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
48.7% undervalued
intrinsic discount
22.00%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
1
users have commented on this narrative
39
users have followed this narrative
7 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
6.4% overvalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
1
users have commented on this narrative
19
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
19.4% 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
36
users have followed this narrative
Updated
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
51.6% overvalued
intrinsic discount
-0.45%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
11
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Flushing Financial
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expanding Into Asian Markets And SBA Loan Sales Will Diversify Revenue Streams In 2025
Key Takeaways Expanding non-interest-bearing deposits and repricing loans are poised to improve net interest margins and drive revenue growth. Growing presence in Asian markets and diversifying revenue streams can enhance deposit growth and support earnings expansion.
View narrative
US$13.75
FV
0.4% undervalued
intrinsic discount
48.60%
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
29 days ago
author updated this narrative
Taysha Gene Therapies
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
FDA Meetings And TSHA-102 Trials Will Advance Approval
Key Takeaways Advancements in TSHA-102 trials and regulatory discussions could expedite approval and boost future revenue and investor confidence. Strategic alignment with regulatory and market priorities could enhance trial success, market adoption, and long-term revenue growth.
View narrative
US$8.32
FV
64.3% undervalued
intrinsic discount
123.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
29 days ago
author updated this narrative
KLA
AN
AnalystLowTarget
Consensus Narrative from 25 Analysts
Trade And Regulatory Risks Will Erode Semiconductor Margins
Key Takeaways Geopolitical tensions, regulatory shifts, and fragmented supply chains are increasing costs and limiting market access, putting sustained pressure on margins and profitability. Demand for KLA's core products faces stagnation as industry shifts technologies, with customer concentration further amplifying risks of volatile earnings declines.
View narrative
US$655.00
FV
35.7% overvalued
intrinsic discount
7.03%
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
29 days ago
author updated this narrative
Web Travel Group
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Global AI Shifts And Travel Risks Will Compress Margins
Key Takeaways New AI planning tools and alternative platforms threaten customer retention and revenue growth amid rising competition and market fragmentation. Regulatory scrutiny, global instability, and industry consolidation are likely to compress profit margins and challenge long-term earnings stability.
View narrative
AU$4.48
FV
0.9% undervalued
intrinsic discount
14.30%
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
29 days ago
author updated this narrative
Donegal Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Declining Premiums And Rising Costs Will Weaken Earnings
Key Takeaways Strategic shift towards commercial lines growth may impact profitability, as the reduction in higher-margin personal lines could affect earnings stability. Modernization efforts, although beneficial long-term, may suppress short-term earnings due to significant initial costs and competitive pricing pressures.
View narrative
US$20.50
FV
14.3% undervalued
intrinsic discount
2.68%
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
29 days ago
author updated this narrative
Parker-Hannifin
AN
AnalystLowTarget
Consensus Narrative from 21 Analysts
Global Electrification Will Challenge Legacy Markets Despite Robust Backlogs
Key Takeaways Dependence on traditional industrial markets and components leaves the company vulnerable to industry shifts, pressuring future revenue growth and market relevance. Rising costs, evolving customer demands, and acquisition risks threaten margin sustainability, earnings growth, and operational flexibility.
View narrative
US$592.43
FV
29.7% overvalued
intrinsic discount
4.54%
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
29 days ago
author updated this narrative
Quanta Services
AN
AnalystHighTarget
Consensus Narrative from 24 Analysts
I Expect Grid Modernization And Renewables Will Fortify Essential Infrastructure
Key Takeaways Rising demand for data centers and renewables is fueling long-term project pipelines, supporting stable growth and reduced financial cyclicality. Integrated service offerings, strategic acquisitions, and industry scale position Quanta for higher-margin growth and increased shareholder returns.
View narrative
US$492.00
FV
22.4% undervalued
intrinsic discount
15.47%
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
29 days ago
author updated this narrative
IRB-Brasil Resseguros
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Risk Management And ESG Integration Will Support Stability Amid Revenue Decline
Key Takeaways Advanced risk management and actuarial processes are expected to improve underwriting decisions, enhancing financial stability and net margins. Strategic focus on Non-Life international expansion and improved capital allocation is likely to drive premium growth, profitability, and overall earnings.
View narrative
R$52.57
FV
9.6% undervalued
intrinsic discount
-6.47%
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
29 days ago
author updated this narrative
Columbus McKinnon
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Merging With Kito Crosby Will Strengthen Market Position And Leverage Industry Opportunities
Key Takeaways The merger with Kito Crosby aims to enhance Columbus McKinnon's market position and revenue growth, boosting its competitive edge with increased scale and market offering. The acquisition is expected to generate cost synergies, improve margins and cash flow, allowing for debt reduction and strategic reinvestment to drive future growth.
View narrative
US$27.50
FV
44.9% undervalued
intrinsic discount
2.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
29 days ago
author updated this narrative
Value any company in seconds
Popular companies