reported Earnings • Aug 05First half 2024 earnings released: EPS: €0.057 (vs €0.15 in 1H 2023)First half 2024 results: EPS: €0.057 (down from €0.15 in 1H 2023). Revenue: €143.4m (down 2.2% from 1H 2023). Net income: €2.82m (down 62% from 1H 2023). Profit margin: 2.0% (down from 5.1% in 1H 2023). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Aug 02BasicNet S.p.A. to Report Q2, 2025 Results on Oct 30, 2024BasicNet S.p.A. announced that they will report Q2, 2025 results on Oct 30, 2024Upcoming Dividend • Apr 15Upcoming dividend of €0.15 per shareEligible shareholders must have bought the stock before 22 April 2024. Payment date: 24 April 2024. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Italian dividend payers (5.7%). In line with average of industry peers (3.5%).Reported Earnings • Mar 10Full year 2023 earnings released: EPS: €0.49 (vs €0.60 in FY 2022)Full year 2023 results: EPS: €0.49 (down from €0.60 in FY 2022). Revenue: €332.8m (up 6.4% from FY 2022). Net income: €24.4m (down 19% from FY 2022). Profit margin: 7.3% (down from 9.6% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.New Risk • Feb 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Dividend is not well covered by cash flows (483% cash payout ratio).お知らせ • Jan 12+ 3 more updatesBasicNet S.p.A. to Report Q2, 2024 Results on Jul 31, 2024BasicNet S.p.A. announced that they will report Q2, 2024 results on Jul 31, 2024Reported Earnings • Aug 02First half 2023 earnings released: EPS: €0.15 (vs €0.21 in 1H 2022)First half 2023 results: EPS: €0.15 (down from €0.21 in 1H 2022). Revenue: €146.6m (up 16% from 1H 2022). Net income: €7.43m (down 31% from 1H 2022). Profit margin: 5.1% (down from 8.5% in 1H 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Apr 17Upcoming dividend of €0.18 per share at 3.1% yieldEligible shareholders must have bought the stock before 24 April 2023. Payment date: 26 April 2023. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Italian dividend payers (5.0%). Lower than average of industry peers (3.8%).Reported Earnings • Mar 14Full year 2022 earnings released: EPS: €0.60 (vs €0.40 in FY 2021)Full year 2022 results: EPS: €0.60 (up from €0.40 in FY 2021). Revenue: €312.7m (up 29% from FY 2021). Net income: €30.0m (up 48% from FY 2021). Profit margin: 9.6% (up from 8.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Jan 24Now 21% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be €6.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 11%.お知らせ • Jan 13+ 2 more updatesBasicNet S.p.A. to Report Q3, 2023 Results on Oct 31, 2023BasicNet S.p.A. announced that they will report Q3, 2023 results on Oct 31, 2023お知らせ • Jan 12BasicNet S.p.A. to Report Fiscal Year 2022 Final Results on Mar 09, 2023BasicNet S.p.A. announced that they will report fiscal year 2022 final results on Mar 09, 2023お知らせ • Jan 11BasicNet S.p.A. to Report Fiscal Year 2022 Results on Feb 10, 2023BasicNet S.p.A. announced that they will report fiscal year 2022 results on Feb 10, 2023Buying Opportunity • Jan 06Now 21% undervaluedOver the last 90 days, the stock is up 7.5%. The fair value is estimated to be €6.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 11%.Reported Earnings • Aug 02First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €4.14m from profit in 1H 2021). Profit margin: (down from 4.0% in 1H 2021). The decrease in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 6% per year.分析記事 • Jun 25BasicNet's (BIT:BAN) Returns Have Hit A WallIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Upcoming Dividend • Apr 18Upcoming dividend of €0.12 per shareEligible shareholders must have bought the stock before 25 April 2022. Payment date: 27 April 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Italian dividend payers (4.7%). Lower than average of industry peers (4.2%).Reported Earnings • Mar 07Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: €0.40 (up from €0.16 in FY 2020). Revenue: €241.6m (up 13% from FY 2020). Net income: €20.3m (up 137% from FY 2020). Profit margin: 8.4% (up from 4.