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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
71
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
15
users have followed this narrative
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STERIS
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Market Share Gains In Healthcare Segment Will Positively Impact Future Opportunities
Key Takeaways Strong order and revenue growth in the Healthcare segment, supported by increased procedure volumes and pricing, suggests robust future performance. Effective debt management strengthens financial health, potentially lowering interest expenses and boosting earnings.
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US$268.50
FV
9.6% undervalued
intrinsic discount
6.50%
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
4 days ago
author updated this narrative
Dover
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Data Center And Clean Energy Trends Will Create Future Value
Key Takeaways Expanding in automation, clean energy, and biopharma aligns Dover with high-growth, high-margin markets and supports long-term revenue and margin growth. Strategic acquisitions, divestitures, and operational improvements enhance cost efficiency, profit predictability, and business focus on innovative, recurring revenue streams.
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US$212.26
FV
18.3% undervalued
intrinsic discount
4.84%
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
4 days ago
author updated this narrative
DTE Energy
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Hyperscale Demand And Renewables Will Drive Grid Modernization
Key Takeaways Surging electricity demand from data centers and strong regulatory backing drive growth in revenues, rate stability, and earnings predictability for DTE Energy. Aggressive investments in grid modernization, renewables, and tax-credit-backed clean energy initiatives underpin long-term earnings stability and support margin improvement.
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US$145.43
FV
3.6% undervalued
intrinsic discount
1.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
4 days ago
author updated this narrative
SW
Smurfit Westrock
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Operational Efficiency And Sustainable Packaging Will Expand Global Markets
Key Takeaways Shifting to higher-margin contracts, leveraging synergies, and emphasizing operational discipline support margin expansion, earnings growth, and strengthened cash flow. Strategic investments in sustainable packaging and emerging markets drive product differentiation and create long-term global revenue opportunities.
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US$56.03
FV
22.1% 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
9
users have followed this narrative
4 days ago
author updated this narrative
Carnival Corporation &
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Fleet Modernization And Private Destinations Will Expand Global Reach
Key Takeaways Expansion of unique private destinations, innovative loyalty programs, and modernized ships strengthens guest experience, pricing power, and supports sustained revenue and margin growth. Effective capacity management and significant sustainability achievements enhance market appeal and long-term profitability while mitigating operational and reputational risks.
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US$32.68
FV
13.2% undervalued
intrinsic discount
3.95%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
96
users have followed this narrative
4 days ago
author updated this narrative
Blue Owl Capital
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Evergreen Fund Strategies And Digital Infrastructure Will Advance Future Position
Key Takeaways Strong growth in private credit, real assets, and fund strategies is driving stable recurring fees and margin expansion, positioning Blue Owl for future earnings growth. Strategic acquisitions, international expansion, and partnerships are broadening access to private markets, enhancing platform scale and supporting sustainable revenue and earnings increases.
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US$23.32
FV
15.3% undervalued
intrinsic discount
17.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
33
users have followed this narrative
4 days ago
author updated this narrative
Tradeweb Markets
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Automated Trading And Digital Assets Will Drive Global Connectivity
Key Takeaways Transition to electronic, automated trading and international growth are broadening Tradeweb's revenue base and reducing reliance on any single geography or client segment. Expansion into digital assets and strategic acquisitions are fostering high-margin, recurring revenue streams and increasing the stickiness and scalability of the platform.
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US$153.07
FV
11.5% undervalued
intrinsic discount
10.07%
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
4 days ago
author updated this narrative
NetApp
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
New AI And Cloud Solutions Will Strengthen Future Market Position
Key Takeaways Enhanced sales execution and product innovation in all-flash and cloud solutions are expected to drive significant revenue growth and capture market share. Strategic cost control, divestitures, and partnerships are aimed at improving operating margins and increasing free cash flow, benefiting overall earnings.
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US$115.07
FV
7.7% undervalued
intrinsic discount
4.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
4 days ago
author updated this narrative
American Water Works Company
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Urbanization And Regulatory Reforms Will Drive Water Utility Expansion
Key Takeaways Expansion through customer growth, acquisitions, and favorable regulation is driving sustainable revenue and earnings growth while improving operational scale and efficiency. Ongoing investments in modernization and digitalization strengthen margins, stabilize earnings, and support reliable financial performance in a regulated environment.
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US$143.00
FV
1.7% overvalued
intrinsic discount
6.76%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
4 days ago
author updated this narrative
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