Added to YB: 2025-04-23
Pitch date: 2025-04-20
NVO [bullish]
Novo Nordisk A/S
-14.51%
current return
Author Info
Capitalist Letters simplifies investing and makes it understandable for everybody. Sign up for the newsletter.
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
118.00 (-63%)
Dividend
3.64%
EV/EBITDA
8.92
P/E
13.70
EV/Sales
4.72
Sector
Pharmaceuticals
Category
growth
Novo Nordisk: Easy Double From Here?
NVO: Dominant in diabetes/weight-loss drugs with superior pipeline vs Eli Lilly despite timing disadvantage. Weight-loss market to grow 5x by 2030 ($100B+). Rock-solid balance sheet with industry-leading margins (85% gross/30% ROIC). Phenomenal 20% 5yr earnings growth at bargain 14x forward P/E.
Read full article (13 min)