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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
26
users have liked this narrative
7
users have commented on this narrative
58
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
32
users have liked this narrative
6
users have commented on this narrative
89
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
13
users have followed this narrative
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Imdex
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Acquisitions Like Devico And Technologies Like OMNIx Will Strengthen Future Market Position
Key Takeaways Imdex's innovation-driven growth strategy, supported by R&D, is boosting revenues and margins through high-margin products and technologies like OMNIx and LOGRx. Expansion into SaaS and acquisitions enhance market share and competitive position, driving high-margin revenue growth and earnings stability. Declines in global exploration activity and geopolitical tensions could hinder Imdex's revenue growth, despite R&D investments, due to dependency on mining cycles and tech costs.
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AU$2.95
FV
8.0% overvalued
intrinsic discount
7.47%
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
about 16 hours ago
author updated this narrative
Wiz Co Participações e Corretagem de Seguros
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digital Technology And Diversification Will Improve Operational Performance
Key Takeaways Investment in Wiz Pro platform and product diversification aims to boost revenue and engage a broader customer base. Debt restructuring and fiscal discipline target enhanced profitability and potential shareholder returns.
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R$9.67
FV
18.5% undervalued
intrinsic discount
-5.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
about 16 hours ago
author updated this narrative
Hill & Smith
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Investing In US Infrastructure And High-Growth Markets Will Expand Future Margins
Key Takeaways U.S. growth drivers and strategic market focus are expected to enhance operating margins and increase Hill & Smith's revenue, especially in resilient sectors. Active M&A and capital investments aim to strengthen market position, spur revenue growth, and enhance earnings per share through portfolio optimization.
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UK£23.08
FV
14.0% undervalued
intrinsic discount
3.49%
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
about 16 hours ago
author updated this narrative
TGS
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Digitalization And Expanded Datasets Will Enable Global Exploration
Key Takeaways Expansion into high-potential regions, digital transformation, and recurring revenue streams are positioning TGS for resilient growth and greater earnings stability. Cost optimization efforts and focus on high-margin businesses are expected to lift profitability and support margin expansion as market conditions improve.
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NOK 137.18
FV
45.4% undervalued
intrinsic discount
-4.42%
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
about 16 hours ago
author updated this narrative
ClearView Wealth
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Business Transformation And Cloud Transition Expected To Improve Operational Efficiency By FY '26
Key Takeaways Strategic execution and cloud transition aim to enhance efficiency, flexibility, and net margins, bolstering overall earnings. Share buybacks and business transformation efforts reflect confidence, potentially boosting EPS and driving revenue growth.
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AU$0.76
FV
39.7% undervalued
intrinsic discount
10.00%
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
about 16 hours ago
author updated this narrative
Stanmore Resources
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Asian Urbanization And Environmental Constraints Will Shape Metallurgical Coal Outlook
Key Takeaways Strong Asian demand, supported by urbanization and infrastructure growth, positions Stanmore for increased revenues and higher sales volumes in expanding end markets. Operational efficiencies, disciplined cost controls, and strategic mine investments set the groundwork for margin expansion and long-term growth opportunities.
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AU$2.84
FV
15.4% undervalued
intrinsic discount
-4.90%
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
about 16 hours ago
author updated this narrative
EPRO
Electrolux Professional
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Urbanization And R&D Investment Will Expand Future Addressable Markets
Key Takeaways Strong urban-driven demand and geographic diversification support sustained revenue growth and resilience against regional downturns. Investment in innovation and sustainability, combined with expanding service-based revenues, boosts margin quality, earnings predictability, and market positioning.
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SEK 75.00
FV
13.7% undervalued
intrinsic discount
4.01%
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
about 16 hours ago
author updated this narrative
Amotiv
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
New South Africa Facility And Operational Efficiencies Signal Promising Future
Key Takeaways Strategic cost management and operational efficiencies are expected to improve EBITDA and net margins, driving future growth. New manufacturing in South Africa and enterprise optimization should boost revenue and margins, while share buybacks enhance investor confidence.
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AU$11.05
FV
18.2% undervalued
intrinsic discount
3.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
about 16 hours ago
author updated this narrative
KWS SAAT SE KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Elitespeicher Construction And New Super Varieties Expected To Support Future Profitability In Sugarbeet Segment
Key Takeaways Expansion in sugarbeet segment and strategic divestments are expected to drive growth, improve margins, and optimize resource allocation. Strong R&D advances and commitment to sustainability enhance innovation, product pipeline, and long-term revenue and margin growth.
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€77.25
FV
17.8% undervalued
intrinsic discount
3.47%
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
about 16 hours ago
author updated this narrative
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