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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
2
users have liked this narrative
0
users have commented on this narrative
6
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
3
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
New
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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
2
users have followed this narrative
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Kirby
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Marine Transportation And Power Generation Will Drive Future Success
Key Takeaways Strong demand in marine transportation, coupled with limited vessel availability, is set to drive revenue growth and improve net margins. Ongoing cost management and strategic acquisitions are expected to enhance operating income and earnings per share.
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US$120.60
FV
15.3% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
Updated
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AZZ
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
St Louis Facility And Digital Systems Will Expand Production Capacity
Key Takeaways Strategic investments in technology and infrastructure expansion are expected to boost operating efficiency, revenue growth, and elevate net margins. AZZ's focus on debt reduction, market share expansion, and infrastructure demand positions it for long-term value enhancement and income margin improvement.
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US$119.75
FV
9.4% undervalued
intrinsic discount
5.46%
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
8 days ago
author updated this narrative
Tenable Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
AI Analytics And Cloud Security Will Expand Market Opportunities
Key Takeaways Tenable's strategic focus on AI and platform integration is enhancing competitive advantage, driving customer adoption, and expanding market opportunities. Investments in cloud security and strategic acquisitions are improving revenue streams and operational efficiency, supporting earnings growth and shareholder value.
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US$39.95
FV
25.5% undervalued
intrinsic discount
8.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
Updated
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JAKKS Pacific
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
International Expansion And Licensing Will Shape Prospects Amid Margin Risks
Key Takeaways International expansion and partnerships with major entertainment licensors are driving growth, revenue diversification, and a strong content-driven product pipeline. Supply chain flexibility, cost discipline, and product innovation support margin stability and strategic opportunities amid evolving global economic conditions.
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US$33.50
FV
48.8% 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
9
users have followed this narrative
Updated
narrative
Deutsche Bank
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
German Fiscal Stimulus And Digitalization Will Unlock Value
Key Takeaways Strategic positioning in German and global markets, supported by digitalization and capital strength, sets Deutsche Bank for growth in lending, advisory, and asset management revenues. Operational streamlining, investments in efficiency, and a focus on higher-margin businesses enhance profitability and support sustainable earnings improvement.
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€26.92
FV
7.8% overvalued
intrinsic discount
3.97%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
42
users have followed this narrative
Updated
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Jardine Matheson Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Mandarin Oriental Will Expand Asset-Light Strategy To Double Management Portfolio
Key Takeaways Jardine Matheson's focus on leadership and shareholder-aligned incentives aims to boost long-term growth, improving management efficiency and net margins. Strategic portfolio adjustments in Hongkong Land, DFI Retail, Mandarin Oriental, and Astra target diverse growth, enhancing recurring income and earnings stability.
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US$62.03
FV
8.6% undervalued
intrinsic discount
1.66%
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
Updated
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Grupo Argos
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Despite Expected Revenue Decline, Celsia's Renewable Energy And Odinsa's Infrastructure May Improve Future Prospects
Key Takeaways The strategic shift towards construction materials and infrastructure, complemented by a focus on financial flexibility, aims to enhance Grupo Argos's operational efficiency and growth potential. Investments in high-value geographies and renewable energy strengthen growth prospects, while reducing debt risks, positioning the company for improved profitability.
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Col$21.05k
FV
19.1% undervalued
intrinsic discount
-10.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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PTC Therapeutics
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
2025 Approvals Of Sepiapterin And Vatiquinone Will Meet Unmet Medical Needs
Key Takeaways Multiple anticipated regulatory approvals and successful product launches are expected to significantly boost PTC Therapeutics' revenues. Strong financial collaboration with Novartis positions PTC for substantial earnings growth through milestones, profit sharing, and royalties.
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US$67.38
FV
24.1% undervalued
intrinsic discount
-11.58%
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
Updated
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Select Medical Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Inpatient Rehab And Outpatient Access Improvements Will Secure Success
Key Takeaways Significant growth in the inpatient rehab division is driving revenue through expansion and increased patient capacity. Efforts in outpatient improvements and stock repurchases aim to enhance margins and shareholder returns despite regulatory challenges.
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US$18.33
FV
35.8% undervalued
intrinsic discount
5.07%
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
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