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 9.8%. Earnings per share (EPS) missed analyst estimates by 12%. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.分析記事 • Dec 23Is BasicNet (BIT:BAN) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Aug 03First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €102.6m (up 18% from 1H 2020). Net income: €4.14m (up €9.66m from 1H 2020). Profit margin: 4.0% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue.分析記事 • Apr 29What To Know Before Buying BasicNet S.p.A. (BIT:BAN) For Its DividendDividend paying stocks like BasicNet S.p.A. ( BIT:BAN ) tend to be popular with investors, and for good reason - some...Upcoming Dividend • Apr 12Upcoming dividend of €0.06 per shareEligible shareholders must have bought the stock before 19 April 2021. Payment date: 21 April 2021. Trailing yield: 1.4%. Lower than top quartile of Italian dividend payers (4.1%). Lower than average of industry peers (2.5%).分析記事 • Apr 11Does BasicNet (BIT:BAN) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Mar 21Full year 2020 earnings released: EPS €0.16 (vs €0.39 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €213.8m (down 14% from FY 2019). Net income: €8.58m (down 59% from FY 2019). Profit margin: 4.0% (down from 8.4% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.分析記事 • Mar 09We're Watching These Trends At BasicNet (BIT:BAN)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Is New 90 Day High Low • Mar 04New 90-day high: €4.34The company is up 16% from its price of €3.73 on 03 December 2020. The Italian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 4.0% over the same period.分析記事 • Feb 17What Is The Ownership Structure Like For BasicNet S.p.A. (BIT:BAN)?A look at the shareholders of BasicNet S.p.A. ( BIT:BAN ) can tell us which group is most powerful. Large companies...分析記事 • Jan 30Reflecting on BasicNet's (BIT:BAN) Share Price Returns Over The Last YearBasicNet S.p.A. ( BIT:BAN ) shareholders will doubtless be very grateful to see the share price up 37% in the last...Is New 90 Day High Low • Dec 28New 90-day high: €4.02The company is up 25% from its price of €3.22 on 29 September 2020. The Italian market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 10.0% over the same period.分析記事 • Dec 18BasicNet S.p.A.'s (BIT:BAN) Stock Is Going Strong: Have Financials A Role To Play?BasicNet (BIT:BAN) has had a great run on the share market with its stock up by a significant 21% over the last three...Is New 90 Day High Low • Dec 11New 90-day high: €3.94The company is up 13% from its price of €3.50 on 11 September 2020. The Italian market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Specialty Retail industry, which is up 16% over the same period.分析記事 • Nov 30Here's Why BasicNet (BIT:BAN) Has A Meaningful Debt BurdenLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 15% share price gain to €3.33, the stock is trading at a trailing P/E ratio of 41.1x, up from the previous P/E ratio of 35.6x. This compares to an average P/E of 18x in the Specialty Retail industry in Europe. Total returns to shareholders over the past three years are 2.3%.Is New 90 Day High Low • Nov 05New 90-day low: €2.82The company is down 22% from its price of €3.60 on 07 August 2020. The Italian market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 6.0% over the same period.Is New 90 Day High Low • Oct 21New 90-day low: €3.12The company is down 17% from its price of €3.78 on 23 July 2020. The Italian market is down 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 10.0% over the same period.Is New 90 Day High Low • Sep 25New 90-day low: €3.17The company is down 21% from its price of €3.99 on 26 June 2020. The Italian market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 7.0% over the same period.株主還元BANIT Specialty RetailIT 市場7D7.3%6.0%1.0%1Y-15.5%-14.8%19.4%株主還元を見る業界別リターン: BAN過去 1 年間で-14.8 % のリターンをもたらしたItalian Specialty Retail業界と一致しました。