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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
58
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
33
users have liked this narrative
6
users have commented on this narrative
89
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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adesso
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Ongoing IT Investments Will Transform Operations By Mid-2025
Key Takeaways Organic growth in healthcare and utilities drives future revenue, overcoming economic challenges, while strategic share buybacks reflect belief in undervaluation. Expanding in the Middle East and India aims to boost market growth, leveraging local insights for revenue and margin improvements.
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€127.83
FV
38.1% undervalued
intrinsic discount
9.89%
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
about 21 hours ago
author updated this narrative
Lerøy Seafood Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Submerged Technology And Sustainable Feed Will Optimize Future Operations
Key Takeaways Investment in new technology and sustainability initiatives is expected to enhance operational efficiency, reduce costs, and improve margins. Expansion in value chain and farming volume growth aims to boost revenue and profitability through better capacity utilization and strategic positioning.
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NOK 55.71
FV
12.1% undervalued
intrinsic discount
8.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
about 21 hours ago
author updated this narrative
Navigator Global Investments
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Lighthouse Platform May Add Scale And Diversification In 2025, But Unpredictable Performance Fees Could Affect Earnings
Key Takeaways New product launches and diverse strategies are expected to drive revenue and earnings growth through higher net inflows and scale. Strategic support and high-performing partnerships aim to sustain earnings growth and enhance asset management, with no fee compression impacting margins.
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AU$2.75
FV
28.8% undervalued
intrinsic discount
17.07%
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 21 hours ago
author updated this narrative
Nuix
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Shift To Subscriptions And Focus On Neo Will Improve Future Operational Efficiencies
Key Takeaways Focus on Nuix Neo and subscription models aims to boost revenue stability and long-term earnings growth through higher-value contracts. Improved R&D and targeting larger contracts suggest potential for increased net margins and revenue via enhanced products and economies of scale.
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AU$3.86
FV
39.7% undervalued
intrinsic discount
12.46%
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 21 hours ago
author updated this narrative
M. Dias Branco Indústria e Comércio de Alimentos
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Dedicated Foodservice Team Will Capture Growth Opportunities In Flour, Margarine, And Fats Markets
Key Takeaways Consolidating commercial leadership and restructuring production centers aim to enhance operational efficiency, improve margins, and support profitability. International expansion and dedicated foodservice efforts aim to diversify income and drive revenue growth in various markets.
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R$25.14
FV
3.2% undervalued
intrinsic discount
7.30%
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 21 hours ago
author updated this narrative
Clearwater Analytics Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Operational Efficiencies And Global Demand Will Boost Prospects Amid Risks
Key Takeaways Operational efficiencies from integrations, automation, and AI are expected to enhance margins and profitability over time. International expansion, product innovation, and strategic partnerships are driving revenue growth and strengthening the company's market position.
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US$30.73
FV
35.8% undervalued
intrinsic discount
30.15%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
about 21 hours ago
author updated this narrative
Sonata Software
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Digital Transformation And AI Services Will Unlock Future Markets
Key Takeaways Accelerated AI and proprietary tool adoption, alongside digital transformation trends, are driving revenue growth and improved margins across key verticals and geographies. Strategic partnerships, ongoing operational improvements, and investment in IP support margin expansion, revenue resiliency, and long-term earnings stability.
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₹449.86
FV
23.8% undervalued
intrinsic discount
10.13%
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 21 hours ago
author updated this narrative
OSB Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Technology Investments And Positive Housing Outlook Will Support Future Profitability
Key Takeaways Investment in technology and operational efficiencies could enhance growth through improved cost management and operational leverage, boosting future earnings. Focused lending strategies and capital management may lead to improved margins and shareholder returns, aided by positive macroeconomic conditions.
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UK£5.88
FV
5.6% undervalued
intrinsic discount
1.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
33
users have followed this narrative
about 21 hours ago
author updated this narrative
Atalaya Mining Copper
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
FTSE Inclusion And Touro Project Progress Will Strengthen Future Prospects
Key Takeaways Inclusion in key stock indices and solar plant completion are set to boost visibility, revenue, and improve margins through cost reduction. Strategic projects and high-grade copper production will drive major future earnings growth with low operating costs and increased output.
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UK£5.43
FV
13.0% undervalued
intrinsic discount
11.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
about 21 hours ago
author updated this narrative
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