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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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
6
users have commented on this narrative
49
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
29
users have liked this narrative
6
users have commented on this narrative
81
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
19.2% 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
10
users have followed this narrative
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Pet Valu Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Opening 40 New Stores In 2025 Will Expand Market Reach And Customer Accessibility
Key Takeaways Store network expansion and proprietary brand emphasis promote revenue growth and profitability through market reach and high-margin products. Supply chain improvements enhance efficiencies, operating costs, and cash flow, enabling share repurchases and boosting earnings per share.
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CA$34.84
FV
4.2% overvalued
intrinsic discount
6.72%
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
Mahindra Holidays & Resorts India
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Indian Tourism Investment And Digital Platforms Will Drive Leisure Travel
Key Takeaways Long-term growth is supported by rising domestic demand, digital customer acquisition, and capital-light expansion strategies to boost both recurring revenues and profitability. Focus on sustainability, quality upgrades, and curated experiences is expected to improve customer retention and increase member lifetime value, enhancing margins.
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₹510.00
FV
31.0% undervalued
intrinsic discount
-10.39%
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
Supriya Lifescience
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expansion Into Regulated Markets And CMO/CDMO Opportunities To Strengthen Future Prospects
Key Takeaways Supriya Lifescience's product launches and market penetration in regulated regions aim to enhance revenue growth and net margins. Strategic capacity expansion and decreased reliance on China signal potential long-term earnings and margin stability.
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₹843.00
FV
22.2% undervalued
intrinsic discount
19.45%
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
SPG
SP Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Completion Of Atlanta Factory Will Expand Presence In North American Healthcare Market
Key Takeaways Strong growth in proprietary products and a new factory in Atlanta suggest potential for increased revenue and improved margins. Commitment to sustainability and a share buyback program may boost eco-conscious customer appeal and shareholder value.
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DKK 390.00
FV
32.1% undervalued
intrinsic discount
5.12%
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
7 days ago
author updated this narrative
BWP Trust
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Potential Lease Renewal Mismatch With Bunnings Will Impact Future Rental Income
Key Takeaways Aggressive expansion and investments in high-interest environments may inflate return expectations, affecting earnings growth and potential overvaluation concerns. Rising borrowing costs and lease renewal challenges could pressure margins and occupancy, potentially impacting revenue stability and investor sentiment.
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AU$3.77
FV
2.3% undervalued
intrinsic discount
4.94%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
5
users have followed this narrative
7 days ago
author updated this narrative
Afry
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Decarbonization And Asian Renewables Will Drive Future Energy Demand
Key Takeaways Rising global decarbonization and infrastructure trends, plus expansion in growth markets, are driving robust demand and revenue diversification for AFRY across energy and industrial sectors. Restructuring, portfolio optimization, and a focus on high-value consulting are expected to strengthen efficiency, margin quality, and recurring revenue streams.
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SEK 213.75
FV
29.8% undervalued
intrinsic discount
3.62%
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
7 days ago
author updated this narrative
Fineotex Chemical
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Eco-Friendly Products And Capacity Expansion Will Strengthen Future Prospects
Key Takeaways Strong growth in new segments and eco-friendly innovations could drive significant revenue and margin expansion for Fineotex. Strategic expansions and financial position enable pursuit of acquisitions, enhancing potential for sustainable earnings growth.
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₹294.00
FV
19.2% undervalued
intrinsic discount
16.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
7 days ago
author updated this narrative
Vitalhub
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Global Expansions And Acquisitions Will Benefit TREAT And Strata
Key Takeaways Vitalhub's dual growth strategy of organic expansion and acquisitions is boosting revenue, with geographic diversification and product synergies enhancing market share. Financial flexibility supports strategic investments in AI and technology, promoting operational efficiency and improved earnings.
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CA$14.69
FV
8.3% undervalued
intrinsic discount
23.54%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
7 days ago
author updated this narrative
Gildan Activewear
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Bangladesh And Central America Facilities Will Advance Manufacturing Efficiency
Key Takeaways Gildan's innovation in product offerings and manufacturing expansion is driving market share gains and improving net margins. Focus on sustainability and robust cash flow, coupled with share buybacks, enhances shareholder value and earnings growth.
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CA$77.54
FV
6.3% undervalued
intrinsic discount
4.82%
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
7 days ago
author updated this narrative
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