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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
59.6% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
25
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
20.8% 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
13
users have followed this narrative
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Baytex Energy
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Operational Gains In Eagle Ford And Pembina Duvernay May Lower Costs, But OPEC Actions And Tariffs Could Affect Future Revenues
Key Takeaways Efficiency improvements in key plays are poised to enhance capital costs, production performance, and positively impact revenue and net margins. Sustainable reserve growth supports future production, potentially increasing revenue and long-term valuation through strategic shareholder returns and development plans.
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CA$3.95
FV
28.1% undervalued
intrinsic discount
-3.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
16 days ago
author updated this narrative
Atlanta Braves Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Jurickson Profar's Addition And 2025 MLB All-Star Game Will Elevate Fan Experience
Key Takeaways Strategic player acquisitions and upcoming events like the All-Star game could boost game attendance, merchandise sales, and overall revenue. Expanded broadcasting deals and development in The Battery Atlanta with new tenants could increase revenue through higher viewership and rental income.
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US$56.40
FV
20.7% undervalued
intrinsic discount
5.03%
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
16 days ago
author updated this narrative
Appian
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
AI-Powered Automation Will Improve Customer Value And Expand Federal Opportunities
Key Takeaways Integrating AI into workflows and introducing tiered pricing could enhance customer value and drive increased revenue and retention. Federal market expansion and upselling existing customers present avenues for significant earnings growth and improved efficiency.
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US$35.00
FV
16.6% undervalued
intrinsic discount
9.08%
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
16 days ago
author updated this narrative
LifeStance Health Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Planned Expansions And Clinician-Focused Initiatives Will Improve Future Productivity
Key Takeaways Standardizing operations and digital initiatives should enhance efficiency, improve net margins, and boost revenue per visit. Strategic acquisitions and refinancing flexibility aim to accelerate revenue growth and strengthen financial stability.
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US$8.50
FV
54.6% undervalued
intrinsic discount
13.64%
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
16 days ago
author updated this narrative
Peloton Interactive
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Partnering With Costco Will Expand Member Reach In The Future
Key Takeaways Innovation in products and experiences is set to boost member acquisition, engagement, and revenue growth. Operational efficiencies and strategic retail expansion are likely to enhance profitability and support revenue stability.
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US$8.80
FV
19.2% undervalued
intrinsic discount
1.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
16 days ago
author updated this narrative
Morgan Advanced Materials
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Investment In Clean Energy And Healthcare Sectors Will Strengthen Future Prospects
Key Takeaways The accelerated restructuring program, capital expenditure, and share buyback are poised to enhance profitability, operating margins, and earnings per share. Anticipated growth in semiconductor and clean energy sectors should drive future revenues and improve cash flow through enhanced working capital management.
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UK£2.71
FV
27.7% undervalued
intrinsic discount
0.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
16 days ago
author updated this narrative
Advantage Energy
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Integration Of Charlie Lake Assets Will Improve Future Cash Flow And Profitability
Key Takeaways Strategic acquisitions and spending cuts have led to improved cash flow, profitability, and potential for earnings growth through disciplined financial management. Ongoing debt reduction and share buybacks indicate a focus on increasing shareholder value and sustainable long-term growth.
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CA$14.13
FV
23.8% undervalued
intrinsic discount
23.00%
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
16 days ago
author updated this narrative
Engineers India
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expansion Into Green Energy And Middle East Markets Will Strengthen Future Prospects
Key Takeaways Diversification into infrastructure, metallurgy, and green energy sectors could enhance future revenue and margin expansion. International focus, particularly in the Middle East, offers growth in foreign revenue through new consultancy contracts.
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₹249.20
FV
20.0% undervalued
intrinsic discount
17.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
16 days ago
author updated this narrative
Santos Brasil Participações
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expansion Plans And CMA CGM Acquisition Will Consolidate Leadership In Brazilian Ports
Key Takeaways Expansion of container handling and liquid bulk storage aims to boost market share and enhance earnings with high EBITDA margins and sustained growth potential. Acquisition by CMA CGM and strategic capital investments could improve operational efficiencies, net margins, and shareholder returns through better cash management and leverage.
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R$15.56
FV
10.1% undervalued
intrinsic discount
9.17%
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
16 days ago
author updated this narrative
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