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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
57.7% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
7
users have commented on this narrative
58
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
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
33
users have liked this narrative
6
users have commented on this narrative
89
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
20.6% 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
14
users have followed this narrative
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WESCO International
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Data Center Demand And Electrification Will Drive Enduring Expansion
Key Takeaways Explosive data center and electrification demand, coupled with expanding value-added services, are fueling sustained revenue growth and margin expansion opportunities. Improved financial flexibility from balance sheet actions and strong cash flow enable further strategic investments, M&A, and potential upside to earnings.
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US$228.27
FV
10.5% undervalued
intrinsic discount
5.18%
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
Updated
narrative
E.I.D.- Parry (India)
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
India Ethanol Expansion And Packaged Foods Will Secure Future Diversity
Key Takeaways Diversification into ethanol and packaged foods strengthens revenue stability and margin resilience, reducing reliance on sugar's cyclical nature. Favorable market dynamics, improved supply conditions, and potential policy changes could enhance core business profitability and support long-term growth.
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₹1.11k
FV
1.1% overvalued
intrinsic discount
10.00%
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
15 days ago
author updated this narrative
KNR Constructions
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Government Infrastructure Plans Will Influence Construction, But Cash Flow Challenges May Emerge
Key Takeaways Government infrastructure investments and highway projects promise continuous opportunities, bolstering KNR Constructions' revenue growth and order book stability. Settlement of arbitration claims and new order inflows may enhance net margins and ensure earnings stability for KNR Constructions.
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₹237.13
FV
11.9% undervalued
intrinsic discount
-0.81%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
about 23 hours ago
author updated this narrative
PDS
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expanding Sourcing In India And Egypt Will Boost Industry Resilience
Key Takeaways Diversified sourcing, regional expansion, and strengthened retailer partnerships position PDS for revenue growth, reduced volatility, and improved customer diversification. Investments in AI, value-added services, and cost optimization are designed to drive margin expansion, operational efficiency, and earnings resilience despite industry disruptions.
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₹620.00
FV
48.0% undervalued
intrinsic discount
11.29%
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
Updated
narrative
Xometry
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Digital Manufacturing Platforms And AI Will Expand Global Reach
Key Takeaways Expanding digital procurement and AI-driven efficiencies are fueling strong growth, higher margins, and increased operating leverage within the company's core marketplace. International expansion and supply chain localization trends are attracting larger customers, deepening platform dependence, and broadening opportunities for sustained revenue and margin gains.
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US$47.67
FV
12.6% undervalued
intrinsic discount
17.91%
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
Updated
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PetMed Express
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Cost Cuts And Digital Upgrades Will Strain Future Margins
Key Takeaways Optimism regarding savings from PetCareRx integration could jeopardize future profitability if anticipated savings do not materialize. Investments in digital modernization, marketing, and delivery infrastructure may strain short-term margins but are crucial for long-term growth and consumer engagement.
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US$3.00
FV
2.0% overvalued
intrinsic discount
-5.02%
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
about 17 hours ago
author updated this narrative
Edgewell Personal Care
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Brand Innovation And International Expansion Will Unlock Future Value
Key Takeaways Brand innovation, e-commerce expansion, and targeted marketing are increasing market share and supporting sustained growth and improved margins across core and international markets. Cost efficiency measures and business transformation efforts are funding brand investment and driving multi-year improvements in revenue, operating margins, and earnings.
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US$26.00
FV
15.3% undervalued
intrinsic discount
2.28%
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
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Proximus
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Fiber Network Expansion Will Attract Customers, But Competition From Digi May Squeeze Margins
Key Takeaways Expansion of the fiber network and strategic partnerships are expected to boost revenue and enhance earnings growth. Cost-efficiency measures, asset sales, and digitization are anticipated to improve net margins and support cash flow during investment phases.
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€8.36
FV
15.0% undervalued
intrinsic discount
2.82%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
3
users have commented on this narrative
17
users have followed this narrative
11 days ago
author updated this narrative
Hindustan Unilever
AN
AnalystConsensusTarget
Consensus Narrative from 39 Analysts
Premium Products And Digital Platforms Like Shikhar Will Strengthen Future Prospects
Key Takeaways Strategic pricing and premium product innovations aim to maintain margins, tapping into trends like digital sales for enhanced revenue growth. Expanding distribution in rural areas and investing in health and wellbeing diversifies growth sources and strengthens market penetration.
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₹2.67k
FV
6.6% undervalued
intrinsic discount
8.02%
Revenue growth p.a.
Set Fair Value
0
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
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