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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
57.7% 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
65
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
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
35
users have liked this narrative
6
users have commented on this narrative
94
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
20.6% 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
14
users have followed this narrative
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Wyndham Hotels & Resorts
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
International Expansion And Digital Engagement Will Empower Lodging
Key Takeaways International expansion and strong development pipeline position Wyndham to capture emerging market growth and sustain high-margin, fee-driven revenue. Technology upgrades and new ancillary revenue streams increase direct bookings, diversify cash flow, and improve long-term earnings potential.
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US$104.97
FV
20.0% undervalued
intrinsic discount
6.78%
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
3 days ago
author updated this narrative
ESAB
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Asia-Pacific And Middle East Markets Will Drive Automation Demand
Key Takeaways Global infrastructure growth, automation adoption, and targeted acquisitions drive higher margins, recurring revenues, and diversified revenue streams for sustained long-term earnings. Operational excellence, digital innovation, and disciplined cost management enhance productivity, support margin expansion, and strengthen shareholder returns.
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US$134.78
FV
17.5% undervalued
intrinsic discount
2.76%
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
3 days ago
author updated this narrative
Moog
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Defense Spending And Automation Will Expand Market Presence
Key Takeaways Strong demand in defense, automation, and aftermarket services is fueling stable, recurring growth and supporting margin expansion across multiple business segments. Efficiency initiatives, R&D investments, and strategic acquisitions are bolstering technological leadership and improving profitability despite external cost pressures.
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US$216.25
FV
12.4% undervalued
intrinsic discount
5.59%
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
3 days ago
author updated this narrative
Ryman Hospitality Properties
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Sunbelt Acquisitions Will Boost Experiential Travel Despite Risks
Key Takeaways Strategic investments and market positioning enable Ryman to benefit from high demand for experiential travel, meetings, and entertainment, supporting revenue and margin growth. Concentration in expanding, tourism-driven Sunbelt markets with limited new supply boosts pricing power and asset values, ensuring resilient and predictable earnings.
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US$116.58
FV
20.7% 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
5
users have followed this narrative
3 days ago
author updated this narrative
Casella Waste Systems
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Northeast And Mid-Atlantic Trends Will Reshape Waste Management
Key Takeaways Urban expansion, landfill integration, and acquisitions in key markets are enabling steady growth, increased pricing power, and long-term margin expansion. Investments in sustainability, automation, and operational efficiency are driving resilience, market share gains, and improved earnings amid evolving industry trends.
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US$122.87
FV
19.4% undervalued
intrinsic discount
10.03%
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
3 days ago
author updated this narrative
Element Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Investments In Data Centers And Electric Vehicles Will Expand Advanced Electronics Opportunities
Key Takeaways Rising demand in advanced electronics, automotive, and data center markets should expand Element Solutions' addressable market and support robust revenue growth. Portfolio optimization, operational efficiencies, and commercialization of innovative products are expected to boost margins and drive sustained earnings growth.
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US$29.10
FV
17.9% undervalued
intrinsic discount
3.91%
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
3 days ago
author updated this narrative
Civitas Resources
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Debt Reduction Will Improve Cash Flow Margins, But DJ Basin Divestments May Affect Future Revenues
Key Takeaways Civitas Resources enhances financial stability and sustainability by optimizing cash flow, reducing debt, and prioritizing high-return projects with streamlined operations. Strategic acquisitions and ESG focus position Civitas for long-term growth, leveraging operational improvements and environmental compliance for stable earnings.
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US$43.14
FV
29.8% undervalued
intrinsic discount
-3.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
3 days ago
author updated this narrative
MGIC Investment
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Millennial And Gen Z Entry Will Advance Mortgage Insurance Demand
Key Takeaways Growing demand from younger homebuyers and urbanization trends will drive sustained revenue growth for MGIC's mortgage insurance offerings. Solid credit performance, conservative capital management, and ongoing efficiency initiatives will support higher margins, profitability, and shareholder returns.
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US$27.17
FV
0.01% overvalued
intrinsic discount
2.70%
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
3 days ago
author updated this narrative
Flowserve
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Flow Control And Digital Integration Will Fuel Clean Energy Transition
Key Takeaways Strong growth prospects driven by clean energy, water infrastructure demand, and digital solutions integration support recurring, higher-margin revenues and multi-year earnings stability. Operational improvements and disciplined capital allocation are enhancing margins, profitability, and long-term shareholder value amid resilient end-market demand.
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US$66.50
FV
21.6% undervalued
intrinsic discount
4.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
3 days ago
author updated this narrative
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