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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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Builders FirstSource
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Millwork, ERP And Digital Sales Will Shape Future Markets
Key Takeaways Strategic investments in facilities, digital tools, and ERP platform aim to drive growth, improve margins, and enhance customer engagement and efficiency. M&A activity and disciplined capital allocation, including share buybacks, position the company for increased market share and improved EPS.
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US$144.21
FV
7.8% undervalued
intrinsic discount
3.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
7 days ago
author updated this narrative
Dow
AN
AnalystHighTarget
Consensus Narrative from 17 Analysts
Urban Expansion And Advanced Recycling Will Drive Specialty Markets
Key Takeaways Divesting noncore assets and European shutdowns streamline Dow's cost base, enabling rapid margin expansion and earnings rebound as demand returns. Strategic investments and sustainability leadership drive outperformance, fueling both higher-margin growth and new cash flow opportunities in emerging and premium markets.
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US$39.68
FV
43.6% undervalued
intrinsic discount
3.20%
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
Booz Allen Hamilton Holding
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Federal Digital And AI Investments Will Expand Opportunities Despite Risks
Key Takeaways Increased federal digital and cybersecurity investment, alongside global security demand, will drive revenue growth and sustain long-term contract momentum. Expanding outcome-based contracts and tech-enabled offerings is likely to boost margins, create new high-value revenue streams, and support efficiency gains.
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US$126.45
FV
11.9% undervalued
intrinsic discount
4.12%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
7 days ago
author updated this narrative
DICK'S Sporting Goods
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
House Of Sport Expansion And GameChanger Will Boost Customer Engagement
Key Takeaways Expansion of store formats and strategic repositioning are anticipated to boost revenue growth, profitability, and improve customer experiences. Investments in e-commerce, footwear, and new initiatives aim to capture market share, enhance margins, and support long-term profitability.
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US$213.11
FV
0.4% undervalued
intrinsic discount
5.48%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
7 days ago
author updated this narrative
Medifast
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Digital Tools And OPTAVIA ASCEND Will Modernize Coaching Experience
Key Takeaways Streamlining coach development and upgrading digital tools are expected to enhance customer acquisition, retention, and personalized solutions, potentially boosting revenue and margins. Product diversification and increased coach recruitment amid economic slowdowns are seen as key strategies for supporting future revenue growth.
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US$15.00
FV
12.9% undervalued
intrinsic discount
-22.75%
Revenue growth p.a.
Set Fair Value
1
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
EQT
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
Appalachian Natural Gas Infrastructure Will Drive Enduring Value
Key Takeaways Long-term gas contracts and strategic infrastructure investments position EQT for stable, high-quality cash flow and sustained margin expansion amid rising demand. Efficiency gains, cost control, and balance sheet improvements enhance free cash flow, supporting shareholder returns and a stronger financial profile.
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US$63.32
FV
18.4% undervalued
intrinsic discount
11.36%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
44
users have followed this narrative
7 days ago
author updated this narrative
Atmos Energy
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Strong Customer Satisfaction Will Support Long-Term Revenue Stability
Key Takeaways Infrastructure improvements and new customers are set to boost revenue and operational efficiency while enhancing supply reliability and versatility. Strategic financial planning alongside regulatory actions aims to drive income growth and stability through system modernization and customer satisfaction.
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US$163.27
FV
4.1% undervalued
intrinsic discount
9.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
7 days ago
author updated this narrative
Pure Storage
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Securing A Design Win With A Top 4 Hyperscaler Will Expand Deployments And Market Penetration
Key Takeaways Achieving a design win with a top hyperscaler may escalate revenue and operational scale, enhancing market penetration across tiers. Expansion of the E family in response to rising AI data demand positions for potential revenue and margin growth amid AI-driven opportunities.
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US$71.00
FV
21.2% undervalued
intrinsic discount
12.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
93
users have followed this narrative
7 days ago
author updated this narrative
Corpay
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
M&A And Mastercard Tie-up Will Boost Corporate And Vehicle Payments
Key Takeaways Strategic M&A and partnerships, including with Mastercard, aim to expand Corporate Payments, potentially boosting revenue and impacting margins positively through increased scale. Expanding U.S. sales efforts and exploring divestitures for liquidity could drive revenue growth and enhance market penetration and returns on invested capital.
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US$391.50
FV
18.6% undervalued
intrinsic discount
10.97%
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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