Added to YB: 2025-09-01
Pitch date: 2025-08-29
NVO [neutral]
Novo Nordisk A/S
-16.42%
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.
Market Cap
DKK 1.4T
Pitch Price
DKK 367.80
Price Target
N/A
Dividend
3.76%
EV/EBITDA
9.60
P/E
13.52
EV/Sales
4.81
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)