Added to YB: 2025-04-21
Pitch date: 2025-04-17
NVO [neutral]
Novo Nordisk A/S
-14.51%
current return
Author Info
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Company Info
Novo Nordisk A/S, together with its subsidiaries, engages in the research and development, manufacture, and distribution of pharmaceutical products in Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, North America, and internationally.
Market Cap
DKK 1.4T
Pitch Price
DKK 375.66
Price Target
N/A
Dividend
3.64%
EV/EBITDA
8.92
P/E
13.70
EV/Sales
4.72
Sector
Pharmaceuticals
Category
growth
Novo Nordisk’s -58% Stock Crash: A Generational Buying Opportunity?
NVO (overview): Novo Nordisk down 58% from peak despite 22% rev growth to $41B, 33% market share in diabetes, 65% in GLP-1. Moat built on Ozempic/Wegovy efficacy, brand power, manufacturing scale. Risks: Eli Lilly competition, potential tariffs, supply constraints. At 18x PE (vs 35x 5Y avg), 16-24% 2025 growth forecast. Priced for success, not perfection.
Read full article (19 min)