u/BallsdeepinTSLA · 219d agono track record yet
Novo Nordisk: Forward P/E of 10, Price/Sales of 0.56, DCF fair value between $70-$97. The market is pricing in the death of a company with 69% return on equity.
Novo Nordisk trades at a depressed 10.8x P/E and 0.56 P/S despite controlling 62% of an $86 billion GLP-1 market growing at 10%+ annually, with fortress fundamentals (69% ROE, 33% net margins). Recent FDA approvals for Wegovy HD, cardiovascular benefits data, production supply constraints globally, and 5% dividend yield suggest the market is pricing in worst-case scenarios while fundamentals support a $70-97 fair value range.
At post $34.79Now $39.05+12.2% since postedas of Oct 23, 4:45 PM ET
1d—
3d+0.8%
1w-1.3%
1m+15.0%
3m+22.6%
6m+19.9%
1y—