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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
23
users have liked this narrative
6
users have commented on this narrative
50
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
31.1% 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
86
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
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
12
users have followed this narrative
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Bank of Hawaii
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Hawaii Housing And Wealth Trends Will Transform Future Banking
Key Takeaways Strong local market position and resilient demand support stable loan growth, high asset quality, and low credit losses, preserving profitability. Expansion in digital banking and wealth services diversifies revenue and improves efficiency, underpinning long-term earnings and customer relationships.
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US$70.40
FV
11.1% undervalued
intrinsic discount
10.30%
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 17 hours ago
author updated this narrative
Addus HomeCare
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Expanding Home Health Demand And Policy Support Will Unlock Value
Key Takeaways Strategic acquisitions and digital investments are enhancing growth, efficiency, and cross-sell opportunities, strengthening both margins and earnings potential. Supportive policy trends and strong organic demand for home-based care position the company for sustainable recurring revenue and reduced regulatory risk.
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US$138.18
FV
16.8% undervalued
intrinsic discount
10.14%
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
about 17 hours ago
author updated this narrative
Enova International
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Digital Lending And AI Will Expand Small Business Credit Markets
Key Takeaways Enova's digital lending platform, AI-driven risk management, and disciplined cost controls drive strong growth, operating leverage, and superior profitability across consumer and small business segments. Industry shifts toward online financial products and market consolidation increase Enova's customer base and support continued above-average revenue and earnings growth.
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US$131.13
FV
20.5% undervalued
intrinsic discount
60.69%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
about 17 hours ago
author updated this narrative
Teradata
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
GenAI Advancement Will Reshape Cloud Integrations While Margin Contractions Linger
Key Takeaways Cloud-neutral platform, ongoing product innovation, and strategic partnerships position Teradata to capture demand from AI-driven workloads and expand its addressable market. Organizational streamlining and increased recurring revenue are expected to improve margins, operating leverage, and long-term earnings growth.
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US$24.33
FV
10.2% undervalued
intrinsic discount
-1.02%
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
about 17 hours ago
author updated this narrative
Gulfport Energy
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Gulf Coast Access And LNG Exports Will Create Future Value
Key Takeaways Strategic market access, efficient operations, and core asset expansion position the company to capitalize on rising natural gas demand and industry tailwinds. Financial discipline through capital structure optimization and share repurchases enhances resilience, cash generation, and long-term shareholder value.
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US$229.36
FV
25.0% undervalued
intrinsic discount
20.57%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
about 17 hours ago
author updated this narrative
N-able
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Adlumin Acquisition May Expand Market Reach, But Integration Challenges And Margin Pressures Could Impact Profitability
Key Takeaways The acquisition of Adlumin is set to enhance N-able's security offerings and expand market reach for potential revenue growth. Focusing on innovation and long-term contracts is expected to drive revenue growth and improve customer retention.
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US$8.95
FV
10.5% undervalued
intrinsic discount
8.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
about 17 hours ago
author updated this narrative
Catalyst Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Global Expansion And Patent Protection Will Secure Future Profitability
Key Takeaways Successful launch of AGAMREE and strong FIRDAPSE performance are set to boost revenue and margins, enhancing earnings potential. Patent protection, international expansion, and strategic investments will strengthen competitive position, diversify the portfolio, and support long-term growth.
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US$34.29
FV
36.4% undervalued
intrinsic discount
9.61%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
about 17 hours ago
author updated this narrative
USA Compression Partners
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Rising LNG Exports And AI Demand Will Increase Compression Opportunities
Key Takeaways Sustained natural gas demand and LNG infrastructure growth are strengthening USAC's contract pipeline, fleet utilization, and earnings resilience. Longer-term contracts, operational efficiencies, and high-spec asset focus are driving margin stability and supporting improved free cash flow.
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US$26.67
FV
10.6% undervalued
intrinsic discount
4.03%
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
about 17 hours ago
author updated this narrative
Spectrum Brands Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Entering North America's Dog Food Market Will Expand Future Opportunities
Key Takeaways Strategic investments in inventory and e-commerce aim to boost future revenue and improve working capital management. Moving production out of China aims to mitigate tariff risks and enhance net margins through lower costs.
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US$81.29
FV
34.9% undervalued
intrinsic discount
-0.38%
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
about 17 hours ago
author updated this narrative
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