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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
6
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
3
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
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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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TietoEVRY Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
AI Integration And Cybersecurity Compliance Will Drive Digital Transformation
Key Takeaways Growth in AI-driven solutions and advanced analytics is driving new contracts, improving margins, and expanding opportunities as clients increase digital transformation investments. Strategic focus on cybersecurity, compliance, and international expansion supports recurring revenue streams, higher margins, and reduces reliance on the Nordic market.
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€16.22
FV
6.6% undervalued
intrinsic discount
-10.76%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
6 days ago
author updated this narrative
OFX Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Pivot To B2B Spending Management Will Attract Clients Seeking Comprehensive Services
Key Takeaways Pivot to B2B and investment in new platform with multicurrency accounts aim to increase revenue through enhanced client retention and service offerings. Global rollout and strategic use of analytics and technology could boost non-FX revenue, improving margins and capturing new, localized market opportunities.
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AU$1.22
FV
29.7% undervalued
intrinsic discount
5.37%
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
6 days ago
author updated this narrative
McMillan Shakespeare
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Simply Stronger And Oly Initiatives Poised To Drive Future Success
Key Takeaways Strategic growth initiatives, including Onboard Finance expansion and Oly brand introduction, are set to drive revenue growth and open new markets. Investments in digital platforms and productivity enhancements through the Simply Stronger program are expected to boost net margins and operational efficiency.
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AU$18.11
FV
0.9% undervalued
intrinsic discount
2.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
6 days ago
author updated this narrative
UACJ
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Growing Can Stock And EV Markets Will Drive Aluminum Demand Through FY 2030
Key Takeaways Strategic investments in capacity and recycling technology are expected to boost operational efficiency, leading to improved net margins. Growth in the automotive and lithium-ion battery foil sectors is anticipated to significantly drive revenue and enhance profitability.
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JP¥6.12k
FV
0.8% undervalued
intrinsic discount
2.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
Amara Raja Energy & Mobility
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Recycling Plant And Giga-Factory Developments Set To Improve Future Operations
Key Takeaways Localizing production and expanding offerings could boost revenue and net margins by improving capacity and market reach. Export growth and recycling plant efficiencies are expected to significantly enhance revenue and margins, contributing to long-term earnings growth.
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₹1.19k
FV
20.1% undervalued
intrinsic discount
7.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
6 days ago
author updated this narrative
Bilfinger
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Shift Towards Higher-Margin Projects Expected To Improve Earnings Stability
Key Takeaways Strategic expansion in energy and pharma shows potential revenue and margin growth from higher demand and contract renewals. Geographical diversification and acquisitions, like Stork, drive revenue growth and margin expansion through enhanced services and operational scale.
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€94.67
FV
2.0% 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
11
users have followed this narrative
6 days ago
author updated this narrative
Kid
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
E-commerce Investments And Store Expansions Will Strengthen Future Performance
Key Takeaways Investment in e-commerce and Click & Collect enhances omnichannel presence, driving store traffic and supporting revenue growth. Consolidating warehouse operations with automation improves operational efficiency, boosting margins and net earnings.
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NOK 162.50
FV
5.1% undervalued
intrinsic discount
8.26%
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
6 days ago
author updated this narrative
Nazara Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Acquiring Fusebox Games And Integrating Barbie Will Boost Future User Engagement
Key Takeaways Strategic acquisitions and licensing agreements on popular IPs are expected to enhance user engagement and boost revenue and profit potential. Expanding esports activities and international growth are key to increasing segment revenue and overall profitability.
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₹1.13k
FV
20.7% overvalued
intrinsic discount
25.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
6 days ago
author updated this narrative
Ratos
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Sustainable European Infrastructure Upgrades Will Deliver Ongoing Value
Key Takeaways Strategic focus on sustainable infrastructure and high-growth sectors, supported by acquisitions and operational efficiency, is driving profitability and margin expansion. Stable demand for core services and portfolio streamlining are delivering recurring revenue, improved earnings quality, and sustainable long-term growth.
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SEK 39.50
FV
11.0% undervalued
intrinsic discount
-17.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
6 days ago
author updated this narrative
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