Added to YB: 2026-02-03
Pitch date: 2026-01-30
NVO [neutral]
Novo Nordisk A/S
-24.33%
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 348.15
Price Target
N/A
Dividend
4.56%
EV/EBITDA
7.01
P/E
9.79
EV/Sales
3.73
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.
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