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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
67
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
35
users have liked this narrative
6
users have commented on this narrative
94
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
15
users have followed this narrative
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CIE Automotive
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Brazil And India's Utilization Will Drive EV Transition Despite Risks
Key Takeaways Diversified global presence and operational efficiency support revenue growth and resilience as emerging markets expand and demand for advanced automotive components rises. Strong balance sheet, focus on sustainability, and ability to secure long-term contracts enable strategic growth and buffer against industry and regulatory challenges.
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€32.04
FV
19.0% undervalued
intrinsic discount
3.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
3 days ago
author updated this narrative
dormakaba Holding
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Transformation Program Will Deliver Significant Cost Savings And Operational Efficiencies
Key Takeaways Dormakaba's transformation program and operational efficiencies are likely to enhance net margins and drive progress toward midterm EBITDA goals. Strategic divestments, M&A activities, and innovation investments aim to consolidate market position and boost revenue through profitable segments and high-value products.
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CHF 737.43
FV
5.9% overvalued
intrinsic discount
3.73%
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
3 days ago
author updated this narrative
Grupo Aeroportuario del Centro Norte. de
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Expanding Air Travel And Monterrey Upgrade Will Fuel Aviation Progress
Key Takeaways Expansion and upgrade of key airport infrastructure positions the company for long-term revenue growth and improved margins. Rising passenger volumes and successful ancillary revenue strategies drive steady earnings and support sustainable cash flow growth.
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Mex$245.25
FV
2.0% overvalued
intrinsic discount
10.34%
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
3 days ago
author updated this narrative
Husqvarna
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Electric And Robotic Outdoor Equipment Will Broaden Urban Market Reach
Key Takeaways Leadership in robotics and sustainable equipment, supported by innovation, is driving rapid market share gains and recurring revenue opportunities in both professional and consumer segments. Portfolio optimization and focus on high-growth, high-margin categories are improving capital efficiency and underpinning sustained earnings growth.
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SEK 60.20
FV
8.1% undervalued
intrinsic discount
2.94%
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
3 days ago
author updated this narrative
Verallia Société Anonyme
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Furnace Investments In Italy And Brazil Will Drive Sustainable Advantage
Key Takeaways Strategic investments, sustainability initiatives, and product innovation position Verallia for long-term growth, premium pricing, and enhanced profitability in expanding markets. Operational efficiencies and strong customer relationships support resilience, improved margins, and reliable earnings despite occasional regional volatility.
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€31.21
FV
9.4% undervalued
intrinsic discount
1.91%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
3 days ago
author updated this narrative
Ocado Group
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Automated Fulfilment Will Offer Upside Amid Margin Risks
Key Takeaways Overestimated international licensing and automation demand, along with rising competition, could limit Ocado's revenue growth, margin expansion, and cash generation. Persistent R&D costs and evolving market risks may constrain profitability, while competitive pressures and regulatory challenges threaten valuation and long-term growth.
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UK£3.07
FV
28.8% overvalued
intrinsic discount
49.32%
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
3 days ago
author updated this narrative
Carborundum Universal
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Expansion In Ceramics Division Will Open New Opportunities In Armoring And Semiconductors
Key Takeaways Growth in Ceramics and Electrominerals, alongside efficiency plans, may enhance revenue and net margins amid strong demand and capacity expansion. Strategic domestic focus and streamlined expenses could stabilize revenue and protect earnings, despite initial impacts on profitability.
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₹966.10
FV
12.9% undervalued
intrinsic discount
9.97%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
3 days ago
author updated this narrative
Lion
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Expanding Oral Health Care And AI Integration Will Drive Future Success
Key Takeaways Lion Corporation's focus on higher-margin Oral Health Care and market expansion in Asia boosts revenue and net margins. Digital transformation and profitability reforms enhance cost efficiency and earnings by improving EBITDA margins.
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JP¥1.87k
FV
13.0% undervalued
intrinsic discount
2.65%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
3 days ago
author updated this narrative
Aboitiz Equity Ventures
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
InfraCapital's Decisive Projects And UnionBank Acquisitions Set To Propel Future Profitability
Key Takeaways Strategic investments in new infrastructure and facilities are set to enhance operational efficiency, cut costs, and boost future earnings across multiple divisions. Diversified growth strategies across real estate, food, and banking sectors are driving revenue opportunities and expanding Aboitiz's market presence.
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₱41.50
FV
29.0% undervalued
intrinsic discount
8.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
85
users have followed this narrative
3 days ago
author updated this narrative
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