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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
59.6% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
2
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0
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2
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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
30.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
7
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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
20.1% 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
2
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3i Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Expansion In Private Equity And Resilient Sectors Will Boost Future Performance
Key Takeaways Focusing on expanding Private Equity and strategic disposals positions 3i Group for sustainable growth, enhancing future revenue and return on investments. Increasing Action stake and disciplined purchasing will enhance EBITDA margins, reduce leverage, and improve financial position amid market uncertainties.
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UK£45.09
FV
8.8% undervalued
intrinsic discount
14.63%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
65
users have followed this narrative
5 days ago
author updated this narrative
Lloyds Banking Group
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Digital Transformation And UK Demographics Will Expand Opportunities
Key Takeaways Digital transformation and AI adoption are reducing costs and driving efficiency, supporting margin expansion and improved earnings quality. Lloyds is leveraging demographic shifts and regulatory reforms to boost growth in wealth, insurance, and fee-based non-lending businesses.
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UK£0.85
FV
3.2% undervalued
intrinsic discount
7.77%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
128
users have followed this narrative
5 days ago
author updated this narrative
Wolters Kluwer
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Cloud Transition And GenAI Will Expand Market Share
Key Takeaways Transition to cloud solutions and strategic acquisitions enhance recurring revenue, market share, and support sustainable growth and margin improvement potential. Investments in GenAI-enabled features and operational efficiencies promote customer retention, engagement, and net earnings growth through enhanced value and scalability.
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€160.38
FV
16.6% undervalued
intrinsic discount
5.02%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
5 days ago
author updated this narrative
BASF
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Portfolio Optimization And Agricultural Solutions IPO Will Unlock Future Value
Key Takeaways Portfolio streamlining and divestments focus BASF on higher-margin, resilient segments, with upcoming IPOs and expansion in agricultural and advanced technologies. Strategic cost savings, energy sourcing diversification, and the new China site enhance competitiveness, stability, and margin potential amid evolving market and regulatory trends.
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€50.02
FV
16.7% undervalued
intrinsic discount
2.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
92
users have followed this narrative
5 days ago
author updated this narrative
Qatar National Bank (Q.P.S.C.)
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
North Field Expansion And Economic Diversification Will Unlock Future Opportunities
Key Takeaways Qatar's economic expansion and diversification will likely boost QNB's revenue through increased lending and financial services to new sectors. QNB's effective cost management and share buyback program indicate potential profitability improvement and enhanced shareholder value.
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ر.ق20.27
FV
7.9% undervalued
intrinsic discount
13.09%
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
5 days ago
author updated this narrative
Takeda Pharmaceutical
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Upcoming Drug Launches And Leadership Change Will Boost Future Prospects
Key Takeaways Leadership transition to Julie Kim in 2026 aligns with potential drug launches, enhancing future revenue and investor sentiment. Growth in Launch Products and late-stage pipeline developments underscore strong sales potential and earnings boost.
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JP¥4.97k
FV
15.4% undervalued
intrinsic discount
0.54%
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
5 days ago
author updated this narrative
Sika
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
European And US Mandates Will Spark Sustainable Construction Trends
Key Takeaways Increased infrastructure investment and sustainability mandates are driving lasting demand for Sika's innovative, high-margin solutions, ensuring revenue and margin growth. Operational efficiencies, synergies from acquisitions, and digitalization initiatives are boosting competitiveness and resilience against market fluctuations.
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CHF 251.35
FV
24.4% undervalued
intrinsic discount
3.32%
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
5 days ago
author updated this narrative
Bank Rakyat Indonesia (Persero)
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Loan Restructuring And Stricter Lending Could Strengthen Indonesia's Banking Sector
Key Takeaways Efforts to improve asset quality and restructure problem loans may reduce non-performing loans, enhancing margins and return on equity. Strategic growth in lending, higher CASA ratios, and sector diversification could boost revenue, profitability, and net interest margins.
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Rp4.73k
FV
21.5% undervalued
intrinsic discount
25.76%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
120
users have followed this narrative
5 days ago
author updated this narrative
Givaudan
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Emerging Markets And Sustainable Ingredients Will Drive Future Expansion
Key Takeaways Strong growth in emerging markets and innovation in sustainable, natural ingredients are driving organic revenue gains and margin potential. Strategic investments, acquisitions, and productivity improvements position the company for higher margin, expanded customer reach, and resilience against macroeconomic headwinds.
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CHF 4.15k
FV
17.4% undervalued
intrinsic discount
4.90%
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
5 days ago
author updated this narrative
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