リターン対市場: BANは、過去 1 年間で19.4 % のリターンを上げたItalian市場を下回りました。価格変動Is BAN's price volatile compared to industry and market?BAN volatilityBAN Average Weekly Movement5.7%Specialty Retail Industry Average Movement5.5%Market Average Movement5.2%10% most volatile stocks in IT Market8.8%10% least volatile stocks in IT Market3.3%安定した株価: BAN 、 Italian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: BANの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイトn/a1,345Alessandro Boglionewww.basicnet.comBasicNet S.p.A.は、その子会社とともに、ヨーロッパ、アメリカ大陸、アジア、オセアニア、中東、アフリカにおいて、スポーツ・カジュアル衣料、フットウェア、アクセサリーの分野で事業を展開している。衣料品、フットウェア、アクセサリー、不動産の各セグメントを通じて事業を展開している。また、不動産物件の管理、自社ブランドの開発も行っている。さらに、独立したライセンシーのネットワークを通じて商品の流通にも携わっている。Kappa、Robe di Kappa、K-Way、Superga、Briko、Jesus Jeans、Sabelt、Sebagoのブランド名で製品を提供している。また、オンライン販売も行っている。BasicNet S.p.A.の本社はイタリアのトリノにある。もっと見るBasicNet S.p.A. 基礎のまとめBasicNet の収益と売上を時価総額と比較するとどうか。BAN 基礎統計学時価総額€343.79m収益（TTM）-€7.71m売上高(TTM)€348.28m1.0xP/Sレシオ-44.6xPER（株価収益率BAN は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計BAN 損益計算書（TTM）収益€348.28m売上原価€185.02m売上総利益€163.26mその他の費用€170.97m収益-€7.71m直近の収益報告Dec 31, 2025次回決算日Jul 31, 2026一株当たり利益（EPS）-0.16グロス・マージン46.88%純利益率-2.21%有利子負債／自己資本比率68.2%BAN の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.2%現在の配当利回り-96%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/31 21:36終値2026/05/29 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋BasicNet S.p.A. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Giada CabrinoBanca Akros S.p.A. (ESN)
Upcoming Dividend • Apr 20Upcoming dividend of €0.16 per shareEligible shareholders must have bought the stock before 27 April 2026. Payment date: 29 April 2026. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 2.1%. Lower than top quartile of Italian dividend payers (4.6%). Lower than average of industry peers (3.3%).
New Risk • Mar 29New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 6.3% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.3% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Payout ratio: 126% Dividend per share is over 67x cash flows per share. Earnings have declined by 12% per year over the past 5 years.
Reported Earnings • Mar 29Full year 2025 earnings released: €0.17 loss per share (vs €0.54 profit in FY 2024)Full year 2025 results: €0.17 loss per share (down from €0.54 profit in FY 2024). Revenue: €348.3m (flat on FY 2024). Net loss: €7.71m (down 131% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Declared Dividend • Mar 19Dividend of €0.16 announcedDividend of €0.16 is the same as last year. Ex-date: 27th April 2026 Payment date: 29th April 2026 Dividend yield will be 2.7%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (126% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.6% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 40% to bring the payout ratio under control, which is more than the 9.2% EPS growth achieved over the last 5 years.
お知らせ • Mar 18BasicNet S.p.A. announces Annual dividend, payable on April 29, 2026BasicNet S.p.A. announced Annual dividend of EUR 0.1600 per share payable on April 29, 2026, ex-date on April 27, 2026 and record date on April 28, 2026.
お知らせ • Mar 16BasicNet S.p.A., Annual General Meeting, Apr 16, 2026BasicNet S.p.A., Annual General Meeting, Apr 16, 2026, at 11:00 W. Europe Standard Time.
Upcoming Dividend • Apr 20Upcoming dividend of €0.16 per shareEligible shareholders must have bought the stock before 27 April 2026. Payment date: 29 April 2026. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 2.1%. Lower than top quartile of Italian dividend payers (4.6%). Lower than average of industry peers (3.3%).
New Risk • Mar 29New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 6.3% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.3% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Payout ratio: 126% Dividend per share is over 67x cash flows per share. Earnings have declined by 12% per year over the past 5 years.
