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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
23
users have liked this narrative
6
users have commented on this narrative
50
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
86
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
12
users have followed this narrative
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Sats
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expansion Plans Will Strengthen Market Presence In Nordic Countries
Key Takeaways Strategic expansion and product enhancements are driving member retention and revenue growth across markets, improving customer satisfaction and net margins. Share buyback and dividend initiation signal financial strength, potentially enhancing earnings per share and supporting stock valuation.
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NOK 41.33
FV
8.9% undervalued
intrinsic discount
7.26%
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
8 days ago
author updated this narrative
Kambi Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Global Online Betting Legalization And Latin American Expansion Will Shape Future Markets
Key Takeaways Expansion in regulated markets and innovative products are driving broader customer reach, recurring revenues, and long-term client relationships. Efficiency initiatives like AI adoption and targeted client diversification boost margins, revenue stability, and earnings visibility.
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SEK 154.94
FV
6.3% undervalued
intrinsic discount
3.65%
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
8 days ago
author updated this narrative
M-tron Industries
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Automation And Aerospace Expansion Will Transform Future Operations
Key Takeaways Investing in automation could improve production efficiency, potentially enhancing net margins and overall earnings. Expansion into high-growth markets and strategic acquisitions may drive future revenue growth and stability.
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US$67.00
FV
32.9% undervalued
intrinsic discount
7.72%
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
8 days ago
author updated this narrative
Quadient
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Subscription Revenue And Mail Locker Acquisitions Will Secure Stability
Key Takeaways Quadient's subscription-based model and digital ARR growth enhance revenue stability and top-line growth, driven by high-margin SaaS. Strategic acquisitions and Elevate to 2030 roadmap boost earnings and market reach, with AI innovations bolstering digital solutions.
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€23.82
FV
34.3% undervalued
intrinsic discount
1.48%
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
8 days ago
author updated this narrative
Samsonite Group
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Expanding DTC Channels And Tumi's Lightweight Luggage Will Strengthen Market Position
Key Takeaways Strategic DTC channel expansion and brand elevation aim to boost revenue and improve margins through better pricing control and customer experience. Product innovation and sustainability efforts are expected to strengthen market position, attract eco-conscious consumers, and enhance long-term growth.
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HK$21.20
FV
22.6% undervalued
intrinsic discount
2.96%
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
8 days ago
author updated this narrative
Tenaris
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Investments In Advanced Steel Technologies Will Boost Deepwater Opportunities
Key Takeaways Tenaris is enhancing North America revenue through service differentiation and strategic product development for deepwater projects. Efficiency and decarbonization investments are expected to reduce costs and improve margins, with infrastructure projects driving demand growth.
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€17.55
FV
12.8% undervalued
intrinsic discount
0.65%
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
8 days ago
author updated this narrative
ActiveOps
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
ControliQ Launch Will Enable Upselling, But Customer Reduction May Pressure Future Margins
Key Takeaways ActiveOps can capitalize on AI demand for decision intelligence tools and significant ARR growth potential from existing clients like Fidelity International. New sales hires and the transition to enhanced platforms suggest increased market reach and improved margins from upselling and cross-selling.
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UK£2.13
FV
23.8% undervalued
intrinsic discount
16.13%
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
8 days ago
author updated this narrative
Wihlborgs Fastigheter
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Record Leases And Granitor Acquisition Will Boost Future Rental Value
Key Takeaways Record high leasing volumes and improved occupancy rates indicate potential for increased revenue and enhanced profit margins. Strategic acquisitions and project investments are expected to positively impact earnings and asset valuations, supporting company expansion.
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SEK 113.67
FV
13.6% undervalued
intrinsic discount
6.27%
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
8 days ago
author updated this narrative
Eldorado Gold
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Advancements In Skouries And Olympias Will Transform Production And Improve Profitability
Key Takeaways The Skouries project and Olympias plant expansion are anticipated to transform revenue and profitability through new gold and copper sources and increased capacity. Strong liquidity and strategic developments at Lamaque and Kisladag support sustainable growth and operational efficiency, bolstering financial stability.
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CA$33.33
FV
4.8% undervalued
intrinsic discount
31.79%
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
8 days ago
author updated this narrative
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