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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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IG Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Digitalization And Global Rollouts Will Expand Market Reach
Key Takeaways Product innovation and digital expansion are driving customer growth, improved retention, and upselling, positioning IG Group for multi-year revenue growth and margin expansion. Ongoing geographic diversification and operational efficiencies are reducing market risk, supporting stronger profitability, and sustaining long-term market share gains.
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UK£12.45
FV
9.1% undervalued
intrinsic discount
6.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
49
users have followed this narrative
about 5 hours ago
author updated this narrative
Wendel
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Transformation And Asset Rebalancing Will Unlock Future Value
Key Takeaways Expansion in asset management and digital transformation initiatives is driving higher earnings, revenue growth, and improved margins through new products and increased global capital inflows. Strategic portfolio rebalancing and a strengthened ESG focus are enhancing liquidity, reinvestment capacity, and access to institutional capital, boosting growth and valuation.
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€117.00
FV
29.6% undervalued
intrinsic discount
3.42%
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
about 5 hours ago
author updated this narrative
Coca-Cola Içecek Anonim Sirketi
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Emerging Market Expansion And Fuse Tea's Growth To Continue Boosting Revenues And Margins
Key Takeaways Strategic focus on low per capita markets and diverse product portfolio aims to boost volume growth and revenue streams. Investment in operational efficiency and adapting to consumer trends enhances distribution and revenue per unit.
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₺77.89
FV
33.6% undervalued
intrinsic discount
28.44%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
42
users have followed this narrative
about 5 hours ago
author updated this narrative
Contact Energy
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Ongoing Renewable Energy Projects Will Expand Future Capacity And Revenue
Key Takeaways Investments in renewable projects and strategic acquisitions will boost capacity, market position, and earnings growth through operational synergies and economies of scale. Long-term deals and innovative retail offerings aim to secure stable revenue and improve profit margins by enhancing customer engagement and energy efficiency.
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NZ$10.15
FV
10.4% undervalued
intrinsic discount
-0.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
25
users have followed this narrative
about 5 hours ago
author updated this narrative
L&T Finance
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
India's Rural Demand And Digital Lending Will Unlock Potential
Key Takeaways Expanding digital initiatives, partnerships, and AI-driven credit processes are driving down costs, growing new customer segments, and enhancing profitability. Strengthening rural demand, successful gold loan integration, and improved global funding access are supporting diversified, stable loan growth and earnings.
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₹219.68
FV
8.8% undervalued
intrinsic discount
30.68%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
about 5 hours ago
author updated this narrative
Hapvida Participações e Investimentos
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Acquisitions And BRL2 Billion Investment Will Upgrade Health Care Services
Key Takeaways Successful acquisition integrations and infrastructure investments improve service quality, operational efficiency, and capacity, enhancing revenue and net margins through expanded and improved service offerings. Stable financial position and verticalization strategy support growth through increased patient intake, higher-margin revenues, and investments in technology and facilities.
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R$57.54
FV
37.7% undervalued
intrinsic discount
8.18%
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
about 5 hours ago
author updated this narrative
Mahindra & Mahindra Financial Services
AN
AnalystConsensusTarget
Consensus Narrative from 34 Analysts
Rural Growth And Digital Transformation Will Expand Market Reach
Key Takeaways Rising rural prosperity and strong distribution are driving robust loan and revenue growth, especially in vehicle and equipment finance. Digitization and diversification into new business lines are improving operational efficiencies, reducing risk, and supporting stable, long-term earnings growth.
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₹288.53
FV
12.1% undervalued
intrinsic discount
16.80%
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
about 5 hours ago
author updated this narrative
CD Projekt
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Witcher Four Delay Will Raise Costs Yet Cyberpunk Will Excite
Key Takeaways Delayed Witcher 4 release and strategic franchise management could affect near-term revenue and net margins. Increased R&D investment and team restructuring may compress margins and extend project timelines.
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zł211.00
FV
17.5% overvalued
intrinsic discount
49.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
35
users have followed this narrative
about 5 hours ago
author updated this narrative
Mr Price Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Profitable Market Share Gains And Supply Chain Innovations Propel Retail Earnings
Key Takeaways Focus on strategic market share gains has improved gross profit margins, potentially enhancing net margins. Expansion and supply chain initiatives could drive revenue growth and improve operational efficiency.
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R313.15
FV
33.8% undervalued
intrinsic discount
7.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
about 5 hours ago
author updated this narrative
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