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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
24
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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Ifirma
SW
SwissSimon
Community Contributor
Ifirma Quick Check
DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal PE of 12
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zł14.60
FV
96.2% overvalued
intrinsic discount
7.00%
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
about 1 month ago
author updated this narrative
Formpipe Software
SW
SwissSimon
Community Contributor
Formpipe Quick Check
DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal PE of 20
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SEK 29.67
FV
0.4% overvalued
intrinsic discount
7.77%
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
about 1 month ago
author updated this narrative
Micro Systemation
SW
SwissSimon
Community Contributor
Micro Systemation Quick Check
DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal PE of 20
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SEK 52.65
FV
8.6% overvalued
intrinsic discount
8.00%
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
about 1 month ago
author updated this narrative
Litium
SW
SwissSimon
Community Contributor
Litium Quick Check
DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal PE of 20
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SEK 5.85
FV
125.6% overvalued
intrinsic discount
8.00%
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
about 1 month ago
author updated this narrative
Five9
SW
SwissSimon
Community Contributor
Five9 Quick Check
DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal PE of 20
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US$49.83
FV
49.2% undervalued
intrinsic discount
6.00%
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
about 1 month ago
author updated this narrative
Clearwater Analytics Holdings
SW
SwissSimon
Community Contributor
Clearwater Quick Check
DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal PE of 25
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US$12.73
FV
47.6% overvalued
intrinsic discount
33.00%
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
about 1 month ago
author updated this narrative
Semrush Holdings
SW
SwissSimon
Community Contributor
Semrush Quick Check
DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal PE of 25
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US$11.19
FV
33.2% undervalued
intrinsic discount
15.78%
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
about 1 month ago
author updated this narrative
Chams Holding
CN
cns
Community Contributor
Chams Holding Will Ride a 40% Revenue Surge into the Future
Valuation Where do you think the business will be in 3, 5 or 10 years? What do you think revenue and profit margins will be?
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₦8.35
FV
65.3% undervalued
intrinsic discount
40.00%
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
30 days ago
author updated this narrative
Swissquote Group Holding
SW
SwissSimon
Community Contributor
Swissquote Quick Check
DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal PE of
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CHF 348.67
FV
63.2% overvalued
intrinsic discount
5.00%
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
about 1 month ago
author updated this narrative
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