Global Community

PayPal at it's surface might not seem like fanciest option available; but as you take a deeper dive into the company it has a lot more to offer than just the app we use for transactions and sending money to others. Most of their revenue comes from transactions while they also source some revenue from other added value services like: Payment Gateway Subscriptions Interest and fees from consumer loans and merchant loans Other credit products referrals partnerships One other source that recently has begun to catch traction for them is Venmo; which is quite similar to the normal services of PayPal but has been very popular with younger populations.

US$5.30

75.8% undervalued

Revenue growth p.a.

New

PayPal Holdings

Zwfis

Community Contributor

PayPal's Future Growth Through Venmo and Merchant Solutions

"Investing in a bitcoin miner?! How dare you!" endthefud.org Summary IREN owns and operates 4 Bitcoin mining sites in North America, powered by 100% renewable energy, leveraging 'stranded energy' from hydro and solar power plants.

US$105.25

34.2% undervalued

7.22%

Revenue growth p.a.

New

IREN

BlackGoat

Community Contributor

IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers

Catalysts Structural market tailwinds: Offshore wind installations are projected to grow from approximately 8 GW in 2024 to 34 GW by 2030 (28% CAGR), supported by strong policy initiatives in the EU, U.S., and China targeting over 400 GW of capacity. Source.

US$26.54

9.7% overvalued

30.00%

Revenue growth p.a.

27 days ago

Cadeler

Mandelman

Community Contributor

Cadeler set to grow with market.

NOK 95.36

46.4% undervalued

30.00%

Revenue growth p.a.

Updated

Load previous narratives

Hemnet Group

Key Takeaways Expanding digital adoption and strong platform enhancements are boosting user engagement, revenue per listing, and maintaining Hemnet's pricing power and market leadership in Sweden. Dominant brand presence and network effects ensure resilience against competitors, supporting sustained high margins and efficient customer acquisition.

Consensus Narrative from 12 Analysts

Digital Real Estate Transformation Will Fuel Swedish Market Expansion

SEK 335.40

29.9% undervalued

19.01%

Revenue growth p.a.

Updated

Upland Software

Key Takeaways Industry shifts toward integrated platforms and vendor consolidation threaten Upland's growth, recurring revenue, and ability to retain customers. Heavy dependence on cost discipline and limited innovation may hinder sustainable earnings and margin expansion amid increasing competition and compliance pressures.

Consensus Narrative from 3 Analysts

Falling Revenue And Debt Will Constrain SaaS But Spur Recovery

US$3.50

19.1% undervalued

-13.03%

Revenue growth p.a.

6 days ago

Applied Optoelectronics

Key Takeaways Rapid adoption of advanced optical transceivers and expanded U.S./Taiwan manufacturing boost growth prospects and mitigate supply chain risks. Internal efficiency improvements and rising industry demand drive cost reductions, margin expansion, and diversified, long-term revenue opportunities.

Consensus Narrative from 5 Analysts

US And Taiwan Manufacturing Will Fuel Optical Market Expansion

US$27.20

11.0% undervalued

51.55%

Revenue growth p.a.

Updated

Rumble

Key Takeaways Heavy reliance on niche branding and creator incentives may pressure margins amid rising regulatory and content moderation risks. Growth is challenged by intense competition and advertiser hesitation, limiting mainstream appeal and potential revenue scale.

Consensus Narrative from 2 Analysts

Regulatory Risks And Competition Will Limit Revenue But B2B Will Revive

US$9.00

19.0% undervalued

21.12%

Revenue growth p.a.

6 days ago

Manappuram Finance

Key Takeaways Intensifying digital competition and financial inclusion initiatives are shrinking Manappuram's gold loan market, pressuring revenue and long-term growth prospects. Weaker digital transformation, shrinking margins, and asset quality concerns in non-gold segments will further erode profitability and constrain earnings growth.

Consensus Narrative from 13 Analysts

Fintech Rivalry And Tightening Regulations Will Squeeze NBFC Margins

₹208.79

34.7% overvalued

31.95%

Revenue growth p.a.

6 days ago

Kornit Digital

Key Takeaways Slow adoption by traditional customers and weak short-term revenues are delaying expected growth, despite long-term industry trends favoring Kornit's digital solutions. Customer hesitancy and competition from internal or alternative technologies may limit market expansion and slow the ramp-up of recurring and system sales.

Consensus Narrative from 6 Analysts

Slow Digital Adoption Will Restrain Sales Though Margins Will Stabilize

US$20.00

27.2% undervalued

7.38%

Revenue growth p.a.

6 days ago

Mutares SE KGaA

Key Takeaways Accelerated restructuring activity and strong turnaround capabilities position Mutares for portfolio expansion, operational improvement, and margin growth across diverse sectors and new geographies. Increased exit opportunities and demand for transformation services enable higher exit values, improved profitability, and more stable long-term revenue streams.

Consensus Narrative from 4 Analysts

European Divestitures And Japanese Expansion Will Unlock Value

Key Takeaways Debt restructuring, cost controls, and a streamlined land strategy position the company for accelerated margin growth and financial flexibility ahead of an expected industry upcycle. Demographic trends and a scalable land-lease model support robust long-term demand, while new leadership could drive operational transformation and unlock further earnings growth.

€42.88

33.2% undervalued

9.51%

Revenue growth p.a.

6 days ago

Lifestyle Communities

AnalystHighTarget

Consensus Narrative from 8 Analysts

Australia's Ageing Population Will Drive Downsizing Housing Demand

GDI Integrated Facility Services

AU$8.83

37.5% undervalued

26.21%

Revenue growth p.a.

6 days ago

Key Takeaways Strategic focus on higher-growth technical services and disciplined contract management enhances revenue resilience and operational efficiency, supporting long-term earnings growth. Investments in sustainability and data-driven solutions align with rising client ESG demands, driving margin improvement and market expansion opportunities.

Consensus Narrative from 4 Analysts

Hygiene And Specialized Services Will Unlock Lucrative Future Opportunities