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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
63
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
35
users have liked this narrative
6
users have commented on this narrative
93
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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Urgent.ly
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
AI-driven Dynamic Pricing And Otonomo Integration Will Improve Future Operational Efficiencies
Key Takeaways Strategic expansion in B2B incidents and operational efficiencies are expected to boost revenue and margins, progressing towards financial stability and growth. Financial enhancements and technological innovation aim to secure stability, with plans for market expansion potentially increasing revenue and supporting business growth.
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US$13.50
FV
62.2% undervalued
intrinsic discount
12.91%
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
2 days ago
author updated this narrative
Saga Communications
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Blended Advertising And Radio Products Will Fuel Future Success
Key Takeaways Digital transformation and blended advertising are expected to positively impact revenue, leveraging local market presence and digital sales growth. Cost management and potential sale of tower assets aim to enhance margins, improve financial performance, and boost shareholder value.
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US$18.00
FV
28.3% undervalued
intrinsic discount
2.07%
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
2 days ago
author updated this narrative
Sensus Healthcare
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
International Expansion And New Verticals Will Diversify Future Revenues
Key Takeaways Expanding international sales and entering new verticals indicate potential revenue growth through untapped markets and additional revenue channels. Strong cash position with no debt supports continued investment in R&D and sales, crucial for enhancing future earnings.
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US$11.00
FV
68.5% undervalued
intrinsic discount
17.48%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
2 days ago
author updated this narrative
Provident Financial Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Digitalization And Regional Demographics Will Support Future Expansion
Key Takeaways Rising demand for mortgage products, repricing benefits, and strong asset quality position the company for revenue growth and resilient earnings. Digitalization, cost control, and customer-focused community banking enhance operational efficiency and support stable long-term deposit and revenue growth.
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US$16.25
FV
6.1% undervalued
intrinsic discount
4.80%
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
2 days ago
author updated this narrative
Forian
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Integration Of Kyber Data Science Will Provide Differentiated Value To Customers
Key Takeaways The acquisition of Kyber Data Science and strategic partnerships are expected to enhance market reach and shareholder value, driving revenue growth. Integration of advanced data capabilities and diversified data relationships could improve operational efficiencies and net margins.
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US$5.00
FV
62.0% undervalued
intrinsic discount
24.00%
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
2 days ago
author updated this narrative
Stabilis Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Expansion In High-Potential Markets May Boost Future Prospects Despite Margin Concerns
Key Takeaways Stabilis' focus on high-potential markets and infrastructure expansion positions it for increased revenue and an expanded customer base. Strong cash generation and disciplined investments in small-scale LNG enhance margins, supporting long-term growth and earnings.
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US$10.50
FV
56.9% undervalued
intrinsic discount
10.32%
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
2 days ago
author updated this narrative
Commercial Vehicle Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Electrical And Autonomous Systems Will Shape Future Value
Key Takeaways New business wins and diversification into high-growth markets, like electric vehicles, are strengthening revenue potential and reducing exposure to industry cycles. Operational efficiency improvements and strategic deleveraging are enhancing profitability, financial flexibility, and capacity for future investment.
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US$4.00
FV
56.0% undervalued
intrinsic discount
0.77%
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
2 days ago
author updated this narrative
Gorilla Technology Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Global Expansion And AI Will Fuel National Infrastructure Projects
Key Takeaways Global expansion and secured contracts indicate potential for enhanced revenue and earnings growth from long-term projects and recurring streams. Workforce expansion for large-scale, AI-focused projects suggests significant operational scale-up and improved net margins.
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US$31.00
FV
45.0% undervalued
intrinsic discount
29.96%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
57
users have followed this narrative
2 days ago
author updated this narrative
Spero Therapeutics
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Successful Phase III Trial Will Redefine Treatment For Complicated UTIs
Key Takeaways Successful PIVOT-PO trial and regulatory approval could propel revenue growth, leveraging a strategic partnership with GSK for commercialization. Focus on tebipenem HBr and solid cash reserves may boost investor confidence and optimize future financial performance.
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US$5.00
FV
56.2% undervalued
intrinsic discount
-8.76%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
2 days ago
author updated this narrative
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