Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
🌎 Global
Global
United States
Australia
United Kingdom
Canada
India
China
Argentina
Austria
Bahrain
Bangladesh
Belgium
Bermuda
Botswana
Brazil
Bulgaria
Chile
Colombia
Croatia
Cyprus
Czech Republic
Denmark
Egypt
Estonia
Finland
France
Germany
Ghana
Greece
Hong Kong
Hungary
Iceland
Indonesia
Ireland
Israel
Italy
Ivory Coast
Jamaica
Japan
Jordan
Kenya
Kuwait
Latvia
Lithuania
Luxembourg
Malawi
Malaysia
Malta
Mauritius
Mexico
Morocco
Namibia
Netherlands
New Zealand
Nigeria
Norway
Oman
Pakistan
Palestinian Authority
Peru
Philippines
Poland
Portugal
Qatar
Romania
Russia
Saudi Arabia
Serbia
Singapore
Slovakia
Slovenia
South Africa
South Korea
Spain
Sri Lanka
Sweden
Switzerland
Taiwan
Tanzania
Thailand
Trinidad & Tobago
Tunisia
Turkey
Uganda
Ukraine
United Arab Emirates
Venezuela
Vietnam
Zambia
Zimbabwe
Create a narrative
Global Community
Our community narratives are driven by numbers and valuation.
Create a narrative
Community Investing Ideas
Global Weekly Picks
Addus HomeCare
DA
DanielGC
Community Contributor
Quality at a Premium. A time to watch, not to buy?
Key Takeaways Consistent revenue growth, strong profitability, and a pristine balance sheet position Addus for sustained disciplined acquisitive growth and improved operational efficiency. The company's business model is resilient and defensive against cyclical downturns, making it a safe haven in times of economic uncertainty.
View narrative
US$154.56
FV
30.1% undervalued
intrinsic discount
14.72%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
2
users have commented on this narrative
28
users have followed this narrative
29 days ago
author updated this narrative
Grab Holdings
BL
BlackGoat
Community Contributor
GRAB: The Super-App at the Heart of Southeast Asia’s Digital Boom
Why I Began Following This Company… My interest in Grab begins with the region it calls home. Southeast Asia is entering a transformative decade: young, fast-growing, and increasingly digital.
View narrative
US$8.2
FV
25.6% undervalued
intrinsic discount
21.73%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
3
users have commented on this narrative
45
users have followed this narrative
Updated
narrative
Verve Group
ME
MEB
Community Contributor
Verve Group to Surge with 51.61% Revenue Growth
Verve Group faces near-term skepticism following its FY25 Q2 report, which included a downward revision to full-year revenue guidance. But beneath the short-term noise lies a company undergoing a strategic inflection — one that positions it to capture outsized value in the post-cookie, privacy-first advertising economy.
View narrative
€6
FV
63.2% undervalued
intrinsic discount
58.08%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
19
users have followed this narrative
16 days ago
author updated this narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Tracsis
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Rail Technology Investments And International Diversification Will Drive Success
Key Takeaways Tracsis seeks to grow recurring software and transactional revenues, especially in Rail Technology, for future growth. Strategic acquisitions and R&D investments aim to expand market reach and improve productivity, potentially enhancing earnings and margins.
View narrative
UK£6.95
FV
38.8% undervalued
intrinsic discount
1.78%
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
14 days ago
author updated this narrative
Hawaiian Electric Industries
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Hawaii Legislation And Grid Modernization Will Strengthen Prospects
Key Takeaways Legislative and regulatory actions reduce legal risk, support infrastructure upgrades, and improve financial stability and earnings potential. Refocus on core utility business and clean energy investments positions the company for long-term growth and enhanced revenue opportunities.
View narrative
US$11.44
FV
6.0% overvalued
intrinsic discount
6.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
14 days ago
author updated this narrative
MTN Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
African Connectivity And Fintech Will Unlock Future Opportunities
Key Takeaways Rapid subscriber and mobile money adoption, along with network expansion, is enhancing customer retention and diversifying growth beyond traditional voice services. Strategic capital allocation, operational efficiency, and improved market conditions are strengthening profitability, cash flow, and shareholder value potential.
View narrative
R167.11
FV
12.3% undervalued
intrinsic discount
10.88%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
45
users have followed this narrative
14 days ago
author updated this narrative
Unicaja Banco
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Overvalued Assumptions Will Crumble As Margins Decline
Key Takeaways Margin and revenue pressures may rise as net interest margins compress, cost reductions prove challenging, and optimism about sustained earnings momentum appears misplaced. Growth in fee-based income and digital transformation face limits amid rising costs, competition, and demographic headwinds, risking overestimated future revenue expansion.
View narrative
€2.1
FV
10.8% overvalued
intrinsic discount
1.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
14 days ago
author updated this narrative
Maravai LifeSciences Holdings
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Rising Regulatory Burdens Will Weaken mRNA Base Despite BST Gains
Key Takeaways Heavy reliance on core technologies and clients leaves Maravai vulnerable to market shifts, technological disruption, and increasing vertical integration among major biopharma partners. Rising competition, regulatory costs, and market commoditization threaten profitability and long-term growth, especially as research funding migrates to regions with weaker Maravai presence.
View narrative
US$2
FV
40.5% overvalued
intrinsic discount
-0.08%
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
Zehnder Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Ventilation Expansion And Urbanization Trends Will Create Value
Key Takeaways Zehnder's ventilation-focused strategy, innovation investments, and operational efficiencies support margin expansion and revenue growth, bolstered by service, replacement, and cross-market opportunities. Strategic moves in high-growth, regulation-driven markets and recurring revenue streams help diversify exposure and reduce vulnerability to regional economic swings.
View narrative
CHF 84.61
FV
16.2% undervalued
intrinsic discount
5.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
14 days ago
author updated this narrative
Hana Financial Group
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Digital Transformation Will Redefine Asia Financial Landscape
Key Takeaways Digital transformation and diversified non-interest income streams are driving sustainable growth and operational efficiency, strengthening Hana Financial Group's competitive position. Expanding international, corporate, and SME activities, alongside proactive cost control, enhances resilience and enables strategic innovation and shareholder returns.
View narrative
₩106.45k
FV
15.3% undervalued
intrinsic discount
2.03%
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
14 days ago
author updated this narrative
Royal Bank of Canada
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Digital Transformation And Wealth Management Will Unlock Future Value
Key Takeaways Strategic advancements in AI, digitalization, and cost management are boosting customer engagement, efficiency, and long-term profitability across RBC's core businesses. Expansion in wealth management and successful U.S. growth, enhanced by acquisitions, is diversifying revenue streams and fueling sustainable, higher-margin income.
View narrative
CA$207.93
FV
3.1% undervalued
intrinsic discount
4.43%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
122
users have followed this narrative
14 days ago
author updated this narrative
Wallbox
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
European EV Adoption And Smart Energy Will Fuel Expansion
Key Takeaways Expansion into diverse markets and innovative products is lowering risk and supporting long-term, sustainable growth in both revenue and earnings. Strategic partnerships and operational efficiencies are improving sales stability, gross margins, and progressing toward greater profitability.
View narrative
US$7.33
FV
43.9% undervalued
intrinsic discount
51.14%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
14 days ago
author updated this narrative