Reported Earnings • Mar 29Full year 2025 earnings released: €0.17 loss per share (vs €0.54 profit in FY 2024)Full year 2025 results: €0.17 loss per share (down from €0.54 profit in FY 2024). Revenue: €348.3m (flat on FY 2024). Net loss: €7.71m (down 131% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Declared Dividend • Mar 19Dividend of €0.16 announcedDividend of €0.16 is the same as last year. Ex-date: 27th April 2026 Payment date: 29th April 2026 Dividend yield will be 2.7%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (126% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.6% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 40% to bring the payout ratio under control, which is more than the 9.2% EPS growth achieved over the last 5 years.
お知らせ • Mar 18BasicNet S.p.A. announces Annual dividend, payable on April 29, 2026BasicNet S.p.A. announced Annual dividend of EUR 0.1600 per share payable on April 29, 2026, ex-date on April 27, 2026 and record date on April 28, 2026.
お知らせ • Mar 16BasicNet S.p.A., Annual General Meeting, Apr 16, 2026BasicNet S.p.A., Annual General Meeting, Apr 16, 2026, at 11:00 W. Europe Standard Time.
New Risk • Feb 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 126% Paying a dividend despite having no free cash flows. Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.7% net profit margin).
お知らせ • Jan 15+ 4 more updatesBasicNet S.p.A. to Report Q1, 2026 Results on Apr 30, 2026BasicNet S.p.A. announced that they will report Q1, 2026 results on Apr 30, 2026
New Risk • Dec 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 126% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.7% net profit margin).
お知らせ • Dec 05BasicNet S.p.A. (BIT:BAN) entered into agreement to acquire Kickoff SpA from Winnie Srl for €19.6 million.BasicNet S.p.A. (BIT:BAN) entered into agreement to acquire Kickoff SpA from Winnie Srl for €19.6 million on December 4, 2025. The consideration consists of 1.4 million common equity of BasicNet S.p.A. having a value of €9.56 million to be issued for common equity of Kickoff SpA. BasicNet S.p.A. will pay an earnout/contingent payment of €10 million cash. As part of consideration, €19.56 million is paid towards common equity of Kickoff SpA.
お知らせ • Nov 14BasicNet S.p.A. (BIT:BAN) reached an agreement to acquire WOOLRICH EUROPE Srl from L-GAM Advisers LLP for an enterprise value of €90 million.BasicNet S.p.A. (BIT:BAN) reached an agreement to acquire WOOLRICH EUROPE Srl from L-GAM Advisers LLP for an enterprise value of €90 million on November 12, 2025. Part of the consideration, amounting to €40 million, will be paid for €12 million through the transfer of 1,200,000 BasicNet ordinary shares at a value of €10 each. In addition, the seller may receive an earn-out based on the achievement of certain net result and revenue levels at the end of the 2026–2028 three-year period. The transfer of the shares included as part of the initial consideration will be subject to a 24-month lock-up period starting from the closing date. The transaction involves the acquisition, through a wholly owned BasicNet subsidiary, of the rights to the Woolrich brand for Europe. The acquisition and refinancing of existing debt will be structured despite existing liquidity through mid-long-term credit lines and a revolving credit facility for a total of up to €90 million. The new financing will be provided by UniCredit, as strategic partner of the Group and sole lender of the transaction. The execution of the transaction is not subject to any condition precedent and is expected to take place by December 2025. Houlihan Lokey, Inc. acted as financial advisor, Labruna Mazziotti Segni acted as legal advisor and Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor for L-GAM Advisers LLP. Ernst & Young LLP acted as accountant for L-GAM Advisers LLP. Carlo Peyron of Pavesio e Associati with Negri-Clementi acted as legal advisor and Ernst & Young Italia acted as due diligence provider for BasicNet S.p.A.
New Risk • Sep 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 126% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.7% net profit margin).
分析記事 • Aug 08BasicNet's (BIT:BAN) Soft Earnings Are Actually Better Than They AppearBIT:BAN 1 Year Share Price vs Fair Value Explore BasicNet's Fair Values from the Community and select yours Investors...
