Added to YB: 2025-11-17
Pitch date: 2025-11-14
NVO [bullish]
Novo Nordisk A/S
-21.49%
current return
Author Info
HatedMoats identifies hated moats. I buy companies when the market panics. Contrarian investor focused on quality, value & long-term growth. Sign up for the newsletter.
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 1.1T
Pitch Price
DKK 301.73
Price Target
N/A
Dividend
4.94%
EV/EBITDA
7.46
P/E
10.29
EV/Sales
3.74
Sector
Pharmaceuticals
Category
value
Novo Nordisk: Q3 Review & How is the company actually doing this year?
NVO (earnings): Strong 15% CER sales growth to DKK 230B driven by GLP-1 demand, but margins hit by DKK 9B restructuring charges in Q3. Ex-restructuring, EBIT +21% CER. Wegovy +54% CER, obesity 59% market share. New CEO kitchen-sinking 2025 to reset 2026 expectations lower. Pipeline expanding with oral semaglutide, MASH approval. Risks: US compounding, Lilly competition, capacity constraints. Undervalued moat remains intact.
Read full article (7 min)