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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
16
users have liked this narrative
4
users have commented on this narrative
37
users have followed this narrative
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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
20
users have liked this narrative
3
users have commented on this narrative
49
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
6
users have followed this narrative
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Sopra Steria Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
European Cybersecurity And Digital Transformation Will Fuel Resilience
Key Takeaways Expansion in defense, cybersecurity, and AI-powered services is boosting high-margin revenue streams and positioning the company for resilient, long-term earnings growth. Operational improvements and strategic M&A in key sectors are expected to enhance profitability, drive recurring revenue, and improve cash flow over the medium term.
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€222.00
FV
16.8% undervalued
intrinsic discount
2.68%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
6 days ago
author updated this narrative
PGE Polska Grupa Energetyczna
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Offshore Wind And Photovoltaics Investments Will Boost Operational Efficiency
Key Takeaways Focus on renewable energy investments and modernization could increase revenue streams and improve margins through lower production costs and enhanced efficiency. Restructuring and decarbonization efforts align with regulatory trends, improving financial flexibility, stabilizing earnings, and potentially enhancing future profitability.
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zł9.53
FV
23.3% overvalued
intrinsic discount
3.99%
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
BBB Foods
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
500 New Stores And Four Regions Will Expand Retail Reach
Key Takeaways Aggressive store expansion and new regional operations in 2025 will drive significant revenue growth and operational efficiency. Increased private label penetration and efficient cost management will enhance profit margins despite short-term rise in SG&A expenses.
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US$34.24
FV
27.8% undervalued
intrinsic discount
26.23%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
6 days ago
author updated this narrative
Krones
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Local Manufacturing And Emerging Markets Will Boost Sustainable Packaging Expansion
Key Takeaways Expansion in emerging markets and investments in local capacity strengthen revenue growth and resilience to global risks. Focus on innovation, automation, and recurring services drives higher margins and secures long-term competitive advantage.
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€160.44
FV
17.6% undervalued
intrinsic discount
6.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
6 days ago
author updated this narrative
Acom
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
GeNiE's Money Lamp And Overseas Expansion Will Power Future Profitability
Key Takeaways Strong loan and credit demand and strategic international growth could significantly boost Acom's future revenues and earnings. Effective financial strategies, including cost management and innovative services, are expected to support profit growth and net margin stability.
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JP¥450.00
FV
0.2% overvalued
intrinsic discount
4.39%
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
6 days ago
author updated this narrative
Hapvida Participações e Investimentos
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Acquisitions And BRL2 Billion Investment Will Upgrade Health Care Services
Key Takeaways Successful acquisition integrations and infrastructure investments improve service quality, operational efficiency, and capacity, enhancing revenue and net margins through expanded and improved service offerings. Stable financial position and verticalization strategy support growth through increased patient intake, higher-margin revenues, and investments in technology and facilities.
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R$59.77
FV
40.6% undervalued
intrinsic discount
8.11%
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
Mahindra & Mahindra Financial Services
AN
AnalystConsensusTarget
Consensus Narrative from 34 Analysts
Rural Growth And Digital Transformation Will Expand Market Reach
Key Takeaways Rising rural prosperity and strong distribution are driving robust loan and revenue growth, especially in vehicle and equipment finance. Digitization and diversification into new business lines are improving operational efficiencies, reducing risk, and supporting stable, long-term earnings growth.
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₹288.53
FV
12.2% undervalued
intrinsic discount
16.80%
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
CD Projekt
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Witcher Four Delay Will Raise Costs Yet Cyberpunk Will Excite
Key Takeaways Delayed Witcher 4 release and strategic franchise management could affect near-term revenue and net margins. Increased R&D investment and team restructuring may compress margins and extend project timelines.
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zł209.89
FV
17.3% overvalued
intrinsic discount
49.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
35
users have followed this narrative
6 days ago
author updated this narrative
ASMPT
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Advanced Packaging And AI Will Expand Semiconductor Markets
Key Takeaways Strong demand for advanced packaging in AI and differentiated technologies is driving long-term growth, higher margins, and expanding market opportunities for ASMPT. Diversification strategies and operational efficiencies are increasing revenue resilience, reducing risk, and supporting sustainable improvements in earnings and profitability.
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HK$79.15
FV
14.5% undervalued
intrinsic discount
12.67%
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
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