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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
58
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
28.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
32
users have liked this narrative
6
users have commented on this narrative
89
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
14
users have followed this narrative
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Saudi Arabian Oil
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Global Energy Demand Will Expand Oil And Downstream Integration
Key Takeaways Increasing global energy demand and rapid production scalability strengthen revenue resilience, while downstream expansion helps diversify earnings and reduce volatility. Digitalization and cost efficiency initiatives lower operating costs, supporting free cash flow and enhancing long-term financial stability and shareholder returns.
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ر.س29.02
FV
16.1% undervalued
intrinsic discount
-3.48%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
110
users have followed this narrative
1 day ago
author updated this narrative
Vince Holding
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Men's Expansion And New Stores Aim To Boost Growth, But Sales Declines And Asian Challenges Loom
Key Takeaways Strategic pullback on promotions and focus on full-price sales could enhance margins and stabilize long-term revenue. Expansion in new markets and targeted customer strategies aim to drive growth and improve margins through geographical and demographic diversification.
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US$3.25
FV
51.7% undervalued
intrinsic discount
2.58%
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
1 day ago
author updated this narrative
Data Storage
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
CloudFirst Europe And Subscription Revenue Will Create Future Stability
Key Takeaways Shift to subscription-based models enhances revenue stability and provides a more reliable earnings outlook. European market entry and infrastructure expansion boost international diversification and support scalable growth.
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US$9.00
FV
47.9% undervalued
intrinsic discount
11.78%
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
1 day ago
author updated this narrative
Pyxis Tankers
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Expansion Into Dry-Bulk Will Diversify Revenue But Economic Risks May Impact Earnings
Key Takeaways Expansion into dry-bulk with modern vessels diversifies revenue and stabilizes against market fluctuations, supporting growth. Limited MR2 fleet growth and ongoing buybacks enhance margins and increase EPS, potentially boosting stock valuation.
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US$9.50
FV
71.9% undervalued
intrinsic discount
1.14%
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
1 day ago
author updated this narrative
Broadwind
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expansion Into Aerospace And Defense Will Open New High-Value Markets
Key Takeaways Broadwind’s expansion into higher-margin markets and enhancements in production efficiency could improve revenues and net margins. Investment in certifications and new markets like aerospace could boost revenues and earnings growth.
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US$4.33
FV
39.8% undervalued
intrinsic discount
6.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
1 day ago
author updated this narrative
Heritage Global
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expanded Warehouse Capacity Will Capitalize On Rising Demand For Used Equipment
Key Takeaways Predicted plant closures and layoffs are expected to drive industrial asset auction growth and revenue. Strategic investments and M&A in the bio sector can expand market reach and boost earnings.
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US$3.83
FV
47.8% undervalued
intrinsic discount
8.45%
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
1 day ago
author updated this narrative
SuperCom
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
US Expansion And New Products Will Broaden Market Presence
Key Takeaways Expansion into the U.S. market and product launches like PureOne enhance revenue and diversify SuperCom's revenue base. Operational improvements and debt reduction strengthen financial stability, improving net margins and reducing interest expenses.
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US$14.00
FV
17.5% undervalued
intrinsic discount
13.27%
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
1 day ago
author updated this narrative
Sono-Tek
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Clean Energy Expansion Will Boost Future Opportunities Despite APAC And Medical Market Pressures
Key Takeaways Strategic focus on larger, complex systems and clean energy sectors is driving revenue growth through higher selling prices and repeat orders. Vertical integration and internal developments enhance efficiency, reducing costs while boosting margins and supporting financial growth.
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US$7.75
FV
57.8% undervalued
intrinsic discount
3.68%
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
1 day ago
author updated this narrative
VirTra
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
I Will Deploy AI And V-XR To Expand Global Reach
Key Takeaways Strategic international expansion and strong engagements with government and military clients bolster VirTra's revenue growth potential. Investment in AI and enhanced manufacturing capabilities enable efficient production and delivery, driving revenue and operational success.
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US$8.25
FV
15.8% undervalued
intrinsic discount
13.42%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
1 day ago
author updated this narrative
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