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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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
1
users have commented on this narrative
17
users have followed this narrative
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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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
10
users have liked this narrative
2
users have commented on this narrative
25
users have followed this narrative
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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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
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Schneider Electric
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Investing In Global Expansion And Sustainability Will Boost Future Prospects
Key Takeaways Schneider Electric's strong performance in energy management and data centers drives significant revenue growth and efficiency improvements. Expansion into high-margin services and continued global investment boost net margins and operational efficiency.
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€252.94
FV
15.1% undervalued
intrinsic discount
6.87%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
59
users have followed this narrative
6 days ago
author updated this narrative
Commonwealth Bank of Australia
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Implementing NameCheck Technology Will Raise Expenses Now But May Strengthen Customer Trust In The Future
Key Takeaways Rising technology investments may increase operational costs, affecting short-term net margins and earnings without immediate revenue benefits. Competitive mortgage and deposit markets and retail deposit reliance could pressure interest margins, affecting future revenue and net interest income.
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AU$115.88
FV
53.0% overvalued
intrinsic discount
5.39%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
73
users have followed this narrative
6 days ago
author updated this narrative
L'Oréal
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
Emerging Markets And ECommerce Will Unlock Future Value
Key Takeaways Strong emerging market expansion, digital transformation, and premium product focus drive sustainable growth, higher margins, and improved customer acquisition. Strategic investments in innovation, acquisitions, and operational efficiency reinforce category leadership and support long-term profitability.
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€380.64
FV
1.9% undervalued
intrinsic discount
4.11%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
67
users have followed this narrative
6 days ago
author updated this narrative
Alibaba Group Holding
AN
AnalystConsensusTarget
Consensus Narrative from 39 Analysts
AI And Cloud Investments Will Improve Future Offerings With Qwen25-MAX
Key Takeaways Alibaba's AI and cloud focus is driving substantial revenue growth and positioning for future earnings acceleration due to strong product demand. Strategic divestments and e-commerce enhancements aim to stabilize market share and bolster long-term earnings and shareholder returns.
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US$150.72
FV
22.3% undervalued
intrinsic discount
7.41%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
445
users have followed this narrative
6 days ago
author updated this narrative
Nestlé
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
China And Digital Transformation Will Spur Consumer Demand
Key Takeaways Strategic shift toward premium, health-focused brands and direct consumer engagement supports growth in key markets and leverages global health and wellness trends. Efficiency gains through digitalization and portfolio optimization enable higher marketing intensity and margin improvement, with PetCare and science-led nutrition driving structural expansion.
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CHF 87.69
FV
17.9% undervalued
intrinsic discount
1.96%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
124
users have followed this narrative
6 days ago
author updated this narrative
ASML Holding
AN
AnalystConsensusTarget
Consensus Narrative from 31 Analysts
High-NA EUV Platforms And AI Demand Will Drive System Sales
Key Takeaways ASML's innovations in EUV and High-NA platforms enhance productivity, reduce costs, and bolster potential revenue and margin growth. AI demand and strategic global collaborations are poised to boost ASML's lithography equipment sales, stabilizing and potentially increasing future earnings.
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€757.87
FV
21.2% undervalued
intrinsic discount
7.33%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
443
users have followed this narrative
6 days ago
author updated this narrative
SAP
AN
AnalystConsensusTarget
Consensus Narrative from 26 Analysts
AI Integration And Cloud Migration Will Unlock Future Opportunity
Key Takeaways Driving deeper customer integration and higher recurring revenue through rapid AI adoption and transition to cloud offerings, boosting margin expansion and earnings visibility. Expanding market reach and topline growth via strategic partnerships, digitalization trends, and internal productivity gains enabling scalable, sustainable profit improvement.
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€286.92
FV
14.0% undervalued
intrinsic discount
12.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
120
users have followed this narrative
6 days ago
author updated this narrative
Industrial and Commercial Bank of China
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Digital Modernization And International Expansion Will Unlock Future Opportunities
Key Takeaways Strategic transformations and focus on high-growth sectors are set to enhance competitiveness, market influence, and revenue growth through digital initiatives and risk control. International expansion and AI integration are expected to diversify revenue, enhance earnings stability, and improve operational efficiency and cost management.
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HK$6.75
FV
8.8% undervalued
intrinsic discount
10.91%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
33
users have followed this narrative
6 days ago
author updated this narrative
Roche Holding
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Diagnostics, Pipeline And Automation Will Fuel Future Success
Key Takeaways Expanding innovative diagnostics and advancing high-value biologics pipelines position Roche for strong global growth and resilient revenues across diverse markets. Strategic investments in automation, AI, and emerging markets drive margin expansion, lower costs, and reduce reliance on older, patent-sensitive products.
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CHF 300.29
FV
15.0% undervalued
intrinsic discount
2.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
128
users have followed this narrative
6 days ago
author updated this narrative
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