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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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Timken
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Wind Energy And Robotics Will Shape Future Markets
Key Takeaways Expansion in renewables and automation markets, along with robotics acquisitions, set the stage for sustained revenue growth and a shift to higher-margin business. Structural cost actions, portfolio optimization, and rising industrial backlogs are expected to drive margin expansion and reduce earnings volatility.
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US$84.10
FV
11.5% undervalued
intrinsic discount
2.71%
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
4 days ago
author updated this narrative
Peraso
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
mmWave Expansion Will Unlock Fixed Wireless And Defense Opportunities
Key Takeaways Expanding mmWave into new markets and applications is anticipated to enhance customer base and grow revenue through diversification. Growth in fixed wireless access and military applications, along with tech-neutral BEAD funding, promises substantial revenue opportunities for Peraso.
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US$3.31
FV
74.1% undervalued
intrinsic discount
12.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
11 days ago
author updated this narrative
Leslie's
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Focus On LFCs And PRO Customers Will Streamline Future Operations
Key Takeaways Leslie's aims to boost revenue and margins through LFCs, PRO segment expansion, and enhanced customer engagement strategies, minimizing capital expenditure. Inventory optimization and strategic initiatives focus on product offerings and customer relationships, driving sales growth and improving working capital efficiency.
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US$0.62
FV
54.5% undervalued
intrinsic discount
1.28%
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
Suryoday Small Finance Bank
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Digital Banking And Inclusive Finance Will Expand Market Reach
Key Takeaways Expansion in digital channels and partnerships lowers acquisition costs, boosts efficiency, and increases stable retail deposits, supporting scalable growth. Shift to individual and secured retail loans, with improved risk management and credit guarantees, enhances asset quality and drives more stable earnings.
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₹178.00
FV
30.2% undervalued
intrinsic discount
33.44%
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
3 days ago
author updated this narrative
Forestar Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Record Backlog And DR Horton Integration Will Drive Sunbelt Market Expansion
Key Takeaways Deep integration with a major homebuilder and expansion into high-growth markets support superior lot sales, margin expansion, and revenue stability. Efficient capital management and market-driven pricing strengthen profitability, promote robust returns, and position the company for sustained long-term earnings growth.
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US$29.25
FV
11.1% undervalued
intrinsic discount
7.77%
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
4 days ago
author updated this narrative
Ouster
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Blue City Expansion And Lidar Integration Will Shape ITS Future
Key Takeaways Expansion into Intelligent Transportation Systems and collaborations with heavy equipment manufacturers enhance revenue potential and operational efficiencies. Focus on integrated software and advanced lidar hardware drives growth in high-margin solutions and expands market opportunities.
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US$18.11
FV
42.4% overvalued
intrinsic discount
38.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
12 days ago
author updated this narrative
Dubai Islamic Bank P.J.S.C
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Overoptimism Will Undermine UAE Banking Prospects Amid Looming Risks
Key Takeaways Reliance on exceptional market conditions and non-recurring gains may not sustain future profitability or growth as economic momentum slows and risk factors increase. Rising expenses, greater competition, and credit risk in new segments could constrain margin recovery, operational efficiency, and earnings stability over the longer term.
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د.إ8.99
FV
7.5% overvalued
intrinsic discount
4.83%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
Updated
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LKQ
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Cost Cuts And Lean Operations Will Unlock Sustainable Value
Key Takeaways Aggressive cost-cutting, operational streamlining, and leadership changes aim to enhance margins, recover scale benefits, and drive long-term revenue growth. Strong pricing power and expansion into sustainable, adjacent services support resilient revenues, market share, and diversification despite macroeconomic uncertainties.
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US$43.42
FV
32.1% undervalued
intrinsic discount
2.02%
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
4 days ago
author updated this narrative
Stitch Fix
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Freestyle Channel And AI Tools Will Guide Retail Transformation
Key Takeaways Enhanced client experience and personalization are driving engagement, supporting long-term revenue growth and market share expansion across demographics. Data-driven forecasting and AI tools improve inventory management, boosting margins and positively impacting overall earnings.
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US$4.63
FV
3.4% undervalued
intrinsic discount
-0.56%
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
3 days ago
author updated this narrative
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