Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
Italy
/
Healthcare
Create a narrative
Healthcare Italian Community
Our community narratives are driven by numbers and valuation.
Create a narrative
All companies
Popular
Undervalued
Overvalued
Healthcare Italian Investing Ideas
EL.En
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Escalating Trade Tensions And Supply Chain Disruptions Will Undermine Profitability
Key Takeaways Geopolitical instability, demographic shifts, and tighter regulations threaten EL.En.'s market access, innovation speed, and overall revenue growth. Fierce competition and rapid technological change risk shrinking profit margins and eroding demand for the company's core laser-based products.
View narrative
€11.00
FV
8.9% overvalued
intrinsic discount
5.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
EL.En
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Accelerating Laser Adoption Will Spur Expansion Despite Tariff Risks
Key Takeaways Margin expansion and accelerated profit growth expected as operational streamlining and discontinued operations boost earnings, outpacing analyst expectations. Market leadership in innovative medical lasers, along with vertical integration and emerging market growth, positions the company for sustained, above-market revenue gains.
View narrative
€14.70
FV
18.5% undervalued
intrinsic discount
6.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
EL.En
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Divestments And New Products Will Secure Future Stability
Key Takeaways Divestment of non-core business and focus on high-margin Medical sector anticipated to improve margins and drive revenue growth. Strategic financial and operational adjustments expected to stabilize earnings and enhance shareholder value through improved financial stability and reinvestment.
View narrative
€12.05
FV
0.6% undervalued
intrinsic discount
5.24%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
7 days ago
author updated this narrative
Amplifon
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Renewed Demand And Market Expansion Will Boost Future Prospects In France, US, And China
Key Takeaways Strategic investments in core European markets and audiologist capacity are expected to enhance brand presence and customer acquisition, boosting margins long-term. Expansion efforts in the U.S. and China aim to drive revenue despite potential initial margin dilution, while bolt-on acquisitions support growth and profitability.
View narrative
€25.73
FV
22.2% undervalued
intrinsic discount
6.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
7 days ago
author updated this narrative
DiaSorin
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Launch Of LIAISON PLEX And US Expansion Will Drive Future Market Penetration
Key Takeaways Expansion in U.S. and Chinese markets, along with new product launches, is expected to enhance growth and market penetration despite limited immediate impact in China. Pricing strategies to combat inflation and innovation in diagnostics segments are likely to maintain net margins and support long-term revenue growth.
View narrative
€113.84
FV
20.0% undervalued
intrinsic discount
7.76%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
7 days ago
author updated this narrative
Value any company in seconds
Popular companies