Added to YB: 2025-08-12
Pitch date: 2025-08-10
NVO [bullish]
Novo Nordisk A/S
-1.84%
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 in Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, North America, and internationally.
Market Cap
DKK 1.4T
Pitch Price
DKK 327.17
Price Target
N/A
Dividend
3.64%
EV/EBITDA
8.92
P/E
13.70
EV/Sales
4.72
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)