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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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
6
users have commented on this narrative
50
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
31
users have liked this narrative
6
users have commented on this narrative
85
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
19.2% 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
11
users have followed this narrative
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Trustpilot Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Enterprise Focus And New Products Will Boost Future Profitability
Key Takeaways Trustpilot's product innovation and pricing strategies enhance retention and future revenue growth, alongside strong market expansion, particularly in the U.S. Increased profitability is driven by operating leverage and a strategic shift towards enterprise clients with higher value contracts. Foreign exchange volatility, growth deceleration, competition, macro-economic uncertainties, and innovation challenges could collectively strain Trustpilot's revenue stability and operational efficiency.
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UK£3.24
FV
24.8% 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
10
users have followed this narrative
7 days ago
author updated this narrative
India Shelter Finance
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Leveraging PMAY And Branch Expansion Will Strengthen Future Prospects
Key Takeaways Strategic expansion in Tier 2 and Tier 3 cities, with a focus on PMAY initiatives, could drive significant revenue and AUM growth. Operational efficiency and improved net interest margins through cost reduction and variable-rate borrowings may bolster earnings stability.
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₹1.03k
FV
15.5% undervalued
intrinsic discount
24.61%
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
7 days ago
author updated this narrative
Peter Warren Automotive Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Future Partnerships And Efficiency Initiatives Will Strengthen Performance
Key Takeaways Strategic acquisitions, inventory management, and cost reduction initiatives are expected to enhance earnings, profitability, and revenue growth. Diversification in service and finance, along with Chinese partnerships, seeks to counter new car margin pressures and boost profitability.
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AU$1.62
FV
8.9% overvalued
intrinsic discount
2.36%
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
7 days ago
author updated this narrative
Virbac
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Future R&D And Facility Expansion Will Introduce New Products In Pet Care And Pharmaceuticals
Key Takeaways Strategic R&D investments and facility expansions aim to drive innovation, operational efficiency, and future revenue growth, potentially enhancing profitability. Robust M&A strategy and focus on U.S. and China markets are expected to boost geographic expansion, market share, and revenue growth despite cost pressures.
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€395.17
FV
17.1% undervalued
intrinsic discount
5.45%
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
7 days ago
author updated this narrative
Diversified Energy
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Acquisition And Expansion Will Diversify Revenue Streams And Unlock Untapped Potential
Key Takeaways Strategic acquisitions and operational optimizations are expected to enhance revenue, cash flow, and margins by leveraging synergies and expanding the portfolio. Expansion into Coal Mine Methane capture should diversify revenue streams and stabilize earnings through environmental credits growth.
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UK£19.46
FV
43.0% undervalued
intrinsic discount
25.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
7 days ago
author updated this narrative
Nordex
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Robust European Demand Will Drive Lasting Global Expansion
Key Takeaways Strong service segment performance and high contract retention drive recurring, high-margin revenues that support sustained earnings and margin improvement. Robust project backlog, stable supply chains, and European market leadership position Nordex for multi-year revenue and profit growth.
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€22.52
FV
0.4% overvalued
intrinsic discount
7.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
7 days ago
author updated this narrative
Macmahon Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Our Capital Light Blueprint Will Expand Indonesian Mining And Infrastructure
Key Takeaways Acquiring Decmil and diversifying services positions Macmahon for robust growth and higher returns, enhancing earnings and shareholder value. Expansion in Indonesia with low-capital solutions and a strong order book supports sustained revenue growth and improved financial efficiency.
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AU$0.37
FV
4.1% undervalued
intrinsic discount
5.85%
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
7 days ago
author updated this narrative
Troax Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
North American Expansion And Warehouse Automation Will Spur Recovery
Key Takeaways Increased automation, safety standards, and production optimization are expected to drive revenue growth and enhance margins as warehousing demand recovers. Expansion in North America and strategic M&A opportunities position Troax for greater diversification and long-term growth amid industry normalization.
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SEK 194.76
FV
31.7% undervalued
intrinsic discount
4.94%
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
7 days ago
author updated this narrative
CEMEX. de
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Government Spending And Low-Carbon Shifts Will Transform Industry
Key Takeaways Strong infrastructure demand and sustainability initiatives are expected to drive revenue growth, margin resilience, and premium pricing in key markets. Disciplined capital allocation and operational efficiencies aim to boost cash flow, returns, and shareholder value through M&A, cost savings, and enhanced payout policies.
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Mex$17.53
FV
10.9% undervalued
intrinsic discount
3.94%
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
7 days ago
author updated this narrative
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