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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
20
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
28
users have liked this narrative
5
users have commented on this narrative
77
users have followed this narrative
New
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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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Aberdeen Group
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Digital And Regulatory Trends Will Squeeze Legacy Manager Margins
Key Takeaways Fee compression and client outflows from traditional active products threaten revenue and margin stability amid rising prevalence of digital and passive investment strategies. Escalating compliance costs, lagging digital transformation, and limited appeal to younger clients hinder cost management and long-term growth prospects.
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UK£1.88
FV
7.5% overvalued
intrinsic discount
-0.71%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
33
users have followed this narrative
7 days ago
author updated this narrative
Avanza Bank Holding
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Our Google Cloud Migration And Product Launches Will Deliver Excellence
Key Takeaways Migrating to cloud technology and internalizing customer deposits aim to boost operational efficiency and enhance the balance sheet, driving revenue growth. Strategic product launches and targeting high-value customers are set to increase engagement, assets under management, and trading-related revenue.
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SEK 343.60
FV
3.7% overvalued
intrinsic discount
4.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
7 days ago
author updated this narrative
TOTVS
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Focus On Cloud And AI Technologies Will Expand Addressable Market
Key Takeaways Totvs's strategic focus on SaaS and cloud is driving recurring revenue growth and profitability with strong retention rates. Expansion into under-digitized sectors and investment in AI and cloud offer major growth opportunities.
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R$45.15
FV
2.3% undervalued
intrinsic discount
15.24%
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
7 days ago
author updated this narrative
ITV
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Digital Transformation And International Content Will Expand Future Prospects
Key Takeaways Acceleration in digital strategy and international content expansion boosts diversified revenue streams, competitive edge, and margin stability beyond traditional UK ad markets. Disciplined cost controls and effective use of data and digital partnerships support operating leverage, high-margin digital growth, and sustained long-term earnings.
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UK£0.85
FV
5.2% undervalued
intrinsic discount
2.71%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
35
users have followed this narrative
7 days ago
author updated this narrative
dormakaba Holding
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Transformation Program Will Deliver Significant Cost Savings And Operational Efficiencies
Key Takeaways Dormakaba's transformation program and operational efficiencies are likely to enhance net margins and drive progress toward midterm EBITDA goals. Strategic divestments, M&A activities, and innovation investments aim to consolidate market position and boost revenue through profitable segments and high-value products.
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CHF 737.43
FV
5.4% overvalued
intrinsic discount
3.76%
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
Grupo Aeroportuario del Centro Norte. de
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Expanding Air Travel And Monterrey Upgrade Will Fuel Aviation Progress
Key Takeaways Expansion and upgrade of key airport infrastructure positions the company for long-term revenue growth and improved margins. Rising passenger volumes and successful ancillary revenue strategies drive steady earnings and support sustainable cash flow growth.
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Mex$244.17
FV
3.2% overvalued
intrinsic discount
10.21%
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
7 days ago
author updated this narrative
KEC International
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Investments In Energy Transition And Urbanization Will Fuel Expansion
Key Takeaways Expanding in energy transition, urban infrastructure, and premium civil projects is strengthening business diversification and driving higher-margin growth opportunities. Operational improvements and increased global project execution are enhancing efficiency, margin expansion, and future earnings potential.
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₹975.79
FV
15.2% undervalued
intrinsic discount
15.06%
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
7 days ago
author updated this narrative
CIE Automotive
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Brazil And India's Utilization Will Drive EV Transition Despite Risks
Key Takeaways Diversified global presence and operational efficiency support revenue growth and resilience as emerging markets expand and demand for advanced automotive components rises. Strong balance sheet, focus on sustainability, and ability to secure long-term contracts enable strategic growth and buffer against industry and regulatory challenges.
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€32.04
FV
19.0% undervalued
intrinsic discount
3.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
7 days ago
author updated this narrative
Carborundum Universal
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Expansion In Ceramics Division Will Open New Opportunities In Armoring And Semiconductors
Key Takeaways Growth in Ceramics and Electrominerals, alongside efficiency plans, may enhance revenue and net margins amid strong demand and capacity expansion. Strategic domestic focus and streamlined expenses could stabilize revenue and protect earnings, despite initial impacts on profitability.
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₹966.10
FV
8.4% undervalued
intrinsic discount
9.97%
Revenue growth p.a.
Set Fair Value
1
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
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