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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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Treatt
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expanding Into Asian Markets Will Strengthen Global Reach Through Low-Cost Strategies
Key Takeaways Expansion into Asian markets and focusing on premium products is driving revenue growth and higher margins with low-cost strategies. Customer-centric approaches and leveraging existing capacity enable scalable growth, reinforcing operational efficiency and boosting earnings.
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UK£3.08
FV
30.1% undervalued
intrinsic discount
2.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
2 days ago
author updated this narrative
Thunderbird Entertainment Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Starfall Will Diversify Income Sources
Key Takeaways Strategic expansion into ancillary markets like gaming and consumer products is expected to diversify income sources and enhance profit margins. Strong partnerships with major streamers and increased Canadian tax incentives bolster revenue growth and international project opportunities.
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CA$3.00
FV
43.0% undervalued
intrinsic discount
12.50%
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
2 days ago
author updated this narrative
Viva Leisure
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Franchise Expansion And Tech Integration Will Optimize Future Cash Flows
Key Takeaways Franchise network expansion and high-margin segments are set to drive revenue growth, enhancing scalability, profitability, and earnings for Viva Leisure. Strategic focus on capital-light models and international expansion aims to improve cash flow, brand recognition, and revenue growth.
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AU$2.38
FV
42.3% undervalued
intrinsic discount
16.11%
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
2 days ago
author updated this narrative
Texmaco Rail & Engineering
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Upcoming Mergers And Capacity Expansion Will Streamline Operations And Meet Rising Demand
Key Takeaways Mergers and strategic realignment initiatives aim to enhance operational efficiency and drive revenue growth through better business structure and focused segment growth. Capacity expansion and improved supply chain logistics underscore efforts to meet growing demand, enhancing production capabilities and potentially boosting revenue and margins.
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₹211.00
FV
34.5% undervalued
intrinsic discount
5.10%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
2 days ago
author updated this narrative
NRW Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
South Walker Creek $16 Billion Contract And Magnetite Operations Will Strengthen Future Prospects
Key Takeaways Strong contract acquisitions and extensions across segments suggest sustained revenue growth and potential margin improvement from high-revenue projects. A robust pipeline and strong demand underscore future revenue potential, contingent on successful tender conversions.
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AU$3.52
FV
4.6% undervalued
intrinsic discount
3.95%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
2 days ago
author updated this narrative
Driven Brands Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Aging Vehicles And Digital Integration Will Expand Future Potential
Key Takeaways Expansion of higher-margin, non-oil services and digital integration is driving greater profitability and enhanced customer retention. Strong recurring demand, store growth, and financial flexibility are expected to support sustained revenue and margin expansion.
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US$21.92
FV
24.4% undervalued
intrinsic discount
2.77%
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
2 days ago
author updated this narrative
Prince Pipes and Fittings
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Bihar Plant Expansion And Indian Railways Partnership Will Fuel Success
Key Takeaways Expansion into underpenetrated eastern markets and enhanced distribution networks are expected to drive revenue growth and strengthen brand presence. Shift toward higher-margin products and improved operational efficiency should support profit margin recovery and boost overall earnings resilience.
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₹402.23
FV
27.6% undervalued
intrinsic discount
14.27%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
11
users have followed this narrative
2 days ago
author updated this narrative
Alten
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Anticipated Project Reinitiations In Europe And US Automotive And Aerospace Sectors Will Improve Future Prospects
Key Takeaways Anticipated project reinitiations and sector rebounds in automotive and aerospace may boost revenue growth and future top-line stability. Successful acquisitions and offshore project accelerations could enhance cost control, operational efficiency, and long-term profitability.
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€97.54
FV
27.5% 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
6
users have followed this narrative
2 days ago
author updated this narrative
NORMA Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Divesting Water Management And ERP Upgrade Will Spark Success
Key Takeaways Divesting the Water Management business to refocus strategy may enhance profitability and positively affect adjusted EBIT margins. Investments in automation and a new ERP system could improve operational efficiency, boosting future earnings and productivity.
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€17.41
FV
3.1% undervalued
intrinsic discount
3.37%
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
2 days ago
author updated this narrative
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