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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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Julius Bär Gruppe
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Digital Transformation And Global Wealth Transfers Will Empower Private Banking
Key Takeaways Rising global wealth and operational efficiency are driving sustained profit growth, supporting future revenue and fee-based income expansion. Strategic digital transformation and prudent risk management boost client retention, while resumed share buybacks may enhance shareholder value.
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CHF 60.48
FV
8.5% undervalued
intrinsic discount
6.32%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
about 7 hours ago
author updated this narrative
Suzano
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Packaging US Integration And Strong Pulp Demand Will Drive Future Success
Key Takeaways Suzano's strategic initiatives, including its U.S. packaging incorporation and CapEx plans, are expected to enhance future value creation and earnings. Favorable pulp prices and strong demand, especially in Brazil, are projected to improve revenue and net margins by 2025.
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R$74.19
FV
30.4% undervalued
intrinsic discount
9.45%
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
about 7 hours ago
author updated this narrative
Terna
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Digitalization And Renewables Will Fuel European Energy Transition
Key Takeaways Investments in grid modernization, digitalization, and interconnections underpin steady revenue growth and reinforce Terna's strategic role in the energy transition. Favorable regulations and strong project execution drive predictable earnings, offsetting concerns over debt levels and financing costs.
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€8.82
FV
3.7% undervalued
intrinsic discount
8.95%
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
about 8 hours ago
author updated this narrative
Symrise
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Latin America And Asia Pacific Expansion Will Fuel Industry Transformation
Key Takeaways Operational efficiency initiatives, portfolio optimization, and disciplined cost controls are driving lasting margin improvement, free cash flow, and overall earnings quality. Focus on R&D, natural ingredient innovation, and emerging market expansion positions Symrise for premium pricing and resilient, above-market long-term growth.
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€110.55
FV
28.1% undervalued
intrinsic discount
5.52%
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
about 8 hours ago
author updated this narrative
Prada
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Digital Retail And Sustainable Efforts Will Open New Markets
Key Takeaways Expanding product personalization, digital retail, and sustainability initiatives strengthens brand appeal, supports margin growth, and meets evolving consumer and regulatory expectations. Store optimization, vertical integration, and focus on high-margin categories enhance operational efficiency and profitability across global markets.
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HK$63.92
FV
35.5% undervalued
intrinsic discount
6.54%
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
about 8 hours ago
author updated this narrative
Fresenius SE KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Global Elderly Demand And Biosimilars Will Transform Healthcare
Key Takeaways Strong demand and digital innovation in healthcare services are driving sustainable growth and margin improvements for Fresenius across core business segments. Strategic restructuring, biosimilar expansion, and favorable regulatory trends bolster operational efficiency, earnings stability, and future revenue opportunities.
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€48.83
FV
14.7% undervalued
intrinsic discount
4.48%
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
about 8 hours ago
author updated this narrative
Xero
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
AI Features And US Expansion Will Improve User Satisfaction And Retention
Key Takeaways Expanded service features and strategic acquisitions aim to boost revenue through enhanced user satisfaction and retention. Disciplined capital allocation and U.S. payroll expansion could improve efficiency and earnings growth.
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AU$200.44
FV
11.0% undervalued
intrinsic discount
18.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
72
users have followed this narrative
about 8 hours ago
author updated this narrative
NEXT
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
International Expansion And Technology Investments Will Create Future Value
Key Takeaways Expanding international business through strategic marketing and modernized operations aims to increase revenue growth and resilience against inflationary pressures. Investments in technology and AI-driven efficiencies intend to reduce costs, improve margins, and enhance earnings through diversified revenue streams and strategic acquisitions.
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UK£127.76
FV
5.1% undervalued
intrinsic discount
5.89%
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
about 8 hours ago
author updated this narrative
Sartorius Stedim Biotech
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
High Consumable Demand And Regulatory Standards Will Drive Future Success
Key Takeaways Strong demand for single-use consumables and compliance expertise drive high-margin growth, supporting both revenue expansion and pricing power for sustained profitability. Leadership in innovative bioprocess technologies and rising customer equipment utilization position the company for future sales acceleration and reduced business risk.
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€234.54
FV
29.4% undervalued
intrinsic discount
10.67%
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
about 8 hours ago
author updated this narrative
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