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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
24
users have liked this narrative
6
users have commented on this narrative
54
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
31
users have liked this narrative
6
users have commented on this narrative
87
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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Mitek Systems
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Centralizing Machine Learning And Expanding MiVIP Will Strengthen Future Prospects
Key Takeaways Strategic focus on enhancing operational efficiency and expanding MiVIP platform is set to drive sustainable revenue and boost net margins. Centralizing machine learning and expanding Check Fraud Defender utilization are expected to accelerate innovation, increase SaaS revenue, and enhance competitive position.
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US$13.00
FV
29.8% undervalued
intrinsic discount
4.64%
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
8 days ago
author updated this narrative
Megaworld
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expansion Into Tourism And High-End Real Estate Will Strengthen Future Prospects
Key Takeaways Focus on upper-middle to high-end real estate supports strong profit margins by targeting less price-sensitive consumers. Growing hotel, office, and mall spaces leverage tourism and economic trends, boosting recurring revenue and occupancy rates.
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₱2.46
FV
14.9% undervalued
intrinsic discount
2.87%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
101
users have followed this narrative
8 days ago
author updated this narrative
Olympic Steel
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Metal Works Acquisition And Automation Investments Will Improve Efficiency And Market Position
Key Takeaways Strategic investments and acquisitions are enhancing operational efficiency, increasing market share, and improving earnings through better integration and higher-margin product focus. Market share gains in key segments and favorable pricing conditions are expected to drive revenue growth and strengthen competitive position despite industry challenges.
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US$40.00
FV
23.2% undervalued
intrinsic discount
4.56%
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
8 days ago
author updated this narrative
Pollard Banknote
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New US iLottery Contracts And Digital Investments Will Expand Future Opportunities
Key Takeaways The Kansas iLottery contract and repricing strategy are set to boost future revenues and improve margins in U.S. markets. Expansion of digital platforms and strategic acquisitions aim to enhance digital content sales and strengthen market position.
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CA$34.75
FV
38.1% undervalued
intrinsic discount
5.17%
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
8 days ago
author updated this narrative
Rupa
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Athleisure And Economy Segments Expansion Will Strengthen Market Position
Key Takeaways Strategic focus on athleisure and export growth could boost revenue diversification and expand international market presence. Leadership changes in sales strategy and marketing investments aim to enhance sales efficiency and brand visibility for future earnings growth.
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₹249.00
FV
17.7% undervalued
intrinsic discount
5.50%
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
8 days ago
author updated this narrative
Loma Negra Compañía Industrial Argentina Sociedad Anónima
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Argentina Construction Recovery And Cement Demand Will Improve Efficiency
Key Takeaways Economic growth and increased cement demand in Argentina will likely boost revenues and support revenue growth. Focus on operational efficiencies and energy cost improvements are expected to enhance profitability and financial flexibility.
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US$14.84
FV
16.9% undervalued
intrinsic discount
12.15%
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
8 days ago
author updated this narrative
Shriram Pistons & Rings
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Investments In EV And Alternative Fuel Components Will Strengthen Market Position
Key Takeaways Successful acquisitions and strategic expansions into new markets and technologies could enhance revenue, margins, and market positioning in precision components and alternative energy sectors. Investment in EVs, alternative fuels, and technological advancements aligns with market trends, potentially boosting future profitability and market share.
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₹3.05k
FV
19.7% undervalued
intrinsic discount
13.55%
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
8 days ago
author updated this narrative
NV Bekaert
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expanding Rubber Reinforcement Capacity In Indonesia And India Will Strengthen Future Presence
Key Takeaways Focus on cost structure optimization and divestment from low-margin sectors to improve net margins and earnings through strategic resource allocation. Investment in growth regions and sustainable technologies to drive long-term revenue increases and market positioning through strategic production expansion and acquisitions.
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€44.30
FV
15.9% undervalued
intrinsic discount
1.77%
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
8 days ago
author updated this narrative
flatexDEGIRO
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Digital Adoption And Product Diversification Will Expand European Markets
Key Takeaways Expanding product offerings and geographic reach positions flatexDEGIRO for increased market share and diversified revenue streams across Europe. Operational efficiencies and EU regulatory trends support improved margins and sustainable long-term earnings growth for the digital-first platform.
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€28.35
FV
1.4% undervalued
intrinsic discount
10.10%
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
8 days ago
author updated this narrative
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