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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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
17
users have liked this narrative
4
users have commented on this narrative
40
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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
4
users have commented on this narrative
62
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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
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Global Partners
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Motiva Contract And New Terminals Will Strengthen Future Performance
Key Takeaways Strategic expansions and acquisitions bolster logistical operations, enhance capacity, and drive revenue growth amid a growing customer base. Stable cash flows and robust operations support continuous dividend increases, reflecting financial strength and positively affecting investor returns.
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US$53.00
FV
3.9% undervalued
intrinsic discount
23.50%
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
Kimbell Royalty Partners
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Asset Acquisitions And Debt Reduction Will Strengthen Permian Operations By 2025
Key Takeaways Robust development and acquisitions are expected to drive revenue growth and enhance earnings, especially with active drilling in the Permian Basin. Capital structure improvements, including debt reduction and preferred stock redemption, aim to lower costs and bolster net margins.
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US$17.40
FV
14.6% undervalued
intrinsic discount
6.08%
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
Northwest Natural Holding
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Investments In Modernizing Texas Infrastructure Will Support Future Expansion
Key Takeaways The acquisition of SiEnergy and rate base growth in Texas bolster long-term revenue and earnings growth potential. Integration of renewables and infrastructure investments are set to enhance net margins and positions for future asset growth.
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US$50.50
FV
21.8% undervalued
intrinsic discount
8.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
7 days ago
author updated this narrative
Getty Images Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Merger And AI Investments Will Strengthen Financial Foundation And Operational Efficiency
Key Takeaways The merger with Shutterstock and strategic refinancing aim to strengthen financial stability and enhance revenue growth through improved margins and cash flow. Investments in AI and core assets, along with growing subscriptions and editorial revenue, are expected to drive operational efficiency and revenue stability.
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US$4.42
FV
60.6% undervalued
intrinsic discount
1.80%
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
Benchmark Electronics
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expanding US Manufacturing And Malaysia Facility Will Strengthen Supply Chains
Key Takeaways Strong North American manufacturing presence and sector-specific growth position Benchmark Electronics for potential revenue increases amid economic uncertainties. Expansion efforts and capital return strategies, including facility growth in Malaysia and share repurchases, aim to support future earnings and profitability.
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US$45.00
FV
13.1% undervalued
intrinsic discount
4.59%
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
7 days ago
author updated this narrative
NV5 Global
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expanding Into Data Centers In Asia And Middle East Will Drive Future Success
Key Takeaways Strategic focus on utilities, data centers, and digital transformation is expected to drive revenue and organic growth. Expansion of high-margin tech services and international growth aims to enhance margins and boost earnings.
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US$24.00
FV
6.0% undervalued
intrinsic discount
6.42%
Revenue growth p.a.
Set Fair Value
1
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
Hope Bancorp
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Hawaii Acquisition And Digital Upgrades Will Unlock Future Potential
Key Takeaways Acquisition and organic growth efforts are expanding the customer base, boosting loan and deposit growth, and supporting future earnings momentum. Strategic investments in digital platforms and disciplined risk management are enhancing operational efficiency, customer retention, and overall financial stability.
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US$12.25
FV
17.7% undervalued
intrinsic discount
26.17%
Revenue growth p.a.
Set Fair Value
1
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
Integra LifeSciences Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Advancements In SurgiMend And DuraSorb Will Capitalize On Breast Reconstruction Opportunities
Key Takeaways Global expansion and localization efforts in emerging markets aim to significantly boost international revenue and overall company growth. Facility upgrades and compliance enhancements are expected to optimize production capabilities, supporting revenue growth and potentially improving gross margins.
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US$15.88
FV
19.8% undervalued
intrinsic discount
4.00%
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
Ladder Capital
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Lower Debt Costs And Urban Demand Will Expand Lending
Key Takeaways Improved credit ratings and access to capital markets enable Ladder to lower debt costs and reinvest in higher-yield assets, supporting long-term earnings growth. Structural shifts in commercial real estate lending and urban demand create growth opportunities, with Ladder's diversified model mitigating risk and sustaining stable income.
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US$12.83
FV
14.3% undervalued
intrinsic discount
12.69%
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
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