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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
25
users have liked this narrative
7
users have commented on this narrative
56
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
28.9% 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
88
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
20.8% 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
13
users have followed this narrative
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Criteo
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
AI-powered Ad Targeting And Commerce Media Will Reshape Digital Marketing
Key Takeaways Expansion into AI-driven ad targeting, Retail and Commerce Media, and strategic partnerships is boosting platform reach and strengthening Criteo's ability to capture rising digital ad spend. Strong privacy-compliant data assets, full-funnel cross-channel capabilities, and disciplined capital allocation position Criteo for enhanced profitability and shareholder returns.
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US$38.17
FV
38.3% undervalued
intrinsic discount
-19.16%
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
1 day ago
author updated this narrative
Chesapeake Utilities
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Streamlined Operations And Florida City Gas Integration Will Boost Efficiency And Market Presence
Key Takeaways Integration of Florida City Gas and strategic capital investments could drive revenue growth through enhanced market presence and improved infrastructure reliability. Streamlined operations with new systems could bolster operational efficiency and potentially improve margins by reducing costs.
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US$136.00
FV
10.8% undervalued
intrinsic discount
4.60%
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
1 day ago
author updated this narrative
McGrath RentCorp
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Modular Solutions Will Diversify Through New Markets Amid Cyclical Risks
Key Takeaways Recurring rental revenues and topline growth are supported by robust demand, market expansion, and increased adoption of rental models over outright ownership. Investments in technology, operations, and new market sectors are driving margin improvements, operational efficiency, and diversification of revenue streams.
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US$144.00
FV
18.4% undervalued
intrinsic discount
3.91%
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
1 day ago
author updated this narrative
Simmons First National
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Urbanization And Digital Adoption Will Transform US Banking
Key Takeaways Strong regional trends, digital investments, and strategic hiring are improving Simmons' competitive positioning and supporting sustainable growth in loans, deposits, and revenues. Loan portfolio shifts and robust commercial pipelines are driving higher margins and profitability, with above-average growth prospects for upcoming quarters.
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US$22.60
FV
17.2% undervalued
intrinsic discount
19.16%
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
1 day ago
author updated this narrative
Bank of Hawaii
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Hawaii Housing And Wealth Trends Will Transform Future Banking
Key Takeaways Strong local market position and resilient demand support stable loan growth, high asset quality, and low credit losses, preserving profitability. Expansion in digital banking and wealth services diversifies revenue and improves efficiency, underpinning long-term earnings and customer relationships.
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US$70.40
FV
11.5% undervalued
intrinsic discount
10.30%
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
1 day ago
author updated this narrative
Independent Bank
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Secondary Market Migration And Digital Banking Will Fuel Future Value
Key Takeaways Shifting toward diversified lending, technology upgrades, and efficient integration of acquisitions strengthens earnings stability, operational efficiency, and revenue growth potential. A strong, low-cost deposit base and focus on scalable digital delivery position the bank for long-term margin protection and competitive advantage.
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US$79.50
FV
20.6% undervalued
intrinsic discount
32.87%
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
1 day ago
author updated this narrative
Urban Edge Properties
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Northeast And Mid-Atlantic Retail Centers Will Expand Despite Emerging Risks
Key Takeaways Strategic asset upgrades and selective acquisitions are enhancing revenue growth, operating margins, and future earnings through active portfolio management and redevelopment projects. Focus on necessity-based national tenants and dense urban locations is providing stable occupancy, pricing power, and consistent long-term rental income.
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US$22.75
FV
13.8% undervalued
intrinsic discount
2.09%
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
1 day ago
author updated this narrative
Teradata
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
GenAI Advancement Will Reshape Cloud Integrations While Margin Contractions Linger
Key Takeaways Cloud-neutral platform, ongoing product innovation, and strategic partnerships position Teradata to capture demand from AI-driven workloads and expand its addressable market. Organizational streamlining and increased recurring revenue are expected to improve margins, operating leverage, and long-term earnings growth.
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US$24.33
FV
14.5% undervalued
intrinsic discount
-1.02%
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
1 day ago
author updated this narrative
Trinity Industries
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Rail Leasing Will Benefit From Renewed Market Stability
Key Takeaways Greater regulatory and trade stability, plus truck-to-rail freight shifts, will boost Trinity's order volumes, recurring revenues, and pricing power. Efficiency gains and market dynamics support higher operating leverage, stronger cash flow, and improved return on equity as railcar demand rebounds.
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US$26.00
FV
5.1% overvalued
intrinsic discount
0.86%
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
1 day ago
author updated this narrative
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