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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
62
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
34
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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APR
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Achieving CPMP Certification Will Unlock Access To 27 EU Nations
Key Takeaways APR's expansion into the U.S. market and Japan aims to boost revenue and enhance international brand presence through aggressive B2B sales and offline retail strategies. Product lineup expansion and European certification could significantly increase sales, while planned share buybacks aim to enhance shareholder value and financial attractiveness.
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₩170.22k
FV
35.1% overvalued
intrinsic discount
39.46%
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
Updated
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Warrior Met Coal
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Blue Creek Project And Asian Market Expansion Will Strengthen Future Competitiveness
Key Takeaways The Blue Creek project will boost future earnings and cash flow, enhancing profitability and competitiveness with increased coal production. Focus on Asian market expansion, high-quality products, and cost discipline expects to drive revenue growth and improve margins as coal prices recover.
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US$64.00
FV
n/a
intrinsic discount
18.83%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
Updated
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CENIT
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Transformation And Cloud Solutions Will Expand Manufacturing Horizons
Key Takeaways Focus on digital transformation, automation, and SaaS/cloud solutions is boosting demand, increasing recurring revenues, and supporting margin expansion for long-term growth. Regulatory, sustainability, and strategic industry partnerships are enlarging the addressable market, elevating service revenues, and enhancing competitive positioning in key segments.
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€14.30
FV
47.6% undervalued
intrinsic discount
3.26%
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
Updated
narrative
SJVN
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Omkareshwar And Raghanesda Solar Projects Will Increase Future Capacity
Key Takeaways New solar, hydroelectric, and thermal projects are expected to significantly increase SJVN's energy output, boosting future revenue and earnings growth. Strategic projects and government initiatives position SJVN for long-term growth in renewable energy, enhancing revenue and supporting margin improvements.
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₹72.00
FV
27.9% overvalued
intrinsic discount
43.49%
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
11 days ago
author updated this narrative
Franklin Electric
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Sustainable Water Infrastructure Investments Will Ensure Enduring Strength
Key Takeaways Expansion into sustainable, energy-efficient water technologies and strategic acquisitions are enhancing product offerings, operational efficiency, and market presence for long-term growth. Cost optimization, digitalization, and disciplined capital deployment are boosting margins and supporting durable, above-market earnings performance.
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US$108.00
FV
14.7% undervalued
intrinsic discount
5.45%
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
NPK International
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Utility Demand Will Spur Growth Amid Revenue And Cost Risks
Key Takeaways Expanding infrastructure spending and longer rental contracts are driving sustained revenue growth, improved asset utilization, and enhanced earnings consistency. Innovation in high-margin products and a strong balance sheet enable ongoing investment, market share gains, and improved shareholder returns.
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US$12.13
FV
23.4% undervalued
intrinsic discount
11.07%
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
Updated
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Triveni Turbine
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
CO2 Heat Pump Adoption Will Drive Global Energy Transformation
Key Takeaways Growth in energy-efficient products, automation, and aftermarket services is strengthening recurring revenue and supporting higher profit margins. Ongoing innovation and global market expansion enhance competitive positioning and sustain long-term earning potential.
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₹669.89
FV
21.2% undervalued
intrinsic discount
15.62%
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
Updated
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Insight Enterprises
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
AI Adoption And Cybersecurity Trends Will Transform IT Infrastructure
Key Takeaways Surging AI adoption, cybersecurity needs, and the shift to hybrid work are fueling demand for Insight's hardware, security, and managed services, supporting core and recurring revenue growth. Strategic pivot to high-margin cloud, consulting, and automation is improving margins, operating efficiency, and the reliability of long-term earnings.
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US$157.00
FV
21.6% undervalued
intrinsic discount
4.88%
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
Updated
narrative
Herc Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Sustained Infrastructure Spending And Rental Demand Will Expand Markets
Key Takeaways Rising infrastructure spending and a shift from ownership to rental bolster demand, expand markets, and support margin improvement through specialty offerings. Integration and technology investments enhance scale, efficiency, and profitability, with acquisition synergies and capital discipline driving stronger earnings and cash flow.
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US$163.20
FV
n/a
intrinsic discount
15.71%
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
Updated
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