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
19
users have liked this narrative
6
users have commented on this narrative
46
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
26
users have liked this narrative
5
users have commented on this narrative
72
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
6
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
M/I Homes
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Rising Costs And Regional Concentration Will Squeeze Margins With Upside
Key Takeaways Persistent affordability issues and cost pressures may constrain buyer demand and compress margins, limiting future revenue and earnings growth. Geographic concentration and evolving consumer preferences expose the company to volatility and restrict its ability to fully capitalize on market opportunities.
View narrative
US$140.00
FV
7.5% undervalued
intrinsic discount
-0.51%
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
14 days ago
author updated this narrative
Page Industries
AN
AnalystHighTarget
Consensus Narrative from 25 Analysts
Growing Middle Class And Digital Retail Will Drive Apparel Demand
Key Takeaways Deeper penetration in smaller cities, premiumization, and e-commerce growth could significantly outperform forecasts, driving sustained revenue growth and higher profit margins. Enhanced supply chain efficiency and focus on emerging segments like women's and kidswear position the company for margin expansion and market share gains ahead of competitors.
View narrative
₹57.50k
FV
19.5% undervalued
intrinsic discount
16.10%
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
14 days ago
author updated this narrative
Plains GP Holdings
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Decarbonization Will Restrict Permian Pipeline Use Amid Tightening Regulations
Key Takeaways Structural shifts toward decarbonization and renewables threaten long-term demand for pipeline assets, putting sustained pressure on revenue growth and earnings stability. Operational concentration in the Permian Basin and intensifying regulatory challenges elevate both regional and compliance risks, constraining expansion and profitability.
View narrative
US$17.50
FV
10.2% overvalued
intrinsic discount
-3.67%
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
14 days ago
author updated this narrative
H. Lundbeck
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Rising Mental Health Awareness Will Expand CNS Treatment Opportunities
Key Takeaways Accelerating adoption of key products, premium pipeline assets, and global demand trends are set to drive sustained revenue growth and margin expansion beyond current expectations. Advanced R&D strategies and CNS biologics leadership position the company for resilient, high-margin growth and competitive differentiation in neurology markets.
View narrative
DKK 64.79
FV
47.2% undervalued
intrinsic discount
6.50%
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
14 days ago
author updated this narrative
Entain
AN
AnalystHighTarget
Consensus Narrative from 19 Analysts
Rising Global Legalization Will Unlock Digital Betting Opportunities
Key Takeaways Sustained outperformance in key and emerging markets, coupled with operational gains and tech integration, could deliver outsized revenue, margin, and cash flow growth. Advanced personalization, broad geographic reach, and a focus on regulated markets uniquely position Entain for resilient, long-term earnings and sector-leading customer engagement.
View narrative
UK£12.60
FV
20.0% undervalued
intrinsic discount
7.08%
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
14 days ago
author updated this narrative
NIKE
AN
AnalystLowTarget
Consensus Narrative from 34 Analysts
Chinese Tariffs And Supply Chain Strains Will Erode Margins
Key Takeaways Geopolitical risks, supply chain disruptions, and costly transitions away from Asian manufacturing are compressing margins and increasing operational challenges. Weak consumer demand, loss of brand relevance among younger buyers, and intensified competition threaten Nike's pricing power, growth, and market share.
View narrative
US$43.67
FV
72.9% overvalued
intrinsic discount
-0.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
14 days ago
author updated this narrative
Raiffeisen Bank International
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Digital Banking And Green Finance Will Redefine Eastern Markets
Key Takeaways Accelerated Russian market exit and robust non-Russian loan performance could unlock capital and drive stronger margins and returns. Strategic expansion in Central and Eastern Europe, digital transformation, and diversification into green finance support long-term, resilient growth beyond traditional lending.
View narrative
€30.50
FV
18.3% undervalued
intrinsic discount
-3.50%
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
14 days ago
author updated this narrative
Harmony Gold Mining
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Global Inflation And De-Dollarization Will Boost Gold And Copper Demand
Key Takeaways Expanded high-grade production, swift copper ramp-up, and tight cost controls position Harmony for substantial, sustained earnings and free cash flow growth above market expectations. Structural gold price tailwinds and robust capital discipline create significant upside potential, including transformational acquisitions and sector-leading profitability.
View narrative
R320.00
FV
11.7% undervalued
intrinsic discount
22.72%
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
14 days ago
author updated this narrative
Rightmove
AN
AnalystHighTarget
Consensus Narrative from 17 Analysts
Digitalization And UK Housing Demand Will Shape Market Leadership
Key Takeaways Rightmove's proprietary AI tools, data advantages, and brand loyalty are driving network effects, pricing power, and margin expansion well beyond market expectations. Ongoing product innovation and high-tier package adoption will accelerate revenue growth and platform-driven service expansion, supporting a sustained long-term growth trajectory.
View narrative
UK£9.44
FV
12.7% undervalued
intrinsic discount
12.45%
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
14 days ago
author updated this narrative
Value any company in seconds
Popular companies