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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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PSP Swiss Property
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Financial Expenses And Vacancies Will Challenge Profitability In 2025
Key Takeaways Rental growth and tenant retention face challenges from lower inflation and higher vacancy rates, risking revenue stagnation and income pressure. Increased financial expenses and capital outlay for asset development could strain margins and long-term earnings, despite short-term dividend gains.
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CHF 141.70
FV
2.8% undervalued
intrinsic discount
1.98%
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
1 day ago
author updated this narrative
Rumo
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Continued Infrastructure Investment Will Improve Future Efficiency And Reduce Costs
Key Takeaways Expansion in key regions and diversified revenue streams from new segments could drive growth and reduce dependency on single commodities. Strategic pricing and infrastructure investments aim to enhance operational efficiency, stabilize margins, and increase market share despite competition challenges.
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R$25.71
FV
34.1% undervalued
intrinsic discount
6.22%
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
1 day ago
author updated this narrative
Mphasis
AN
AnalystConsensusTarget
Consensus Narrative from 34 Analysts
AI And Cloud Modernization Will Transform IT And BFSI Services
Key Takeaways Accelerating AI-led deals, proprietary platforms, and industry-specific traction position Mphasis for strong, sustainable revenue and margin growth amid rising digital transformation demand. Structural shift to platform-driven, fixed-price, and automation-centric services boosts operating leverage, supporting higher win rates and industry-leading financial performance.
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₹2.98k
FV
9.5% undervalued
intrinsic discount
10.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
1 day ago
author updated this narrative
Scout24
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Focus On Data Capabilities And Acquisitions Will Position For Future Market Leadership
Key Takeaways Strong revenue growth is driven by subscription products and strategic acquisitions, enhancing data capabilities and product offerings to maintain market leadership. Interconnectivity strategy and efficiency gains improve EBITDA margins, with transaction enablement business accelerating in key areas like data and CRM software.
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€118.30
FV
2.2% undervalued
intrinsic discount
9.72%
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
1 day ago
author updated this narrative
Voltas
AN
AnalystConsensusTarget
Consensus Narrative from 36 Analysts
New Facility And Strong Demand Will Improve Future Profitability Across Segments
Key Takeaways Strong demand and consumer strategies are likely to drive revenue growth in cooling products, with operational efficiencies improving margins. Recovery in Electro-Mechanical Projects, robust international joint venture growth, and strategic initiatives support profitability and sustainable growth.
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₹1.40k
FV
7.1% undervalued
intrinsic discount
11.17%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
1 day ago
author updated this narrative
Mobile Telecommunications Company K.S.C.P
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Investments In 5G And 4WARD Strategy Will Drive Future Market Leadership
Key Takeaways Strategic expansions and investments in 5G technology and fintech are expected to enhance market leadership, drive revenue growth, and boost overall profitability. Commitment to sustainability and ESG improvements could attract investors, increase stock valuation, and support long-term earnings growth through reduced regulatory risks.
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د.ك0.59
FV
10.4% undervalued
intrinsic discount
5.41%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
1 day ago
author updated this narrative
CPFL Energia
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Projected PE Ratio Exceeding Industry Average Signals Potential Overvaluation
Key Takeaways Strategic investments in smart meters and tech enhancements may improve efficiency and positively impact net margins by reducing costs. Commitment to ESG practices and regulatory stability is expected to enhance brand value and attract investor interest, benefiting earnings.
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R$40.42
FV
2.7% undervalued
intrinsic discount
-0.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
1 day ago
author updated this narrative
Jindal Stainless
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Indian Infrastructure Expansion Will Drive Future Stainless Steel Demand
Key Takeaways Domestic consumption growth, driven by infrastructure projects, presents a strong revenue catalyst, while targeting niche markets can enhance international sales and margins. Operational boosts from Chromeni and the NPI project, coupled with renewable energy use, may lead to improved earnings stability and cost reductions.
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₹734.75
FV
7.0% undervalued
intrinsic discount
13.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
1 day ago
author updated this narrative
Evolution Mining
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Cowal And Mungari Projects Will Strain Margins But Offer Upside
Key Takeaways Significant capital investments and expansion efforts could strain future free cash flow and impact net margins due to execution risks and potential cost overruns. Diversification into renewable energy and aggressive capital allocation could impair liquidity and focus, elevating financial leverage and interest rate risk exposure.
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AU$7.12
FV
7.6% overvalued
intrinsic discount
7.02%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
2
users have commented on this narrative
23
users have followed this narrative
1 day ago
author updated this narrative
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