Global Community

ING, of course, is a bank; and banks don't like falling interest rates, right? For the dominant stream of income is their core business model, i.e. borrowing short-term and lending long-term, reaping the difference in interest rates in the process.

US$163.75

23.6% undervalued

12.00%

Revenue growth p.a.

New

ING Groep

PittTheYounger

Community Contributor

ING leads the pack when it comes to pivoting towards non-lending income

The supermarket chain Coles is the kind of “boring” business that may have been overlooked as an investment opportunity. Although it was divested from Wesfarmers in 2018, Coles’ heritage traces back to 1914 — giving it over 110 years of history.

€27.92

23.7% undervalued

9.00%

Revenue growth p.a.

New

Coles Group

Robbo

Community Contributor

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

AU$22.00

4.3% undervalued

8.72%

Revenue growth p.a.

New

Load previous narratives

Elevance Health

Key Takeaways Elevated costs in government-backed plans and greater reliance on value-based care could compress margins despite operational improvements and diversification strategies. Increasing regulatory changes, political uncertainty, and provider sophistication in technology may erode pricing power and add to earnings volatility.

Consensus Narrative from 18 Analysts

ACA And Medicaid Will Squeeze Margins Though Tech Will Aid

US$297.00

4.2% overvalued

6.23%

Revenue growth p.a.

1 day ago

UnitedHealth Group

Key Takeaways Government scrutiny, regulatory interventions, and policy headwinds are likely to reduce margins and profitability across UnitedHealth's core business segments. Rising medical costs, intensifying competition, and operational challenges threaten revenue growth, expose structural weaknesses, and endanger long-term earnings potential.

Consensus Narrative from 23 Analysts

Medicare Scrutiny Will Deepen Margin Compression In Managed Care

US$198.00

53.5% overvalued

3.39%

Revenue growth p.a.

1 day ago

Oracle

Key Takeaways Reliance on legacy platforms and shifting customer preferences threaten core revenue streams, gross margins, and create heightened long-term volatility for future income. Intensifying competition and regulatory demands will increase compliance costs and further diminish Oracle's pricing power, scalability, and overall growth potential.

Consensus Narrative from 34 Analysts

Legacy Model Will Falter Amid Rising Compliance And Cloud Competition

US$175.00

41.9% overvalued

15.69%

Revenue growth p.a.

1 day ago

Costco Wholesale

Key Takeaways Evolving consumer behavior and urban demographics threaten Costco's bulk-sales model, risking slower same-store growth and long-term margin pressure. Rising costs and global expansion challenges could compress margins, while membership growth stagnates in mature markets, limiting future earnings potential.

Consensus Narrative from 30 Analysts

E-commerce And Urbanization Will Undermine Traditional Bulk Retailing

US$834.56

16.5% overvalued

4.97%

Revenue growth p.a.

1 day ago

First Majestic Silver

Key Takeaways Expanded exploration, operational efficiencies, and strong balance sheet position the company to capitalize on rising silver demand and drive sustainable long-term growth. Enhanced ESG performance and a focus on sustainability could increase investor interest and support higher silver prices and margins.

Consensus Narrative from 4 Analysts

Exploration At Navidad And Santo Niño Will Uplift Silver Prospects

Information Services Group

CA$13.88

11.7% undervalued

18.29%

Revenue growth p.a.

Updated

Key Takeaways Expanding demand for AI and digital transformation services is boosting ISG's revenue growth, while recurring revenues and acquisitions improve earnings quality and geographic reach. Growing need for specialized advisory due to regulatory and technological complexity enhances ISG's competitive position and supports stable, higher-margin performance.

Consensus Narrative from 2 Analysts

Digital Transformation And AI Will Unlock New Opportunities

US$5.25

7.4% undervalued

4.54%

Revenue growth p.a.

Updated

SANUWAVE Health

Key Takeaways Rapid growth and improved margins are driven by increased device placements, operational efficiency, and higher-margin consumables in a large, expanding market. Expanded salesforce, marketing campaigns, and growing practitioner adoption position the company for accelerated revenue and sustained earnings growth.

Consensus Narrative from 1 Analyst

Expanding Sales Force And Marketing Will Drive Wound Care Adoption

US$54.00

28.5% undervalued

34.78%

Revenue growth p.a.

Updated

Ichor Holdings

Key Takeaways Secular demand growth and government incentives are expanding Ichor's market opportunity, supporting above-industry and more predictable long-term revenue growth. New proprietary product launches and vertical integration are set to boost margins and diversify revenue through higher content per tool and increased manufacturing efficiency.

Consensus Narrative from 6 Analysts

Digital Transformation And US CHIPS Act Will Drive Semiconductor Demand

US$24.17

25.7% undervalued

6.91%

Revenue growth p.a.

3 days ago

Evolus

Key Takeaways Global expansion, new product launches, and strong loyalty engagement drive long-term revenue growth, diversification, and increased demand for both existing and future offerings. Operational realignment and automation support margin improvement and profitability while digital engagement and loyalty programs enhance market share and consumer retention.

Consensus Narrative from 6 Analysts

International Expansion And Pipeline Developments Will Reshape Aesthetics Markets