New Risk • Aug 04New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 126% Paying a dividend despite having no free cash flows. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.7% net profit margin).
Reported Earnings • Aug 04First half 2025 earnings released: €0.36 loss per share (vs €0.057 profit in 1H 2024)First half 2025 results: €0.36 loss per share (down from €0.057 profit in 1H 2024). Revenue: €137.3m (down 4.2% from 1H 2024). Net loss: €16.6m (down €19.4m from profit in 1H 2024). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
New Risk • Aug 03New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.7% Last year net profit margin: 6.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 118% Paying a dividend despite having no free cash flows. Minor Risk Profit margins are more than 30% lower than last year (1.7% net profit margin).
分析記事 • Jun 17BasicNet S.p.A. (BIT:BAN) Investors Are Less Pessimistic Than ExpectedThere wouldn't be many who think BasicNet S.p.A.'s ( BIT:BAN ) price-to-earnings (or "P/E") ratio of 14.5x is worth a...
Upcoming Dividend • Apr 21Upcoming dividend of €0.16 per shareEligible shareholders must have bought the stock before 28 April 2025. Payment date: 30 April 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Italian dividend payers (5.8%). Lower than average of industry peers (3.8%).
分析記事 • Apr 11This Is The Reason Why We Think BasicNet S.p.A.'s (BIT:BAN) CEO Might Be UnderpaidKey Insights BasicNet to hold its Annual General Meeting on 17th of April CEO Federico Trono's total compensation...
分析記事 • Mar 31BasicNet (BIT:BAN) Is Paying Out A Larger Dividend Than Last YearBasicNet S.p.A. ( BIT:BAN ) will increase its dividend from last year's comparable payment on the 30th of April to...
Reported Earnings • Mar 28Full year 2024 earnings released: EPS: €0.54 (vs €0.49 in FY 2023)Full year 2024 results: EPS: €0.54 (up from €0.49 in FY 2023). Revenue: €346.8m (up 4.2% from FY 2023). Net income: €25.3m (up 3.6% from FY 2023). Profit margin: 7.3% (in line with FY 2023). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
お知らせ • Mar 14+ 1 more updateBasicNet S.p.A. to Report Q1, 2025 Results on Apr 29, 2025BasicNet S.p.A. announced that they will report Q1, 2025 results on Apr 29, 2025
分析記事 • Mar 13BasicNet's (BIT:BAN) Dividend Will Be Increased To €0.16BasicNet S.p.A.'s ( BIT:BAN ) periodic dividend will be increasing on the 30th of April to €0.16, with investors...
Declared Dividend • Mar 12Dividend increased to €0.16Dividend of €0.16 is 6.7% higher than last year. Ex-date: 28th April 2025 Payment date: 30th April 2025 Dividend yield will be 2.3%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 58% to shift the payout ratio to a potentially unsustainable range, which is more than the 3.3% EPS decline seen over the last 5 years.
お知らせ • Mar 11+ 1 more updateBasicNet S.p.A. announces Annual dividend, payable on April 30, 2025BasicNet S.p.A. announced Annual dividend of EUR 0.1600 per share payable on April 30, 2025, ex-date on April 28, 2025 and record date on April 29, 2025.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €8.78, the stock trades at a trailing P/E ratio of 21.7x. Average trailing P/E is 18x in the Specialty Retail industry in Europe. Total returns to shareholders of 81% over the past three years.
お知らせ • Jan 15+ 2 more updatesBasicNet S.p.A. to Report First Half, 2025 Results on Jul 31, 2025BasicNet S.p.A. announced that they will report first half, 2025 results on Jul 31, 2025
Buy Or Sell Opportunity • Nov 04Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 69% to €5.64. The fair value is estimated to be €4.65, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 5.5%.
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 37%After last week's 37% share price gain to €5.26, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 16x in the Specialty Retail industry in Europe. Total returns to shareholders of 15% over the past three years.
分析記事 • Oct 26Little Excitement Around BasicNet S.p.A.'s (BIT:BAN) EarningsBasicNet S.p.A.'s ( BIT:BAN ) price-to-earnings (or "P/E") ratio of 9.5x might make it look like a buy right now...
