Added to YB: 2026-02-03
Pitch date: 2026-01-30
NVO [neutral]
Novo Nordisk A/S
-32.79%
current return
Author Info
Drew Cohen is a Portfolio Manager at Davidson Kahn Capital Management. 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 352.49
Price Target
N/A
Dividend
4.94%
EV/EBITDA
7.46
P/E
10.29
EV/Sales
3.74
Sector
Pharmaceuticals
Category
growth
Novo Nordisk Stock Breakdown
NVO (quick overview): Down 30% despite regaining incretin market control as Wegovy growth slowed to 5% vs Eli Lilly's superior Zepbound. New oral Wegovy pill approved Dec 2025 could be game-changer vs injectables. Trades 16x trailing PE, 13x 2026E. Massive obesity market <1% penetrated.
Read full article (5 min)