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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
2
users have liked this narrative
0
users have commented on this narrative
6
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
30.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
New
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
20.1% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
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SRG Global
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Acquisition Of Diona Will Strengthen Position In Water Security And Energy Transition
Key Takeaways Strategic acquisition and market positioning will bolster long-term growth in water security and energy transition sectors, enhancing revenue stability. Capital-light model and strong cash position improve margins and financial flexibility, enabling growth investments and shareholder returns.
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AU$1.76
FV
6.5% undervalued
intrinsic discount
9.65%
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
6 days ago
author updated this narrative
TF1
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Monetization And Netflix Alliance Will Expand Global Reach
Key Takeaways Strong digital growth and new monetization features position TF1+ for accelerated revenue and margin expansion through premium offerings and higher-margin advertising. Strategic alliances and international expansion broaden TF1's distribution, strengthening future revenue streams and increasing global audience reach.
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€10.67
FV
20.5% undervalued
intrinsic discount
1.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
6 days ago
author updated this narrative
NV Bekaert
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expanding Rubber Reinforcement Capacity In Indonesia And India Will Strengthen Future Presence
Key Takeaways Focus on cost structure optimization and divestment from low-margin sectors to improve net margins and earnings through strategic resource allocation. Investment in growth regions and sustainable technologies to drive long-term revenue increases and market positioning through strategic production expansion and acquisitions.
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€44.30
FV
17.6% undervalued
intrinsic discount
1.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
6 days ago
author updated this narrative
Ero Copper
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Future Earnings Will Benefit From Developments At Tucumã And Xavantina
Key Takeaways Strategic investment in mechanization and deleveraging aims to boost net margins and improve earnings by reducing operational costs and debt leverage. Long-term growth initiatives and expanded liquidity strengthen financial flexibility, supporting future revenue growth and enhanced earnings potential.
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CA$26.21
FV
29.4% undervalued
intrinsic discount
37.88%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
6 days ago
author updated this narrative
Flywire
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Acquisition Of Sertifi And Global Expansion Will Unlock New Market Opportunities
Key Takeaways Acquisition of Sertifi boosts travel vertical, unlocking new subsegments and monetizing significant payment volumes. Strategic investments in products and networks fuel growth, diversify education business, and mitigate macro and regulatory challenges.
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US$13.77
FV
25.0% undervalued
intrinsic discount
15.04%
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
6 days ago
author updated this narrative
Kinross Gold
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Great Bear Project Will Strengthen Future Gold Production
Key Takeaways Successful project completions and strategic reserve conversions position Kinross Gold for increased production, profitability, and future growth. Disciplined capital allocation and steady production levels support positive revenue outlook and enhanced return on equity.
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CA$24.41
FV
8.4% undervalued
intrinsic discount
5.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
6 days ago
author updated this narrative
Savaria
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Launch Of New Through-the-Floor Lift And LU/LA Elevator Will Expand Global Presence
Key Takeaways Savaria's strategic initiatives, including new product launches and price adjustments, are aimed at driving organic growth and enhancing profitability. Leveraging a strong balance sheet for potential acquisitions and operational improvements is expected to bolster earnings and expand market presence.
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CA$24.29
FV
18.3% undervalued
intrinsic discount
5.96%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
45
users have followed this narrative
6 days ago
author updated this narrative
Titagarh Rail Systems
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Entering Signaling, Safety Systems, And Shipbuilding Will Diversify Future Income
Key Takeaways Introduction of new business verticals and easing supply constraints boost production capacity and diversify income, enhancing revenue potential. Continued order fulfillment with extended timelines and robust orders from Indian Railways support stable future revenue and improved production efficiency.
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₹1.10k
FV
21.8% undervalued
intrinsic discount
21.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
6 days ago
author updated this narrative
São Martinho
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Completion Of Corn Processing And Rising Ethanol Demand Will Boost Future Earnings
Key Takeaways Increased corn processing and improved ethanol production efficiency are expected to significantly boost revenue and earnings. Strategic hedging and enhanced sugarcane yields position the company to protect and potentially grow revenue amidst market shifts.
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R$29.06
FV
41.7% undervalued
intrinsic discount
5.42%
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
6 days ago
author updated this narrative
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