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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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
21
users have liked this narrative
6
users have commented on this narrative
49
users have followed this narrative
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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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
29
users have liked this narrative
6
users have commented on this narrative
80
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
19.2% 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
10
users have followed this narrative
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goeasy
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
AI Integration And Product Expansion Will Strengthen Position In Consumer Finance Market
Key Takeaways Expansion in loan products and automotive financing is expected to drive revenue growth through new customer segments and dealer networks. Investment in technology and share repurchases indicate confidence in efficiency, productivity, and future cash flow, supporting improved net margins and EPS growth.
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CA$222.67
FV
16.5% undervalued
intrinsic discount
44.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
58
users have followed this narrative
7 days ago
author updated this narrative
DRI Healthcare Trust
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Investments In Xenpozyme And Sebetralstat Will Strengthen Future Operations
Key Takeaways Strategic asset transactions and accretive deals are set to enhance revenue growth, earnings, and cash flows through an improved investment strategy. Governance improvements and favorable capital restructuring aim to bolster operations, potentially improving margins and supporting sustainable growth.
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CA$18.78
FV
23.6% undervalued
intrinsic discount
0.82%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
7 days ago
author updated this narrative
Dalrymple Bay Infrastructure
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
NECAP And 8X Projects Will Boost Future Revenue Potential
Key Takeaways TIC inflation-linked increases and NECAP investments drive long-term predictable revenue growth, enhancing DBI's earnings and cash flow. Capacity optimization and hedging strategies improve revenue and financial stability, while 8X Project boosts capacity and earnings potential.
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AU$4.27
FV
11.5% overvalued
intrinsic discount
4.50%
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
7 days ago
author updated this narrative
Vimian Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Adoption And Niche Expansion Will Empower Veterinary Healthcare
Key Takeaways Sustained demand for advanced veterinary care and expansion in niche, high-margin segments position Vimian for recurring revenue and profit growth. Strategic acquisitions, digital adoption, and operational improvements support increased market share, new growth avenues, and recovery in underperforming areas.
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SEK 41.65
FV
24.4% undervalued
intrinsic discount
9.82%
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
7 days ago
author updated this narrative
Kina Securities
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Fintech Partnerships And Digital Expansion Will Strengthen Bank's Market Position
Key Takeaways Expansion of noninterest revenue, especially in digital operations, demonstrates potential for growth and enhanced margins via fintech partnerships and improved customer experience. Improvement in cost-to-income ratio through efficiency and digitization, alongside a gradual tax rate reduction, aims to bolster net margins and financial stability.
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AU$1.45
FV
5.3% undervalued
intrinsic discount
9.63%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
7 days ago
author updated this narrative
Bytes Technology Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Investments In AI And Cloud Expansion Will Drive Future Growth
Key Takeaways Strategic investment in AI and cloud technologies positions Bytes Technology Group for significant revenue growth as demand increases. Expansion in cybersecurity offerings aims to capture market share, benefiting from higher-margin services to enhance net margins.
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UK£4.95
FV
26.7% undervalued
intrinsic discount
7.92%
Revenue growth p.a.
Set Fair Value
1
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
First National Financial
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Bank Of Canada Cuts And CMHC Support Will Sustain Demand
Key Takeaways Revenue growth is bolstered by increased mortgage originations from government incentives and rate cuts, particularly in high-cost urban areas. Technology upgrades entail initial costs but promise long-term efficiency and margin improvements.
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CA$48.00
FV
0.4% overvalued
intrinsic discount
23.76%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
7 days ago
author updated this narrative
Enel Américas
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Investments In Grids And Renewables Will Improve Future Prospects
Key Takeaways Increasing investment in grids and expanding renewable capacity could enhance network resilience, service quality, and revenue growth. Debt reduction through asset sales and strategic focus on Brazil could improve financial stability, net margins, and earnings.
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CL$110.54
FV
12.4% undervalued
intrinsic discount
2.54%
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
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
21.1% 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
7 days ago
author updated this narrative
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