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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
59.6% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
24
users have liked this narrative
7
users have commented on this narrative
56
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
28.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
31
users have liked this narrative
6
users have commented on this narrative
88
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
20.8% 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
13
users have followed this narrative
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Bridgestone
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Premium Tire Focus And Cost Cuts To Expand Margins As Firestone And ENLITEN Boost Revenue Growth
Key Takeaways Bridgestone's shift to premium and specialty tires aims to drive revenue and margin growth due to higher profit margins. Strategic growth investments in India target the premium car tire market to enhance market leadership and drive revenue growth in a growing region.
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JP¥6.63k
FV
1.2% undervalued
intrinsic discount
1.94%
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
1 day ago
author updated this narrative
Sandvik
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Electrification And Automation Products Will Shape Future Mining Markets
Key Takeaways Strong market momentum in the Mining segment and innovative product launches enhance Sandvik's market position, driving potential revenue growth. Strategic acquisitions and improved cost efficiency through restructuring boost earnings and operational synergies for Sandvik.
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SEK 241.74
FV
1.2% undervalued
intrinsic discount
4.67%
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
1 day ago
author updated this narrative
RWE
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Renewable And Gas Investments Will Shape Future Paths Amid Risks
Key Takeaways Significant investments in renewables, batteries, and gas generation will support future revenue growth due to rising power demand. Capital efficiency strategies and share buybacks are expected to boost net margins and enhance earnings per share.
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€42.68
FV
15.3% undervalued
intrinsic discount
6.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
53
users have followed this narrative
1 day ago
author updated this narrative
5000
Bharat Electronics
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Defense Programs And Advanced R&D Will Unlock Global Opportunities
Key Takeaways Major defense program orders and localization efforts are boosting growth prospects and revenue visibility, positioning the company as a leader in domestic defense procurement. Increased R&D investments and expansion into exports and new technology segments are expected to enhance margins, diversify revenue, and support long-term earnings stability.
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₹429.42
FV
9.7% undervalued
intrinsic discount
18.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
39
users have followed this narrative
1 day ago
author updated this narrative
Hexagon
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Automation And Robotics Will Capture Global Industrial Demand
Key Takeaways Innovative product launches and focus on automation and robotics are set to drive above-market growth and expand margins across diverse industrial sectors. Growing recurring software revenues and cost improvement initiatives are boosting earnings predictability and profitability while management sharpens its strategic focus on high-margin technologies.
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SEK 113.70
FV
4.6% undervalued
intrinsic discount
5.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
1 day ago
author updated this narrative
SSE
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Investments In Renewables Will Drive Future Profitability Amid Global Decarbonization Trends
Key Takeaways Strategic investments in renewables and networks are driving predictable profitability and improved future net margins. Positioned to leverage decarbonization trends, SSE's focus on clean energy signals strong future earnings potential.
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UK£21.94
FV
17.0% undervalued
intrinsic discount
6.77%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
1 day ago
author updated this narrative
CGI
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Digital Transformation And Generative AI Will Shape Enduring Success
Key Takeaways Accelerating digital transformation and AI integration increase demand for CGI's high-margin services, driving operational efficiency and growth across public and private sectors. Strong cybersecurity focus and successful acquisitions strengthen CGI's government and financial services portfolio, ensuring robust revenue visibility and operational synergies.
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CA$171.17
FV
23.6% undervalued
intrinsic discount
4.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
1 day ago
author updated this narrative
Danske Bank
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Intensified Digital Competition And EU Regulations Will Depress Valuations
Key Takeaways Digital disruption and intensified competition from fintechs and Big Tech threaten revenue growth while challenging Danske Bank's traditional income streams. Rising compliance demands and legacy regulatory issues are increasing costs and straining margin stability, limiting future earnings potential.
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DKK 267.33
FV
1.4% undervalued
intrinsic discount
-0.34%
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
1 day ago
author updated this narrative
Imperial Brands
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
NGP Expansion And Share Buybacks Will Strengthen Long-Term Value
Key Takeaways Strategic focus and strong pricing in key markets enhance revenue growth and margins through brand and sales execution. Growth in NGP and share buybacks boost earnings, supporting long-term shareholder value and financial confidence.
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UK£32.23
FV
6.9% undervalued
intrinsic discount
-18.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
53
users have followed this narrative
1 day ago
author updated this narrative
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