Buy Or Sell Opportunity • Sep 26Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.6% to €3.12. The fair value is estimated to be €3.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 5.5%.
Buy Or Sell Opportunity • Aug 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €3.12. The fair value is estimated to be €3.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 5.5%.
Buy Or Sell Opportunity • Aug 05Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to €3.05. The fair value is estimated to be €3.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 5.5%.
Reported Earnings • Aug 05First half 2024 earnings released: EPS: €0.057 (vs €0.15 in 1H 2023)First half 2024 results: EPS: €0.057 (down from €0.15 in 1H 2023). Revenue: €143.4m (down 2.2% from 1H 2023). Net income: €2.82m (down 62% from 1H 2023). Profit margin: 2.0% (down from 5.1% in 1H 2023). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Aug 02BasicNet S.p.A. to Report Q2, 2025 Results on Oct 30, 2024BasicNet S.p.A. announced that they will report Q2, 2025 results on Oct 30, 2024
Upcoming Dividend • Apr 15Upcoming dividend of €0.15 per shareEligible shareholders must have bought the stock before 22 April 2024. Payment date: 24 April 2024. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Italian dividend payers (5.7%). In line with average of industry peers (3.5%).
Reported Earnings • Mar 10Full year 2023 earnings released: EPS: €0.49 (vs €0.60 in FY 2022)Full year 2023 results: EPS: €0.49 (down from €0.60 in FY 2022). Revenue: €332.8m (up 6.4% from FY 2022). Net income: €24.4m (down 19% from FY 2022). Profit margin: 7.3% (down from 9.6% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
New Risk • Feb 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Dividend is not well covered by cash flows (483% cash payout ratio).
お知らせ • Jan 12+ 3 more updatesBasicNet S.p.A. to Report Q2, 2024 Results on Jul 31, 2024BasicNet S.p.A. announced that they will report Q2, 2024 results on Jul 31, 2024
Reported Earnings • Aug 02First half 2023 earnings released: EPS: €0.15 (vs €0.21 in 1H 2022)First half 2023 results: EPS: €0.15 (down from €0.21 in 1H 2022). Revenue: €146.6m (up 16% from 1H 2022). Net income: €7.43m (down 31% from 1H 2022). Profit margin: 5.1% (down from 8.5% in 1H 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Apr 17Upcoming dividend of €0.18 per share at 3.1% yieldEligible shareholders must have bought the stock before 24 April 2023. Payment date: 26 April 2023. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Italian dividend payers (5.0%). Lower than average of industry peers (3.8%).
Reported Earnings • Mar 14Full year 2022 earnings released: EPS: €0.60 (vs €0.40 in FY 2021)Full year 2022 results: EPS: €0.60 (up from €0.40 in FY 2021). Revenue: €312.7m (up 29% from FY 2021). Net income: €30.0m (up 48% from FY 2021). Profit margin: 9.6% (up from 8.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Jan 24Now 21% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be €6.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 11%.
お知らせ • Jan 13+ 2 more updatesBasicNet S.p.A. to Report Q3, 2023 Results on Oct 31, 2023BasicNet S.p.A. announced that they will report Q3, 2023 results on Oct 31, 2023
お知らせ • Jan 12BasicNet S.p.A. to Report Fiscal Year 2022 Final Results on Mar 09, 2023BasicNet S.p.A. announced that they will report fiscal year 2022 final results on Mar 09, 2023
お知らせ • Jan 11BasicNet S.p.A. to Report Fiscal Year 2022 Results on Feb 10, 2023BasicNet S.p.A. announced that they will report fiscal year 2022 results on Feb 10, 2023
Buying Opportunity • Jan 06Now 21% undervaluedOver the last 90 days, the stock is up 7.5%. The fair value is estimated to be €6.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 11%.
Reported Earnings • Aug 02First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €4.14m from profit in 1H 2021). Profit margin: (down from 4.0% in 1H 2021). The decrease in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 6% per year.
