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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
59.6% 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
5
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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
30.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
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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
20.1% 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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BBB Foods
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
500 New Stores And Four Regions Will Expand Retail Reach
Key Takeaways Aggressive store expansion and new regional operations in 2025 will drive significant revenue growth and operational efficiency. Increased private label penetration and efficient cost management will enhance profit margins despite short-term rise in SG&A expenses.
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US$34.24
FV
25.6% undervalued
intrinsic discount
26.23%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
6 days ago
author updated this narrative
Piramal Pharma
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Expanding Capacity Will Capture Global Healthcare Demand
Key Takeaways Expansion in manufacturing and differentiated offerings leverages rising global healthcare demand and outsourcing trends, supporting strong revenue growth and improved profitability. Enhanced regulatory compliance and focus on high-margin, specialty products reduce operational risks and margin volatility while strengthening competitive positioning.
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₹256.67
FV
24.6% undervalued
intrinsic discount
13.21%
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
6 days ago
author updated this narrative
Inchcape
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Emerging Markets And OEM Deals Will Create Lasting Opportunities
Key Takeaways Expansion in emerging markets and deepened OEM partnerships are set to drive revenue growth, diversify risk, and provide stable earnings. Digital aftermarket investments, cost reductions, and targeted M&A activity will support higher margins, operating efficiency, and long-term profit growth.
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UK£9.29
FV
27.7% undervalued
intrinsic discount
4.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
6 days ago
author updated this narrative
Endurance Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Acquisition Of Stöferle And AURIC Shendra Plant Expected To Open New Opportunities In EV And German Markets
Key Takeaways Strategic acquisitions and expansions, including the German acquisition and AURIC Shendra plant, are expected to enhance revenue and profitability across multiple segments. Focus on partnerships, R&D expansion, and aftermarket revamp aims to boost revenue growth and competitive positioning in key markets.
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₹2.60k
FV
0.5% undervalued
intrinsic discount
14.87%
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
6 days ago
author updated this narrative
ACE
ACEA
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Regulated Infrastructure Focus Will Drive A Resilient, Cautious Future
Key Takeaways Pivoting to regulated infrastructure and divesting non-core assets enhances earnings stability, predictability, and supports a peer-leading regulated utility profile. Accelerated investment in renewables, grids, and digital transformation positions the company to benefit from decarbonization trends and regulatory incentives, driving sustainable growth.
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€22.65
FV
12.5% undervalued
intrinsic discount
3.83%
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
6 days ago
author updated this narrative
DEME Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Advanced Fleet Expansion Will Boost Future Offshore Energy Efficiency
Key Takeaways DEME's strong order book and technological investments in Offshore Energy suggest continued revenue growth, stability, and enhanced profitability margins. Solid free cash flow and strategic investment decisions provide a robust financial base for future earnings and growth opportunities.
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€175.71
FV
26.9% undervalued
intrinsic discount
3.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
12
users have followed this narrative
6 days ago
author updated this narrative
Bucher Industries
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Automation And Energy Efficiency Investments Will Boost Future Agricultural Machinery Operations
Key Takeaways Heavy focus on automation and innovation in agriculture is expected to drive future revenue growth and market adoption. Investments in R&D, emission reduction, and share buybacks could enhance operational efficiencies, appeal to investors, and boost intrinsic stock value.
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CHF 422.25
FV
9.2% undervalued
intrinsic discount
1.01%
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
6 days ago
author updated this narrative
Aalberts
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Southeast Asia And Sustainable Solutions Will Drive Expansion
Key Takeaways Strategic expansion and portfolio optimization position Aalberts for long-term growth by focusing on high-margin, sustainable solutions in emerging and established markets. Operational improvements and innovation in energy-efficient and modular technologies enhance profitability, resilience, and financial flexibility.
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€41.55
FV
33.0% undervalued
intrinsic discount
4.50%
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
6 days ago
author updated this narrative
Sumitomo Chemical Company
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Reorganization And Recovery In Semiconductor Demand Will Improve Operational Efficiency
Key Takeaways Reorganization and cost reductions in non-core businesses are expected to boost operating income, strengthening net margins and earnings. Growth in Sumitomo Pharma and high-margin product shipments signal potential revenue increase, enhancing medium to long-term profitability.
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JP¥436.09
FV
11.5% undervalued
intrinsic discount
-0.74%
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
6 days ago
author updated this narrative
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