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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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
17
users have liked this narrative
4
users have commented on this narrative
40
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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
4
users have commented on this narrative
62
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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
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NovoCure
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Multi-indication Oncology Trials Will Open European Treatment Opportunities
Key Takeaways Expanded market potential from successful oncology trials and regulatory approvals could significantly boost NovoCure's revenue through increased patient reach. Enhanced operational efficiencies via improved reimbursement and app-based tools may positively affect net margins by lowering costs and improving adherence.
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US$27.19
FV
58.0% 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
8
users have followed this narrative
Updated
narrative
Technip Energies
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Investing In Decarbonization And TPS Will Open New Market Opportunities
Key Takeaways Focus on high-margin segments and strategic investments in decarbonization can drive growth and improve earnings through proprietary solutions. Robust commercial pipeline and strategic acquisitions support revenue visibility and enhance earnings potential.
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€35.92
FV
n/a
intrinsic discount
7.01%
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
Updated
narrative
PROG Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
BNPL And Omnichannel Partnerships Will Create Value Despite Risks
Key Takeaways Growth in digital payment solutions and omnichannel partnerships supports strong future revenue, driven by rising demand for flexible consumer options and digital retail channels. Enhanced analytics, new verticals, and scalable retailer partnerships improve credit quality, diversify revenue streams, and expand the addressable market for stable earnings growth.
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US$38.57
FV
19.1% undervalued
intrinsic discount
2.45%
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
Updated
narrative
Talen Energy
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Power Supply Deal With AWS Will Boost Renewable Energy Prospects, But Regulatory Risks Remain
Key Takeaways Significant AWS power contract and RMR agreement ensure stable revenue growth, enhancing cash flows and enabling dividends or buybacks. Operational expansions and market reforms boost revenue potential and margins, driving earnings growth and competitive advantage.
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US$369.90
FV
3.9% overvalued
intrinsic discount
10.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
Updated
narrative
CarTrade Tech
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Digital Platforms Will Transform India's Vehicle Market
Key Takeaways Expanding digital adoption and enhanced product offerings are driving increased user engagement, higher conversion rates, and ongoing revenue and margin growth. CarTrade Tech benefits from market formalization and cross-platform synergies, strengthening its competitive position and supporting long-term market share gains.
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₹1.99k
FV
6.2% overvalued
intrinsic discount
16.83%
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
Indoco Remedies
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Regulatory Challenges And Capacity Expansion Will Reshape Future Potential
Key Takeaways Exposure to evolving industry trends and regulatory challenges threatens traditional revenue streams, while increased compliance and input costs squeeze margins. Modest R&D limits innovation, risking future growth and weakening competitiveness in complex drug markets.
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₹260.00
FV
12.1% overvalued
intrinsic discount
15.04%
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
6 days ago
author updated this narrative
NuScale Power
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
RoPower SMR Technology Will Accelerate Manufacturing And Deployment
Key Takeaways NuScale's advanced SMR commercialization and partnerships position it well for accelerated revenue growth and immediate deployment in competitive energy markets. Efficiency improvements and strategic focus on reducing expenses are expected to enhance profitability and support margin expansion.
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US$37.59
FV
20.1% overvalued
intrinsic discount
104.53%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
101
users have followed this narrative
16 days ago
author updated this narrative
Centrus Energy
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
DOE Contracts And $2 Billion LEU Commitments Will Advance Domestic Enrichment Projects
Key Takeaways Federal contracts and investments position Centrus as a domestic leader in nuclear enrichment, boosting potential revenue through government support and strategic manufacturing efforts. Future earnings are supported by substantial customer commitments and strategic financial moves, improving Centrus' market position and profitability outlook.
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US$202.44
FV
n/a
intrinsic discount
6.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
38
users have followed this narrative
Updated
narrative
PagerDuty
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
AI And Automation Expansion Will Drive Future Adoption And Efficiency
Key Takeaways Strategic shifts towards multiyear platform partnerships and enhanced sales models are expected to drive revenue growth and improve margins. New AI monetization strategies and a share repurchase program signal confidence in financial position, potentially boosting revenue and earnings.
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US$19.63
FV
20.6% undervalued
intrinsic discount
6.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
Updated
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