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
28.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
32
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
DOF Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Refinancing And Fleet Optimization Will Boost Future Operational Efficiency
Key Takeaways Strategic acquisitions and fleet restructuring aim to enhance profitability, potentially leading to higher net margins. Refinancing efforts and capital distributions are poised to improve cash flow management and enhance earnings per share.
View narrative
NOK 122.20
FV
22.4% undervalued
intrinsic discount
13.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
about 19 hours ago
author updated this narrative
Türk Hava Yollari Anonim Ortakligi
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Expanded Route Network And Fleet Modernization Will Improve Efficiency
Key Takeaways Expansion of fleet and routes, plus increased operational capacity, boost revenue, international presence, and long-term growth potential. New initiatives like Turkish Airlines Holidays and advanced aircraft improve efficiency, diversify revenue, and enhance profitability.
View narrative
₺443.46
FV
29.1% undervalued
intrinsic discount
7.15%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
148
users have followed this narrative
9 days ago
author updated this narrative
Castle Biosciences
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Expanding Diagnostic Menus Will Unlock Broad Clinical Potential
Key Takeaways Expanding into new diagnostic areas and strengthening real-world clinical evidence is poised to enhance adoption, diversify revenue, and drive long-term growth. Advances in reimbursement, physician education, and sales force maturity are expected to improve pricing, margins, and market penetration.
View narrative
US$36.11
FV
45.6% undervalued
intrinsic discount
1.07%
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
about 19 hours ago
author updated this narrative
Repco Home Finance
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Branch Expansion In Karnataka, Andhra Pradesh, Telangana, And Maharashtra Will Improve Market Reach
Key Takeaways Streamlining operations and expanding the branch network aim to enhance service delivery and increase revenue through improved efficiency and market penetration. Emphasizing home loans, settling regulatory issues, and reducing NPAs are strategies to improve asset quality, revenue, and market share.
View narrative
₹501.00
FV
22.7% undervalued
intrinsic discount
5.53%
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 19 hours ago
author updated this narrative
Carrefour
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Digital Transformation And E-commerce Will Drive Future Success
Key Takeaways Strategic real estate optimization and operational model review focus resources on high-potential areas, enhancing future capital deployment and earnings. Continued investment in price competitiveness and digital transformation supports market share growth, higher margins, and improved operational efficiencies.
View narrative
€14.15
FV
10.6% undervalued
intrinsic discount
0.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
9 days ago
author updated this narrative
JinkoSolar Holding
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Supply Chain Optimization And ESS Expansion Will Secure Future Competitiveness
Key Takeaways Focused cost reduction and efficiency drive profitability, with net margins expected to improve through supply chain optimization and regional shipment strategies. Strategic expansion in energy storage and high-efficiency products drives revenue, supported by R&D advancements and market adaptability.
View narrative
US$33.52
FV
33.8% undervalued
intrinsic discount
13.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
44
users have followed this narrative
about 18 hours ago
author updated this narrative
MJ Gleeson
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expansion And Operational Improvements Will Increase Future Housing Deliveries
Key Takeaways Gleeson's expansion in site openings and improved operational efficiencies are set to boost future revenue and net margins. Strategic land sales, planning consents, and project partnerships are expected to drive revenue growth and profitability.
View narrative
UK£5.29
FV
33.5% undervalued
intrinsic discount
13.09%
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
about 18 hours ago
author updated this narrative
Hochschild Mining
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Transition To Full Production At Mara Rosa Mine Will Increase Output
Key Takeaways Expanding resources through exploration and transitioning to full Mara Rosa production could enhance revenue, profitability, and long-term stability. Cost optimization, new projects, and a new dividend policy are poised to strengthen financial health and investor confidence.
View narrative
UK£3.43
FV
10.0% undervalued
intrinsic discount
8.99%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
about 18 hours ago
author updated this narrative
Mohawk Industries
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Urbanization And Sustainability Will Unlock New Markets
Key Takeaways Strategic focus on sustainability, innovation, and digital transformation is expected to enhance margins and build pricing power in premium flooring segments. Expanding global presence and targeting emerging markets should drive steady growth while reducing dependence on traditional markets.
View narrative
US$135.94
FV
11.4% undervalued
intrinsic discount
2.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
about 18 hours ago
author updated this narrative
Value any company in seconds
Popular companies