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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
26
users have liked this narrative
7
users have commented on this narrative
58
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
28.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
32
users have liked this narrative
6
users have commented on this narrative
89
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
20.8% 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
13
users have followed this narrative
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Infomedia
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Intellegam Acquisition And Infodrive CX Rebuild Will Expand Global Opportunities
Key Takeaways Acquisition of Intellegam offers cross-selling opportunities and enhances existing products, promising long-term growth in revenue and earnings. Global scaling of Infodrive CX and focus on sales productivity in key regions expected to drive future growth and revenue enhancement.
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AU$1.75
FV
3.8% undervalued
intrinsic discount
6.54%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
about 17 hours ago
author updated this narrative
Marcopolo
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Emerging Markets And Decarbonization Will Spur Fleet Renewal
Key Takeaways Transit investments and urbanization trends are boosting steady revenue and backlog growth, further supported by expansion into new markets and operational efficiencies. Growing demand for electrified, premium buses enables higher pricing and margins, diversifying revenue and reducing dependence on volatile local cycles.
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R$11.00
FV
17.2% undervalued
intrinsic discount
8.27%
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
about 17 hours ago
author updated this narrative
Cebu Air
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Expanding Air Travel Network Will Boost 25% Seat Capacity
Key Takeaways Strategic expansion and operational enhancements may drive revenue growth and improve net margins through increased customer satisfaction and efficiency. Declining fuel costs and a strong peso may lower operating expenses, boosting net income margins due to currency exchange benefits.
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₱52.50
FV
27.5% undervalued
intrinsic discount
9.15%
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
about 17 hours ago
author updated this narrative
Martinrea International
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Machine Learning And MiND Initiatives Will Improve Future Operational Efficiency And Safety
Key Takeaways Implementing machine learning and leveraging innovation initiatives are projected to improve operational efficiency, reduce costs, and enhance net margins. Strategic acquisitions, new business awards, and balanced capital allocation aim to boost revenue growth, strengthen the balance sheet, and improve future valuations.
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CA$11.50
FV
27.6% undervalued
intrinsic discount
1.64%
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
about 17 hours ago
author updated this narrative
Laxmi Organic Industries
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Dahej Capacity And Green Chemistry Will Expand Global Reach
Key Takeaways Expansion in specialty chemicals and premium value-added segments positions the company for improved margins and broader product offerings. Structural demand growth, cost optimization, and sustainability initiatives create strong opportunities for long-term revenue and earnings quality.
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₹204.25
FV
9.4% undervalued
intrinsic discount
21.40%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
about 16 hours ago
author updated this narrative
EverQuote
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
AI Integration And Online Expansion Will Drive Digital Advertising
Key Takeaways AI-driven operational improvements and deeper insurer integrations are increasing efficiency, margins, and client retention, supporting sustained revenue and earnings growth potential. Diversification beyond auto insurance and growing digital ad spend are broadening revenue streams and strengthening the company's market position and long-term stability.
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US$34.00
FV
29.0% undervalued
intrinsic discount
10.02%
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
about 17 hours ago
author updated this narrative
Metrovacesa
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Urban Influx And ESG Excellence Will Fuel Spain's Residential Expansion
Key Takeaways Structural supply-demand imbalances and urbanization trends drive robust sales growth, higher margins, and price appreciation in key markets. Leadership in sustainability and diversified residential formats position the company for reduced regulatory risk and stable, long-term revenue expansion.
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€9.81
FV
2.5% overvalued
intrinsic discount
9.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
0
users have followed this narrative
about 17 hours ago
author updated this narrative
Greenyard
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Focus On Integrated Customer Relationships And Non-Dairy Vegan Ice Will Improve Future Performance
Key Takeaways Strategic focus on integrated customer relationships in the Fresh segment and cost streamlining are expected to drive revenue and improve net margins. Investments in production capacity, sustainability initiatives, and niche acquisitions aim to enhance earnings and support efficient growth.
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€6.86
FV
6.7% overvalued
intrinsic discount
3.32%
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
about 17 hours ago
author updated this narrative
Arvind Fashions
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Retail And Digital Expansion Will Capture Urban Trends
Key Takeaways Retail and omnichannel expansion, coupled with digital investments and premiumization, are driving revenue growth, market share gains, and improved margins. Operational efficiency and leadership changes are supporting higher profitability, stronger cash flows, and accelerated reinvestment for future growth.
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₹710.25
FV
27.8% undervalued
intrinsic discount
12.41%
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
about 17 hours ago
author updated this narrative
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