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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
69
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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Allos
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Integration With SAP Will Boost Operational Efficiency And Cut Costs
Key Takeaways Integration with SAP is set to boost operational efficiency and net margins, alongside sustainability-driven revenue increases from new EV charging spots. Strengthened by expanded media initiatives and loyalty programs, Allos's revenue growth will be supported by shareholder returns via buybacks and dividends.
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R$27.81
FV
19.7% undervalued
intrinsic discount
2.66%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
3 days ago
author updated this narrative
Archean Chemical Industries
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Renewable Energy And Sustainable Agriculture Will Unlock New Potential
Key Takeaways Product and geographic diversification, along with long-term contracts, enhance margin stability and underpin growth across both specialty chemicals and fertilizers. Strategic innovation and entry into emerging sectors like battery storage position the company to benefit from global industrial and energy transitions.
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₹703.29
FV
11.8% undervalued
intrinsic discount
32.61%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
34
users have followed this narrative
3 days ago
author updated this narrative
Byrna Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Amazon, Compact Launcher And Sportsman's Warehouse Will Expand US Operations
Key Takeaways Expanding online sales channels and introducing higher margin products aim to capture new markets and improve revenue and gross margins. Partnerships and strategic U.S. sourcing are designed to enhance customer engagement, reduce costs, and stabilize supply chains, improving overall margins.
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US$38.50
FV
45.1% undervalued
intrinsic discount
24.13%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
3 days ago
author updated this narrative
Orthex Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Our European Expansion And Sustainability Efforts Will Make Us The Leading Storage Brand
Key Takeaways Strategic focus on European expansion and new product innovation may drive revenue and improve margins. Investments in sustainability and strengthened retail presence could enhance brand value and attract more consumers.
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€5.70
FV
20.9% undervalued
intrinsic discount
4.57%
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
Surgical Science Sweden
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
New Subscription Model With Intuitive And Asian Expansion Will Strengthen Future Prospects
Key Takeaways Strategic expansion into Asia and implementing a subscription-based model for recurring revenue could drive significant growth in revenue and net margins. Acquisitions and enhanced R&D and sales capabilities could position the company as a market leader with opportunities for synergistic revenue growth.
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SEK 182.00
FV
44.8% undervalued
intrinsic discount
21.24%
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
3 days ago
author updated this narrative
Canacol Energy
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Magdalena And Bolivia Drilling Will Unlock Future Potential
Key Takeaways Strategic drilling and capital investments aim to enhance revenue growth, reserves, and long-term production stability. Reducing debt with free cash flow management is expected to boost net margins and financial health.
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CA$3.58
FV
45.9% undervalued
intrinsic discount
-5.52%
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
3 days ago
author updated this narrative
Techno Electric & Engineering
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Data Center And Renewable Energy Projects Will Diversify Future Revenue Streams
Key Takeaways Expansion into data centers and Infrastructure-as-a-Service diversification could drive margins and revenue via high-margin digital services and long-term agreements. Strong EPC order book and anticipated revenue growth from renewable energy positioning could enhance profitability and future revenue.
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₹1.61k
FV
14.3% undervalued
intrinsic discount
34.46%
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
3 days ago
author updated this narrative
Xplora Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Vertical Expansion Will Unlock Youth And Senior Markets
Key Takeaways Strategic expansion into youth and senior markets, alongside geographic diversification, drives recurring revenue and scales operating leverage for sustained growth. Proprietary safety and regulatory-compliant platforms bolster competitive advantage, enabling premium pricing and protecting margins amid rising digital safety demands.
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NOK 58.75
FV
16.6% undervalued
intrinsic discount
34.16%
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
3 days ago
author updated this narrative
XPS Pensions Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expanding Into Insurance Consulting Will Improve Efficiency, But Competitive Challenges And Margin Pressures Will Persist
Key Takeaways Implementing the Aurora platform is expected to boost operational efficiency and EBITDA margins by replacing costlier third-party providers. Increasing regulatory requirements may drive demand for advisory services, potentially growing revenue as clients navigate new pension regulations.
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UK£4.56
FV
16.0% undervalued
intrinsic discount
8.71%
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
3 days ago
author updated this narrative
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