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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
25
users have liked this narrative
7
users have commented on this narrative
56
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
88
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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Metrovacesa
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Urban Influx And ESG Excellence Will Fuel Spain's Residential Expansion
Key Takeaways Structural supply-demand imbalances and urbanization trends drive robust sales growth, higher margins, and price appreciation in key markets. Leadership in sustainability and diversified residential formats position the company for reduced regulatory risk and stable, long-term revenue expansion.
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€9.81
FV
2.0% overvalued
intrinsic discount
9.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
0
users have followed this narrative
about 10 hours ago
author updated this narrative
Greenyard
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Focus On Integrated Customer Relationships And Non-Dairy Vegan Ice Will Improve Future Performance
Key Takeaways Strategic focus on integrated customer relationships in the Fresh segment and cost streamlining are expected to drive revenue and improve net margins. Investments in production capacity, sustainability initiatives, and niche acquisitions aim to enhance earnings and support efficient growth.
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€6.86
FV
7.3% overvalued
intrinsic discount
3.32%
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 10 hours ago
author updated this narrative
Arvind Fashions
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Retail And Digital Expansion Will Capture Urban Trends
Key Takeaways Retail and omnichannel expansion, coupled with digital investments and premiumization, are driving revenue growth, market share gains, and improved margins. Operational efficiency and leadership changes are supporting higher profitability, stronger cash flows, and accelerated reinvestment for future growth.
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₹710.25
FV
27.8% undervalued
intrinsic discount
12.41%
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 10 hours ago
author updated this narrative
SmartCraft
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expansion Into The UK And Spark Initiative Will Reshape Future Operations
Key Takeaways SmartCraft's UK expansion and Spark initiative in the electrician sector promise substantial revenue growth through a larger market and higher ARPU. Acquisitions and strategic focus on customer success aim to boost recurring revenue, enhance earnings, and stabilize margins despite market challenges.
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NOK 31.25
FV
19.4% undervalued
intrinsic discount
11.82%
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
about 10 hours ago
author updated this narrative
Careium
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
European B2C Expansion And New Contracts Will Deliver Future Results
Key Takeaways Growth in B2C markets in the U.K. and Netherlands, along with strategic R&D investments, are positioned to boost revenue and profitability. New contracts in Norway and France's fixed alarms signify potential market penetration and expansion, enhancing revenue and net margins.
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SEK 30.50
FV
5.9% undervalued
intrinsic discount
9.38%
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
about 10 hours ago
author updated this narrative
Alsea. de
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Digital Orders And Remodelings Will Unlock Urban Opportunity
Key Takeaways Ongoing digitalization, store remodelings, and technology investments are strengthening customer engagement, operational efficiency, and supporting sustainable margin and revenue growth. Strategic brand portfolio optimization and margin enhancement initiatives are stabilizing earnings, diversifying revenue, and helping offset macroeconomic and inflationary pressures.
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Mex$59.50
FV
4.7% undervalued
intrinsic discount
8.59%
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 10 hours ago
author updated this narrative
Cicor Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Aerospace And Healthcare Tech Will Fuel European Supply Chain Resilience
Key Takeaways Expansion into regulated, high-complexity sectors and strategic acquisitions boosts competitive positioning, operational scale, and potential for sustained margin and revenue growth. Integration of regional manufacturing enhances supply chain resilience, supporting customer retention and enabling further investment in automation and future growth opportunities.
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CHF 199.02
FV
0.5% undervalued
intrinsic discount
17.34%
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 10 hours ago
author updated this narrative
Arise
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
European Expansion And Battery Projects Will Fuel Renewable Momentum
Key Takeaways Expansion into new markets and focus on battery and hybrid projects position Arise to capitalize on rising demand for renewable energy and recurring, higher-margin revenues. Vertical integration and a maturing project pipeline support more predictable, stable income streams and boost long-term revenue visibility amidst favorable market dynamics.
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SEK 78.50
FV
56.2% undervalued
intrinsic discount
30.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
about 10 hours ago
author updated this narrative
Impax Asset Management Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Investments In AI And New Products May Broaden Revenue Streams, But Reliance On BNP Paribas Will Remain A Concern
Key Takeaways Expanding product range and strategic acquisitions aim to drive revenue growth and strengthen capabilities in new market segments. Investments in efficiency, AI, and private markets are likely to enhance margins and diversify revenue streams significantly.
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UK£2.90
FV
35.1% undervalued
intrinsic discount
-1.65%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
about 10 hours ago
author updated this narrative
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