Added to YB: 2025-09-05
Pitch date: 2025-09-03
NVO [bullish]
Novo Nordisk A/S
-13.23%
current return
Author Info
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 364.65
Price Target
N/A
Dividend
3.63%
EV/EBITDA
8.96
P/E
13.76
EV/Sales
4.74
Sector
Pharmaceuticals
Category
turnaround
Novo Nordisk - $NVO
NVO: Obesity giant down 60% from peak on supply/distribution issues, CEO change & lowered 2025 guidance. Obesity segment grew 85% CAGR (4% to 22% of revenue 2020-24). Catalent acquisition adds capacity, oral GLP-1 in trials. 44% op margins, 64% ROIC despite capex cycle. Patent cliff 2032 but century of R&D focus/innovation cycle suggests staying power in emerging 650M patient obesity market.
Read full article (16 min)