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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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
6
users have commented on this narrative
49
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
30.9% 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
84
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
19.2% 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
11
users have followed this narrative
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adesso
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Ongoing IT Investments Will Transform Operations By Mid-2025
Key Takeaways Organic growth in healthcare and utilities drives future revenue, overcoming economic challenges, while strategic share buybacks reflect belief in undervaluation. Expanding in the Middle East and India aims to boost market growth, leveraging local insights for revenue and margin improvements.
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€127.83
FV
39.0% undervalued
intrinsic discount
9.89%
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
7 days ago
author updated this narrative
M. Dias Branco Indústria e Comércio de Alimentos
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Dedicated Foodservice Team Will Capture Growth Opportunities In Flour, Margarine, And Fats Markets
Key Takeaways Consolidating commercial leadership and restructuring production centers aim to enhance operational efficiency, improve margins, and support profitability. International expansion and dedicated foodservice efforts aim to diversify income and drive revenue growth in various markets.
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R$25.14
FV
3.6% undervalued
intrinsic discount
7.30%
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
7 days ago
author updated this narrative
Navigator Global Investments
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Lighthouse Platform May Add Scale And Diversification In 2025, But Unpredictable Performance Fees Could Affect Earnings
Key Takeaways New product launches and diverse strategies are expected to drive revenue and earnings growth through higher net inflows and scale. Strategic support and high-performing partnerships aim to sustain earnings growth and enhance asset management, with no fee compression impacting margins.
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AU$2.75
FV
27.2% undervalued
intrinsic discount
17.09%
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
7 days ago
author updated this narrative
HomeCo Daily Needs REIT
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Concentrating On Australia's Metropolitan Growth Areas Will Support Future Stability
Key Takeaways Strategic asset recycling and enhancing tenant mix underpin long-term returns and growth in metropolitan areas. Development pipeline and strong occupancy rates support earnings growth and stable margins.
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AU$1.38
FV
7.7% undervalued
intrinsic discount
0.60%
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
7 days ago
author updated this narrative
Lerøy Seafood Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Submerged Technology And Sustainable Feed Will Optimize Future Operations
Key Takeaways Investment in new technology and sustainability initiatives is expected to enhance operational efficiency, reduce costs, and improve margins. Expansion in value chain and farming volume growth aims to boost revenue and profitability through better capacity utilization and strategic positioning.
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NOK 55.71
FV
14.8% undervalued
intrinsic discount
8.07%
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
7 days ago
author updated this narrative
Nuix
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Shift To Subscriptions And Focus On Neo Will Improve Future Operational Efficiencies
Key Takeaways Focus on Nuix Neo and subscription models aims to boost revenue stability and long-term earnings growth through higher-value contracts. Improved R&D and targeting larger contracts suggest potential for increased net margins and revenue via enhanced products and economies of scale.
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AU$3.86
FV
37.6% undervalued
intrinsic discount
16.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
7 days ago
author updated this narrative
Cera Sanitaryware
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Expanding Luxury Segment With Senator Aims To Capture High-End Market Share
Key Takeaways Expansion into the luxury segment and new exclusive stores could increase customer engagement, boosting revenues and margins with higher pricing and premium offerings. Retailer loyalty programs and increased faucetware capacity may boost revenues and stabilize sales, as government support bolsters real estate sector potential demand.
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₹7.13k
FV
12.5% undervalued
intrinsic discount
12.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
7 days ago
author updated this narrative
TietoEVRY Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
AI Integration And Cybersecurity Compliance Will Drive Digital Transformation
Key Takeaways Growth in AI-driven solutions and advanced analytics is driving new contracts, improving margins, and expanding opportunities as clients increase digital transformation investments. Strategic focus on cybersecurity, compliance, and international expansion supports recurring revenue streams, higher margins, and reduces reliance on the Nordic market.
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€16.22
FV
8.1% undervalued
intrinsic discount
-10.76%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
7 days ago
author updated this narrative
OFX Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Pivot To B2B Spending Management Will Attract Clients Seeking Comprehensive Services
Key Takeaways Pivot to B2B and investment in new platform with multicurrency accounts aim to increase revenue through enhanced client retention and service offerings. Global rollout and strategic use of analytics and technology could boost non-FX revenue, improving margins and capturing new, localized market opportunities.
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AU$1.22
FV
30.5% undervalued
intrinsic discount
5.37%
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
7 days ago
author updated this narrative
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