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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
63
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
93
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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Aena S.M.E
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Terminal Expansions And Global Growth Will Fuel Future Success
Key Takeaways Robust international passenger growth and expanding commercial revenue streams are expected to drive sustained long-term profitability and increased net margins. Strategic modernization, financial discipline, and growing international diversification position the company for improved operational leverage and reduced reliance on its domestic market.
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€23.66
FV
3.5% overvalued
intrinsic discount
3.91%
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
2 days ago
author updated this narrative
Wipro
AN
AnalystConsensusTarget
Consensus Narrative from 43 Analysts
AI And BFSI Trends Will Unlock Global Opportunities
Key Takeaways Acceleration in large digital transformation deals, especially with AI-driven and consulting-led solutions, is strengthening Wipro's revenue growth and margin expansion potential. Geographic and sector diversification, combined with strategic investments in automation and proprietary IP, boosts addressable market, operational efficiency, and long-term earnings visibility.
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₹262.05
FV
8.6% undervalued
intrinsic discount
4.17%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
2 days ago
author updated this narrative
EQT
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Expanding US And Asian Markets Will Unlock New Capital Opportunities
Key Takeaways Global expansion and diversification, particularly in Asia and the U.S., position the firm for strong growth in assets and earnings from rising private capital allocations. Scaling new investment vehicles and digital initiatives is set to drive recurring fee income, margin expansion, and sustained profitability even in volatile markets.
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SEK 362.19
FV
7.1% undervalued
intrinsic discount
14.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
2 days ago
author updated this narrative
Asian Paints
AN
AnalystConsensusTarget
Consensus Narrative from 35 Analysts
India Urbanization And Affordable Housing Will Open New Opportunities
Key Takeaways Rising urbanization, evolving consumer preferences, and government support are driving demand growth and offering long-term revenue opportunities across core and adjacent markets. Backward integration, premium product focus, and home décor investments are strengthening margins, cost efficiencies, and brand loyalty for sustained profitability.
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₹2.40k
FV
3.2% overvalued
intrinsic discount
8.65%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
53
users have followed this narrative
2 days ago
author updated this narrative
Titan
AN
AnalystConsensusTarget
Consensus Narrative from 34 Analysts
Expanding Gold Jewelry Market Share, International Growth, And Operational Efficiencies Will Strengthen Future Prospects
Key Takeaways Expansion in gold jewelry and watches, alongside operational efficiencies, are driving sustainable revenue and margin growth. International growth, especially in GCC and North America, diversifies revenue and reduces dependence on India.
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₹3.84k
FV
9.9% undervalued
intrinsic discount
13.10%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
2 days ago
author updated this narrative
Ambev
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Digital Expansion And Premium Trends Will Secure Success
Key Takeaways Expansion of digital platforms and premium product lines is boosting direct consumer engagement, higher margins, and revenue diversification. Cost optimization and supply chain improvements are enhancing margins and cash flow stability amid challenging market conditions.
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R$14.24
FV
13.2% undervalued
intrinsic discount
5.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
2 days ago
author updated this narrative
Thales
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
European Defense And Cybersecurity Trends Will Fuel Aerospace And Space Opportunities
Key Takeaways Surging defense budgets and robust cybersecurity demand will amplify Thales' revenue growth, margin expansion, and order intake across segments. Strategic investments in innovation, operational efficiency, and cross-business synergies will solidify Thales' market leadership and support resilient, long-term profitability.
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€279.21
FV
18.0% undervalued
intrinsic discount
7.53%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
73
users have followed this narrative
2 days ago
author updated this narrative
Henkel KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Vidal Sassoon Integration And Cost Savings Will Strengthen Future Position
Key Takeaways Accelerated cost savings and strengthened supply chain measures are set to enhance net margins and financial performance. Strategic growth in Asia and Adhesive Technologies advances positions Henkel to capitalize on megatrends, boosting revenue potential.
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€80.76
FV
13.6% undervalued
intrinsic discount
0.75%
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
2 days ago
author updated this narrative
Intact Financial
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
AI Underwriting And Global Expansion Will Strengthen Future Resilience
Key Takeaways Expansion of technology, geographic reach, and product offerings enhances operational efficiency, diversification, and earnings stability. Strong M&A activity, climate resiliency investments, and hard market conditions support lasting growth in market share, revenue, and margins.
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CA$329.92
FV
15.4% undervalued
intrinsic discount
-6.99%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
2 days ago
author updated this narrative
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