Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
🌎 Global
Global
United States
Australia
United Kingdom
Canada
India
China
Argentina
Austria
Bahrain
Bangladesh
Belgium
Bermuda
Botswana
Brazil
Bulgaria
Chile
Colombia
Croatia
Cyprus
Czech Republic
Denmark
Egypt
Estonia
Finland
France
Germany
Ghana
Greece
Hong Kong
Hungary
Iceland
Indonesia
Ireland
Israel
Italy
Ivory Coast
Jamaica
Japan
Jordan
Kenya
Kuwait
Latvia
Lithuania
Luxembourg
Malawi
Malaysia
Malta
Mauritius
Mexico
Morocco
Namibia
Netherlands
New Zealand
Nigeria
Norway
Oman
Pakistan
Palestinian Authority
Peru
Philippines
Poland
Portugal
Qatar
Romania
Russia
Saudi Arabia
Serbia
Singapore
Slovakia
Slovenia
South Africa
South Korea
Spain
Sri Lanka
Sweden
Switzerland
Taiwan
Tanzania
Thailand
Trinidad & Tobago
Tunisia
Turkey
Uganda
Ukraine
United Arab Emirates
Venezuela
Vietnam
Zambia
Zimbabwe
Create a narrative
Global Community
Our community narratives are driven by numbers and valuation.
Create a narrative
Community Investing Ideas
Global Weekly Picks
Novo Nordisk
BA
bactrian
Community Contributor
A Quality Compounder Marked Down on Overblown Fears
Novo Nordisk , a global leader in diabetes and obesity treatments, is trading at a deep discount to both its historical multiples and intrinsic value. The ADR is now priced at $47.05 , reflecting a normalized P/E ratio of just 13.4× , down from a five-year average closer to 25–30×.
View narrative
US$120.72
FV
57.7% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
27
users have liked this narrative
8
users have commented on this narrative
76
users have followed this narrative
New
narrative
ASML Holding
IN
Investingwilly
Community Contributor
Why Now is the Time to buy ASML
What Does ASML Do? ASML Holding N.V. is a Dutch company and the world’s only supplier of extreme ultraviolet (EUV) lithography machines —a critical technology used to produce the world’s most advanced computer chips.
View narrative
US$1.00k
FV
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
35
users have liked this narrative
7
users have commented on this narrative
97
users have followed this narrative
Updated
narrative
Wyndham Hotels & Resorts
ZW
Zwfis
Community Contributor
Wyndham Continues Global Expansion with 19% Ancillary Revenue Growth
WH is a company that I actually took interest in a couple of months ago when I happened to stay at one of their franchise hotels. I had to leave early in the morning at like 4 and when I went out to the parking lot I was astounded that in the little town I was was absolutely full.
View narrative
US$105.80
FV
20.6% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
2
users have commented on this narrative
15
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Metrovacesa
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Urban Influx And ESG Excellence Will Fuel Spain's Residential Expansion
Key Takeaways Structural supply-demand imbalances and urbanization trends drive robust sales growth, higher margins, and price appreciation in key markets. Leadership in sustainability and diversified residential formats position the company for reduced regulatory risk and stable, long-term revenue expansion.
View narrative
€9.81
FV
3.0% overvalued
intrinsic discount
9.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
Marcopolo
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Emerging Markets And Decarbonization Will Spur Fleet Renewal
Key Takeaways Transit investments and urbanization trends are boosting steady revenue and backlog growth, further supported by expansion into new markets and operational efficiencies. Growing demand for electrified, premium buses enables higher pricing and margins, diversifying revenue and reducing dependence on volatile local cycles.
View narrative
R$11.00
FV
18.5% undervalued
intrinsic discount
8.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
4 days ago
author updated this narrative
Foxtons Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
London Rental Demand And Technology Investments Will Shape Future Trends
Key Takeaways Strong demand, regulatory complexity, and rental market imbalance are boosting recurring revenue and margins in lettings, supporting Foxtons' scale and brand advantages. Technology investments, acquisitions in commuter markets, and value-add services are driving customer retention, operational efficiency, and resilient high-margin profit growth.
View narrative
UK£0.84
FV
32.2% undervalued
intrinsic discount
5.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
4 days ago
author updated this narrative
Kitron
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Defense And Aerospace Orders Will Drive US And EU Production
Key Takeaways Strong order backlog and innovation in Defense & Aerospace forecast future revenue growth and earnings increases. M&A efforts, expanded production, and tariff adjustments support market leadership and enhance revenue and net margins.
View narrative
NOK 65.00
FV
7.6% undervalued
intrinsic discount
16.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
4 days ago
author updated this narrative
5327
CIE Automotive India
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Hosur Order Ramps And Global Exports Will Expand Opportunities
Key Takeaways Strong order growth, product innovation, and operational initiatives are set to accelerate revenue and margin improvements while supporting expansion into global markets. A diversified customer and product portfolio ensures revenue stability, leveraging rising vehicle ownership, premiumization trends, and global supply chain shifts.
View narrative
₹493.33
FV
19.4% undervalued
intrinsic discount
6.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
4 days ago
author updated this narrative
Descartes Systems Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
AI Adoption And Investments In MacroPoint Solutions Will Improve Efficiencies And Expand Services
Key Takeaways Continued investment in MacroPoint and Global Trade Intelligence solutions is expected to drive revenue growth and improve margins through increased customer adoption. Strategic acquisitions and AI integration are anticipated to enhance service diversity, operational efficiency, and long-term financial growth.
View narrative
CA$152.92
FV
8.9% undervalued
intrinsic discount
10.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
4 days ago
author updated this narrative
Hunting
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Shift To Energy Transition And Middle East Expansion Will Improve Future Prospects
Key Takeaways Pivoting to energy transition markets like geothermal and carbon capture aims to drive future revenue and tap into high-growth sectors. Expanding orders with Middle East partners and cost-efficiency measures are expected to enhance growth and increase margins.
View narrative
UK£4.48
FV
32.5% undervalued
intrinsic discount
3.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
4 days ago
author updated this narrative
GQG Partners
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Rebranding To Quality Value And Abu Dhabi Expansion Will Open New Market Opportunities
Key Takeaways Rebranding to Quality Value targets broader market opportunities and increased revenue through expanded client interest in value branding. New strategic investments in Abu Dhabi and PCS expansion enhance diversity, revenue growth, and operational efficiency.
View narrative
AU$2.85
FV
36.7% undervalued
intrinsic discount
9.96%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
72
users have followed this narrative
4 days ago
author updated this narrative
Pearl Global Industries
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expanding Capacity In Bangladesh And Guatemala Will Optimize Production And Profitability
Key Takeaways Expanding operations in Bangladesh and Vietnam aims to optimize production and enhance earnings growth, leveraging multi-country presence and client relationships. Increasing production capacity via organic growth and partnerships seeks to boost revenue and impact earnings positively, tapping into new growth opportunities.
View narrative
₹2.09k
FV
38.2% undervalued
intrinsic discount
16.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
11
users have followed this narrative
4 days ago
author updated this narrative
Value any company in seconds
Popular companies