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
2
users have liked this narrative
0
users have commented on this narrative
6
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
3
users have liked this narrative
0
users have commented on this narrative
11
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
2
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
BWP Trust
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Potential Lease Renewal Mismatch With Bunnings Will Impact Future Rental Income
Key Takeaways Aggressive expansion and investments in high-interest environments may inflate return expectations, affecting earnings growth and potential overvaluation concerns. Rising borrowing costs and lease renewal challenges could pressure margins and occupancy, potentially impacting revenue stability and investor sentiment.
View narrative
AU$3.77
FV
3.6% undervalued
intrinsic discount
4.94%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
4
users have followed this narrative
6 days ago
author updated this narrative
Afry
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Decarbonization And Asian Renewables Will Drive Future Energy Demand
Key Takeaways Rising global decarbonization and infrastructure trends, plus expansion in growth markets, are driving robust demand and revenue diversification for AFRY across energy and industrial sectors. Restructuring, portfolio optimization, and a focus on high-value consulting are expected to strengthen efficiency, margin quality, and recurring revenue streams.
View narrative
SEK 213.75
FV
28.7% undervalued
intrinsic discount
3.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
6 days ago
author updated this narrative
Fineotex Chemical
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Eco-Friendly Products And Capacity Expansion Will Strengthen Future Prospects
Key Takeaways Strong growth in new segments and eco-friendly innovations could drive significant revenue and margin expansion for Fineotex. Strategic expansions and financial position enable pursuit of acquisitions, enhancing potential for sustainable earnings growth.
View narrative
₹294.00
FV
15.4% undervalued
intrinsic discount
16.04%
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
6 days ago
author updated this narrative
Vitalhub
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Global Expansions And Acquisitions Will Benefit TREAT And Strata
Key Takeaways Vitalhub's dual growth strategy of organic expansion and acquisitions is boosting revenue, with geographic diversification and product synergies enhancing market share. Financial flexibility supports strategic investments in AI and technology, promoting operational efficiency and improved earnings.
View narrative
CA$14.69
FV
7.2% undervalued
intrinsic discount
23.54%
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
Gildan Activewear
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Bangladesh And Central America Facilities Will Advance Manufacturing Efficiency
Key Takeaways Gildan's innovation in product offerings and manufacturing expansion is driving market share gains and improving net margins. Focus on sustainability and robust cash flow, coupled with share buybacks, enhances shareholder value and earnings growth.
View narrative
CA$77.54
FV
6.7% undervalued
intrinsic discount
4.82%
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
6 days ago
author updated this narrative
Taaleri Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Joensuu Biomass And Hamina Biorefinery Will Evolve Amid Risks
Key Takeaways Expansion in bioindustry and biorefinery operations could boost revenues and net margins through increased production and new client acquisitions. Strategic real estate partnerships and successful fundraising in renewable energy investments suggest potential for increased revenue growth and net margins.
View narrative
€9.10
FV
22.5% undervalued
intrinsic discount
0.60%
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
Lojas Renner
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Advanced AI And Technology Will Improve Future Performance
Key Takeaways Completion of investment cycles and technological advancements enhance profitability and boost revenue through improved fashion execution, trend identification, and inventory management. Store and digital expansion in underpenetrated areas, along with new distribution centers, drive revenue growth, market share gains, and improved e-commerce performance.
View narrative
R$20.52
FV
17.7% undervalued
intrinsic discount
8.83%
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
6 days ago
author updated this narrative
Genus
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
FDA Approval Of PRP Program In 2025 Will Open Significant Revenue Stream
Key Takeaways Growth in the porcine division and strategic partnerships in China are expected to enhance Genus's revenue and earnings. Expansion in the bovine segment through acquisitions and programs like VAP is projected to improve profit margins and financial stability.
View narrative
UK£26.59
FV
6.2% undervalued
intrinsic discount
4.58%
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
6 days ago
author updated this narrative
Mips
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
European Expansion And Product Launches Will Drive Market Presence
Key Takeaways Solid organic growth in Europe and strategic Moto expansion could boost Mips' market share and revenue, despite tariff challenges. Product innovation in the Safety category is driving substantial demand and revenue growth, reinforcing its competitive market position.
View narrative
SEK 556.00
FV
25.0% undervalued
intrinsic discount
27.75%
Revenue growth p.a.
Set Fair Value
1
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
Value any company in seconds
Popular companies