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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
33
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
45
users have followed this narrative
New
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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
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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NOTE
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Relocation To European Facilities Will Secure Future Resilience
Key Takeaways Strategic production shifts and merger plans aim to sustain margins and improve profitability through cost reduction and efficiency gains. Targeted growth in Security & Defense and Greentech segments indicates potential revenue increases and improved net margins.
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SEK 168.50
FV
13.3% overvalued
intrinsic discount
8.20%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
6 days ago
author updated this narrative
Timken India
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expansion Into Palm Oil And Wind Energy Markets Will Capitalize On Global Demand Shifts
Key Takeaways Completion of the Bharuch project boosts production, while growing rail segment demand and infrastructure investments enhance revenue and growth. Strategic export expansion and localization of imported bearings aim to increase revenue, improve margins, and capitalize on global demand shifts.
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₹3.64k
FV
19.8% undervalued
intrinsic discount
17.87%
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
Alleima
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Decarbonization, Nuclear, And Hydrogen Advances Will Redefine Global Markets
Key Takeaways Strategic pivot toward high-margin, specialized solutions and new technology positions Alleima for greater resilience and long-term earnings growth as demand normalizes. Exposure to energy transition and infrastructure buildout offers significant rebound potential, with strong financials supporting continued investment amid temporary market headwinds.
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SEK 80.00
FV
14.4% undervalued
intrinsic discount
2.75%
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
Doman Building Materials Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
2024 Acquisitions Of CM Tucker Lumber And Southeast Forest Products Will Strengthen US Presence
Key Takeaways Expansion into the U.S. through acquisitions and product diversification positions Doman for revenue growth and operational efficiency improvements. Strengthened financial flexibility from credit facilities and note offerings enhances the potential for strategic investments and earnings growth.
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CA$10.18
FV
15.3% undervalued
intrinsic discount
9.88%
Revenue growth p.a.
Set Fair Value
3
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
Elopak
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Leading In Sustainable Packaging, We Will Expand Capacity With Little Rock Plant And Global Partnerships
Key Takeaways Strategic expansion in sustainable packaging and new plants aims to capture market share and boost revenues by addressing capacity and demand. Global growth efforts, including mergers and innovations, target revenue increase and market penetration through sustainable solutions and diversified streams.
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NOK 49.68
FV
0.6% overvalued
intrinsic discount
7.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
6 days ago
author updated this narrative
AB Dynamics
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Advanced Testing Solutions Will Expand Global Market Opportunities
Key Takeaways Strong product and technology development, combined with strategic acquisitions, supports revenue growth and enhances operational efficiencies, improving margins and earnings. Operational enhancements and market diversification ensure sustained revenue growth and robust financial performance amidst structural and regulatory growth drivers.
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UK£22.90
FV
40.2% undervalued
intrinsic discount
7.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
6 days ago
author updated this narrative
Pearl Abyss
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Crimson Desert Launch And Platform Expansion Will Diversify Revenue In 2025
Key Takeaways Strategic regional expansions and new game launches may drive long-term revenue growth and geographic diversification. Developing new titles and console releases are key to expanding user engagement and revenue streams.
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₩38.23k
FV
3.1% overvalued
intrinsic discount
20.46%
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
Pollen Street Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Fundraising Momentum And AUM Diversification Will Drive Future Value
Key Takeaways Strong fundraising and strategic AUM growth enhance revenue potential through increased management fees and net margins, supported by the fund's scalability. Progressive dividends and share buybacks boost shareholder value and EPS, aligning capital allocation with growth priorities.
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UK£10.21
FV
17.1% undervalued
intrinsic discount
8.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
6 days ago
author updated this narrative
Ag Growth International
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
International Expansion And Turnkey Projects Will Strengthen Commercial Segment's Future Performance
Key Takeaways Strategic international expansion and focus on high-growth projects are boosting revenue growth and enhancing the order book for future revenue. Operational improvements, cost-control measures, and strategic initiatives like share repurchases are contributing to improved margins, sustainability, and enhanced earnings per share.
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CA$50.88
FV
18.4% undervalued
intrinsic discount
5.18%
Revenue growth p.a.
Set Fair Value
0
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
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