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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
2
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
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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
30.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
New
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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
20.1% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
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International Money Express
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Digital Investments Will Expand Market Share In Latin American Remittance Market
Key Takeaways Strategic investments in digital growth and acquisitions are expected to enhance revenue, operating margins, and cost efficiencies, boosting earnings. Leveraging a strong cash-generating retail arm, Intermex aims to fuel digital market expansion, supporting free cash flow and financial flexibility.
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US$13.50
FV
34.3% undervalued
intrinsic discount
1.23%
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
6 days ago
author updated this narrative
IRADIMED
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Company Will Launch 3870 MR IV Pump And Expand Capacity With New Facility
Key Takeaways Focus on the 3870 MR IV pump is expected to drive long-term revenue growth, with expanded sales and market penetration enhancing future earnings. New facility and increased infrastructure investments aim to boost capacity and efficiency, supporting stable margins and long-term revenue growth despite initial expenses.
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US$71.00
FV
0.4% undervalued
intrinsic discount
8.43%
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
6 days ago
author updated this narrative
Hanmi Financial
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Atlanta Branch And Korean Market Focus Will Build Future Resilience
Key Takeaways Expansion into diverse markets and specialized banking segments is driving new relationships, revenue growth, and improved business diversification. Investments in digital platforms and disciplined expense management are expected to boost efficiency and support higher net margins over time.
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US$27.75
FV
19.0% undervalued
intrinsic discount
14.04%
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
6 days ago
author updated this narrative
Titan International
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Agriculture Recovery And Brazil Expansion Will Boost Future Prospects
Key Takeaways Cyclical recovery in agriculture and expansion in Brazil are expected to enhance revenue and operating margins through increased farm investments and improved demand. Integration of Carlstar, product innovation, and efficient capacity management should stabilize revenue, expand margins, and support cash flow through improved customer offerings and production leverage.
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US$12.00
FV
28.2% undervalued
intrinsic discount
2.80%
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
6 days ago
author updated this narrative
Universal Insurance Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Geographic Diversification And Data Analytics Will Drive Future Resilience
Key Takeaways Geographic diversification and stable reinsurance costs are reducing risk and strengthening balance sheet resilience. Technology investments and higher premiums are driving revenue growth and improving underwriting efficiency.
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US$29.00
FV
19.6% undervalued
intrinsic discount
-2.16%
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
6 days ago
author updated this narrative
McEwen
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Los Azules Feasibility And Fox Complex Expansion Aim To Unlock Future Value
Key Takeaways Exploration and project developments at Los Azules and Fox Complex are poised to significantly boost future revenue and earnings. Strategic acquisitions and market conditions could enhance cash flow and margins through sustained and increased resource production.
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US$15.44
FV
32.6% undervalued
intrinsic discount
14.93%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
6 days ago
author updated this narrative
OneSpan
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Shift To SaaS And Digital Identity Will Transform Business Model, But Hardware Declines May Pose Challenges
Key Takeaways Transition to higher-margin software revenue models is expected to enhance profitability and boost net margins. Strategic R&D investments in digital identity and innovative solutions support sustainable revenue growth and margin enhancements.
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US$19.33
FV
24.5% undervalued
intrinsic discount
4.03%
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
6 days ago
author updated this narrative
Conduent
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
AI Automation And Government Contracts Will Spur Transformation Amid Caution
Key Takeaways Investment in AI and automation, along with expanded partnerships, is strengthening revenue stability and client retention through deeper digital integration. Focused divestitures and new long-term government contracts are enhancing margins, capital efficiency, and reducing financial risk.
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US$7.00
FV
64.1% undervalued
intrinsic discount
1.03%
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
6 days ago
author updated this narrative
United Fire Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Investments In Technology And Effective Risk Management Will Streamline Operations And Stabilize Future Earnings
Key Takeaways Record premiums and improved underwriting profitability indicate strong revenue growth and enhanced operational efficiency, likely leading to better net margins and earnings. Investments in talent, new systems, and strategic reinsurance changes are expected to streamline operations, stabilize earnings, and improve future net margins.
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US$30.00
FV
11.1% 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
2
users have followed this narrative
6 days ago
author updated this narrative
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