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
71
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
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
35
users have liked this narrative
6
users have commented on this narrative
94
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
15
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Inspire Medical Systems
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Budget Pressures And Rollout Delays Will Constrain Sleep Healthcare Prospects
Key Takeaways Rising reimbursement pressures and a shift to at-home digital solutions threaten revenue growth and margins despite increasing demand for Inspire's core offerings. Heavy dependence on a single product heightens risk from regulatory, safety, and privacy issues, which could trigger revenue declines and higher compliance costs.
View narrative
US$101.00
FV
21.6% undervalued
intrinsic discount
12.24%
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
1 day ago
author updated this narrative
Nextracker
AN
AnalystLowTarget
Consensus Narrative from 25 Analysts
Geopolitical Strains And Price Wars Will Erode Solar Margins
Key Takeaways Sustained high interest rates, geopolitical tensions, and potential trade barriers threaten project financing, supply chains, and margin stability for future growth. Market maturation, rising competition from lower-cost manufacturers, and concentrated customer risk may erode pricing power and create revenue volatility.
View narrative
US$49.89
FV
12.7% overvalued
intrinsic discount
8.43%
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
1 day ago
author updated this narrative
TransMedics Group
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Cost Pressures And Supply Risks Will Weaken Transplant Market Viability
Key Takeaways Greater emphasis on preventive care and new therapies threaten future demand and technological relevance for the company's solutions. High costs, tightening healthcare budgets, and global risks may put ongoing pressure on margins, growth, and profitability.
View narrative
US$114.00
FV
0.4% overvalued
intrinsic discount
17.87%
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
1 day ago
author updated this narrative
Pegasystems
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Low-Code Automation And Hyperscaler Alliances Will Erode Margins
Key Takeaways Rising competitive pressure and market shifts threaten Pegasystems' revenue growth, margins, and pricing power, due to new entrants and bundled solutions from larger rivals. Increasing reliance on subscription SaaS, complex deal structures, and the risk of client consolidation may create revenue volatility and reduce future earnings visibility.
View narrative
US$43.64
FV
17.4% overvalued
intrinsic discount
3.74%
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
1 day ago
author updated this narrative
Cleveland-Cliffs
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Aging Assets And Global Overcapacity Will Crush Steel Margins
Key Takeaways Structural shifts toward steel recycling and decarbonization threaten core demand and pricing power, tightening revenue streams and margins. High capital demands, reliance on legacy assets, and industry disruption risk compressing profitability even as optimization benefits plateau.
View narrative
US$6.01
FV
59.1% overvalued
intrinsic discount
4.69%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
1 day ago
author updated this narrative
SiteOne Landscape Supply
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Urban Sprawl And Water Restrictions Will Disrupt Traditional Landscaping
Key Takeaways Shifting market preferences, regulatory pressures, and urbanization trends threaten demand for traditional landscaping products and challenge long-term revenue growth. Intensifying competition and technological disruption may erode margins, limit acquisition opportunities, and diminish SiteOne's role in the supply chain.
View narrative
US$111.22
FV
19.0% overvalued
intrinsic discount
3.87%
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
1 day ago
author updated this narrative
Civitas Resources
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Decarbonization Will Erode Margins Amid DJ Basin Risks
Key Takeaways Ongoing energy transition and stricter environmental regulations threaten long-term revenue growth, market share, and earnings stability for Civitas Resources. Rising compliance and operational costs, geographic concentration risks, and elevated capital constraints may limit shareholder returns and future expansion capacity.
View narrative
US$30.00
FV
0.9% overvalued
intrinsic discount
-3.27%
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
1 day ago
author updated this narrative
Robert Half
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Remote Work And AI Will Dismantle Obsolete Staffing Models
Key Takeaways Advances in automation, AI, and freelance platforms threaten Robert Half's traditional staffing model, risking ongoing revenue decline and reducing client and candidate pool relevance. Elevated operating costs and limited pricing power amid flat growth challenge profit margins, as transactional business dependency increases exposure to market volatility and technological disruption.
View narrative
US$33.00
FV
3.6% overvalued
intrinsic discount
1.93%
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
1 day ago
author updated this narrative
Darling Ingredients
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Regulatory Pressures Will Constrain Margins Yet Opportunity Persists
Key Takeaways Regulatory uncertainty and compliance costs threaten profit margins and growth, despite favorable trends supporting renewable fuels and waste upcycling. Diversification into new products and global expansion face risks from market acceptance, competition for inputs, and execution challenges, which could limit long-term gains.
View narrative
US$34.00
FV
9.9% undervalued
intrinsic discount
3.70%
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
1 day ago
author updated this narrative
Value any company in seconds
Popular companies