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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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
20
users have liked this narrative
6
users have commented on this narrative
49
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
28
users have liked this narrative
5
users have commented on this narrative
77
users have followed this narrative
New
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
19.2% 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
10
users have followed this narrative
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Vestas Wind Systems
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
Wind Energy Demand Will Drive Future Opportunities In Onshore And Offshore Projects
Key Takeaways Strong project pipeline and demand for wind energy indicate potential revenue growth, bolstered by manufacturing capacity and operational leverage in key markets. Ongoing service optimization, cost stability, and shareholder initiatives imply improved margins, earnings, and potential upward valuation adjustments.
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DKK 140.04
FV
17.3% undervalued
intrinsic discount
8.04%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
58
users have followed this narrative
7 days ago
author updated this narrative
Prysmian
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Expanded Capacity And Sustainability Focus Will Support Future Transmission Sector Prospects
Key Takeaways Strategic capacity expansions and strong Power Grid demand may consolidate higher EBITDA margins and enhance revenue stability. Emphasis on sustainable products and Encore Wire integration should boost pricing power and operational efficiencies.
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€69.08
FV
2.3% overvalued
intrinsic discount
6.41%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
7 days ago
author updated this narrative
Sartorius Stedim Biotech
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
High Consumable Demand And Regulatory Standards Will Drive Future Success
Key Takeaways Strong demand for single-use consumables and compliance expertise drive high-margin growth, supporting both revenue expansion and pricing power for sustained profitability. Leadership in innovative bioprocess technologies and rising customer equipment utilization position the company for future sales acceleration and reduced business risk.
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€234.54
FV
29.4% undervalued
intrinsic discount
10.67%
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
7 days ago
author updated this narrative
Grupo Financiero Banorte. de
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Digital Investments And Cost Control Will Fuel Mexican Market Share
Key Takeaways Digital transformation and strict risk management are driving market share gains, improved margins, and sustainable profit growth despite macroeconomic challenges. Strategic expansion in high-margin financial services and ongoing cost controls are diversifying earnings and enhancing long-term financial resilience.
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Mex$188.36
FV
10.8% undervalued
intrinsic discount
14.46%
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
7 days ago
author updated this narrative
SGS
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
ESG Trends And Digital Shifts Will Redefine Global Markets
Key Takeaways Expansion in sustainability, digital trust, and compliance services positions SGS to benefit from global regulatory trends and growing demand for third-party assurance. Integration of acquisitions and efficiency programs enhance service offerings, operational flexibility, and margin expansion in regulated, high-growth sectors.
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CHF 93.09
FV
11.9% undervalued
intrinsic discount
5.18%
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
7 days ago
author updated this narrative
LTIMindtree
AN
AnalystConsensusTarget
Consensus Narrative from 40 Analysts
BlueVerse And NextEra JV Will Fuel IT Transformation
Key Takeaways Investments in AI-led digital transformation, proprietary platforms, and global expansion are driving revenue growth, client retention, and differentiation in next-generation technologies. Merger synergies and operational transformation are boosting margins, while broad-based IT outsourcing demand supports sustainable, profitable long-term growth.
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₹5.38k
FV
6.4% undervalued
intrinsic discount
9.37%
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
7 days ago
author updated this narrative
Fresenius SE KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
I Expect New Biopharma Products And The Ivenix Pump Will Streamline Future Operations
Key Takeaways Strategic focus on core businesses and asset divestment is set to enhance earnings and operational transparency. Innovations in Biopharma and MedTech will drive growth and improve margins, with new products boosting future revenue and stability.
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€48.74
FV
14.6% undervalued
intrinsic discount
4.48%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
7 days ago
author updated this narrative
Geberit
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
New Products And AI Investments May Boost Future Prospects Despite Efficiency Concerns From Site Closure
Key Takeaways Introducing innovative products and expanding AI and digital efforts are expected to drive market share growth and improve operational efficiency and net margins. Site consolidation and emphasis on manufacturing automation are anticipated to enhance efficiency, stabilize expenses, and positively impact net margins and earnings.
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CHF 535.61
FV
16.8% overvalued
intrinsic discount
4.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
7 days ago
author updated this narrative
Panasonic Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
US Battery Facilities And Automation Will Fuel Future Energy Transition
Key Takeaways Expansion in battery manufacturing and adoption of advanced tech in key segments position Panasonic for long-term growth, resilience, and improved margins. Structural reforms and portfolio optimization are expected to enhance competitiveness, boost earnings, and support higher returns over the medium term.
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JP¥2.12k
FV
28.6% undervalued
intrinsic discount
-0.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
7 days ago
author updated this narrative
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