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Added to YB: 2026-02-09

Pitch date: 2026-02-06

NVO [neutral]

Novo Nordisk A/S

-3.04%

current return

Author Info

TacticzHazel is a Long-Term Investor with a Value Mindset - Self-taught Investor with a Focus on Quality Fundamental Analyses in every Corner of the Market. 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 1.4T

Pitch Price

DKK 317.05

Price Target

N/A

Dividend

3.76%

EV/EBITDA

9.60

P/E

13.52

EV/Sales

4.81

Sector

Pharmaceuticals

Category

value

Show full summary:
Novo Nordisk UPDATE! - Everything you need to know about earnings and the HIMS saga.

NVO (earnings): Q4 decent but shocking 2026 guidance: -5% to -13% revenue/op profit vs -1% expected. MFN pricing cuts, semaglutide patent losses (Canada/China/India), Lilly competition driving decline. Wegovy pill promising (170k users in 4 weeks) but lower margins. Forward PE <15, decade-low EV/EBITDA. HIMS legal fight over compounded knock-off pill adds uncertainty.

Read full article (15 min)