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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
2
users have liked this narrative
0
users have commented on this narrative
6
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
3
users have liked this narrative
0
users have commented on this narrative
11
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
2
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
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O'Reilly Automotive
WA
WaneInvestmentHouse
Community Contributor
O'Reilly Auto Parts: A Strong Performer with a Shareholder Deficit
O'Reilly Auto Parts (NASDAQ: ORLY) has delivered a commendable performance in the stock market, with a one-month return of 1.81% and a 24.62% appreciation over the past year. The company's market capitalization stands at $78.097 billion, with a current stock price of $1,364.36.
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US$1.43k
FV
92.9% undervalued
intrinsic discount
5.53%
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
4 months ago
author updated this narrative
Organigram Global
DA
DailyInvestors
Community Contributor
Pre-Market Explosion
Organigram Holdings Inc. has seen some significant developments in the past four months: ✓ Acquisition of Motif Labs: In December 2024, Organigram acquired Motif Labs, a Canadian cannabis company, for C$90 million upfront.
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CA$6.74
FV
72.0% undervalued
intrinsic discount
17.00%
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
8 months ago
author updated this narrative
KT
WA
WaneInvestmentHouse
Community Contributor
KT Corporation Announces Share Repurchase Program Worth Up to KRW 250 Billion - Company with Exciting EV-to-EBITDA
KT Corporation, a leading Korean telecommunications company, has announced a share repurchase program aimed at increasing shareholder value. The program, which will run until August 13, 2025, involves the repurchase of up to KRW 250 billion worth of the company's shares.
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US$14.79
FV
40.3% overvalued
intrinsic discount
-9.26%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
7
users have commented on this narrative
7
users have followed this narrative
6 months ago
author updated this narrative
LKQ
JU
julio
Community Contributor
LKQ valuation
Bull - Growth in miles driven increases the wear and tear on vehicles, requiring more maintenance and repair work to keep them on the road, benefiting LKQ. LKQ’s collision business could see rising demand from increasing auto claims as more drivers return to the road following the COVID-19 pandemic.
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US$59.65
FV
49.8% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
20
users have followed this narrative
5 months ago
author updated this narrative
Siemens
CH
Chris1
Community Contributor
Siemens will see steady growth with a revenue boost of 5% annually
Over the next five fiscal years Siemens should compound steadily. The company’s Financial Framework targets 5 – 7 % comparable revenue growth per year; using the 5 % midpoint, sales rise from €75.9 bn in FY-2024 to c.
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€208.46
FV
5.0% overvalued
intrinsic discount
5.00%
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
3 months ago
author updated this narrative
BAWAG Group
JO
JohnRMurdoch
Community Contributor
BAWAG Group's Future Valuation Hinges on 10.67% Revenue Growth
Catalysts Are there any products or services that could move sales or earnings meaningfully? Are there any industry tailwinds this stock is benefitting or hindered from?
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€116.63
FV
7.0% undervalued
intrinsic discount
9.27%
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
2 months ago
author updated this narrative
Clínica Baviera
MR
Mrikx
Community Contributor
Clinica Baviera VI
Clinica Baviera VI 2025/Q1: A: 38€ V: 128€
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€38.00
FV
18.9% overvalued
intrinsic discount
6.82%
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
Workday
CH
Chester
Community Contributor
Medium term lower revenue growth implies falling expectations and thus lower future PE acceptance.
This narrative is brief and simply stands on the shoulders of the recent aggregate analysts review (Dec 2024). Put simply, if revenue grows at <15% pa and margins fall to <20% average over next 3 years, that implies a pretty consistent growth rate that contradicts the high PE ratio for this stock.
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US$253.14
FV
11.1% undervalued
intrinsic discount
15.00%
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
7 months ago
author updated this narrative
HiTech Group Australia
SI
simplydunno
Community Contributor
hello world
this one is after delete
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AU$2.47
FV
25.1% undervalued
intrinsic discount
15.64%
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
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