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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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
17
users have liked this narrative
4
users have commented on this narrative
40
users have followed this narrative
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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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
4
users have commented on this narrative
62
users have followed this narrative
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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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
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Banco Bilbao Vizcaya Argentaria
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Digitalization And Sustainable Finance Will Forge New Banking Horizons
Key Takeaways Strong loan growth in key markets and improved capital position are boosting profitability and offering growth opportunities. Expanding digital customer base and focus on sustainability are driving revenue growth and enhancing market position.
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€14.81
FV
0.8% overvalued
intrinsic discount
7.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
39
users have followed this narrative
Updated
narrative
TTM Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Aerospace And Defense Investments Will Strengthen Future Operations
Key Takeaways Heavy investment in Aerospace and Defense, advanced tech, and consolidating facilities aims to drive growth, improve efficiency, and boost margins. Strategic shifts to engineered products and high-tech PCB production are enhancing profitability and operational performance.
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US$56.75
FV
22.7% undervalued
intrinsic discount
6.41%
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
Updated
narrative
Hitachi Energy India
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Leveraging HVDC And Service Expansion Will Strengthen Future Prospects
Key Takeaways Record order intake and backlog from HVDC projects suggest strong potential for revenue growth in coming quarters. Focus on expanding service business and strategic export market improvements are expected to diversify income streams and enhance earnings resilience.
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₹17.36k
FV
17.6% overvalued
intrinsic discount
38.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
Updated
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Core Natural Resources
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Merger Integration Will Unlock Up To $140 Million In Annual Synergies
Key Takeaways Strategic initiatives, including mergers and blending coal qualities, are expected to enhance revenue, margins, and mitigate previous disruptions. Capital management strategies aim to boost shareholder value and earnings through share repurchases and improved financial market access.
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US$90.00
FV
13.1% undervalued
intrinsic discount
25.91%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
Updated
narrative
Oncology Institute
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Value Based Care Contracts Will Unlock Future Oncology Demand
Key Takeaways New value-based care contracts and expanded partnerships are driving sustained growth and enhancing recurring revenue in a shifting oncology market. Operational efficiency initiatives, including automation and clinical trials outsourcing, are boosting margins and focusing resources on higher-growth opportunities.
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US$7.00
FV
43.4% undervalued
intrinsic discount
18.28%
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
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Ceconomy
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Omnichannel Strategy Will Strengthen Competitive Position
Key Takeaways Ceconomy's omnichannel and market expansion strategies are strengthening its competitive position and supporting potential future revenue growth. Growth in Retail Media, Marketplace, and personalized customer experiences are crucial for significant EBIT growth and increased profitability.
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€4.08
FV
9.0% overvalued
intrinsic discount
2.08%
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
Updated
narrative
Offerpad Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Asset Light Services And Agent Partnership Program Will Drive Success
Key Takeaways Offerpad's focus on asset-light services and high-margin revenue streams aims to boost transaction volume and future revenue growth. Technology advancements and expanded buy box criteria aim to optimize operations and inventory for improved profitability and earnings.
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US$1.07
FV
5.0% overvalued
intrinsic discount
19.61%
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
Updated
narrative
Vita Coco Company
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Coconut Water And Milk Will Fuel Global Expansion
Key Takeaways Expanding product offerings and international market investments are driving diversified revenue growth and increased market share. Focus on sustainability and supply chain improvements is enhancing brand loyalty, pricing power, and long-term margin stability.
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US$41.88
FV
22.9% undervalued
intrinsic discount
11.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
Updated
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Hill & Smith
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Automation And Rising Costs Will Erode Traditional Steel Revenue
Key Takeaways Rising automation, sustainability regulations, and volatile input costs threaten Hill & Smith's traditional revenue streams and long-term margin stability. Dependence on mature markets and increased global competition exposes the company to growth risks and reduced pricing power.
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UK£18.00
FV
12.5% overvalued
intrinsic discount
3.36%
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
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