Community

Our community narratives are driven by numbers and valuation.

Value any stock for free in seconds

Get alerts and valuation updates

Participate in discussions

Weekly Picks

Capstone Holding

CMCVentures

Community Contributor

Scaling up in building materials with smart M&A and growing profitability

Key Takeaways Capstone is building a scalable platform in specialty construction materials, focusing on thin veneer masonry in the U.S. Midwest and Northeast. With a strategy of tuck-in acquisitions, innovative proprietary products, and regional growth, revenue could triple by 2030.

View narrative

US$2.77

31.0% undervalued

21.60%

Revenue growth p.a.

24 days ago

Hims & Hers Health

BlackGoat

Community Contributor

Hims: The Platform Powering Personalised Healthcare

Summary Platform Play, Not a Pill Company: Hims is building the infrastructure for personalised, direct-to-consumer healthcare across diagnostics, treatment, and prevention, similar to what Amazon did for retail and Spotify for music. Strong Fundamentals with Operating Leverage: The company is growing fast, generating free cash flow, and scaling efficiently, with rising margins, high retention, and zero debt.

View narrative

US$114.01

53.1% undervalued

29.00%

Revenue growth p.a.

4 days ago

Jumbo Interactive

Robbo

Community Contributor

Undervalued lottery company with strong fundamentals

Jumbo Interactive presents a compelling investment opportunity, with several key metrics indicating that the current share price may be undervalued. Notably, it boasts a strong Joel Greenblatt score of 34 and an attractive dividend yield of 5.4%.

View narrative

AU$15.00

34.5% undervalued

24.34%

Revenue growth p.a.

11 days ago

Proximus

Axano

Community Contributor

Proximus, transferring money from the impatient to the patient investor

Why has the stock dropped? Proximus had to invest heavily in the deployment of Fiber.

View narrative

€16.62

54.5% undervalued

3.00%

Revenue growth p.a.

4 months ago

Load previous narratives

Douglas

AnalystConsensusTarget

Consensus Narrative from 6 Analysts

Expansion Into Central And Eastern Europe And Exclusive Partnerships Will Strengthen Future Market Position

Key Takeaways Douglas's expansion in Central and Eastern Europe and omnichannel strategy investments may enhance revenue and store productivity. Supply chain efficiency and exclusive brand partnerships could boost net margins, revenue, and brand differentiation.

View narrative

€18.08

35.4% undervalued

3.31%

Revenue growth p.a.

4 days ago

TKH Group

AnalystConsensusTarget

Consensus Narrative from 6 Analysts

Emerging Technologies And Defense Industries To Benefit From R&D Investments

Key Takeaways Strategic focus on automation and electrification aligns with global trends, potentially boosting revenue and margins. Cost-saving measures and divestments aim to optimize operations, improving net margins and focusing on core growth areas.

View narrative

€46.75

21.2% undervalued

4.37%

Revenue growth p.a.

4 days ago

Fourlis Holdings

AnalystConsensusTarget

Consensus Narrative from 4 Analysts

Store Remodels And Digital Upgrades Will Expand Market Presence

Key Takeaways Expansion of IKEA stores and partnership with Foot Locker are key to revenue growth and geographical diversification, enhancing market reach. Advancements in logistics and digital transformation are set to boost efficiency, profitability, and support growth in both revenue and net margins.

View narrative

€5.70

29.8% undervalued

11.44%

Revenue growth p.a.

4 days ago

HSBC Holdings

AnalystConsensusTarget

Consensus Narrative from 17 Analysts

We Will Streamline Banking Operations For Long Term Stability

Key Takeaways Strategic investments in Wealth and Transaction Banking drive strong revenue momentum and sustained growth, positively impacting medium-term revenue growth. Organizational simplification and robust financial strategy, including share buybacks, enhance earnings, net margins, and shareholder value.

View narrative

UK£9.23

4.6% undervalued

6.31%

Revenue growth p.a.

108

4 days ago

ITD Cementation India

AnalystConsensusTarget

Consensus Narrative from 3 Analysts

Vadhvan Port And IKEA Projects Will Drive Future Prospects

Key Takeaways New project wins and entry into new segments indicate strong future revenue growth and diversification opportunities. An underleveraged balance sheet and operational improvements suggest potential for expansion, efficiency gains, and enhanced margins.

