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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
33
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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United Spirits
AN
AnalystLowTarget
Consensus Narrative from 21 Analysts
India Trends Will Erode Margins Amid Rising Competition
Key Takeaways Evolving consumer preferences and rising regulatory pressures threaten long-term sales growth, revenue stability, and the effectiveness of marketing initiatives. Intensifying competition, reliance on lower-margin products, and waning cost benefits may squeeze profitability and limit future margin expansion.
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₹1.21k
FV
7.0% overvalued
intrinsic discount
9.93%
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
about 1 month ago
author updated this narrative
Beazer Homes USA
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Rising Mortgage Rates And Climate Risks Will Erode Fundamentals
Key Takeaways Persistent affordability challenges and demographic shifts are expected to limit homebuyer demand, slowing sales growth and pressuring pricing power. High regional concentration and debt levels, alongside labor and supply chain pressures, expose the company to increased operational and financial risk.
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US$23.00
FV
1.2% overvalued
intrinsic discount
4.97%
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
about 1 month ago
author updated this narrative
Core Lithium
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
BP33, Shoobridge And Blackbeard Drilling Will Improve Lithium Extraction
Key Takeaways Optimizing BP33 and enhancing processing efficiencies may boost future revenue and earnings through improved recoveries and reduced operating costs. Significant cash reserves and no debt allow for strategic investments in exploration, potentially expanding production capacity and enhancing future profitability.
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AU$0.11
FV
7.0% undervalued
intrinsic discount
18.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
about 16 hours ago
author updated this narrative
Energy Recovery
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
PX Technology Will Expand Into Mining And Textiles, Tapping New Markets By 2025
Key Takeaways Expansion of PX technology into various industries and international markets can boost growth, diversify revenue, and reduce geographic risk. Efforts in cost reduction and operational efficiency aim to enhance margins, while cash flow confidence drives share buyback, solidifying shareholder value.
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US$15.63
FV
9.2% 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
11
users have followed this narrative
Updated
narrative
HMS Networks
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Red Lion And PEAK-System Integration Will Drive Efficiency Improvements
Key Takeaways Restructuring into accountable divisions and successful acquisition integration could boost operational efficiency, revenue, and market share. Investments and strategic pricing to counteract tariffs may enhance competitiveness and protect profit margins in the US.
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SEK 496.67
FV
16.5% undervalued
intrinsic discount
15.35%
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
Updated
narrative
Crédit Agricole
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Digital Banking And Green Finance Will Boost Efficiency Despite Risks
Key Takeaways Digital transformation, green finance, and acquisitions drive operational efficiency, sustainable growth, and recurring revenue expansion across multiple business lines. Strong customer retention and an expanding client base reinforce stable funding, supporting robust loan growth and long-term earnings stability.
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€18.27
FV
7.4% undervalued
intrinsic discount
-6.31%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
1 day ago
author updated this narrative
FinecoBank Banca Fineco
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Digital Banking And AI Will Transform Investment Platforms
Key Takeaways Digital banking growth, scalable investment products, and AI adoption are driving higher client activity, market share, and operating efficiency. Proprietary product launches and a capital-light model support expanding margins, recurring revenue, reinvestment, and international growth opportunities.
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€20.24
FV
7.5% undervalued
intrinsic discount
5.21%
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
DroneShield
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Global Drone Demand Will Transform Defense And Civil Markets
Key Takeaways Surging global demand, regulatory momentum, and diversified defense contracts position DroneShield for robust, recurring revenue growth and greater earnings stability. Proprietary technology, expanding SaaS offerings, and margin improvements bolster competitive advantages and support long-term operating leverage.
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AU$3.70
FV
6.8% overvalued
intrinsic discount
72.56%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
84
users have followed this narrative
Updated
narrative
Camil Alimentos
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Capacity Expansion And International Markets Will Unlock Potential
Key Takeaways Strategic focus on value-added and premium products, combined with operational efficiency and brand investments, is expected to boost margins and consumer loyalty. International expansion and increased capacity utilization reduce reliance on Brazil, supporting growth while aligning with evolving consumer preferences for healthier options.
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R$7.43
FV
38.3% undervalued
intrinsic discount
5.32%
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
about 19 hours ago
author updated this narrative
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