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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
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
19.7% 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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Australian Finance Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Broker Technology Investments And Fintelligence Acquisition Will Strengthen Future Prospects
Key Takeaways Investment in broker technology and equity acquisitions enhance distribution revenue and efficiency, boosting EBITDA and future growth prospects positively. Improved net interest margin and subscription income growth signal enhanced financial performance, with lower funding costs supporting increased net profit margins.
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AU$2.15
FV
6.5% overvalued
intrinsic discount
9.25%
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
6 days ago
author updated this narrative
Pricol
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Acquisition And Battery Management Systems Will Transform Business In Next Three Years
Key Takeaways Pricol's strategic acquisition and shift towards engineered products could double business and enhance revenue and earnings significantly over three years. Expanding in electric vehicles and high-margin products, alongside improving operational efficiencies, aims to boost revenue growth and net margins.
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₹575.00
FV
24.7% undervalued
intrinsic discount
24.11%
Revenue growth p.a.
Set Fair Value
1
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
BlueNord
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Tyra Hub's Expansion Will Drive Increased Production Stability By 2025
Key Takeaways Successful exploration and increased production are expected to enhance long-term revenue potential and maintain stable output in the coming years. A favorable gas price environment and significant tax losses are likely to improve profit margins and positively impact net earnings.
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NOK 630.00
FV
23.0% undervalued
intrinsic discount
13.03%
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
6 days ago
author updated this narrative
V2X
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Contract Wins Totaling Over $55 Billion Will Strengthen Company's Role In National Security Initiatives
Key Takeaways Strategic positioning and alignment with national security priorities are expected to drive future revenue and support DoD mission requirements. Focus on innovation and modernization, along with effective debt management, enhances operational efficiencies and financial flexibility.
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US$62.50
FV
10.6% undervalued
intrinsic discount
4.43%
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
6 days ago
author updated this narrative
Celebrus Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Partnerships With AWS And Salesforce Will Expand Market Reach Into Energy And Telecom Sectors
Key Takeaways Expansion into new sectors and regions aims to boost future revenue, while strategic partnerships increase market reach and software revenue. Platform innovation and cloud services enhance margins, with a land-and-expand strategy potentially increasing recurring revenue and profitability.
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UK£2.83
FV
39.3% undervalued
intrinsic discount
9.58%
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
6 days ago
author updated this narrative
Implenia
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Service Solutions Development And Division Mergers Will Improve Future Operations
Key Takeaways Focus on large, complex infrastructure projects aims to drive profitability and enhance EBIT margins positively. Mergers and division reorganizations are set to boost efficiency and client integration, improving revenue and margins.
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CHF 55.25
FV
3.9% overvalued
intrinsic discount
2.02%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
6 days ago
author updated this narrative
Kajaria Ceramics
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Integrated Sales Efforts And Cost Optimization Will Unlock Potential
Key Takeaways Streamlined sales integration and sustained cost optimization are expected to drive margin expansion, operational efficiency, and higher profitability across core and new business categories. Diversification into adjacent segments and deepening presence in smaller urban markets aim to boost revenue growth and reduce dependency on core tile products.
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₹1.24k
FV
3.9% undervalued
intrinsic discount
10.52%
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
6 days ago
author updated this narrative
Propel Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Integration Of QuidMarket Will Accelerate International Expansion
Key Takeaways Anticipated growth from high-quality credit consumers and QuidMarket integration could boost revenue and international profitability. Strategic partnerships and geographic expansion are expected to enhance earnings growth and operational efficiency.
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CA$43.63
FV
17.6% undervalued
intrinsic discount
26.20%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
46
users have followed this narrative
6 days ago
author updated this narrative
Australian Agricultural
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Sustainability Efforts May Lower Costs While Market Conditions Compress Margins
Key Takeaways Increased production and strategic brand development boost sales, supporting future revenue growth and market premiumization. Sustainability initiatives and global distribution optimization improve net margins by reducing costs and capitalizing on price optimization opportunities.
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AU$1.90
FV
26.1% undervalued
intrinsic discount
3.06%
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
6 days ago
author updated this narrative
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