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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
2
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
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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
3
users have liked this narrative
0
users have commented on this narrative
11
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
2
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
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Banco Santander
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Digital Banking And Latin America Urbanization Will Unlock New Value
Key Takeaways Expansion in digital banking, operational efficiency, and focus on high-growth markets strengthen Santander's earnings stability and long-term revenue prospects. Diversified multinational presence and technology transformation drive fee growth, cost reduction, and improved profitability amid changing global financial trends.
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€7.66
FV
2.3% undervalued
intrinsic discount
7.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
66
users have followed this narrative
6 days ago
author updated this narrative
BNP Paribas
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Digital Banking And Sustainable Finance Will Expand Distribution Network
Key Takeaways Expansion in wealth management, digital platforms, and sustainability is strengthening client acquisition, fee income, and operational efficiency for recurring, higher-margin growth. Regulatory adaptation and capital optimization efforts are boosting capital efficiency, supporting better returns and positioning the group for sustained long-term earnings growth.
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€91.48
FV
14.3% undervalued
intrinsic discount
7.68%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
84
users have followed this narrative
6 days ago
author updated this narrative
Atlas Copco
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Automation And Digitalization Will Power Global Industrial Markets
Key Takeaways Ongoing innovation, digitalization, and expansion in services strengthen Atlas Copco's pricing power, recurring revenue, and margin stability despite temporary order slowdowns. Global infrastructure growth and optimization efforts position the company for profitability and sustained demand recovery as macro uncertainties ease.
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SEK 172.33
FV
15.4% undervalued
intrinsic discount
4.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
6 days ago
author updated this narrative
London Stock Exchange Group
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Microsoft Partnership And AI Integration Will Strengthen Future Prospects
Key Takeaways Strategic cloud initiatives and data service expansions are set to boost revenue and enhance customer data consumption. Operational efficiency enhancements and tech platform advancements could improve margins, increase licensing revenue, and strengthen market position.
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UK£127.16
FV
22.9% undervalued
intrinsic discount
5.80%
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
6 days ago
author updated this narrative
Enel
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Renewed Concessions In Italy And Brazil Will Support Future Energy Investments
Key Takeaways Renewed regulatory support and capital optimization strategies could boost investment in energy transition projects and enhance asset-based profitability. Strategic focus on brownfield opportunities and stable renewables may lead to predictable revenue growth and improved shareholder value.
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€8.45
FV
7.8% undervalued
intrinsic discount
2.30%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
82
users have followed this narrative
6 days ago
author updated this narrative
AXA
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Price Discipline In Retail P&C Will Increase Market Share In Germany And UK
Key Takeaways AXA anticipates growth in midmarket commercial insurance, enhancing revenues and margins in the U.S., Italy, and the U.K. and Ireland. Strategic AI investments and cost moderation are expected to boost earnings and shareholder returns through efficient operations and improved margins.
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€44.15
FV
8.0% undervalued
intrinsic discount
8.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
63
users have followed this narrative
6 days ago
author updated this narrative
Intesa Sanpaolo
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
The Bank Will Drive Future Efficiency Through Tech Investments And Wealth Management Expansion
Key Takeaways Technology investments in cloud and digital banking are enhancing efficiency, reducing expenses, and improving margins. The focus on wealth management and hiring initiatives aims to boost commissions and drive revenue growth further.
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€5.46
FV
5.9% undervalued
intrinsic discount
3.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
54
users have followed this narrative
6 days ago
author updated this narrative
NTT
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Digital Health, Data Centers And AI Will Drive Future Success
Key Takeaways Strategic shift toward B2B tech solutions, data center expansion, and digital services is diversifying revenue streams and improving profit margins. Demographic trends and digital transformation in Japan boost demand for smart infrastructure, while operational reforms enhance efficiency and capital returns.
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JP¥175.57
FV
12.1% undervalued
intrinsic discount
3.01%
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
Petróleo Brasileiro - Petrobras
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Advancing FPSO Almirante Tamandare And Maria Quiteria Projects Will Increase Future Oil Production
Key Takeaways Strategic investments in deepwater fields and productive assets aim to improve margins and reduce operational costs. Restructuring and low debt maintenance bolster financial stability, supporting growth opportunities and potential future EPS increases.
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R$41.35
FV
21.9% undervalued
intrinsic discount
-0.82%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
77
users have followed this narrative
6 days ago
author updated this narrative
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