Global Community

ING, of course, is a bank; and banks don't like falling interest rates, right? For the dominant stream of income is their core business model, i.e. borrowing short-term and lending long-term, reaping the difference in interest rates in the process.

US$163.75

23.6% undervalued

12.00%

Revenue growth p.a.

New

ING Groep

PittTheYounger

Community Contributor

ING leads the pack when it comes to pivoting towards non-lending income

The supermarket chain Coles is the kind of “boring” business that may have been overlooked as an investment opportunity. Although it was divested from Wesfarmers in 2018, Coles’ heritage traces back to 1914 — giving it over 110 years of history.

€27.92

23.7% undervalued

9.00%

Revenue growth p.a.

New

Coles Group

Robbo

Community Contributor

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

AU$22.00

4.0% undervalued

8.72%

Revenue growth p.a.

New

Load previous narratives

Precision Drilling

Key Takeaways Accelerating energy transition and regulatory pressures are shrinking Precision Drilling's market and compressing its profitability through higher costs and reduced demand. Structural industry changes and shifting investor priorities are increasing capital costs, limiting fleet upgrades, and driving long-term valuation risks for the company.

Consensus Narrative from 8 Analysts

Accelerated Decarbonization And Oversupplied Rigs Will Undermine Valuation

Organización Soriana S. A. B. de C. V

CA$77.00

3.3% undervalued

-0.52%

Revenue growth p.a.

2 days ago

Key Takeaways Weak digital transformation and intense competition risk further erosion of revenue, market share, and profit margins amid shifting consumer preferences. Economic headwinds and a concentrated physical footprint challenge demand growth, heightening vulnerability to price sensitivity and operational pressures.

Consensus Narrative from 7 Analysts

Delayed Digital Adaptation Will Exacerbate Margin Pressure

Mex$19.00

32.8% overvalued

4.05%

Revenue growth p.a.

2 days ago

Hill & Smith

Key Takeaways Dependence on government infrastructure spending and exposure to volatile input costs threaten revenue growth and margin stability across key markets. Slow recovery in core segments, technological disruption, and rising ESG compliance costs risk undermining profitability and long-term market position.

Consensus Narrative from 6 Analysts

US And European Policy Delays And Rising Steel Costs Will Impair Margins

UK£18.00

20.0% overvalued

2.30%

Revenue growth p.a.

2 days ago

Wolfspeed

Key Takeaways Closing inefficient facilities will lower the breakeven point, enhancing net margins through reduced operating costs. Advancements in 200-millimeter technology position Wolfspeed to capture market share in the growing EV and renewable energy sectors, driving revenue growth.

Consensus Narrative from 4 Analysts

Greenfield Facilities And CHIPS Act Support Will Drive Operational Success

US$4.13

67.3% undervalued

12.24%

Revenue growth p.a.

4 days ago

BigBear.ai Holdings

Key Takeaways Expanding federal funding and global partnerships are boosting demand for BigBear.ai's AI solutions, increasing opportunities for customer growth and revenue diversification. Strengthened financial position allows investment in scalable AI platforms and international expansion, shifting toward higher-margin, recurring revenue and reduced reliance on large contracts.

Consensus Narrative from 3 Analysts

OB3 Bill And Global Partnerships Will Ignite Future AI Applications

US$5.83

5.3% overvalued

2.07%

Revenue growth p.a.

155

4 days ago

Opendoor Technologies

Key Takeaways High mortgage rates, affordability challenges, and demographic shifts are expected to pressure transaction volumes and limit long-term revenue growth. Profitability outlook is challenged by thin margins, market volatility, high costs, and rising regulatory burden, with new initiatives yielding limited near-term benefits.

Consensus Narrative from 7 Analysts

High Mortgage Rates Will Challenge Valuations While Tech Upsides Unfold

US$1.14

177.4% overvalued

-2.43%

Revenue growth p.a.

4 days ago

Eutelsat Communications

Key Takeaways Strong momentum in LEO satellite services, expanding government contracts, and the OneWeb merger position Eutelsat for growth and improved revenue visibility. Investment in LEO infrastructure and rising demand for high-speed connectivity are set to drive long-term profitability and transform the company's revenue mix.

Consensus Narrative from 9 Analysts

LEO Expansion And European Contracts Will Transform Connectivity

€3.24

4.3% undervalued

2.52%

Revenue growth p.a.

4 days ago

Syndax Pharmaceuticals

Key Takeaways Expanding drug adoption, earlier-line usage, and new regulatory approvals are set to drive broader market access and boost long-term revenue growth. Strong late-stage pipeline, fixed costs, and leading positions in precision oncology create operating leverage and sustained momentum for multi-year profitability.

Consensus Narrative from 11 Analysts

Revuforj And Niktimvo Will Extend Precision Oncology Reach

Wiz Co Participações e Corretagem de Seguros

US$36.36

56.7% undervalued

90.73%

Revenue growth p.a.

4 days ago

Key Takeaways Growing digital disruption and evolving consumer preferences threaten Wiz's intermediary role, putting commission revenues and long-term client acquisition at risk. Reliance on exclusive bank partnerships and rising compliance costs may significantly erode margins and challenge profitability as competitive pressures intensify.

Consensus Narrative from 3 Analysts

Digital Shift And Regulatory Burdens Will Erode Commission Revenue