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
FR
FrugalBull
Community Contributor
Enterprise, AI & Cloud Growth Ahead, Waiting For the Right Price 💸
Catalysts AI Integration (Atlassian Intelligence & Rovo) Atlassian is strongly positioned to leverage AI to increase workforce efficiency, particularly in large enterprises and is actively embedding AI across its product suite. In 2024 it introduced Atlassian Rovo , an AI teammate that uses Atlassian’s “teamwork graph” to help enterprise users find information across their tools and act on insights quickly.
View narrativeUS$204.74
FV
5.4% overvalued intrinsic discount19.00%
Revenue growth p.a.
2users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
Updated narrative
TO
Tokyo
Community Contributor
Good foundation, but now it's all about the next steps
Update from 10.03.2025 Now proftiability is no longer ahead, Todd McKinnon reached profitability! In SWS Overview it is staded: "Became profitable this year" Under 2.1 now you can see the break even to $28M.
View narrativeUS$147.87
FV
28.9% undervalued intrinsic discount18.45%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
17users have followed this narrative
Updated narrative
DZ
Dzitkowskik
Community Contributor
XTB's Path to 100–120 PLN by 2028 Amid Market Volatility
1. Current Data Snapshot (as of March 6, 2025) XTB is a Warsaw-based brokerage firm specializing in retail and institutional trading of financial instruments, including CFDs, forex, stocks, and ETFs. Here’s what we can infer from available data up to this point: Stock Price Performance: XTB hit an all-time high of 78.00 PLN on January 21, 2025, with a market cap around 7.89 billion PLN (as per TradingView data).
View narrativezł100.96
FV
36.6% undervalued intrinsic discount15.00%
Revenue growth p.a.
1users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
New narrative
WA
Consensus Narrative from 6 Analysts
White Stuff Acquisition And Bash Platform Leverage Set Stage For Earnings Surge
Key Takeaways Strategic investments and acquisitions are expected to increase market share, revenue, and profitability across multiple regions and product categories. Supply chain optimization and local manufacturing efficiencies are anticipated to enhance net margins and improve overall operating performance.
View narrativeR179.33
FV
28.2% undervalued intrinsic discount8.11%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
about 1 month ago author updated this narrative
WA
Consensus Narrative from 7 Analysts
SuperTrak HORIZON3 And Recent Acquisitions To Drive Growth And Expand Margins
Key Takeaways Strategic acquisitions and innovation in Life Sciences and Food & Beverage are set to enhance revenues and expand margins. Focus on margin expansion and supply chain management aims to boost profitability and operational efficiencies.
View narrativeCA$50.08
FV
23.9% undervalued intrinsic discount2.92%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
about 1 month ago author updated this narrative
WA
Consensus Narrative from 12 Analysts
eRx Surge And International Expansion Poised To Elevate Revenue And Profit Margins
Key Takeaways Rapid expansion in new markets and tech-driven efficiencies suggest future revenue growth and improved profit margins. Growth in eRx and app-based strategies, along with international market penetration, strengthens revenue diversity and market position.
View narrative€159.25
FV
23.4% undervalued intrinsic discount22.15%
Revenue growth p.a.
1users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
about 1 month ago author updated this narrative
WA
Consensus Narrative from 25 Analysts
Studio Restructuring And New Game Releases Set To Drive Revenue And Boost Margins
Key Takeaways NCSOFT's diversification strategy in genres and platforms, along with upcoming new titles, aims to broaden audience and drive revenue growth. Restructuring and cost optimization efforts are intended to improve operational efficiency, reduce costs, and enhance net margins in future years.
View narrative₩223.08k
FV
27.1% undervalued intrinsic discount9.46%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
about 1 month ago author updated this narrative
WA
Consensus Narrative from 10 Analysts
Aiming For Leadership In Private Banking Could Open Opportunities But Faces Execution Risks
Key Takeaways Avanza's expansion and innovation strategies come with execution risks and potential net margin compression due to increased operational costs. Market conditions and regulatory environments pose risks to their growth goals, affecting revenue and earnings stability.
View narrativeSEK 280.82
FV
12.0% overvalued intrinsic discount5.03%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
about 1 month ago author updated this narrative
WA
Consensus Narrative from 8 Analysts
Occupancy Growth, Calculated Acquisitions, And Cost Reductions To Boost Earnings And Net Margins
Key Takeaways Strong occupancy and strategic acquisitions are expected to boost revenue and enhance earnings through higher rental growth and NOI. Reduction in staffing costs and portfolio optimization could improve net margins by enhancing operational efficiencies.
View narrativeCA$18.19
FV
8.0% undervalued intrinsic discount14.37%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
about 1 month ago author updated this narrative
WA
Consensus Narrative from 8 Analysts
The Company's Terreal Integration And Decarbonization Initiatives Will Boost Revenue And Margins
Key Takeaways Integration and strategic acquisitions enhance market presence and operational efficiency, supporting future revenue growth in stabilized European markets. Investments in decarbonization and plant modernization aim to reduce costs and improve margins, contributing to sustainability and profitability.
View narrative€33.81
FV
3.1% overvalued intrinsic discount6.30%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
about 1 month ago author updated this narrative
WA
Consensus Narrative from 6 Analysts
FDA Approvals, New Plants, And Product Expansion Into Renal And Cardiology To Drive Revenue Growth And Boost Margins
Key Takeaways Expansion of production capacity and investments in high-growth areas like cardiology and dialysis could drive significant revenue and market share growth. Strategic entry into the U.S. market and increased automation promise improved margins and robust earnings growth.
View narrative₹2.52k
FV
8.6% undervalued intrinsic discount22.22%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
about 1 month ago author updated this narrative
WA
Consensus Narrative from 9 Analysts
Mexico's Automotive Expansion And Latin American Growth Poised To Boost Earnings
Key Takeaways Increased vehicle production in Mexico and Brazil will potentially boost regional revenue and net margins. Strategic investments and deleveraging efforts are expected to enhance financial stability and future earnings growth.
View narrative€32.90
FV
30.7% undervalued intrinsic discount3.02%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
about 1 month ago author updated this narrative