Added to YB: 2025-08-12
Pitch date: 2025-08-10
NVO [bullish]
Novo Nordisk A/S
-10.18%
current return
Author Info
No bio for this author
Company Info
Novo Nordisk A/S, together with its subsidiaries, engages in the research and development, manufacture, and distribution of pharmaceutical products.
Market Cap
DKK 1.3T
Pitch Price
DKK 316.35
Price Target
N/A
Dividend
3.91%
EV/EBITDA
8.27
P/E
10.92
EV/Sales
4.43
Sector
Pharmaceuticals
Category
turnaround
Novo Nordisk: Why This Diabetes & Obesity Leader Is a Long-Term Winner
NVO: Leading diabetes/obesity pharma (62% US GLP-1 share) with blockbusters Ozempic/Wegovy driving 18% H1'25 revenue growth. 80% gross margins, 34-35% net margins. Guidance reduced to 8-14% sales/10-16% profit growth due to capacity constraints. Trades at 12-13x forward earnings vs Lilly's 50+x. 3% dividend yield, 50% payout ratio.
Read full article (10 min)