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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
8
users have liked this narrative
1
users have commented on this narrative
17
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
10
users have liked this narrative
2
users have commented on this narrative
25
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
4
users have followed this narrative
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Karooooo
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Southeast Asia And Europe Will Unlock Digital Fleet Upside
Key Takeaways Aggressive expansion and investment in sales and technology position Karooooo to capitalize on global demand for digital fleet management and data-driven logistics solutions. Strong customer retention and focus on compliance and integration tools support sustainable, recurring revenues and improved long-term margins.
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US$58.10
FV
22.3% undervalued
intrinsic discount
17.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
6 days ago
author updated this narrative
Redeia Corporación
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Interconnection With France And Salto De Chira Investments Will Strengthen Future Operations
Key Takeaways Strategic CapEx increase focuses on key projects, boosting future revenue streams and operational efficiency by streamlining core transmission business. European subsidies and regulatory framework changes enhance investment viability, reducing debt reliance and supporting earnings growth.
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€19.06
FV
12.9% undervalued
intrinsic discount
6.25%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
13
users have followed this narrative
6 days ago
author updated this narrative
FinVolution Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expansion Into International Markets And AI Investments Will Increase Costs But Strengthen Future Prospects
Key Takeaways International expansion and increased R&D investments may pressure net margins and delay profitability due to significant initial spending. Strategic shifts and dividend commitments might limit reinvestment capacity, impacting potential earnings growth and EPS over time.
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US$11.82
FV
28.2% undervalued
intrinsic discount
11.27%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
34
users have followed this narrative
6 days ago
author updated this narrative
Afya
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Acquisitions Like Unidom And Mais Médicos Expansion Will Strengthen Position In Healthcare Education
Key Takeaways Afya's expansion of medical seats and acquisitions is expected to drive revenue and margin growth in the Undergrad segment. Growth in Medical Practice Solutions and operational restructuring indicate strong revenue and margin improvements across segments.
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US$19.75
FV
26.6% undervalued
intrinsic discount
9.31%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
6 days ago
author updated this narrative
Endava
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
AI Capabilities Like Morpheus And Compass Will Leverage Digital Shift For Market Expansion
Key Takeaways Focus on AI capabilities and long-term deals may drive revenue growth, expanding the addressable market and providing earnings stability. Acquisitions and share buyback program aim to boost operational efficiencies and enhance shareholder value through synergies and increased EPS.
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US$22.75
FV
48.4% undervalued
intrinsic discount
4.47%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
6 days ago
author updated this narrative
Hello Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Overseas Launch Of Soulchill, Yaha Live, And Amarr Will Strengthen Global Presence
Key Takeaways Overseas expansion and app innovations are expected to drive revenue growth and improve margins by enhancing global presence and user experience. Strategic cost optimizations and focused marketing efforts aim to boost efficiency and profitability, despite potential short-term revenue declines.
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US$9.65
FV
17.5% undervalued
intrinsic discount
2.19%
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
6 days ago
author updated this narrative
Pearson
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
AI Integration And AWS Partnership Will Transform Future Of Education
Key Takeaways Partnership with AWS and AI integration will enhance learning experiences, operational efficiency, and support revenue and margin growth. Expansion into international markets and virtual learning improvements are key drivers for capturing growth in fast-growing education segments.
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UK£12.77
FV
11.7% undervalued
intrinsic discount
3.49%
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
6 days ago
author updated this narrative
Salik Company P.J.S.C
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Dubai's Population Growth To Boost Future Toll Usage
Key Takeaways Strategic toll gate expansion and partnerships are expected to bolster revenue growth and net profit margins over time. Favorable macroeconomic trends in Dubai support increased toll usage, driving future earnings and revenue growth.
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د.إ6.06
FV
7.1% overvalued
intrinsic discount
12.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
6 days ago
author updated this narrative
ReNew Energy Global
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Anticipated Rate Cuts In India Will Lower Borrowing Costs And Boost Infrastructure Project Attractiveness
Key Takeaways Focus on solar plus battery storage systems and cost optimization boosts margins, enhancing competitive edge and future earnings. Increased operational capacity and internalized operations strengthen growth prospects through diversified revenue and improved cash flow.
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US$8.47
FV
12.1% undervalued
intrinsic discount
22.43%
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
6 days ago
author updated this narrative
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