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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
58
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
33
users have liked this narrative
6
users have commented on this narrative
89
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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Leonteq
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Digital Transformation And Compliance Resolution Will Unlock New Markets
Key Takeaways Improved compliance and digitalization initiatives are expected to boost client confidence, drive operating efficiency, and support revenue and margin growth. Expansion into new products and markets aims to diversify revenue streams, reduce earnings volatility, and position the company for sustained profitability.
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CHF 20.50
FV
11.6% undervalued
intrinsic discount
13.39%
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
about 19 hours ago
author updated this narrative
Nemetschek
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Recurring Subscriptions And International Markets Will Unlock Future Value
Key Takeaways The shift to SaaS, international expansion, and advanced AI integration are strengthening recurring revenues, margin growth, and product differentiation. Regulatory tailwinds, successful M&A, and investments in AI are boosting demand, diversifying revenue streams, and supporting long-term growth.
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€124.15
FV
10.9% overvalued
intrinsic discount
13.95%
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
Updated
narrative
PROG Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
BNPL And Omnichannel Partnerships Will Create Value Despite Risks
Key Takeaways Growth in digital payment solutions and omnichannel partnerships supports strong future revenue, driven by rising demand for flexible consumer options and digital retail channels. Enhanced analytics, new verticals, and scalable retailer partnerships improve credit quality, diversify revenue streams, and expand the addressable market for stable earnings growth.
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US$38.57
FV
18.7% undervalued
intrinsic discount
2.45%
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
2 days ago
author updated this narrative
Vertex
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
European E-Invoicing Mandates And ERP Migrations Will Expand Markets
Key Takeaways Regulatory changes and enterprise cloud upgrades are boosting demand for Vertex's tax automation and e-invoicing solutions, supporting robust customer growth and recurring revenue expansion. Efficiency gains and higher-margin cloud revenue are driving improved profitability, supporting long-term growth in both margin and recurring revenue streams.
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US$44.85
FV
42.8% undervalued
intrinsic discount
15.79%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
Updated
narrative
Talen Energy
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Power Supply Deal With AWS Will Boost Renewable Energy Prospects, But Regulatory Risks Remain
Key Takeaways Significant AWS power contract and RMR agreement ensure stable revenue growth, enhancing cash flows and enabling dividends or buybacks. Operational expansions and market reforms boost revenue potential and margins, driving earnings growth and competitive advantage.
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US$369.90
FV
1.3% overvalued
intrinsic discount
10.11%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
2 days ago
author updated this narrative
TechnoPro Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Expanding Into Automotive Software Markets Will Drive Future Success
Key Takeaways Expanding solution offerings and strategic price adjustments could improve margins and drive future revenue growth. Investing in training inexperienced engineers and targeting emerging markets may enhance operational capacity and stabilize costs.
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JP¥3.60k
FV
34.1% overvalued
intrinsic discount
9.61%
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
Updated
narrative
Adaptive Biotechnologies
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
EMR Integration And Partnerships Will Reshape Clinical Diagnostics
Key Takeaways Expansion of clonoSEQ integration and higher reimbursement rates position the company for strong recurring revenue growth and improved gross margins. Advances in clinical and AI-driven immune medicine pipelines create future opportunities in pharma partnerships and innovative diagnostics, supporting long-term earnings potential.
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US$13.57
FV
10.1% undervalued
intrinsic discount
20.22%
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
Updated
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BTS Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Bangkok Transit Expansion Will Generate Progress Amid Regulatory Challenges
Key Takeaways Expansion of transit lines and digital payment services positions BTS to capture higher, more diversified revenues from urbanization and increased mobility. Improved balance sheet and partnerships reduce credit risk, supporting stable earnings growth and greater financial flexibility for future investments.
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฿5.45
FV
35.5% undervalued
intrinsic discount
-1.46%
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
New
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Hasbro
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Digital Gaming Expansion Will Unlock APAC And Global Markets
Key Takeaways Accelerating digital gaming revenues and strategic brand collaborations are broadening Hasbro's market reach and creating high-margin, recurring income streams. Enhanced operational efficiency and a focus on strong franchise IP are driving margin expansion, revenue diversification, and more stable long-term earnings.
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US$87.83
FV
11.8% undervalued
intrinsic discount
4.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
about 13 hours ago
author updated this narrative
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