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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
60
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
33
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
20.6% 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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OneSpan
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digital Banking Trends Will Reshape Cybersecurity Amid Integration Risks
Key Takeaways Strategic acquisitions and focused cross-selling drive growth in recurring software revenue, customer retention, and global market penetration. Shift to subscription-based offerings, increased R&D, and innovation position the company for sustained profitability and long-term expansion in cybersecurity.
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US$18.33
FV
29.6% undervalued
intrinsic discount
4.47%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
Updated
narrative
Central Depository Services (India)
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Investments In eKYC, eDIS, And eMargin Pledge Will Improve Operational Efficiencies In India's Securities Market
Key Takeaways Strong demat account growth and technological investments indicate CDSL's potential for revenue expansion and improved operational efficiencies. Strategic positioning in Indian capital markets and focus on security bolster CDSL's sustainable revenue growth and market trust.
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₹1.42k
FV
10.5% overvalued
intrinsic discount
12.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
56
users have followed this narrative
1 day ago
author updated this narrative
KAP
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Capacity Expansion And Debt Reduction Will Improve Future Market Position
Key Takeaways Expansion and restructuring initiatives are anticipated to enhance capacity, profitability, and operating margins across various segments, driven by market growth and operational efficiencies. Strategic focus on debt reduction and working capital management is expected to boost financial flexibility and improve net earnings in the medium term.
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R2.77
FV
40.1% undervalued
intrinsic discount
6.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
Updated
narrative
Comfort Systems USA
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Modular Construction And Data Center Demand Will Drive Progress
Key Takeaways Record project backlog and rising demand in specialized sectors boost revenue visibility and enable premium pricing on complex projects. Expansion in modular building and recurring service revenues enhances margin stability, operational efficiency, and long-term growth prospects.
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US$767.20
FV
9.8% undervalued
intrinsic discount
10.94%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
Updated
narrative
Nitin Spinners
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Indian Textile Exports Will Thrive On Expanded Capacity And Renewables
Key Takeaways Export growth is strongly supported by global sourcing shifts, trade agreements, and Nitin Spinners' strategic presence in key international markets. Investments in capacity, value-added segments, and renewables are set to drive higher margins, efficiency, and long-term profit growth.
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₹538.00
FV
37.4% undervalued
intrinsic discount
6.28%
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
Updated
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Xperi
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
TiVo One And DTS AutoStage Will Unlock Scalable Ad Opportunities
Key Takeaways The integration of TiVo One and expansion of technologies in connected TVs and cars are poised to enhance revenue and user engagement significantly. Strategic debt refinancing and business transformation efforts are set to improve profitability through enhanced margins and cash flow.
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US$12.33
FV
50.4% undervalued
intrinsic discount
2.64%
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
8 days ago
author updated this narrative
IHI
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Unsustainable Civil Aero Engine Sales And Rising SG&A Expenses Will Reduce Future Earnings
Key Takeaways Strong sales in civil aero engines spare parts may not be sustainable, risking future revenue declines and overoptimistic stock valuations. Improper conduct in Power Systems and seasonal downturns could hurt net margins and revenue, with rising SG&A expenses adding further pressure.
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JP¥16.30k
FV
2.7% overvalued
intrinsic discount
4.14%
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
25 days ago
author updated this narrative
Columbus McKinnon
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Merging With Kito Crosby Will Strengthen Market Position And Leverage Industry Opportunities
Key Takeaways The merger with Kito Crosby aims to enhance Columbus McKinnon's market position and revenue growth, boosting its competitive edge with increased scale and market offering. The acquisition is expected to generate cost synergies, improve margins and cash flow, allowing for debt reduction and strategic reinvestment to drive future growth.
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US$27.50
FV
49.5% undervalued
intrinsic discount
2.73%
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
9 days ago
author updated this narrative
ResMed
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Digital Health Platforms Will Expand Sleep Apnea Treatment Globally
Key Takeaways Strategic acquisitions, innovation, and digital health adoption are broadening market reach, deepening customer retention, and driving resilient revenue and margin growth. Operational efficiencies and increased awareness in sleep health strengthen competitive advantages, fueling long-term earnings expansion and greater profitability.
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US$289.71
FV
2.0% undervalued
intrinsic discount
7.75%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
43
users have followed this narrative
Updated
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