Community

Our community narratives are driven by numbers and valuation.

Value any stock for free in seconds

Get alerts and valuation updates

Participate in discussions

Weekly Picks

Alphabet

Investingwilly

Community Contributor

The Most Undervalued of the Magnificent 7

Alphabet Inc., the parent company of Google, stands as a cornerstone of the tech world, leading in search, digital advertising, AI, and cloud computing. Despite its dominance and innovation, Alphabet is currently the cheapest stock among the “Magnificent 7” (the seven largest U.S. tech companies by market capitalization).

View narrative

US$237.43

37.8% undervalued

10.00%

Revenue growth p.a.

122

15 days ago

CSL

Ramsee

Community Contributor

CSL is undervalued in High Tax Scenario

CSL Limited: Fair Value Assessment Amidst Evolving US Tariff Scenarios Executive Summary This report provides an assessment of the fair value of CSL Limited (CSL) under various potential United States (US) tariff scenarios. CSL, a global biotechnology leader with significant operations in plasma therapies (CSL Behring), influenza vaccines (CSL Seqirus), and iron/nephrology treatments (CSL Vifor), faces potential impacts from evolving US trade policies.

View narrative

AU$263.33

10.2% undervalued

6.00%

Revenue growth p.a.

7 days ago

PVA TePla

Minesweeper

Community Contributor

PVA TePla's New Strategy Aims for 22% Revenue Growth in Semiconductor Recovery

Summary Founded on 1977, PVA Tepla is a German company that operates through Semiconductor Systems and Industrial Systems segments. They are material science experts.

View narrative

€19.19

20.8% undervalued

22.00%

Revenue growth p.a.

7 days ago

Load previous narratives

Indian Bank

AnalystConsensusTarget

Consensus Narrative from 10 Analysts

Digital Transformation And Asset Quality Improvements Will Strengthen Future Banking Prospects

Key Takeaways Digital initiatives and fintech partnerships are poised to enhance revenue growth and customer acquisition in Indian Bank's digital banking services. Corporate credit pipeline and improved asset quality are expected to boost revenue, net interest margins, and earnings stability.

View narrative

₹657.00

12.1% undervalued

13.88%

Revenue growth p.a.

5 days ago

Melrose Industries

AnalystConsensusTarget

Consensus Narrative from 13 Analysts

Investments In Engines Capability And Additive Fabrication Will Drive Future Success

Key Takeaways Strategic restructuring and business realignment aim to boost margins and cash flow, driving strong earnings and profitability growth. Investments in aftermarket capabilities and new technologies focus on enhancing operational efficiency and supporting substantial revenue and EPS expansion.

View narrative

UK£7.01

41.5% undervalued

7.11%

Revenue growth p.a.

5 days ago

China Mengniu Dairy

AnalystConsensusTarget

Consensus Narrative from 26 Analysts

Expanding Into Southeast Asia With Aice Will Strengthen Dairy Operations

Key Takeaways Digitization and fine management aim to optimize dairy supply-demand, boosting operational efficiency and future net margins. Expansion into Southeast Asia and product innovation could drive revenue growth through capturing higher-value segments.

View narrative

HK$22.62

14.8% undervalued

2.96%

Revenue growth p.a.

5 days ago

Evonik Industries

AnalystConsensusTarget

Consensus Narrative from 15 Analysts

Tailor Made Program And Hedged Energy Costs Will Strengthen Future Prospects

Key Takeaways Strong earnings growth and free cash flow support a positive revenue outlook, aided by cost-saving measures. Strategic investments in growth areas and favorable market conditions are expected to boost revenue and competitiveness.

View narrative

€21.58

13.2% undervalued

2.27%

Revenue growth p.a.

5 days ago

ASX

AnalystConsensusTarget

Consensus Narrative from 13 Analysts

CHESS Modernization And Energy Market Expansion Will Boost Future Operations

Key Takeaways ASX's technology modernization projects and transitional energy expansion could enhance operational efficiency and tap into growing markets for long-term revenue growth. Investments in Horizon 2 initiatives and new data services aim to diversify revenue streams, supporting sustainable earnings growth and meeting customer demands.

