Added to YB: 2025-09-01
Pitch date: 2025-08-29
NVO [neutral]
Novo Nordisk A/S
-12.68%
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 367.80
Price Target
N/A
Dividend
3.64%
EV/EBITDA
8.92
P/E
13.70
EV/Sales
4.72
Sector
Pharmaceuticals
Category
value
What's priced in for Novo Nordisk?
NVO (overview): Danish pharma giant at 14x P/E after CEO departure drove -7% drop. Ozempic+Wegovy now 65% of revs (up from 14% in 2019). GLP-1 growth slowing to 14%/4% in 1H25 vs Lilly competition. DCF suggests fair value near current price despite consensus expecting higher FCF. Trades at peer average vs Lilly's 30+ P/E premium.
Read full article (4 min)