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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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
19
users have liked this narrative
6
users have commented on this narrative
48
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
27
users have liked this narrative
5
users have commented on this narrative
76
users have followed this narrative
New
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
19.2% 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
8
users have followed this narrative
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Costamare
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Chartering 12 Containerships Will Secure Strong Future Revenue Potential
Key Takeaways Costamare's forward charters and fleet upgrades position it for strong revenue growth and operational efficiency improvements. Adequate liquidity and Neptune Maritime's investment pipeline support potential strategic acquisitions and diversified growth opportunities.
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US$9.90
FV
11.6% overvalued
intrinsic discount
-45.10%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
7 days ago
author updated this narrative
Napco Security Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Introducing MVP Hosted Access And Prima Security Systems Will Drive Future Market Expansion
Key Takeaways NAPCO's focus on wireless solutions and school security systems suggests potential for significant revenue growth and market expansion. Innovative product introductions and increased R&D investments signal strong future earnings and enhanced competitiveness in the security technology market.
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US$30.08
FV
1.6% undervalued
intrinsic discount
5.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
7 days ago
author updated this narrative
CASH
Pathward Financial
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Digital Banking And Embedded Finance Collaborations Will Shape Future Markets
Key Takeaways Strategic investments in digital banking and technology partnerships are driving growth in transaction revenue, client base, and recurring noninterest income. Operational efficiencies and share repurchases support higher margins, improved leverage, and increased shareholder returns amid strong fintech and financial inclusion trends.
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US$88.00
FV
16.1% undervalued
intrinsic discount
13.21%
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
7 days ago
author updated this narrative
MannKind
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Pipeline Progress And International Expansion Will Strengthen Future Earnings Potential
Key Takeaways International market expansion and pediatric indications significantly boost Afrezza's revenue potential and broaden patient reach. Collaborations and a diversified development pipeline enhance future revenue, with a solid balance sheet supporting strategic investments.
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US$9.13
FV
62.0% undervalued
intrinsic discount
12.76%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
7 days ago
author updated this narrative
Bank of N.T. Butterfield & Son
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
International Wealth Management And Digital Upgrades Will Drive Progress
Key Takeaways Expansion in global wealth management and private trust services, paired with digital transformation, supports diversified, stable fee-based revenue and improved operational efficiency. Strong reputation in offshore banking and prudent risk management attract quality clients, foster deposit growth, and enable the capture of future growth opportunities.
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US$51.75
FV
12.4% undervalued
intrinsic discount
0.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
7 days ago
author updated this narrative
Andersons
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Skyland Grain Expansion And Renewables Investments Will Strengthen Future Operations
Key Takeaways Andersons' expansion with Skyland Grain strengthens North American ag supply chain presence, enhancing grain origination, merchandizing, and revenue growth. Investments in renewable production efficiency and carbon reduction projects promise increased earnings, operational efficiency, and improved margins via synergies and tax credits.
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US$46.67
FV
22.5% undervalued
intrinsic discount
3.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
7 days ago
author updated this narrative
LiveRamp Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Data Collaboration And Expanding Network Effects In CTV Will Strengthen Future Market Position
Key Takeaways Tactical adjustments and improved sales execution drive increased client onboarding, conversion rates, and future revenue growth. Robust data collaboration growth across expanding markets boosts revenue acceleration and operating leverage, enhancing overall earnings potential.
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US$39.50
FV
17.5% undervalued
intrinsic discount
8.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
7 days ago
author updated this narrative
Arhaus
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Expanding Showrooms And Marketing Investments Will Strengthen Brand Positioning
Key Takeaways Arhaus plans to double its showroom count, enhancing customer reach and brand awareness to drive revenue growth. Strategic investments in omnichannel capabilities and operational systems aim to boost revenue and long-term margin improvements.
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US$9.88
FV
0.05% undervalued
intrinsic discount
7.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
3
users have followed this narrative
7 days ago
author updated this narrative
Vicor
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
High-Power AI And Electric Vehicles Will Unlock New Markets
Key Takeaways Advanced power delivery products and automotive modules position Vicor to benefit from AI computing, electric vehicle trends, and expanded customer engagements in critical markets. Manufacturing investments, IP enforcement, and sector diversification underpin operational efficiency, premium margins, and stable long-term growth across multiple industries.
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US$52.50
FV
12.1% undervalued
intrinsic discount
11.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
7 days ago
author updated this narrative
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