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Novo Nordisk
BA
bactrian
Community Contributor
A Quality Compounder Marked Down on Overblown Fears
Novo Nordisk , a global leader in diabetes and obesity treatments, is trading at a deep discount to both its historical multiples and intrinsic value. The ADR is now priced at $47.05 , reflecting a normalized P/E ratio of just 13.4× , down from a five-year average closer to 25–30×.
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US$120.72
FV
59.6% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
24
users have liked this narrative
6
users have commented on this narrative
54
users have followed this narrative
New
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ASML Holding
IN
Investingwilly
Community Contributor
Why Now is the Time to buy ASML
What Does ASML Do? ASML Holding N.V. is a Dutch company and the world’s only supplier of extreme ultraviolet (EUV) lithography machines —a critical technology used to produce the world’s most advanced computer chips.
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US$1.00k
FV
28.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
31
users have liked this narrative
6
users have commented on this narrative
87
users have followed this narrative
Updated
narrative
Wyndham Hotels & Resorts
ZW
Zwfis
Community Contributor
Wyndham Continues Global Expansion with 19% Ancillary Revenue Growth
WH is a company that I actually took interest in a couple of months ago when I happened to stay at one of their franchise hotels. I had to leave early in the morning at like 4 and when I went out to the parking lot I was astounded that in the little town I was was absolutely full.
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US$105.80
FV
20.8% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
2
users have commented on this narrative
13
users have followed this narrative
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EQT
JO
Jonh
Community Contributor
EQT's Private Market Strategy Will Transform Revenue for 12.6% Growth
Key Takeaways Strategic focus on private markets and new investment strategies in healthcare and infrastructure align with global trends, boosting revenue and diversification. Leading role in private market expansion and tech-driven efficiencies enhances deal activity, margins, and EBITDA growth.
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SEK 389.20
FV
13.4% undervalued
intrinsic discount
12.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
5 months ago
author updated this narrative
Bronco Resources
WS
WST
Community Contributor
High upside if gold / silver is found
Potentially 10k oz gold and 50k oz silver production per year.
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CA$4.70
FV
99.1% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
about 1 month ago
author updated this narrative
RenovoRx
ST
Stock_Research_Today
Community Contributor
Revolutionizing Cancer Treatment
A Precision Approach to Hard-to-Treat Cancers RenovoRx, Inc. (Nasdaq: RNXT), based in Mountain View, California, is a clinical-stage biopharma company taking a new approach to cancer treatment.
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US$4.20
FV
71.4% undervalued
intrinsic discount
371.30%
Revenue growth p.a.
Set Fair Value
15
users have liked this narrative
3
users have commented on this narrative
122
users have followed this narrative
2 months ago
author updated this narrative
LyondellBasell Industries
ID
Idle
Community Contributor
Great dividend return, poor stock price grower
Petrochemicals material company based in Netherland.
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US$50.00
FV
0.3% overvalued
intrinsic discount
-3.60%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
Updated
narrative
POSCO Holdings
DR
DrPotato
Community Contributor
POSCO Holdings aims for 4% profit margin growth with lower inflation support
Positive Factors for the next 5years: * Reduced Inflation: Lower inflation generally improves business conditions. It reduces input costs for steel production, potentially increasing profit margins.
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€199.98
FV
77.2% undervalued
intrinsic discount
1.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
7 months ago
author updated this narrative
SAP
TO
Tokyo
Community Contributor
EU#1 - From German Startup to EU’s Biggest Company
In the world of enterprise software, few names carry as much weight as SAP. What started as a small German startup has evolved into the largest publicly listed company in Europe by market capitalization.
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€248.62
FV
2.5% overvalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
6
users have commented on this narrative
28
users have followed this narrative
2 months ago
author updated this narrative
Philippine Stock Exchange
DE
Derrick777
Community Contributor
sample narrative
sample
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₱605.80
FV
65.7% undervalued
intrinsic discount
41.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
1
users have followed this narrative
about 1 month ago
author updated this narrative
Swiss Re
SW
SwissSimon
Community Contributor
Swiss Re Quick Check
Based on current analyst estimates, assuming earnings = FCF Using my standard discount rate of 15% Terminal PE of 12
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CHF 104.62
FV
47.8% overvalued
intrinsic discount
5.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
about 1 month ago
author updated this narrative
monday.com
ME
mehtomate
Community Contributor
Could be ripe for margins
Optimist Fund
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US$325.06
FV
23.9% undervalued
intrinsic discount
25.20%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
9 days ago
author updated this narrative
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