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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
66
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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Garmin
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Connect+ Service And Vívoactive 6 Will Expand Global Market Reach
Key Takeaways Garmin's premium services and advanced wearables boost revenue, enhancing margins in both Fitness and service segments due to high demand. New aviation products, and expanding foreign markets, drive growth across Aviation and international segments, improving revenues and mitigating trade risks.
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US$205.33
FV
13.2% overvalued
intrinsic discount
8.20%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
10 days ago
author updated this narrative
Abbott Laboratories
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
Expanding Emerging Markets And Diagnostics Will Drive Prospects Despite Headwinds
Key Takeaways Strong demand from emerging markets and aging populations, along with new product launches, is expected to fuel sustained growth and diversify revenue streams. Innovation in high-margin medical technologies and a diversified business mix will drive market share gains and support stable, long-term earnings.
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US$142.48
FV
5.8% undervalued
intrinsic discount
7.34%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
115
users have followed this narrative
10 days ago
author updated this narrative
Sappi
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Gratkorn And Somerset Projects Will Boost Production Capacity
Key Takeaways Completion of significant projects and strong pulp demand are expected to enhance production capabilities and drive revenue growth. Cost control measures and decreased debt leverage will improve profitability and net margins while reducing interest expenses.
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R43.90
FV
35.3% undervalued
intrinsic discount
2.81%
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
10 days ago
author updated this narrative
Bystronic
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Global Automation Shift Will Moderate Overvaluation And Reveal Recovery
Key Takeaways Market optimism may be misplaced, as demand recovery and infrastructure-driven growth are likely to be slower and less robust than expected. Earnings and margin improvement assumptions could be jeopardized by regional challenges, slow digital adoption, and persistent price competition.
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CHF 347.25
FV
9.9% overvalued
intrinsic discount
5.57%
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
10 days ago
author updated this narrative
Douglas
AN
AnalystConsensusTarget
Consensus Narrative from Analysts
Expansion Into Central And Eastern Europe And Exclusive Partnerships Will Strengthen Future Market Position
Key Takeaways Douglas's expansion in Central and Eastern Europe and omnichannel strategy investments may enhance revenue and store productivity. Supply chain efficiency and exclusive brand partnerships could boost net margins, revenue, and brand differentiation.
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€16.00
FV
36.6% undervalued
intrinsic discount
3.70%
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
10 days ago
author updated this narrative
Pason Systems
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Integration Of Intelligent Wellhead Systems Will Expand Revenue But May Impact Margins
Key Takeaways Strategic acquisitions and technological advancements in Completions, drilling, and analytics are key drivers for revenue growth and margin expansion. Diversifying revenue streams through growth in Solar, Energy Storage, and Mud Analyzer technology contributes to overall financial stability and shareholder value.
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CA$15.00
FV
22.9% undervalued
intrinsic discount
3.23%
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
10 days ago
author updated this narrative
UMH Properties
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Real Estate Firm Will Expand Portfolio With 800 New Rental Homes
Key Takeaways UMH Properties' strategic focus on acquisitions and expansions is expected to boost revenue and earnings through enhanced property performance and increased efficiency. Potential reforms in financing laws may drive home sales, boosting sales revenue and net profit margins via high-margin sales activities.
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US$21.21
FV
22.9% undervalued
intrinsic discount
9.15%
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
10 days ago
author updated this narrative
Hikma Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
R&D Investments And Xellia Acquisition Will Expand Product Pipeline And Revenue Prospects
Key Takeaways Strategic R&D investments and the acquisition of Xellia are expected to enhance Hikma's product pipeline, manufacturing capabilities, and revenue growth. Expanding injectables and generics divisions, alongside MENA region investments, are predicted to sustain growth and stabilize margins.
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UK£25.86
FV
32.7% undervalued
intrinsic discount
5.69%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
10 days ago
author updated this narrative
Serco Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
International Expansion And Defense Focus Will Boost Future Prospects
Key Takeaways Strategic growth initiatives in the defense sector and North America are expected to drive revenue and profit, boosted by key acquisitions. Operational efficiency and technological improvements are enhancing margins, supporting sustainable financial growth amidst global efficiency pressures.
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UK£2.21
FV
1.0% undervalued
intrinsic discount
3.19%
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
10 days ago
author updated this narrative
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