Global Community

ING, of course, is a bank; and banks don't like falling interest rates, right? For the dominant stream of income is their core business model, i.e. borrowing short-term and lending long-term, reaping the difference in interest rates in the process.

US$163.75

27.8% undervalued

12.00%

Revenue growth p.a.

New

ING Groep

PittTheYounger

Community Contributor

ING leads the pack when it comes to pivoting towards non-lending income

The supermarket chain Coles is the kind of “boring” business that may have been overlooked as an investment opportunity. Although it was divested from Wesfarmers in 2018, Coles’ heritage traces back to 1914 — giving it over 110 years of history.

€27.92

25.2% undervalued

9.00%

Revenue growth p.a.

New

Coles Group

Robbo

Community Contributor

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

Armstrong World Industries

AU$22.00

5.0% undervalued

8.72%

Revenue growth p.a.

New

Load previous narratives

Key Takeaways Energy-efficient product innovation and digital platforms are driving market expansion, higher sales, and improved profit margins amid growing demand for sustainable building solutions. Strategic acquisitions and deepening project integration broaden the market, enable cross-selling, and support sustained revenue, margin, and earnings growth.

Consensus Narrative from 9 Analysts

Decarbonization And Digital Integration Will Shape Commercial Construction

US$191.78

1.1% undervalued

6.95%

Revenue growth p.a.

6 days ago

Huntsman

Key Takeaways Shift toward specialty chemicals and eco-friendly products is expected to improve margins, strengthen market position, and reduce earnings volatility. Efficiency measures and strategic asset closures are aimed at boosting free cash flow and enhancing profitability as markets recover.

Consensus Narrative from 13 Analysts

Global Sustainability Trends Will Advance Specialty Chemicals Demand

US$11.69

22.5% undervalued

2.97%

Revenue growth p.a.

4 days ago

Confluent

Key Takeaways Surging real-time AI adoption and data-driven architectures are making Confluent's platform essential, fueling sustained revenue growth and high customer retention. Expanded cloud offerings, ecosystem partnerships, and targeted go-to-market strategies are enhancing recurring revenues, margins, and long-term earnings potential.

Consensus Narrative from 31 Analysts

Real Time AI And Streaming Solutions Will Shape Future Markets

Acadia Healthcare Company

US$24.69

35.6% undervalued

16.53%

Revenue growth p.a.

5 days ago

Key Takeaways Expansion through new facilities, joint ventures, and specialized care is set to drive continued revenue and earnings growth. Technological innovation and cost management initiatives support operational efficiency, margin improvement, and increased free cash flow.

Consensus Narrative from 14 Analysts

Behavioral Health Reforms And Demographic Trends Will Expand Healthcare Facilities

US$33.21

42.6% undervalued

8.33%

Revenue growth p.a.

Updated

Vivid Seats

Key Takeaways Early international growth, cost reductions, and technology investments position the company to expand margins and unlock new revenue sources as digital ticketing adoption grows. Focus on seller tools and loyalty programs aims to improve retention, reduce acquisition costs, and capitalize on rising demand for live experiences amid industry normalization.

Consensus Narrative from 9 Analysts

International Expansion And Efficiency Will Unlock Future Value

US$32.89

47.3% undervalued

-0.29%

Revenue growth p.a.

Updated

Craftsman Automation

Key Takeaways Heavy reliance on ICE components and limited diversification make the company vulnerable to rapid industry and regulatory changes. Elevated debt and tightening margins restrict the ability to invest in technology, threatening long-term competitiveness and earnings stability.

Consensus Narrative from 8 Analysts

Electric Mobility Will Erode ICE Revenue And Raise Costs

₹5.00k

37.6% overvalued

17.46%

Revenue growth p.a.

14 days ago

Stove Kraft

Key Takeaways Execution risks tied to new product transitions and greater dependence on exports may limit near-term revenue growth and margin expansion. Elevated costs, delayed efficiency gains, and store maturation challenges are likely to constrain improvements in profitability despite ambitious expansion and integration efforts.

Consensus Narrative from 3 Analysts

Revenue Pressures Will Hinder Profits Though Transitions Will Stabilize

₹660.00

9.7% undervalued

14.62%

Revenue growth p.a.

14 days ago

Fleury

Key Takeaways Surging digital health adoption and asset-light competitors threaten Fleury's traditional business model and ability to protect premium market share. Policy changes and commoditization may pressure pricing power, margins, and long-term revenue stability in Brazil's private healthcare sector.

Consensus Narrative from 11 Analysts

Brazil Telemedicine Rise Will Erode Outpatient Volumes But Foster Efficiency

R$11.50

24.2% overvalued

6.22%

Revenue growth p.a.

14 days ago

Alten

Key Takeaways Shift to offshoring and automation pressures revenue and margins, as clients demand cost reductions and AI integration, compressing project pricing and profitability. Rising costs, talent shortages, and ineffective M&A constrain global expansion while localization trends and sector concentration increase long-term earnings volatility.

Consensus Narrative from 7 Analysts

Automation And Offshoring Will Pressure Automotive And Aerospace Margins