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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
64
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
93
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
14
users have followed this narrative
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TGS
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Digitalization And Expanded Datasets Will Enable Global Exploration
Key Takeaways Expansion into high-potential regions, digital transformation, and recurring revenue streams are positioning TGS for resilient growth and greater earnings stability. Cost optimization efforts and focus on high-margin businesses are expected to lift profitability and support margin expansion as market conditions improve.
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NOK 137.18
FV
45.4% undervalued
intrinsic discount
-4.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
1 day ago
author updated this narrative
Imdex
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Acquisitions Like Devico And Technologies Like OMNIx Will Strengthen Future Market Position
Key Takeaways Imdex's innovation-driven growth strategy, supported by R&D, is boosting revenues and margins through high-margin products and technologies like OMNIx and LOGRx. Expansion into SaaS and acquisitions enhance market share and competitive position, driving high-margin revenue growth and earnings stability. Declines in global exploration activity and geopolitical tensions could hinder Imdex's revenue growth, despite R&D investments, due to dependency on mining cycles and tech costs.
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AU$2.95
FV
8.0% overvalued
intrinsic discount
7.47%
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
1 day ago
author updated this narrative
Wiz Co Participações e Corretagem de Seguros
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digital Technology And Diversification Will Improve Operational Performance
Key Takeaways Investment in Wiz Pro platform and product diversification aims to boost revenue and engage a broader customer base. Debt restructuring and fiscal discipline target enhanced profitability and potential shareholder returns.
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R$9.67
FV
14.7% undervalued
intrinsic discount
-5.92%
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
1 day ago
author updated this narrative
Hill & Smith
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Investing In US Infrastructure And High-Growth Markets Will Expand Future Margins
Key Takeaways U.S. growth drivers and strategic market focus are expected to enhance operating margins and increase Hill & Smith's revenue, especially in resilient sectors. Active M&A and capital investments aim to strengthen market position, spur revenue growth, and enhance earnings per share through portfolio optimization.
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UK£23.08
FV
14.0% undervalued
intrinsic discount
3.49%
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
1 day ago
author updated this narrative
CES Energy Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expansion Into Permian Basin And Haynesville Will Strengthen Future Prospects
Key Takeaways Strategic tuck-in acquisitions and market share growth in key areas are set to enhance CES's revenue and market position. Focused expansion and infrastructure investments aim to capture growth opportunities and improve operational efficiencies.
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CA$9.53
FV
23.5% undervalued
intrinsic discount
3.45%
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
1 day ago
author updated this narrative
Fibra Danhos
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Mexico Urban Expansion And Mixed-Use Assets Will Create Future Momentum
Key Takeaways Strong demand in key cities and pre-leasing for new projects support higher rental revenue and sustained long-term portfolio growth. Investments in mixed-use and industrial assets, plus sustainability initiatives, are diversifying revenue streams and improving operating margins.
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Mex$25.85
FV
0.3% overvalued
intrinsic discount
6.73%
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
1 day ago
author updated this narrative
BluMetric Environmental
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Gemini Expansion And First Nations Partnerships Will Strengthen Future Market Position
Key Takeaways Strategic acquisitions and military market engagement are driving revenue growth and potentially enhancing profitability through lucrative contracts and expanded capacity. Investment in operational efficiency and new divisions promises increased recurring revenue, stability, and improved market positioning, boosting future earnings prospects.
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CA$3.00
FV
56.7% undervalued
intrinsic discount
20.80%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
1 day ago
author updated this narrative
Anupam Rasayan India
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expanding Pharma And Polymer Segments To Drive Future Success
Key Takeaways Pharma and Polymer growth, energy cost cuts, and a robust pipeline with new molecules will drive future revenue growth and improve net margins. Strengthened fluorination chemistry portfolio targets Japan and U.S. partnerships, boosting international sales and earnings significantly.
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₹795.43
FV
40.9% overvalued
intrinsic discount
26.48%
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
1 day ago
author updated this narrative
S4 Capital
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Restructuring, AI Services And NVIDIA Partnership Will Transform Operations
Key Takeaways Restructuring efforts and improved operational efficiency aim to boost margins and drive increased profitability for S4 Capital. AI-driven services and strategic client wins enhance revenue growth through innovation and expanded market engagements.
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UK£0.39
FV
45.4% undervalued
intrinsic discount
-2.87%
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
1 day ago
author updated this narrative
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