View narrative

₹612.00

8.4% overvalued

16.38%

Revenue growth p.a.

4 days ago

Judo Capital Holdings

AnalystConsensusTarget

Consensus Narrative from 11 Analysts

Regional Expansion And New SME Products Will Drive Future Lending Opportunities

Key Takeaways Regional expansion and new business bankers are expected to drive growth by increasing lending and positively impacting future revenue. Strong Net Interest Margin and proactive portfolio management enhance earnings and reduce impairment expenses, supporting profitability and revenue growth.

View narrative

AU$2.15

35.2% undervalued

24.57%

Revenue growth p.a.

4 days ago

Ariston Holding

AnalystConsensusTarget

Consensus Narrative from 10 Analysts

Government Incentives And Global Expansion Will Drive Renewable Heating

Key Takeaways Strong policy tailwinds and rising demand for energy-efficient appliances are driving growth, enhancing Ariston’s revenue mix and market positioning in both mature and emerging markets. Operational efficiency, disciplined capital management, and strategic expansion activities underpin sustainable margin improvements and position Ariston for ongoing profitable growth.

View narrative

€4.86

9.6% undervalued

2.76%

Revenue growth p.a.

4 days ago

Equinox Gold

AnalystConsensusTarget

Consensus Narrative from 6 Analysts

Greenstone Ramp-Up And Castle Mountain Expansion Will Transform Gold Operations By 2025

Key Takeaways Greenstone, Piaba, and Castle Mountain projects set to enhance gold output, boost revenues, and strengthen earnings. Operational efficiencies from Bahia complex promise cost reductions and improved net margins.

View narrative

CA$11.96

24.1% undervalued

22.21%

Revenue growth p.a.

4 days ago

Ascom Holding

AnalystConsensusTarget

Consensus Narrative from 2 Analysts

Portfolio Simplification And Cloud Expansion Will Attract New Healthcare Customers

Key Takeaways Portfolio simplification and cloud expansion aim to drive efficiency, cost-effectiveness, and revenue growth in new and existing market segments. Strong backlog and focus on high-margin healthcare software and services support positive revenue outlook and recurring revenue growth.

View narrative

CHF 5.23

36.2% undervalued

3.26%

Revenue growth p.a.

4 days ago

Community

Weekly Picks

Scaling up in building materials with smart M&A and growing profitability

Hims: The Platform Powering Personalised Healthcare

Undervalued lottery company with strong fundamentals

Proximus, transferring money from the impatient to the patient investor

Expansion Into Central And Eastern Europe And Exclusive Partnerships Will Strengthen Future Market Position

Emerging Technologies And Defense Industries To Benefit From R&D Investments

Store Remodels And Digital Upgrades Will Expand Market Presence

We Will Streamline Banking Operations For Long Term Stability

Vadhvan Port And IKEA Projects Will Drive Future Prospects

Regional Expansion And New SME Products Will Drive Future Lending Opportunities

Government Incentives And Global Expansion Will Drive Renewable Heating

Greenstone Ramp-Up And Castle Mountain Expansion Will Transform Gold Operations By 2025

Portfolio Simplification And Cloud Expansion Will Attract New Healthcare Customers

Value any company in seconds

Popular companies

Community

Weekly Picks

Scaling up in building materials with smart M&A and growing profitability

Hims: The Platform Powering Personalised Healthcare

Undervalued lottery company with strong fundamentals

Proximus, transferring money from the impatient to the patient investor

Community Investing Ideas

Expansion Into Central And Eastern Europe And Exclusive Partnerships Will Strengthen Future Market Position

Emerging Technologies And Defense Industries To Benefit From R&D Investments

Store Remodels And Digital Upgrades Will Expand Market Presence

We Will Streamline Banking Operations For Long Term Stability

Vadhvan Port And IKEA Projects Will Drive Future Prospects

Regional Expansion And New SME Products Will Drive Future Lending Opportunities

Government Incentives And Global Expansion Will Drive Renewable Heating

Greenstone Ramp-Up And Castle Mountain Expansion Will Transform Gold Operations By 2025

Portfolio Simplification And Cloud Expansion Will Attract New Healthcare Customers

Value any company in seconds

Popular companies