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
57.7% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
7
users have commented on this narrative
58
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
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
33
users have liked this narrative
6
users have commented on this narrative
89
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
20.6% 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
14
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Ridley
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Global Commercialization Of NovacqPro Will Open New Revenue Streams
Key Takeaways Strategic acquisitions and market expansion, notably in pet food and prawn markets, are expected to significantly elevate earnings and market presence. Operational efficiency improvements and high-margin focus are poised to boost net margins and reduce costs over the long term.
View narrative
AU$3.00
FV
2.4% undervalued
intrinsic discount
24.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
about 22 hours ago
author updated this narrative
Marksans Pharma
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expansion Into US And UK Markets Will Strengthen Future Prospects
Key Takeaways Strategic expansion in the U.S. and U.K., supported by new product launches, aims for long-term growth and improved earnings. Focus on operational efficiencies and stable costs is expected to enhance profit margins and positively impact earnings.
View narrative
₹301.00
FV
29.9% undervalued
intrinsic discount
18.55%
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
about 22 hours ago
author updated this narrative
Bata India
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Scaling Floatz And Power Brands Will Strengthen Market Presence
Key Takeaways Expansion of Floatz and Power brands with innovative, high-margin products is expected to drive significant revenue growth. Scaling zero-based merchandising and franchise expansion aims to enhance net margins and improve consumer experience efficiently.
View narrative
₹1.24k
FV
4.7% undervalued
intrinsic discount
8.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
about 22 hours ago
author updated this narrative
REN - Redes Energéticas Nacionais SGPS
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Future Energy Transition Investments May Erode Earnings Amid Regulatory Uncertainty
Key Takeaways Significant CapEx in hydrogen and electricity grids may impact net margins if regulated returns do not increase proportionally. Regulatory shifts and renewable energy reliance could pressure revenue and cash flow, affecting investor confidence and stock valuation.
View narrative
€3.03
FV
2.9% undervalued
intrinsic discount
2.36%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
about 22 hours ago
author updated this narrative
Salmones Camanchaca
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Lower Net Debt And Efficient Atlantic Salmon Operations May Boost Financial Stability In 2025
Key Takeaways Improved net margins and potentially higher earnings expected due to cost-saving initiatives and reduced risks. Enhanced financial health and lower leverage may support growth initiatives and lower interest expenses.
View narrative
CL$2.95k
FV
0.3% undervalued
intrinsic discount
5.46%
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
about 22 hours ago
author updated this narrative
Humana
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Nordic Elderly Care And AI Tools Will Unlock Value
Key Takeaways Expansion in elderly and disability care, along with portfolio adjustments and digital investments, positions Humana for growth and improved operational efficiency. Cost-cutting, specialization, and share repurchases are set to boost margins, free cash flow, and long-term shareholder returns.
View narrative
SEK 45.00
FV
15.0% undervalued
intrinsic discount
1.80%
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
about 22 hours ago
author updated this narrative
Billerud
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Accelerating Sustainable Packaging Demand Will Unlock North American Markets
Key Takeaways Expanding high-quality, sustainable paperboard and innovative packaging solutions positions Billerud to capture premium markets and strengthen long-term customer relationships. Structural cost reductions and operational efficiencies are set to improve margins and earnings stability amid growing global demand for fiber-based packaging.
View narrative
SEK 107.17
FV
17.7% undervalued
intrinsic discount
0.84%
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
about 22 hours ago
author updated this narrative
Hansen Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
AI Investments, Powercloud Turnaround, And Virgin Media O2 Deal Will Strengthen Future Prospects
Key Takeaways Successful Powercloud restructuring strengthens financial stability and boosts net margins, indicating a promising financial outlook. Strategic AI investments and strong pipelines in communications ensure sustained growth and enhanced competitive positioning across various verticals.
View narrative
AU$6.51
FV
6.5% undervalued
intrinsic discount
6.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
about 22 hours ago
author updated this narrative
Birla
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Capacity Expansion And Sustainability Investments Will Shape Indian Infrastructure
Key Takeaways Strategic expansions, sustainability investments, and premium product focus position Birla for long-term growth, improved margins, and earnings stability amid rising infrastructure demand. Operational flexibility and normalization of one-off costs enhance efficiency and profitability, supporting future market leadership and financial resilience.
View narrative
₹1.59k
FV
21.4% undervalued
intrinsic discount
7.56%
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
about 22 hours ago
author updated this narrative
Value any company in seconds
Popular companies