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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
66
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
35
users have liked this narrative
6
users have commented on this narrative
94
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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Himax Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
I Expect That Advancements In TDDI, Tcon, And CPO Technologies Will Improve Future Prospects
Key Takeaways Himax Technologies is poised for growth through advancements in automotive TDDI, Tcon, and Co-Package Optics, potentially enhancing revenue significantly with market adoption. Strategic focus on WiseEye AI, smart home products, and OLED automotive displays positions Himax for strong earnings growth and improved margins.
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US$9.94
FV
26.9% undervalued
intrinsic discount
5.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
5
users have commented on this narrative
51
users have followed this narrative
3 days ago
author updated this narrative
Dime Community Bancshares
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expanding New York Banking Network Will Unlock Future Potential
Key Takeaways Expansion of private banking, branch network, and digital transformation enhances growth, operational efficiency, and positions Dime to capture opportunities in its core market. Strong hiring, capital levels, and loan repricing initiatives support future earnings growth, business loan expansion, and potential for increased shareholder returns.
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US$36.00
FV
23.7% undervalued
intrinsic discount
36.70%
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
3 days ago
author updated this narrative
Pennant Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Partnerships With John Muir Health And Hartford Healthcare Will Open New Market Opportunities
Key Takeaways Strategic partnerships and acquisitions are expected to drive revenue growth and market expansion, alongside enhanced operational efficiency from leadership investments. Improved clinical outcomes and a strengthened capital structure position the company for favorable long-term earnings growth and margin expansion.
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US$33.60
FV
22.6% undervalued
intrinsic discount
11.49%
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
3 days ago
author updated this narrative
Argan
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Texas Gas And Illinois Solar Projects Will Expand Capacity
Key Takeaways Argan's increased project backlog and robust pipeline, driven by new contracts, signal significant revenue and earnings growth potential in energy sectors. Maintaining a strong balance sheet with strategic investments and leadership changes positions Argan to enhance operational efficiency and shareholder returns.
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US$225.33
FV
6.1% overvalued
intrinsic discount
15.63%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
98
users have followed this narrative
3 days ago
author updated this narrative
Thermon Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Vapor Power And FATI Acquisitions Will Expand Future Capacity
Key Takeaways Diversification into MRO-related projects and strategic acquisitions are expected to stabilize revenue and improve margins, enhancing future growth prospects. Strong backlog growth and cost-saving initiatives provide confidence in future revenue, supporting earnings growth and efficient capital allocation strategy.
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US$36.00
FV
33.1% undervalued
intrinsic discount
5.17%
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
3 days ago
author updated this narrative
OceanFirst Financial
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Commercial Lending And Digital Initiatives Will Build Lasting Value
Key Takeaways Expansion in commercial banking and deposit growth strategies are driving revenue increases, margin improvement, and balance sheet stability amid population and business migration trends. Investment in technology and disciplined credit risk management enhance operating efficiency, attract younger customers, and support stable, long-term earnings and asset quality.
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US$20.29
FV
19.1% undervalued
intrinsic discount
12.55%
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
3 days ago
author updated this narrative
Shoe Carnival
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Rebanner Expansion Will Attract Premium Shoppers Yet Will Face Uncertainties
Key Takeaways Expansion to a national banner and rebanner strategy aimed at premium markets are key for revenue and profitability growth, tapping into higher-income households. Digital-first marketing and strategic acquisitions are enhancing efficiency, growth, and market share, with synergies and continued M&A driving future earnings.
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US$22.50
FV
13.0% undervalued
intrinsic discount
1.59%
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
3 days ago
author updated this narrative
Orion
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Operational Improvements And Sustainability Initiatives Will Strengthen Future Prospects In Carbon Black Industry
Key Takeaways A pivot to higher-margin products and improved capacity utilization in the Specialty segment is expected to enhance revenue and profit margins. A strong focus on sustainability and innovation in the carbon black sector can drive long-term competitive advantages.
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US$13.80
FV
23.7% undervalued
intrinsic discount
2.52%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
3 days ago
author updated this narrative
Plymouth Industrial REIT
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
New Funding Of $500 Million For Acquisitions Aims To Strengthen Future Prospects, Yet Tenant Challenges May Pose Risks
Key Takeaways Strategic transactions and expanded credit facilities enhance Plymouth Industrial REIT's capacity for growth, with positive impacts on revenue and earnings. Favorable market conditions and targeted acquisitions support revenue growth and improved net margins, driven by leasing efforts and capital deployment.
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US$18.61
FV
22.8% undervalued
intrinsic discount
11.20%
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
3 days ago
author updated this narrative
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