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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
25
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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GMM Pfaudler
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Global Capex And Restructuring Will Brighten Long-Term Industry Prospects
Key Takeaways Cost restructuring, global expansion, and integration efforts are driving operational synergies, margin expansion, and increased product diversification across multiple markets. Exposure to high-growth sectors and ongoing investment in non-core segments are strengthening revenue streams, supporting long-term growth and profitability.
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₹2.10k
FV
38.8% undervalued
intrinsic discount
8.45%
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
about 9 hours ago
author updated this narrative
Arvind
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
India And UK Shifts Will Expand Global Market Access
Key Takeaways Robust international demand, capacity expansion, and trade agreements are set to drive revenue growth and margin improvement for Arvind. Strategic focus on high-margin segments, automation, and sustainability is accelerating earnings stability and access to premium markets.
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₹430.80
FV
30.8% undervalued
intrinsic discount
12.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
about 9 hours ago
author updated this narrative
Tegma Gestão Logística
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Warehousing Expansion And Logistics Automation Will Drive Future Efficiency
Key Takeaways Strategic acquisitions, technology upgrades, and infrastructure investment position Tegma for multi-segment growth and operational efficiency across Brazil's expanding auto and logistics market. Strong cash flow, disciplined capital allocation, and accelerating ESG progress provide flexibility for future acquisitions, enhanced shareholder returns, and new business opportunities.
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R$39.85
FV
4.8% undervalued
intrinsic discount
9.80%
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 9 hours ago
author updated this narrative
Logistea
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expansion And Refinancing Initiatives Will Improve Future Prospects Through Portfolio Growth And Cost Reductions
Key Takeaways Strategic refinancing and cost reductions enhance net margins and improve financial flexibility for growth. Expansion through acquisitions and Nordic investments is expected to boost revenue and long-term earnings growth.
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SEK 20.33
FV
18.9% undervalued
intrinsic discount
12.75%
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
about 9 hours ago
author updated this narrative
SoftwareOne Holding
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Crayon Integration And New Partnerships Expected To Drive Future Growth
Key Takeaways Strategic partnerships and market strategy transformations are set to fuel revenue growth across various sectors and regions. Cost synergies and efficiency improvements aim to significantly enhance earnings and profitability in the near future.
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CHF 9.41
FV
31.6% undervalued
intrinsic discount
23.85%
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 9 hours ago
author updated this narrative
Radiant Logistics
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Navegate And Acquisitions Will Improve Operational Efficiency In Logistics
Key Takeaways Strategic acquisitions and technology integration aim to boost revenue, enhance margins, and improve operational efficiency through synergies and expanded capabilities. Strong financial position and potential stock buybacks could stabilize earnings and provide shareholder value amidst market challenges.
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US$9.33
FV
36.6% undervalued
intrinsic discount
5.68%
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 9 hours ago
author updated this narrative
Synsam
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
EyeView Rollout To Reduce Waiting Times And Costs By 2025
Key Takeaways Synsam's subscription model and store expansion in new regions can drive growth, improve revenues, and enhance customer retention. Investments in technology and store upgrades aim to reduce costs and enhance customer experience, potentially boosting profitability and earnings.
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SEK 66.33
FV
19.5% undervalued
intrinsic discount
6.99%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
about 9 hours ago
author updated this narrative
Renew Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Focusing On Engineering Services Will Capitalize On Expanding Onshore Wind Markets
Key Takeaways Strategic focus on engineering services and expansion into new markets enhances revenue growth opportunities in onshore wind and transmission sectors. Robust M&A strategy and operational improvements position Renew Holdings for increased profitability and enhanced earnings through innovation and efficiency.
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UK£12.63
FV
34.1% undervalued
intrinsic discount
6.01%
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 9 hours ago
author updated this narrative
Ventia Services Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
New Contracts With Telstra And Defense Will Provide Future Revenue Stability
Key Takeaways Strategic contract wins, including with Telstra and in firefighting, improve revenue stability and visibility into future earnings growth. Diversification across sectors and focus on high-margin infrastructure services position Ventia well for sustained growth and stronger EBITDA margins.
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AU$4.99
FV
5.2% overvalued
intrinsic discount
5.48%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
about 9 hours ago
author updated this narrative
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