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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
17
users have liked this narrative
4
users have commented on this narrative
42
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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
4
users have commented on this narrative
62
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
4
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
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Sleep Number
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Cost Cuts And Product Differentiation Will Improve Operations
Key Takeaways Product innovation in Climate Series beds and ARU expansion highlights potential revenue growth through consumer-focused differentiation. Cost reduction and organizational changes may boost net margins without hindering growth due to enhanced efficiency and expense management.
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US$7.50
FV
21.3% overvalued
intrinsic discount
1.11%
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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NRG Energy
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Partnerships With GE Vernova And Kiewit Will Accelerate Capacity Expansion
Key Takeaways Expansion in Texas and strategic partnerships aim to capitalize on growing power demand, enhancing revenue and operational efficiency through new capacity development. Focused shareholder returns and collaborations position NRG to benefit from electrification trends and rising power prices, driving margins and EPS growth.
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US$172.65
FV
0.4% undervalued
intrinsic discount
3.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
38
users have followed this narrative
8 days ago
author updated this narrative
Walker & Dunlop
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Pent-Up Financing Demand Will Drive Multifamily And Hospitality Transactions
Key Takeaways Strategic expansions and investment in talent and technology aim to diversify revenue and enhance efficiency, supporting growth in transaction volumes and margins. Walker & Dunlop's strong position in the multifamily sector, combined with market undersupply, is expected to drive significant revenue and earnings growth.
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US$92.50
FV
17.7% undervalued
intrinsic discount
10.23%
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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Spin Master
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Acquisition Of Melissa & Doug And New Digital Platforms Will Expand Future Opportunities
Key Takeaways Strategic acquisitions and alliances expand preschool presence, improve cost efficiencies, and boost net margins through synergies and educational reach. Innovative product launches, digital expansion, and entertainment initiatives enhance revenue streams and support long-term growth.
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CA$30.84
FV
29.5% undervalued
intrinsic discount
4.15%
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
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Papa John's International
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
International Expansion Into Middle East And Latin America Will Boost Market Presence
Key Takeaways Strategic product innovation and enhanced menu offerings aim to boost revenue growth through increased customer engagement and sales. International expansion and cost efficiencies in restaurant operations are expected to drive revenue growth and improve net margins.
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US$46.70
FV
14.0% undervalued
intrinsic discount
2.89%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
7 days ago
author updated this narrative
Adaptimmune Therapeutics
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
TCELRA And Lete-Cel Rollout Will Create Operational Efficiencies
Key Takeaways Rapid treatment network expansion and successful TECELRA launch are driving significant future revenue growth and patient access. Strategic cost reductions and successful manufacturing are enhancing net margins and paving the way towards long-term profitability.
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US$0.96
FV
90.1% undervalued
intrinsic discount
-5.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
7 days ago
author updated this narrative
Teradyne
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
AI, Robotics And Automation Will Expand Silicon Photonics Testing
Key Takeaways Strategic focus on AI, robotics, and semiconductor automation aims to drive significant future revenue and net margin improvement. Quantifi Photonics acquisition and share buyback plan reflect confidence in earnings growth and market position strengthening.
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US$113.06
FV
5.4% undervalued
intrinsic discount
13.21%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
69
users have followed this narrative
Updated
narrative
Kiniksa Pharmaceuticals International
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Medicare Part D And KPL-387 Trials Will Shape Future Success
Key Takeaways Expansion of ARCALYST's prescriber base and Medicare changes enhance revenue growth and patient uptake in recurrent pericarditis treatment. Financial discipline and manufacturing transition to Samsung Biologics support cost efficiencies and stable net margins.
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US$45.17
FV
26.8% undervalued
intrinsic discount
23.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
Updated
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Holcim
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Amrize's NYSE Listing Will Unlock New Value And Access To US Capital Markets
Key Takeaways Holcim's strategy of unlocking value through Amrize's NYSE listing and margin expansion via branded solutions predicts strengthened revenue and operational focus. Investment in M&A, decarbonization, and sustainable building solutions positions Holcim for long-term growth, leveraging enhanced geographical presence and market expansion.
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CHF 62.24
FV
4.4% overvalued
intrinsic discount
-12.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
16 days ago
author updated this narrative
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