Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
Create a narrative
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
26
users have liked this narrative
7
users have commented on this narrative
68
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
6
users have commented on this narrative
94
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
Narayana Hrudayalaya
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
India Urbanization And Digitalization Will Drive Premium Healthcare Demand
Key Takeaways Explosive growth potential is driven by outpacing demand, integrated care expansion, and digitalization unlocking higher scalability and efficiency advantages over consensus expectations. Strategic diversification, asset-light growth in emerging cities, and patient ecosystem investments position the company for dominant profitability, robust cash flows, and accelerated earnings.
View narrative
₹2.11k
FV
17.7% undervalued
intrinsic discount
17.12%
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
1 day ago
author updated this narrative
Brookdale Senior Living
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Aging US Senior Living Headwinds Will Erode Operating Margins
Key Takeaways Industry shifts toward aging in place and tech-driven competitors threaten occupancy growth, pricing power, and revenue stability. Rising labor costs, deferred maintenance, and regulatory burdens pressure margins, cash flow, and long-term earnings.
View narrative
US$6.00
FV
20.2% overvalued
intrinsic discount
2.75%
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
New
narrative
ISA Energía Brasil
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Brazil Renewable Energy Trend Will Expand Transmission Amid Challenges
Key Takeaways Early project delivery, digital upgrades, and strategic reinvestment are fueling sustained margin growth and could drive revenues and earnings well above current forecasts. Strong positions in grid expansion and ESG leadership support ongoing revenue growth, margin preservation, and improved capital access, creating a long-term competitive advantage.
View narrative
R$32.35
FV
32.6% undervalued
intrinsic discount
-12.73%
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
1 day ago
author updated this narrative
OPKO Health
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Regulations And Competition Will Strain Diagnostics But Hope Will Prevail
Key Takeaways Margin improvement and sustained profitability are uncertain due to reliance on operational streamlining and vulnerability to regulatory and reimbursement pressures. Growth from new therapeutics and digital health is offset by high capital needs, competitive pressures, and persistent risks in product development.
View narrative
US$2.00
FV
37.5% undervalued
intrinsic discount
-0.33%
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
New
narrative
RDC
Redcare Pharmacy
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
E-prescriptions And Aging Trends Will Fuel Europe's Digital Health Revolution
Key Takeaways Evolving digitalization and regulatory trends are set to drive outsized growth in Redcare's prescription revenue, margins, and overall market share well beyond current expectations. Aging population dynamics, recurring prescriptions, and expansion into digital health will strengthen customer lifetime value and unlock substantial new revenue streams.
View narrative
€214.00
FV
52.2% undervalued
intrinsic discount
25.34%
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
1 day ago
author updated this narrative
Opendoor Technologies
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Rising Interest Rates And Debt Will Erode Profitability
Key Takeaways Macroeconomic challenges and demographic trends threaten to reduce housing market activity and compress Opendoor's long-term growth prospects. Ongoing profitability and liquidity risks are compounded by intense competition, regulatory exposure, and reliance on external capital.
View narrative
US$0.70
FV
178.6% overvalued
intrinsic discount
-13.16%
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
New
narrative
Drax Group
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
UK Low-Carbon Mandates Will Expand Renewable Markets Despite Risks
Key Takeaways Drax is poised to outperform earnings expectations due to its key role in grid support, regulatory clarity, and dominant position in negative emissions and carbon removal markets. Its infrastructure and export capabilities offer transformational growth from new revenue streams, power agreements, and expanding renewable energy demand across multiple sectors.
View narrative
UK£10.00
FV
31.5% undervalued
intrinsic discount
3.06%
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
1 day ago
author updated this narrative
EVgo
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Aggressive EV Projections Will Exacerbate Overvaluation Vulnerabilities
Key Takeaways Revenue growth is threatened by slower EV adoption, shifting government policies, and intense competition from larger players and emerging technologies. Persistent low utilization rates and reliance on subsidies may drive cash burn, increasing risk of capital raises and margin pressure.
View narrative
US$3.50
FV
1.1% undervalued
intrinsic discount
17.17%
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
New
narrative
Aberdeen Group
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Global Wealth Demand Will Expand Alternative Assets Despite Headwinds
Key Takeaways Targeted cost-saving measures, accelerated capital generation, and efficiency improvements strengthen profitability and may lead to increased dividends or capital returns ahead of schedule. Ongoing innovation, brand strength, and focus on alternative asset classes support scalable growth, helping Aberdeen offset industry pressures and expand revenue.
View narrative
UK£2.40
FV
15.1% undervalued
intrinsic discount
1.97%
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
1 day ago
author updated this narrative
Value any company in seconds
Popular companies