Added to YB: 2025-04-21
Pitch date: 2025-04-17
NVO [neutral]
Novo Nordisk A/S
-18.17%
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 375.66
Price Target
N/A
Dividend
3.76%
EV/EBITDA
9.60
P/E
13.52
EV/Sales
4.81
Sector
Pharmaceuticals
Category
growth
Novo Nordisk’s -58% Stock Crash: A Generational Buying Opportunity?
NVO (overview): Novo Nordisk down 58% from peak despite 22% rev growth to $41B, 33% market share in diabetes, 65% in GLP-1. Moat built on Ozempic/Wegovy efficacy, brand power, manufacturing scale. Risks: Eli Lilly competition, potential tariffs, supply constraints. At 18x PE (vs 35x 5Y avg), 16-24% 2025 growth forecast. Priced for success, not perfection.
Read full article (19 min)