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
Knightscope
Sponsored
content by Knightscope
MA
MarketJar
Community Contributor
The Next Phase of Defense AI: A Robotic Response to America’s Security Gaps
Autonomous systems are no longer just a futuristic vision — they’re fast becoming an essential layer of national security. As AI reshapes everything from finance to warfare, physical security remains one of the most under-addressed frontiers.
View narrative
US$12.00
FV
49.7% undervalued
intrinsic discount
22.00%
Revenue growth p.a.
Set Fair Value
11
users have liked this narrative
1
users have commented on this narrative
51
users have followed this narrative
10 days ago
author updated this narrative
Figma
TI
TickerTickle
Community Contributor
Figma (FIG): The S&P 500’s Design Standard Turning Into an All-in-One Platform
Watching Figma Grow Up I’ve been using Figma almost every single day for the past five years. As a product designer, it’s been my main tool for designing interfaces, testing and prototyping ideas, and also for working together with teams in different countries and time zones.
View narrative
US$65.70
FV
7.0% overvalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
1
users have commented on this narrative
21
users have followed this narrative
Updated
narrative
Sleep Cycle
MA
Mandelman
Community Contributor
Sleep Cycle's Revenue Set to Rise 10% with Strong Revenue Model
Update Q1 2025 (updated 250510) The latest user‐growth data suggest headwinds for top-line revenue, but management’s active repricing initiatives should help offset this. By combining modest user gains with targeted price increases, the company can still drive overall revenue growth.
View narrative
SEK 38.04
FV
20.3% undervalued
intrinsic discount
3.15%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
2
users have commented on this narrative
38
users have followed this narrative
8 days ago
author updated this narrative
JB Hi-Fi
RO
Robbo
Community Contributor
Has JB Hi-Fi Lost Its Point of Difference?
I may be showing my age here, but I feel that a decade or so ago, shopping at JB Hi-Fi was a different experience. There seemed to be a deliberate policy of employing sales staff from alternative subcultures, which gave the stores a unique, edgy vibe.
View narrative
AU$76.00
FV
54.2% overvalued
intrinsic discount
-0.45%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
2
users have commented on this narrative
11
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
PayPoint
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Legacy Payments Will Falter As Digital Competition Advances
Key Takeaways Heavy reliance on declining legacy cash and retail network threatens long-term revenue, as digital payment adoption bypasses traditional intermediaries. Rising competition, regulatory pressures, and limited geographic reach heighten risks of margin erosion, operating cost inflation, and revenue volatility.
View narrative
UK£6.00
FV
18.8% overvalued
intrinsic discount
-11.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
EyePoint Pharmaceuticals
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Aging Population And Diabetes Will Expand Ocular Therapies
Key Takeaways EyePoint's rapid clinical execution, manufacturing readiness, and global strategy position it for unmatched early market penetration and accelerated revenue growth ahead of competitors. Proprietary sustained-release technology, expanding indications, and demographic trends provide strong long-term revenue visibility, risk diversification, and enhanced attractiveness for strategic partnerships.
View narrative
US$59.30
FV
80.5% undervalued
intrinsic discount
68.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
3 days ago
author updated this narrative
Ülker Bisküvi Sanayi
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Premium Biofortified Snacks And MENA Markets Will Expand Reach
Key Takeaways Health-focused product innovation, premiumization, and expanded distribution help Ülker capture evolving consumer tastes and strengthen its position in emerging markets. Efficiency programs, automation, and strong sustainability efforts drive cost control, margin resilience, and long-term competitive strength.
View narrative
₺183.85
FV
38.3% undervalued
intrinsic discount
25.25%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
34
users have followed this narrative
3 days ago
author updated this narrative
Aris Mining
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
The Segovia And Marmato Expansion Will Unlock Future Production
Key Takeaways Expansion and new projects are set to significantly increase production capacity, enhance earnings, and support long-term revenue growth. Strong gold prices, improved liquidity, and proactive ESG efforts position the company for margin expansion and future development opportunities.
View narrative
CA$14.56
FV
17.9% undervalued
intrinsic discount
32.38%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
3 days ago
author updated this narrative
Profoto Holding
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Professional LED Expansion Will Open Video And Cinema Markets
Key Takeaways Expansion into professional-grade LED products and innovative, cloud-connected tools aligns with growth in the creator economy, supporting demand and future margin expansion. Cost reduction measures and pricing resilience are set to improve operating leverage, bolster profitability, and strengthen positioning against low-cost competitors.
View narrative
SEK 30.00
FV
41.5% undervalued
intrinsic discount
6.16%
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
3 days ago
author updated this narrative
CXApp
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Fortune 1000 Demand And Agentic AI Will Expand Global Opportunities
Key Takeaways Global expansion among major clients and strong adoption of key platform modules support robust recurring revenue growth and improving profitability through high-margin software. Accelerated AI innovation and strategic partnerships drive differentiation, enabling market share gains and high-margin upselling of analytics and digital workplace tools.
View narrative
US$3.00
FV
74.9% undervalued
intrinsic discount
26.65%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
3 days ago
author updated this narrative
Mercury Systems
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
US And European Defense Trends Will Drive Transformation
Key Takeaways Alignment with global defense modernization and digitization trends is driving higher-margin contracts, improved backlog quality, and greater revenue visibility. Operational enhancements and R&D investments support margin expansion and a shift toward a more predictable, higher-value earnings model.
View narrative
US$65.43
FV
3.2% overvalued
intrinsic discount
6.10%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
3 days ago
author updated this narrative
Huber+Suhner
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Dwindling Indian Sales And Asian Rivalry Will Weaken Outlook
Key Takeaways Loss of a major project and declining key markets threaten revenue growth and expose the company to sector-specific risks and cyclical slowdowns. Rising cost pressures, regulatory burdens, and increased competition are expected to weaken margins, profitability, and capital efficiency.
View narrative
CHF 80.00
FV
51.2% overvalued
intrinsic discount
5.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
3 days ago
author updated this narrative
Intelligent Protection Management
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Cloud Cybersecurity And Digital Transformation Will Unlock Future Momentum
Key Takeaways Expansion in cloud-based services and advanced managed solutions is boosting revenue growth and margins by leveraging regulatory pressures and premium verticals. Integration of acquisitions, strategic partnerships, and operational efficiencies is enhancing recurring revenue streams and supporting profitability improvements.
View narrative
US$6.50
FV
70.3% undervalued
intrinsic discount
64.45%
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
3 days ago
author updated this narrative
Value any company in seconds
Popular companies