View narrative

AU$65.92

2.5% overvalued

-9.48%

Revenue growth p.a.

5 days ago

AB SKF

AnalystConsensusTarget

Consensus Narrative from 16 Analysts

Structural Changes And EV Investments Will Drive Future Profitability

Key Takeaways Structural separation of businesses aims to drive profitable growth and long-term revenue increases through focused competitive platforms. Electrification investments, especially in ceramic bearings for EVs, offer significant growth potential amid expanding market opportunities.

View narrative

SEK 239.38

27.5% undervalued

2.69%

Revenue growth p.a.

5 days ago

Falabella

AnalystConsensusTarget

Consensus Narrative from 10 Analysts

Retail And E-commerce Developments May Mitigate Future Financial Services Risks

Key Takeaways Falabella's growth in retail and e-commerce bolsters revenue expectations, while banking improvements enhance earnings through better risk management. Strategic cost containment and reduced leverage improve financial stability, supporting future earnings growth and operational efficiency.

View narrative

CL$3.71k

12.1% overvalued

5.06%

Revenue growth p.a.

5 days ago

Kalyan Jewellers India

AnalystConsensusTarget

Consensus Narrative from 8 Analysts

170 New Showrooms And Digital Marketing Will Expand Future Market Reach

Key Takeaways Planned showroom expansion and digital marketing strategies are expected to boost revenue growth and enhance brand visibility in new markets. Improved operational efficiency, debt reduction, and a balanced store mix strategy may positively impact net margins and future profitability.

View narrative

₹656.25

19.4% undervalued

26.33%

Revenue growth p.a.

5 days ago

BPER Banca

AnalystConsensusTarget

Consensus Narrative from 10 Analysts

Business Combination With Banca Popolare Di Sondrio Will Expand Market Reach And Strengthen Group

Key Takeaways The merger with Banca Popolare di Sondrio aims to enhance market presence and shareholder value, leveraging synergies for improved earnings and commission income. Technological upgrades and cost reductions are set to improve efficiency and financial performance, underscoring a focus on sustainable growth and profitability.

View narrative

€8.33

20.3% undervalued

2.23%

Revenue growth p.a.

5 days ago

Community

Weekly Picks

The Most Undervalued of the Magnificent 7

CSL is undervalued in High Tax Scenario

PVA TePla's New Strategy Aims for 22% Revenue Growth in Semiconductor Recovery

Digital Transformation And Asset Quality Improvements Will Strengthen Future Banking Prospects

Investments In Engines Capability And Additive Fabrication Will Drive Future Success

Expanding Into Southeast Asia With Aice Will Strengthen Dairy Operations

Tailor Made Program And Hedged Energy Costs Will Strengthen Future Prospects

CHESS Modernization And Energy Market Expansion Will Boost Future Operations

Structural Changes And EV Investments Will Drive Future Profitability

Retail And E-commerce Developments May Mitigate Future Financial Services Risks

170 New Showrooms And Digital Marketing Will Expand Future Market Reach

Business Combination With Banca Popolare Di Sondrio Will Expand Market Reach And Strengthen Group

Value any company in seconds

Popular companies

Community

Weekly Picks

The Most Undervalued of the Magnificent 7

CSL is undervalued in High Tax Scenario

PVA TePla's New Strategy Aims for 22% Revenue Growth in Semiconductor Recovery

Community Investing Ideas

Digital Transformation And Asset Quality Improvements Will Strengthen Future Banking Prospects

Investments In Engines Capability And Additive Fabrication Will Drive Future Success

Expanding Into Southeast Asia With Aice Will Strengthen Dairy Operations

Tailor Made Program And Hedged Energy Costs Will Strengthen Future Prospects

CHESS Modernization And Energy Market Expansion Will Boost Future Operations

Structural Changes And EV Investments Will Drive Future Profitability

Retail And E-commerce Developments May Mitigate Future Financial Services Risks

170 New Showrooms And Digital Marketing Will Expand Future Market Reach

Business Combination With Banca Popolare Di Sondrio Will Expand Market Reach And Strengthen Group

Value any company in seconds

Popular companies