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
25
users have liked this narrative
7
users have commented on this narrative
56
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
28.9% 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
88
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
20.8% 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
13
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Verrica Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Turnaround Plan Will Commercialize YCANTH And Advance Pipeline
Key Takeaways Cost reductions and focus on YCANTH commercialization could improve future revenues and net margins, aiding the turnaround plan. New market opportunities and pipeline progress with VP-315 and YCANTH could significantly boost future revenue if successful.
View narrative
US$40.00
FV
84.7% undervalued
intrinsic discount
168.30%
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
Updated
narrative
Tigo Energy
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
EMEA Expansion And Grid Modernization Will Empower Future Success
Key Takeaways Expansion into supportive international markets and regulatory tailwinds for solar safety drive revenue growth, market share gains, and gross margin improvement. Operational discipline and resolved supply chain issues support profitability trends and stronger cash flow amid robust demand for core products.
View narrative
US$4.63
FV
73.6% undervalued
intrinsic discount
37.41%
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
Updated
narrative
BioXcel Therapeutics
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
BXCL501 And SERENITY Trials Will Unlock New Treatment Horizons
Key Takeaways Advancing Phase III trials and successful SERENITY outcomes could expand market access and boost revenue through FDA approvals and new partnerships. Cost reduction initiatives and strategic financing strengthen financial stability, improving margins and enabling further commercialization efforts.
View narrative
US$19.00
FV
82.1% undervalued
intrinsic discount
178.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
Updated
narrative
Tilray Brands
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Expanding European Cannabis Markets Will Unlock Global Wellness Potential
Key Takeaways Expansion in Europe and category diversification are driving strong growth, margin improvements, and long-term revenue potential as global cannabis markets develop. Operational efficiencies and a solid financial position support continued cost optimization, strategic acquisitions, and international market entry for ongoing earnings growth.
View narrative
US$0.93
FV
29.9% undervalued
intrinsic discount
4.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
70
users have followed this narrative
Updated
narrative
Deutsche Bank
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
German Fiscal Stimulus And Digitalization Will Unlock Value
Key Takeaways Strategic positioning in German and global markets, supported by digitalization and capital strength, sets Deutsche Bank for growth in lending, advisory, and asset management revenues. Operational streamlining, investments in efficiency, and a focus on higher-margin businesses enhance profitability and support sustainable earnings improvement.
View narrative
€27.16
FV
12.6% overvalued
intrinsic discount
4.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
42
users have followed this narrative
1 day ago
author updated this narrative
JAKKS Pacific
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
International Expansion And Licensing Will Shape Prospects Amid Margin Risks
Key Takeaways International expansion and partnerships with major entertainment licensors are driving growth, revenue diversification, and a strong content-driven product pipeline. Supply chain flexibility, cost discipline, and product innovation support margin stability and strategic opportunities amid evolving global economic conditions.
View narrative
US$33.50
FV
49.4% undervalued
intrinsic discount
-4.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
1 day ago
author updated this narrative
GeneDx Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expanding Pediatric Genomics Will Transform Rare Disease Diagnostics
Key Takeaways Accelerating adoption of genomics in pediatrics and enhanced AI platforms drive growth, efficiency, and margin improvement while reinforcing competitive advantage. Increasing reimbursement, enriched rare disease datasets, and global biopharma partnerships support recurring revenues, premium pricing, and high barriers to entry.
View narrative
US$115.29
FV
8.1% undervalued
intrinsic discount
19.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
Updated
narrative
Compass
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
AI Integration And Evolving Demographics Will Expand Real Estate Horizons
Key Takeaways AI-driven platform enhancements and operational efficiencies are fueling agent productivity, margin expansion, and sustained revenue and market share growth. Expansion into high-margin adjacent services and successful integration of acquisitions are increasing earnings potential and deepening the company's competitive moat.
View narrative
US$8.95
FV
8.3% undervalued
intrinsic discount
13.12%
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
Updated
narrative
Arista Networks
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Adoption Of AI And Open Ethernet Will Expand Future Markets
Key Takeaways Leadership in open, high-bandwidth networking and AI infrastructure positions Arista to capture sustained growth and expand its market share amid industry migration from proprietary systems. Increased focus on software-driven platforms, automation, and enterprise expansion boosts recurring revenue, diversifies the customer base, and enhances long-term earnings stability.
View narrative
US$133.46
FV
4.4% overvalued
intrinsic discount
19.53%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
171
users have followed this narrative
Updated
narrative
Value any company in seconds
Popular companies