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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
57.7% 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
68
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
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
35
users have liked this narrative
6
users have commented on this narrative
94
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
20.6% 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
15
users have followed this narrative
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CIC Holdings
KA
kalindu
Community Contributor
Predicting CIC Holdings' Bright Future with a 13.18% Profit Margin Boost
After conducting a detailed analysis, I’ve determined that CIC.X is currently undervalued, with the current market price at Rs. 67.90. Using multiple valuation methods, I calculated the following intrinsic values: Discounted Cash Flow (DCF): Rs. 76.99 Graham’s Valuation: Rs. 207.17 EPS-Based Valuation: Rs. 347.00 DPS-Based Valuation: Rs. 198.00 By consolidating these methods, the intrinsic value I arrived at is Rs. 172.43, significantly higher than the current price.
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LK₨172.00
FV
39.1% undervalued
intrinsic discount
2.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
8 months ago
author updated this narrative
Vontier
JU
julio
Community Contributor
VNT valuation
Bull Vontier has inherited a proven business system of disciplined capital allocation and continuous improvement from its former parent companies, Danaher and Fortive. u The spinoff from Fortive will allow Vontier to redeploy capital to its business, as its former parent invested less than 5% of its total M&A capital in Vontier.
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US$54.08
FV
25.0% undervalued
intrinsic discount
8.00%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
4 months ago
author updated this narrative
DMCI Holdings
MA
MaVinzky
Community Contributor
DMCI Holdings will shine with a projected fair value of 68.43 in the next 5 years
DMCI Holdings, Inc. is a diversified engineering conglomerate in the Philippines, engaged in construction, real estate, energy, mining, and water services.
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₱68.43
FV
85.0% undervalued
intrinsic discount
62.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
6 months ago
author updated this narrative
STMicroelectronics
MI
Miro
Community Contributor
Vnutorná hodnota
ferová hodnota
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€24.00
FV
9.3% undervalued
intrinsic discount
8.73%
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
about 2 months ago
author updated this narrative
Citizens Financial Group
DA
DailyInvestors
Community Contributor
Tommorow Morning will be a Beat added to their records.
Citizens Financial is currently $43.60. They will be releasing their quarterly report tomorrow morning during Pre-Market.
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US$86.72
FV
45.5% undervalued
intrinsic discount
15.00%
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
10 months ago
author updated this narrative
Palantir Technologies
AL
AlexLovell
Community Contributor
Great Stock, overvalued
Palantir has a lot of potential but the current valuation already prices this in (and more). P/E Ratio: Current P/E ratio of 237.8 isn't sustainable.
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US$13.25
FV
1.3k% overvalued
intrinsic discount
16.79%
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
10 months ago
author updated this narrative
BAE Systems
DE
Devonal
Community Contributor
Superb long term hold
Top notch company that is a core holding. May be ups and downs on geopolitical news, but defence will be in the news for years to come.
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UK£22.00
FV
21.0% undervalued
intrinsic discount
24.05%
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
3 months ago
author updated this narrative
PolyPeptide Group
PK
PKU
Community Contributor
Biotech longerterm bet
211011 Draupnir noch ein Anteil von rund 55,5% an Polypeptide. Der «Free Float» an der Börse SIX erhöht sich dadurch gleichzeitig von 40,0 auf rund 44,5%.
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CHF 33.10
FV
34.3% undervalued
intrinsic discount
11.03%
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
12 months ago
author updated this narrative
BorgWarner
JU
julio
Community Contributor
BWA VALUATION
Catalysts Are there any products or services that could move sales or earnings meaningfully? yes Are there any industry tailwinds this stock is benefitting or hindered from?
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US$39.17
FV
1.6% undervalued
intrinsic discount
6.00%
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
about 1 year ago
author updated this narrative
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