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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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
19
users have liked this narrative
6
users have commented on this narrative
48
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
27
users have liked this narrative
5
users have commented on this narrative
76
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
19.2% 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
8
users have followed this narrative
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Wolters Kluwer
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Cloud Transition And GenAI Will Expand Market Share
Key Takeaways Transition to cloud solutions and strategic acquisitions enhance recurring revenue, market share, and support sustainable growth and margin improvement potential. Investments in GenAI-enabled features and operational efficiencies promote customer retention, engagement, and net earnings growth through enhanced value and scalability.
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€160.38
FV
22.9% undervalued
intrinsic discount
5.02%
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
7 days ago
author updated this narrative
Axis Bank
AN
AnalystConsensusTarget
Consensus Narrative from 43 Analysts
Digital Adoption And Expanding Rural Banking Will Fuel Future Success
Key Takeaways Digital innovation and targeted strategies are expanding Axis Bank's customer base, driving greater engagement, efficiency, and long-term margin improvement. Enhanced technology, asset quality focus, and premium deposit growth strengthen resilience and support sustainable earnings and loan expansion.
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₹1.34k
FV
20.3% undervalued
intrinsic discount
14.02%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
7 days ago
author updated this narrative
Nordea Bank Abp
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Digital Expansion And Nordic Wealth Will Unlock Future Potential
Key Takeaways Heavy investment in digital and data capabilities is enhancing cost efficiency, customer reach, and positioning for future growth in net margins and fee income. Strong private wealth trends, resilient Nordic market position, and successful acquisitions support high asset quality, cross-selling, and long-term earnings stability.
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€14.20
FV
9.5% undervalued
intrinsic discount
1.35%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
7 days ago
author updated this narrative
Advantest
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
AI And SoC Testers Will Fuel Semiconductor Industry Progress
Key Takeaways Strong demand for AI-related semiconductors and strategic product focus are expected to drive revenue and enhance net margins. Strategic acquisitions and shareholder-focused initiatives, like share repurchase, are set to bolster revenue and improve investor appeal.
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JP¥10.98k
FV
8.2% undervalued
intrinsic discount
3.89%
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
7 days ago
author updated this narrative
adidas
AN
AnalystConsensusTarget
Consensus Narrative from 31 Analysts
Local Market Efforts And EVO 1 Launch Will Drive Momentum
Key Takeaways Strong brand visibility and high-profile athlete partnerships are driving future revenue growth and improving net margins through demand increases. Innovative product launches and strategic market operations position Adidas for growth in high-margin sectors, enhancing earnings and market share expansion.
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€252.63
FV
35.5% undervalued
intrinsic discount
8.38%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
52
users have followed this narrative
7 days ago
author updated this narrative
Assicurazioni Generali
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Capital Optimization And Strong Cash Flows Will Support Future Shareholder Value
Key Takeaways Strong operating results and strategic execution indicate potential future earnings growth and robust revenue across Life and Property & Casualty segments. Significant growth in Asset & Wealth Management, along with share buybacks, may bolster future revenue and enhance EPS growth.
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€32.31
FV
3.0% overvalued
intrinsic discount
25.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
7 days ago
author updated this narrative
Deutsche Börse
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
European Integration And Regulatory Trends Will Fuel Enduring Market Stability
Key Takeaways Expansion in technologically advanced market infrastructure and data services is strengthening revenue stability, margins, and diversification beyond trading fees. Regulatory changes and policy initiatives are driving greater market activity and favoring Deutsche Börse's integrated, scalable platforms for sustained long-term growth.
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€270.25
FV
5.4% undervalued
intrinsic discount
-1.57%
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
7 days ago
author updated this narrative
Lloyds Banking Group
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Digital Transformation And UK Demographics Will Expand Opportunities
Key Takeaways Digital transformation and AI adoption are reducing costs and driving efficiency, supporting margin expansion and improved earnings quality. Lloyds is leveraging demographic shifts and regulatory reforms to boost growth in wealth, insurance, and fee-based non-lending businesses.
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UK£0.85
FV
5.1% undervalued
intrinsic discount
7.77%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
128
users have followed this narrative
7 days ago
author updated this narrative
BASF
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Portfolio Optimization And Agricultural Solutions IPO Will Unlock Future Value
Key Takeaways Portfolio streamlining and divestments focus BASF on higher-margin, resilient segments, with upcoming IPOs and expansion in agricultural and advanced technologies. Strategic cost savings, energy sourcing diversification, and the new China site enhance competitiveness, stability, and margin potential amid evolving market and regulatory trends.
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€50.02
FV
14.6% undervalued
intrinsic discount
2.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
92
users have followed this narrative
7 days ago
author updated this narrative
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