Added to YB: 2026-09-28
Pitch date: 2026-09-23
NVO [neutral]
Novo Nordisk A/S
+2.24%
current return
Author Info
No bio for this author
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 37.95
Price Target
N/A
Dividend
4.62%
EV/EBITDA
6.92
P/E
9.66
EV/Sales
3.69
Sector
Pharmaceuticals
Category
N/A
A Rude Awakening for Novo Shareholders
NVO (pass): Novo remains a best-in-class pharmaceutical business, but its blockbuster-led growth era is giving way to a less certain metabolic-disease platform: management targets only mid-single-digit growth through 2030 while semaglutide patents expire and the pipeline, oral GLP-1 capacity expansion and possible M&A remain unproven. At 11.2x forward P/E, a 13% reverse DCF and 10% earnings growth including dividends, the shares appear fairly valued with insufficient upside for the uncertainty.
Read full article (3 min)