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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
71
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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Banco Bradesco
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Digital Banking And Gen AI Will Transform Brazil's Financial Landscape
Key Takeaways Technology investments, digital expansion, and advanced analytics are driving efficiency, revenue diversification, and improved risk management for more stable and higher earnings. Growth opportunities in new segments and easing economic conditions are expected to support loan expansion, fee income, and ongoing margin improvement.
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R$18.64
FV
14.4% undervalued
intrinsic discount
27.15%
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
Updated
narrative
JDE Peet's
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Expanding Premium Segments And Global Reach Will Unlock Value
Key Takeaways Expansion in premium and specialty products, along with innovation and targeted marketing, positions the company for sustained growth and improved margins amid shifting consumer preferences. Strategic cost controls and disciplined capital allocation support financial flexibility, enabling increased shareholder returns and resilience in volatile economic environments.
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€25.81
FV
0.8% overvalued
intrinsic discount
3.05%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
Updated
narrative
Perrigo
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Store-brand Adoption And Self-Care Trends Will Expand The OTC Market
Key Takeaways Strong consumer shift toward store-brand OTC and structural industry tailwinds are driving sustainable revenue growth and stable demand for Perrigo's core product segments. Portfolio simplification and operational efficiency initiatives are enhancing profitability, supporting innovation investment, and accelerating the company's financial deleveraging.
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US$34.25
FV
34.2% undervalued
intrinsic discount
1.74%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
Updated
narrative
Hang Seng Bank
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Expansion Into Wealth Management And Digital Solutions Will Improve Future Prospects
Key Takeaways Diversifying revenue through increased noninterest income and wealth management enhances growth potential and net margins due to higher-margin activities. Effective risk management and digital investment stabilize earnings and support improved shareholder returns by reducing costs and credit risk.
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HK$105.69
FV
8.3% overvalued
intrinsic discount
8.23%
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
4 days ago
author updated this narrative
Safran
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Air Travel And Defense Will Shape Aerospace Markets By 2028
Key Takeaways Rising global air travel and defense spending, paired with strategic acquisitions, are boosting Safran's growth, diversifying revenue, and increasing earnings stability. Leadership in sustainable propulsion technologies is enhancing Safran's market share, pricing power, and margin resilience amid tightening environmental regulations.
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€295.01
FV
1.3% undervalued
intrinsic discount
10.12%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
35
users have followed this narrative
Updated
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Envista Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Emerging Markets And Digital Dentistry Will Expand Global Reach
Key Takeaways Strong growth in emerging markets and digital product innovation position Envista for balanced geographic expansion and improved margins through increased global demand for dental care. Strategic partnerships and operational optimization support predictable recurring revenue and sustained margin improvements amid dental industry consolidation and digital transformation.
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US$21.42
FV
5.5% undervalued
intrinsic discount
3.59%
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
3 days ago
author updated this narrative
Allient
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Simplify To Accelerate NOW And Defense Opportunities Will Drive Future Success
Key Takeaways Simplify to Accelerate NOW initiative and machining expansion aim to improve operational efficiency and profitability through cost savings and earnings growth. High-growth defense sector and power quality demand offer substantial revenue opportunities, supported by end-market alignment and munitions demand.
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US$39.33
FV
6.8% overvalued
intrinsic discount
3.62%
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
Updated
narrative
doValue
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Focus On Cost Management And Gardant Integration Will Improve Operational Efficiency
Key Takeaways Gardant acquisition and strategic expansion into non-NPL assets drive revenue growth and diversification, enhancing net margins and earnings stability. Strong client trust, operational efficiencies, and a solid capital structure bolster market share, ensuring increased future revenues and financial flexibility.
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€2.83
FV
1.7% undervalued
intrinsic discount
18.31%
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
Updated
narrative
Inter Cars
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
International Expansion And Automation Investments Will Strengthen Market Position In Europe's Automotive Aftermarket
Key Takeaways Inter Cars' significant sales growth and market consolidation in Europe suggest successful organic expansion, enhancing future revenue prospects. Strategic investments in automation and international expansion could optimize processes, increase market share, and improve overall earnings.
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zł664.48
FV
13.6% undervalued
intrinsic discount
9.50%
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
3 days ago
author updated this narrative
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