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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
15
users have liked this narrative
4
users have commented on this narrative
32
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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
19
users have liked this narrative
3
users have commented on this narrative
44
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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Balfour Beatty
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Energy Infrastructure Projects With National Grid And SSE Will Position For Future Success
Key Takeaways Strong backlog and focus on high-growth sectors like energy infrastructure position Balfour Beatty for long-term revenue and margin improvement. Strategic diversification and investment in digitalization enhance operational efficiency and support sustainable earnings growth, particularly in the U.S. market.
View narrative
UK£5.09
FV
7.6% overvalued
intrinsic discount
8.66%
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
6 days ago
author updated this narrative
Enad Global 7
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
New Game Launches From Singularity 6 And Cold Iron Will Strengthen Financial Stability In 2025
Key Takeaways New game launches and cost optimizations are expected to boost EG7's revenue and improve net margins, maintaining profitability at lower revenue levels. EG7's solid live service game foundation and strategic acquisition exploration are anticipated to contribute to stable earnings and accelerated growth.
View narrative
SEK 38.00
FV
66.8% undervalued
intrinsic discount
6.25%
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
6 days ago
author updated this narrative
Moltiply Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Mavriq And BPO Divisions Will Expand Global Reach
Key Takeaways New product launches and market entries, along with acquisitions, are set to drive revenue growth in the coming years. Regulatory changes could offer significant revenue opportunities for the E-Commerce Price Comparison business in a fairer online market landscape.
View narrative
€57.33
FV
24.3% undervalued
intrinsic discount
21.01%
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
6 days ago
author updated this narrative
Trisura Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expansion Into US Surety Market Will Strengthen Future Operations
Key Takeaways Expansion into U.S. Surety market and strategic exits from underperforming lines point to potential significant revenue and margin growth. Investment income growth and inorganic growth opportunities could boost earnings, enhance shareholder equity and improve operational focus.
View narrative
CA$53.38
FV
22.2% undervalued
intrinsic discount
5.56%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
6 days ago
author updated this narrative
Flexible Solutions International
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Food-Grade And Pharma Initiatives Will Drive Opportunity
Key Takeaways Relocating manufacturing to Panama and expanding Illinois capacity are strategic moves to reduce costs and increase production, boosting revenue and market share. Diversification with new food-grade and pharmaceutical ventures may drive future revenue, contingent upon successful operationalization and partnerships.
View narrative
US$9.00
FV
38.9% undervalued
intrinsic discount
34.61%
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
6 days ago
author updated this narrative
Gentian Diagnostics
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expanding Into $18 Billion Diagnostics Market Will Boost Prospects Despite Potential Risks
Key Takeaways Expansion of PETIA technology and product portfolio is anticipated to drive substantial future revenue and earnings growth. Strategic contract acquisitions and market expansion for key products are expected to enhance revenues, margins, and overall profitability.
View narrative
NOK 67.00
FV
14.9% undervalued
intrinsic discount
34.44%
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
6 days ago
author updated this narrative
Systemair
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expansion Into India And Sustainability Initiatives Will Strengthen Future Competitiveness
Key Takeaways Strategic M&A activity and facility expansions position Systemair for potential revenue growth through market expansion and enhanced production capacity. Focus on sustainability and new refrigerants strengthens Systemair’s competitive edge, supporting revenue growth through improved product offerings.
View narrative
SEK 95.33
FV
2.3% overvalued
intrinsic discount
2.90%
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
6 days ago
author updated this narrative
Luxfer Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Decarbonization And Hydrogen Energy Will Boost High-Performance Material Markets
Key Takeaways Rising demand for decarbonization and advanced materials strengthens Luxfer's position in premium sectors, supporting growth and profitability. Efficiency initiatives and focusing on higher-value sectors enhance margin expansion, resilience, and long-term earnings potential.
View narrative
US$17.00
FV
30.4% undervalued
intrinsic discount
0.64%
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
6 days ago
author updated this narrative
Lancashire Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Adding New Reinsurance Lines Will Strengthen Diversification But Catastrophic Events May Pose Profitability Risks
Key Takeaways Diversified portfolio and capital management enhance margins and absorb volatility, aiding in large loss event resilience. Expansion in the U.S. market and new reinsurance lines drive revenue growth, while a strong balance sheet supports capital returns and earnings stability.
View narrative
UK£7.12
FV
10.3% undervalued
intrinsic discount
17.11%
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
6 days ago
author updated this narrative
Value any company in seconds
Popular companies