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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.
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0
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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
30.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
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1
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0
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6
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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
20.1% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
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2
users have liked this narrative
0
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2
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Puma Biotechnology
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Alisertib Trials May Expand Market Reach, But NERLYNX's Revenue Decline And Competition Will Challenge Future Earnings
Key Takeaways Expanding NERLYNX's market through strategic collaborations and international launches could significantly boost revenue, especially with recent market entries. Biotech acquisitions and ongoing trials for new drug indications are pivotal for diversifying revenue streams and enhancing long-term earnings.
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US$3.00
FV
6.0% overvalued
intrinsic discount
-2.53%
Revenue growth p.a.
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0
users have liked this narrative
0
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7
users have followed this narrative
Updated
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Sonic Automotive
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
US Auto Trends Will Fuel Expansion In Fixed Operations
Key Takeaways Expansion of EchoPark and a focus on high-growth segments drive stronger margins and position the company for earnings growth as used car demand rises. Strategic optimization of dealership footprint and investment in digital operations enhance efficiency, recurring revenue, and adaptability to evolving market conditions.
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US$79.11
FV
11.2% undervalued
intrinsic discount
6.04%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
3
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WuXi AppTec
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Aggressive Capacity Expansion Will Magnify Future Overvaluation Risks
Key Takeaways Sustained growth expectations and strong global pharma demand may be driving overly optimistic assumptions about margin expansion and future earnings resilience. Rising regulatory scrutiny, protectionism, and competition could threaten WuXi AppTec's addressable market, dampening long-term revenue and profit sustainability.
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CN¥106.50
FV
13.8% undervalued
intrinsic discount
13.48%
Revenue growth p.a.
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0
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0
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1
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Updated
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Banco del Bajío Institución de Banca Múltiple
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Digital Channels And SME Lending Will Drive Mixed Outcomes
Key Takeaways Accelerated digital transformation and targeted SME strategies are driving operational efficiency, higher customer engagement, and sustainable revenue growth. Loan book diversification and superior asset quality management support margin resilience and limit credit losses, positioning the bank for stable long-term earnings.
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Mex$58.41
FV
28.1% undervalued
intrinsic discount
6.95%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
3
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12 days ago
author updated this narrative
HUTCHMED (China)
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Late-stage Approvals And Global Expansion Will Unlock Demand
Key Takeaways Late-stage pipeline progress, geographic expansion, and international partnerships position the company for strong, sustainable revenue and margin growth. Robust R&D, portfolio diversification, and demographic trends drive increased patient demand, innovation, and long-term earnings potential.
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UK£3.73
FV
31.7% undervalued
intrinsic discount
16.06%
Revenue growth p.a.
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0
users have liked this narrative
0
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3
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12 days ago
author updated this narrative
Burckhardt Compression Holding
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Decarbonization, Hydrogen And LNG Trends Will Underpin Future Progress
Key Takeaways Sustained demand for clean energy, LNG, and marine infrastructure drives robust order growth, strong revenue streams, and high-margin service opportunities for Burckhardt Compression. Digital services, operational improvements, and a growing installed base support margin expansion, recurring revenues, and long-term profitability.
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CHF 728.00
FV
2.1% undervalued
intrinsic discount
3.77%
Revenue growth p.a.
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0
users have liked this narrative
0
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13
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12 days ago
author updated this narrative
Grupo Mateus
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Brazil Retail Expansion Will Unlock New Urban Markets
Key Takeaways Expansion in underserved Brazilian regions and disciplined store strategy support sustained growth, stronger productivity, and long-term profitability improvements. Margin resilience is underpinned by efficiency gains, channel transformation, and conservative financial management, enabling benefits from formalization and industry consolidation.
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R$9.31
FV
20.8% undervalued
intrinsic discount
18.36%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
8
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12 days ago
author updated this narrative
International Workplace Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Flexible Workspace Demand Will Foster Valuable Opportunities
Key Takeaways Rapid growth in flexible, franchised workspace models and broader market diversification are strengthening revenue streams and margin potential. Ongoing digital investments and global scale reinforce market leadership, operational efficiency, and sustainable cash generation.
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UK£2.56
FV
13.6% undervalued
intrinsic discount
2.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
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12 days ago
author updated this narrative
Himadri Speciality Chemical
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Large-Scale LFP Cathode Expansion Will Catalyze Global Advanced Materials Demand
Key Takeaways Expansion into specialty materials and first-mover positioning in LFP cathode manufacturing drive global competitiveness and potential for sustained margin improvement. Strategic partnerships, backward integration, and branded B2C diversification reduce dependency risk, broaden revenue streams, and enhance pricing power.
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₹500.00
FV
5.1% undervalued
intrinsic discount
26.10%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
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12 days ago
author updated this narrative
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