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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
6
users have commented on this narrative
50
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
31
users have liked this narrative
6
users have commented on this narrative
85
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
19.2% 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
11
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Dabur India
AN
AnalystConsensusTarget
Consensus Narrative from 40 Analysts
Herbal And Ayurvedic Trends In India And Beyond Will Thrive
Key Takeaways Market share gains and strong demand across categories, along with health and wellness trends, strengthen Dabur's pricing power and revenue growth outlook. International expansion and ongoing innovation reduce reliance on India, enhance earnings stability, and support margin improvement despite inflationary pressures.
View narrative
₹544.80
FV
5.1% undervalued
intrinsic discount
9.17%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
14
users have followed this narrative
about 7 hours ago
author updated this narrative
CCL Industries
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
New Plants In Vietnam And Germany Will Expand Future Production Capabilities
Key Takeaways Expansion into Vietnam and Germany is likely to drive revenue growth through strategic location and innovation in label production. Consolidation of ventures and reduced corporate expenses could enhance net earnings and margins, ensuring financial stability and growth.
View narrative
CA$91.70
FV
14.9% undervalued
intrinsic discount
3.52%
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
about 7 hours ago
author updated this narrative
Samsung Fire & Marine Insurance
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Expanding Through Re In Singapore And Risk Focus Will Boost Future Prospects
Key Takeaways Developing innovative products and strengthening sales channels could drive future revenue growth and profitability through improved CSM. Diversification in global business and asset management strategies could enhance revenue and earnings through new market expansion and higher investment returns.
View narrative
₩490.58k
FV
9.7% undervalued
intrinsic discount
-30.25%
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
about 7 hours ago
author updated this narrative
MINISO Group Holding
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
US And Europe Expansion And Partnerships Will Secure Lasting Success
Key Takeaways Strategic expansion in overseas markets and enhanced store formats are expected to significantly drive growth and profitability. Diversification of supply chain and focused partnerships are designed to optimize costs, boost margins, and enhance customer engagement.
View narrative
US$22.61
FV
12.8% undervalued
intrinsic discount
19.11%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
54
users have followed this narrative
about 7 hours ago
author updated this narrative
Full Truck Alliance
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Digital And AI Applications Will Transform Future Logistics Efficiency
Key Takeaways Strategic investments in digital transformation and AI are expected to boost efficiency, increasing transaction volumes and driving revenue growth. Efforts to expand user growth and brand could capitalize on the vast small shipper market, enhancing monthly active users and net margins.
View narrative
US$15.23
FV
25.4% undervalued
intrinsic discount
16.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
about 7 hours ago
author updated this narrative
XP
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Sales Team Expansion And New Products Will Drive Client Acquisition
Key Takeaways Expansion in sales team and cross-sell opportunities with new products aim to drive revenue growth and client engagement. Tech platform enhancements and share buybacks expected to boost efficiency, margins, EPS growth, and shareholder value.
View narrative
US$22.40
FV
23.5% undervalued
intrinsic discount
14.50%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
about 7 hours ago
author updated this narrative
Kanzhun
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
AI-Powered Recruitment And New Markets Will Fuel Future User Growth
Key Takeaways Growth in diverse user segments and AI tools enhances revenue potential and operational efficiency, improving net margins and competitiveness. Decreased share-based compensation and focus on small enterprise revenue diversification boosts profitability and supports stable earnings growth.
View narrative
US$20.97
FV
4.1% undervalued
intrinsic discount
12.55%
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
about 7 hours ago
author updated this narrative
Vipshop Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Expanding 'Made For VIP' Line And AI Tech Will Elevate Customer Experiences
Key Takeaways Expanding off-price offerings and investing in brand relationships may drive revenue growth and improve sales conversion rates. AI utilization and Super VIP growth are enhancing customer satisfaction, increasing revenue per user, and potentially improving net margins.
View narrative
US$16.65
FV
8.3% undervalued
intrinsic discount
1.01%
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
about 7 hours ago
author updated this narrative
Aegon
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Expansion In Insurance Distribution Network Will Extend Annuity And Life Insurance Reach
Key Takeaways Transforming Transamerica and expanding the U.S. insurance distribution network could boost sales and enhance profitability in annuities and life insurance. Strengthened performance in the U.K. and strong U.S. retirement plans growth signal potential revenue diversification and earnings stability.
View narrative
€6.77
FV
7.2% undervalued
intrinsic discount
-7.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
about 7 hours ago
author updated this narrative
Value any company in seconds
Popular companies