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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
37
users have followed this narrative
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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
20
users have liked this narrative
3
users have commented on this narrative
52
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
6
users have followed this narrative
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LSB Industries
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
US Corn Trends And Decarbonization Will Define Future
Key Takeaways Expanding into higher-margin industrial and decarbonized products, while investing in efficiency, is driving margin and earnings growth. Greater focus on long-term contracts and disciplined financial management is stabilizing earnings and supporting future expansion.
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US$9.83
FV
18.9% undervalued
intrinsic discount
6.01%
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
Farmland Partners
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
US Midwest Farmland Will Offer Dependable Stability While Market Challenges Persist
Key Takeaways Increasing demand for premium farmland and strategic asset management drive stable revenue, earnings growth, and support higher asset valuations. Portfolio focus and disciplined financial strategies enhance margin stability and boost potential long-term shareholder returns.
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US$12.25
FV
11.3% undervalued
intrinsic discount
-11.10%
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
7 days ago
author updated this narrative
McEwen
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Los Azules Feasibility And Fox Complex Expansion Aim To Unlock Future Value
Key Takeaways Exploration and project developments at Los Azules and Fox Complex are poised to significantly boost future revenue and earnings. Strategic acquisitions and market conditions could enhance cash flow and margins through sustained and increased resource production.
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US$15.44
FV
31.2% undervalued
intrinsic discount
14.93%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
7 days ago
author updated this narrative
UP Fintech Holding
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expanding AI And Crypto Services In Hong Kong Will Open New Revenue Opportunities But May Impact Margins
Key Takeaways Efforts to focus on high net worth clients could improve average revenue per user, positively impacting overall revenue. Expansion into AI and crypto services may create new opportunities but could also compress margins due to increased costs and regulatory risks.
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US$10.98
FV
9.2% undervalued
intrinsic discount
16.36%
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
Sun Country Airlines Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
New Union Agreements And Amazon Cargo Expansion Will Improve Operational Efficiency And Profitability
Key Takeaways New union agreements may enhance workforce stability, boosting operational efficiency and improving net margins. Cargo expansion through Amazon agreement is expected to significantly impact overall revenue and profitability.
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US$17.00
FV
39.4% undervalued
intrinsic discount
7.81%
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
Camden National
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Banking And Wealth Management Will Expand Market Presence
Key Takeaways Acquisition-driven expansion and digital investments are boosting efficiency, attracting younger clients, and supporting sustained growth in revenue and margins. Diversifying into wealth management and prudent risk controls underpin resilience, stronger fee income, and greater consistency in long-term earnings.
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US$48.25
FV
23.6% undervalued
intrinsic discount
21.36%
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
Metropolitan Bank Holding
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digital Transformation And Urban Trends Will Redefine Banking
Key Takeaways Investment in advanced technology and payment platforms supports digital growth, fintech partnerships, and positions for greater high-margin, noninterest income opportunities. Diversified core deposit growth and prudent risk management underpin stable funding, asset quality, and expanded profitability across key urban markets.
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US$90.33
FV
23.3% undervalued
intrinsic discount
14.52%
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
South Plains Financial
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Texas Metro Expansion Will Drive Future Banking Strength
Key Takeaways Focused expansion and investment in digital banking strengthen growth prospects, customer retention, and operational efficiency within thriving regional markets. Strong capital base and disciplined risk management enable selective acquisitions and maintain financial stability through varying economic conditions.
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US$43.50
FV
15.9% undervalued
intrinsic discount
8.56%
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
7 days ago
author updated this narrative
United Fire Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Investments In Technology And Effective Risk Management Will Streamline Operations And Stabilize Future Earnings
Key Takeaways Record premiums and improved underwriting profitability indicate strong revenue growth and enhanced operational efficiency, likely leading to better net margins and earnings. Investments in talent, new systems, and strategic reinsurance changes are expected to streamline operations, stabilize earnings, and improve future net margins.
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US$30.00
FV
10.7% undervalued
intrinsic discount
9.17%
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
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