分析記事 • Jun 25BasicNet's (BIT:BAN) Returns Have Hit A WallIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Upcoming Dividend • Apr 18Upcoming dividend of €0.12 per shareEligible shareholders must have bought the stock before 25 April 2022. Payment date: 27 April 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Italian dividend payers (4.7%). Lower than average of industry peers (4.2%).
Reported Earnings • Mar 07Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: €0.40 (up from €0.16 in FY 2020). Revenue: €241.6m (up 13% from FY 2020). Net income: €20.3m (up 137% from FY 2020). Profit margin: 8.4% (up from 4.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 9.8%. Earnings per share (EPS) missed analyst estimates by 12%. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
分析記事 • Dec 23Is BasicNet (BIT:BAN) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Aug 03First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €102.6m (up 18% from 1H 2020). Net income: €4.14m (up €9.66m from 1H 2020). Profit margin: 4.0% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue.
分析記事 • Apr 29What To Know Before Buying BasicNet S.p.A. (BIT:BAN) For Its DividendDividend paying stocks like BasicNet S.p.A. ( BIT:BAN ) tend to be popular with investors, and for good reason - some...
Upcoming Dividend • Apr 12Upcoming dividend of €0.06 per shareEligible shareholders must have bought the stock before 19 April 2021. Payment date: 21 April 2021. Trailing yield: 1.4%. Lower than top quartile of Italian dividend payers (4.1%). Lower than average of industry peers (2.5%).
分析記事 • Apr 11Does BasicNet (BIT:BAN) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Mar 21Full year 2020 earnings released: EPS €0.16 (vs €0.39 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €213.8m (down 14% from FY 2019). Net income: €8.58m (down 59% from FY 2019). Profit margin: 4.0% (down from 8.4% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
分析記事 • Mar 09We're Watching These Trends At BasicNet (BIT:BAN)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Is New 90 Day High Low • Mar 04New 90-day high: €4.34The company is up 16% from its price of €3.73 on 03 December 2020. The Italian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 4.0% over the same period.
分析記事 • Feb 17What Is The Ownership Structure Like For BasicNet S.p.A. (BIT:BAN)?A look at the shareholders of BasicNet S.p.A. ( BIT:BAN ) can tell us which group is most powerful. Large companies...
分析記事 • Jan 30Reflecting on BasicNet's (BIT:BAN) Share Price Returns Over The Last YearBasicNet S.p.A. ( BIT:BAN ) shareholders will doubtless be very grateful to see the share price up 37% in the last...
Is New 90 Day High Low • Dec 28New 90-day high: €4.02The company is up 25% from its price of €3.22 on 29 September 2020. The Italian market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 10.0% over the same period.
分析記事 • Dec 18BasicNet S.p.A.'s (BIT:BAN) Stock Is Going Strong: Have Financials A Role To Play?BasicNet (BIT:BAN) has had a great run on the share market with its stock up by a significant 21% over the last three...
Is New 90 Day High Low • Dec 11New 90-day high: €3.94The company is up 13% from its price of €3.50 on 11 September 2020. The Italian market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Specialty Retail industry, which is up 16% over the same period.
分析記事 • Nov 30Here's Why BasicNet (BIT:BAN) Has A Meaningful Debt BurdenLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 15% share price gain to €3.33, the stock is trading at a trailing P/E ratio of 41.1x, up from the previous P/E ratio of 35.6x. This compares to an average P/E of 18x in the Specialty Retail industry in Europe. Total returns to shareholders over the past three years are 2.3%.
Is New 90 Day High Low • Nov 05New 90-day low: €2.82The company is down 22% from its price of €3.60 on 07 August 2020. The Italian market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 6.0% over the same period.
Is New 90 Day High Low • Oct 21New 90-day low: €3.12The company is down 17% from its price of €3.78 on 23 July 2020. The Italian market is down 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 10.0% over the same period.
Is New 90 Day High Low • Sep 25New 90-day low: €3.17The company is down 21% from its price of €3.99 on 26 June 2020. The Italian market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 7.0% over the same period.
