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Added to YB: 2025-11-12

Pitch date: 2025-11-08

NVO [bullish]

Novo Nordisk A/S

+2.9%

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 298.75

Price Target

N/A

Dividend

3.76%

EV/EBITDA

9.60

P/E

13.52

EV/Sales

4.81

Sector

Pharmaceuticals

Category

turnaround

Show full summary:
Novo Nordisk: Expectations Can't Get Lower

NVO: New CEO Doustdar refocusing on DTC expansion & oral Wegovy launch early 2026. Q3 rev +5% YoY to 75B DKK but growth stagnating vs Lilly. Lowered 2025 guidance to 8-11% rev growth. Trading 70% off highs at 11.9% FCF yield. Needs only 8% annual FCF growth to justify current price.

Read full article (6 min)