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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
0
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2
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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
30.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
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6
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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
20.1% 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
2
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Enbridge
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Acquisitions Will Create North America's Largest Gas Utility Franchise By 2024
Key Takeaways Strategic expansions in gas and renewables are expected to drive revenue and earnings growth through diversified projects and improved operational efficiencies. Major acquisitions and project expansions aim to strengthen Enbridge's market position and financial metrics, enhancing shareholder returns and sustainability.
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CA$67.17
FV
5.1% undervalued
intrinsic discount
-1.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
188
users have followed this narrative
5 days ago
author updated this narrative
Iberdrola
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
US And UK Expansion Will Fuel Future Grid Modernization
Key Takeaways Expansion of regulated network assets and clean energy projects, backed by supportive policies, drives predictable revenue growth and higher margins. Strong financing and operational cash flow support ambitious investments, maintaining reliable dividends and reducing the need for new equity.
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€15.59
FV
0.6% undervalued
intrinsic discount
3.91%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
62
users have followed this narrative
5 days ago
author updated this narrative
State Bank of India
AN
AnalystConsensusTarget
Consensus Narrative from 41 Analysts
Digital Investments Will Drive Operational Efficiency Amid India's Economic Rebound
Key Takeaways SBI's focus on digital investments and improved asset quality could enhance operational efficiency, lower costs, and support sustainable earnings growth. Growth from increased credit demand and diversification in ancillary services could stabilize and boost SBI's revenue streams and earnings.
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₹926.79
FV
14.1% undervalued
intrinsic discount
-5.68%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
81
users have followed this narrative
5 days ago
author updated this narrative
Xiaomi
AN
AnalystConsensusTarget
Consensus Narrative from 32 Analysts
Premium Devices And IoT Will Drive Future Expansion
Key Takeaways Premiumization and investment in proprietary technology strengthen profitability, brand differentiation, and growth in advanced device and ecosystem offerings. International expansion and smart EV production efficiency reduce regional risk and unlock new revenue streams across multiple sectors.
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HK$66.93
FV
18.5% undervalued
intrinsic discount
22.54%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
5 days ago
author updated this narrative
Recruit Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Shift To HR Technology And AI Investments Will Boost Future Operations
Key Takeaways Strategic focus on shifting HR Solutions to HR Technology and enhancing SaaS client satisfaction aims to boost revenue growth and profitability. Share repurchase program and future plans could improve earnings per share, benefiting stock value and enhancing net margins.
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JP¥9.87k
FV
12.0% undervalued
intrinsic discount
4.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
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5 days ago
author updated this narrative
Toronto-Dominion Bank
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Canadian Market Expansion And AI Investments Will Improve Future Operational Efficiency
Key Takeaways U.S. balance sheet restructuring and AML compliance efforts are expected to enhance return on equity, net margins, and reduce regulatory risks. Canadian market expansion and digital innovation investments are anticipated to drive revenue growth and improve operational efficiency and margins.
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CA$98.40
FV
1.7% overvalued
intrinsic discount
-0.23%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
137
users have followed this narrative
5 days ago
author updated this narrative
British American Tobacco
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Investments In Glo Hyper Pro And Velo+ Will Strengthen Future Portfolio
Key Takeaways New Categories expansion and investments in innovation aim to drive future revenue growth and diversify the company's portfolio. Operational efficiency initiatives and U.S. market focus are expected to enhance margins and drive revenue despite economic challenges.
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UK£38.50
FV
8.7% overvalued
intrinsic discount
1.31%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
154
users have followed this narrative
5 days ago
author updated this narrative
Chugai Pharmaceutical
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Roche Collaboration And Biologics Pipeline Will Expand Healthcare Reach
Key Takeaways Focus on biologics, personalized medicine, and R&D productivity positions Chugai well for future growth and expansion of high-value therapies. Strategic partnerships, supply chain investments, and innovation improve global reach, production efficiency, and profit potential.
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JP¥8.27k
FV
11.2% undervalued
intrinsic discount
4.98%
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
5 days ago
author updated this narrative
RELX
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Advanced AI Integration And Digital Shift Will Drive Success
Key Takeaways Accelerated shift to AI-powered digital products and data analytics is deepening customer value, spurring recurring revenue growth, and expanding profit margins. Focus on high-value digital subscriptions and prudent capital allocation strengthens long-term revenue momentum and supports sustainable EPS expansion.
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UK£44.60
FV
12.5% undervalued
intrinsic discount
6.51%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
34
users have followed this narrative
5 days ago
author updated this narrative
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