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
59.6% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
6
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
30.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
New
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
20.1% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
OQ Gas Networks SAOG
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Green Hydrogen Initiatives And CO₂ Pipelines Will Strengthen Future Potential
Key Takeaways Strategic initiatives in energy transition and export position OQGN for growth as hydrogen infrastructure demand rises. Development of pipelines and improved project delivery efficiency could enhance revenue and reduce costs, boosting net margins and earnings.
View narrative
ر.ع0.17
FV
9.3% undervalued
intrinsic discount
3.71%
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
6 days ago
author updated this narrative
Qualitas
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Emerging Residential Development In Australia Will Unlock Long-Term Opportunities
Key Takeaways Growth in fee-earning FUM and residential development cycles could boost revenue and support long-term earnings growth. Strong market positioning in private credit and strategic partnerships are likely to enhance earnings stability and margins.
View narrative
AU$3.92
FV
6.4% undervalued
intrinsic discount
15.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
6 days ago
author updated this narrative
Cyient
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Digital Transformation And Semiconductor Focus Will Unlock New Opportunities
Key Takeaways Proprietary digital platforms and semiconductor expansion drive high-margin growth, positioning Cyient for rising global demand in digital transformation and AI-powered engineering solutions. Focus on annuity-based business, leadership investment, and deepening customer ties enhance revenue stability, margin potential, and earnings visibility across core and emerging segments.
View narrative
₹1.31k
FV
7.7% undervalued
intrinsic discount
9.74%
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
6 days ago
author updated this narrative
Orsero
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expansion Into Exotic Fruits Could Open Opportunities But Faces Market Challenges
Key Takeaways Focus on high-margin exotic fruits, new warehouses, and M&A opportunities is set to boost revenue and margins. Prudent financial management and currency hedging stabilize margins and empower growth, investment, and shareholder returns.
View narrative
€22.87
FV
37.6% undervalued
intrinsic discount
1.76%
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
6 days ago
author updated this narrative
S&U
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Regulatory Engagements And Supreme Court Ruling Will Secure Resilience
Key Takeaways Improved lending criteria and technology investments at Advantage Finance suggest potential growth in lending activities, positively impacting revenue and earnings. Aspen Bridging's strong profit rise and increased debt indicate robust growth and favorable market conditions support long-term revenue and margin enhancement.
View narrative
UK£16.00
FV
21.9% overvalued
intrinsic discount
30.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
3
users have followed this narrative
6 days ago
author updated this narrative
S.N. Nuclearelectrica
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
EPCM And Cernavoda Refurbishment Will Increase Capacity Amid Cost Risks
Key Takeaways Strategic projects and government backing for new units enhance earnings potential, operational efficiency, and financial stability through increased capacity and risk mitigation. Diversification into nuclear technology and medical isotopes aligns with sustainability and revenue growth, positioning the company as a leader in innovation.
View narrative
RON 44.45
FV
3.6% overvalued
intrinsic discount
-14.97%
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
6 days ago
author updated this narrative
EL.En
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Divestments And New Products Will Secure Future Stability
Key Takeaways Divestment of non-core business and focus on high-margin Medical sector anticipated to improve margins and drive revenue growth. Strategic financial and operational adjustments expected to stabilize earnings and enhance shareholder value through improved financial stability and reinvestment.
View narrative
€12.37
FV
2.2% undervalued
intrinsic discount
5.40%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
6 days ago
author updated this narrative
S Chand
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
NCERT Curriculum Rollout And Digital Solutions Will Expand K-12 Market
Key Takeaways Curriculum changes and regulatory support are set to drive textbook demand, volume growth, and increased market share for S Chand's core business. Digital initiatives and disciplined capital management position S Chand for higher margins, recurring revenues, and flexibility for acquisitions or shareholder returns.
View narrative
₹286.00
FV
24.1% undervalued
intrinsic discount
10.55%
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
6 days ago
author updated this narrative
Rathbones Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Integration With IW&I Will Unlock Significant Synergies By 2025
Key Takeaways Integration with Investec and Saunderson House aims to boost synergies, reduce outflows, and enhance revenue through increased funds under management. Investments in technology and cloud migration focus on operational efficiency and client service, supporting margin expansion and earnings growth.
View narrative
UK£20.67
FV
7.3% undervalued
intrinsic discount
-0.42%
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
6 days ago
author updated this narrative
Value any company in seconds
Popular companies