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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
66
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
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
35
users have liked this narrative
6
users have commented on this narrative
94
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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Hexagon
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Automation And Robotics Will Capture Global Industrial Demand
Key Takeaways Innovative product launches and focus on automation and robotics are set to drive above-market growth and expand margins across diverse industrial sectors. Growing recurring software revenues and cost improvement initiatives are boosting earnings predictability and profitability while management sharpens its strategic focus on high-margin technologies.
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SEK 113.70
FV
3.9% undervalued
intrinsic discount
5.16%
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
3 days ago
author updated this narrative
SSE
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Investments In Renewables Will Drive Future Profitability Amid Global Decarbonization Trends
Key Takeaways Strategic investments in renewables and networks are driving predictable profitability and improved future net margins. Positioned to leverage decarbonization trends, SSE's focus on clean energy signals strong future earnings potential.
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UK£21.94
FV
17.7% undervalued
intrinsic discount
6.77%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
3 days ago
author updated this narrative
CGI
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Digital Transformation And Generative AI Will Shape Enduring Success
Key Takeaways Accelerating digital transformation and AI integration increase demand for CGI's high-margin services, driving operational efficiency and growth across public and private sectors. Strong cybersecurity focus and successful acquisitions strengthen CGI's government and financial services portfolio, ensuring robust revenue visibility and operational synergies.
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CA$171.17
FV
22.9% undervalued
intrinsic discount
4.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
3 days ago
author updated this narrative
Danske Bank
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Intensified Digital Competition And EU Regulations Will Depress Valuations
Key Takeaways Digital disruption and intensified competition from fintechs and Big Tech threaten revenue growth while challenging Danske Bank's traditional income streams. Rising compliance demands and legacy regulatory issues are increasing costs and straining margin stability, limiting future earnings potential.
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DKK 267.33
FV
0.9% undervalued
intrinsic discount
-0.34%
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
3 days ago
author updated this narrative
Imperial Brands
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
NGP Expansion And Share Buybacks Will Strengthen Long-Term Value
Key Takeaways Strategic focus and strong pricing in key markets enhance revenue growth and margins through brand and sales execution. Growth in NGP and share buybacks boost earnings, supporting long-term shareholder value and financial confidence.
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UK£32.23
FV
6.6% undervalued
intrinsic discount
-18.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
53
users have followed this narrative
3 days ago
author updated this narrative
Banco do Brasil
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Investments In Technology And Digital Transformation Will Drive Future Operational Efficiencies
Key Takeaways Strategic focus on the private payroll loan market and SME segment aims to enhance revenue and manage credit risk, boosting future earnings and margins. Investments in technology and sustainable banking are set to improve operational efficiencies and diversify revenue, aligning with sustainability trends.
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R$27.40
FV
30.9% undervalued
intrinsic discount
11.11%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
42
users have followed this narrative
3 days ago
author updated this narrative
FirstRand
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Lower Inflation And Political Stability Will Stimulate Credit Growth Opportunities
Key Takeaways Improved affordability and economic recovery could drive increased consumer and corporate credit demand, positively impacting revenue growth. Strategic focus on SME lending and non-interest revenue growth is set to boost earnings and diversify income sources.
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R88.49
FV
14.5% undervalued
intrinsic discount
12.22%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
38
users have followed this narrative
3 days ago
author updated this narrative
Banco BTG Pactual
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Acquisitions Of Orama, MY Safra, And Julius Baer Will Expand Scale And Product Offerings In Asset And Wealth Management
Key Takeaways BTG Pactual’s diversified credit portfolio and reduced funding costs suggest potential for continued earnings growth. Acquisitions and strong asset inflows bolster wealth management scale and product offerings, boosting revenue prospects.
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R$44.25
FV
7.9% undervalued
intrinsic discount
0.069%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
3 days ago
author updated this narrative
Bayer
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Crop Science And Pharmaceuticals Will Thrive On Favorable Trends
Key Takeaways Strong pharma pipeline, new launches, and innovation are set to offset losses from expiring patents, supporting long-term revenue growth and margin improvement. Operational streamlining, litigation containment, and portfolio optimization aim to boost efficiency, resilience, and cash flow while enhancing future market stability.
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€28.42
FV
9.5% undervalued
intrinsic discount
1.26%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
142
users have followed this narrative
3 days ago
author updated this narrative
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