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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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Dn Agrar Group
AN
Andrei95
Community Contributor
DN Agrar Group will aim for a 7.34% profit margin increase by 2027
As of April 1, 2025, DN Agrar Group shares (stock symbol: DN) were trading at a price of 1.505 lei per share, registering a 0.33% decrease compared to the previous session. (primet.ro) Regarding analysts' target prices for DN Agrar shares, several evaluations exist: In August 2024, analysts from BRK Financial Group estimated a target price of 1.85 lei per share for the next 12 months, representing an approximate 22% increase from the price at that time.
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RON 1.77
FV
60.6% overvalued
intrinsic discount
0%
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
4 months ago
author updated this narrative
SSI Group
VG
VGP
Community Contributor
SSI Group Will See Revenue Surge 23.43% with a Profit Margin Boost of 8.301%
P7 to P8 per share range
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₱7.00
FV
56.4% undervalued
intrinsic discount
23.43%
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
14 days ago
author updated this narrative
Sapphire Foods India
DR
drvivek
Community Contributor
gem stock of the 2025 yrs
this is going to be a multibagger from here tgt 800+ 2 yrs
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₹236.80
FV
34.4% overvalued
intrinsic discount
12.61%
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
about 1 month ago
author updated this narrative
ITM Power
PT
Ptr_Plne
Community Contributor
Future project landscape will ITM help to find its place.
The number of project ideas in the world has been consistently high for years. The number of sharp projects is increasing each quarter.
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UK£1.00
FV
35.4% undervalued
intrinsic discount
80.32%
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
about 1 month ago
author updated this narrative
Bath & Body Works
JU
julio
Community Contributor
BBWI VALUATION
Bull BBW is set to renegotiate leases over time. Favorably updated rent agreements, new off-mall locations, and productivity gains from the White Barn format conversion could help boost profits.
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US$64.56
FV
55.8% undervalued
intrinsic discount
5.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
19
users have followed this narrative
about 2 months ago
author updated this narrative
Mazda Motor
WH
whuutstock
Community Contributor
Discounted Cashflow
They have around 1.06 Mrd € in FCF, so with a 4% annual growth, a diskont of 8% and a terminalgrowth of 2%, and a safetymargin of 25% the fair Value of a stock is around 9,94
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€9.94
FV
45.7% undervalued
intrinsic discount
28.77%
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
about 2 months ago
author updated this narrative
SentinelOne
ME
mehtomate
Community Contributor
Emerging quality company?
e
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US$24.60
FV
34.8% undervalued
intrinsic discount
23.23%
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
18 days ago
author updated this narrative
VusionGroup
IN
IndusyHoldings
Community Contributor
VusionGroup - AI for Walmart.
Catalysts Almost 90% of sales come from electronic shelf labels. For the digitalization of supermarkets, solutions such as digital shelf monitoring or price automation are needed.
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€210.79
FV
6.5% overvalued
intrinsic discount
26.51%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
2 months ago
author updated this narrative
Nebius Group
HE
HedgeY
Community Contributor
Clear path to profitability
Nebius Group (NASDAQ: NBIS) is a high-growth AI infrastructure provider with a clear path to profitability and strong competitive advantages. Firm created by Volozh who led Yandex, by carving out the non-Russia operations of Yandex.
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US$45.62
FV
43.2% overvalued
intrinsic discount
17.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
2
users have commented on this narrative
35
users have followed this narrative
6 months ago
author updated this narrative
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