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
United Overseas Bank
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Capital Return Program And ASEAN Growth Strategies Will Strengthen Future Prospects
Key Takeaways Focus on ASEAN diversification, digitalization, and green investment aims to boost growth, potentially increasing future revenue and intra-ASEAN economic activity. Integration and cost-cutting strategies, including Citi acquisition and capital return programs, aim to improve margins, stabilize earnings, and enhance shareholder value.
View narrative
S$38.00
FV
6.1% undervalued
intrinsic discount
5.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
56
users have followed this narrative
4 days ago
author updated this narrative
Stellantis
AN
AnalystConsensusTarget
Consensus Narrative from 26 Analysts
Electrification And Global Market Expansion Will Unlock Value
Key Takeaways Electrification initiatives and new model launches position Stellantis to gain market share and fuel revenue growth as electric vehicle adoption accelerates. Operating margin improvements, strategic product cuts, and investments in software and refreshed brands support future profitability and recurring revenue resilience.
View narrative
€9.54
FV
15.2% undervalued
intrinsic discount
6.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
113
users have followed this narrative
4 days ago
author updated this narrative
Oriental Land
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Fantasy Springs Opening Will Boost Guest Attendance At The Theme Park
Key Takeaways New attractions and themed events are boosting attendance and revenue growth through increased theme park and merchandise sales. Strategic adjustments in hotel offerings and high guest satisfaction are driving consistent revenue enhancement in the Hotel Business segment.
View narrative
JP¥3.84k
FV
15.9% undervalued
intrinsic discount
5.34%
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
4 days ago
author updated this narrative
Kotak Mahindra Bank
AN
AnalystConsensusTarget
Consensus Narrative from 38 Analysts
Digital Banking And Retail Lending Revival Will Open New Markets
Key Takeaways Enhanced digital banking and diversified services are driving greater customer engagement, operational efficiency, and opportunities for sustained growth and profitability. Recovery in consumer and business lending, coupled with disciplined risk management, supports future earnings uplift through increased fee income and lower credit costs.
View narrative
₹2.32k
FV
15.8% undervalued
intrinsic discount
-6.69%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
4 days ago
author updated this narrative
3i Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Expansion In Private Equity And Resilient Sectors Will Boost Future Performance
Key Takeaways Focusing on expanding Private Equity and strategic disposals positions 3i Group for sustainable growth, enhancing future revenue and return on investments. Increasing Action stake and disciplined purchasing will enhance EBITDA margins, reduce leverage, and improve financial position amid market uncertainties.
View narrative
UK£45.09
FV
9.6% undervalued
intrinsic discount
14.86%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
66
users have followed this narrative
4 days ago
author updated this narrative
Infineon Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
AI Demand And Renewables Will Shape A Bright Future
Key Takeaways Rising demand from AI and renewable energy sectors, alongside innovation in power semiconductors, is strengthening Infineon's revenue growth and margin stability. Improved inventory levels, recovery in core end-markets, and successful cost-saving measures are driving margin expansion and resilience in earnings.
View narrative
€42.95
FV
17.4% undervalued
intrinsic discount
9.36%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
98
users have followed this narrative
4 days ago
author updated this narrative
Wolters Kluwer
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Cloud Migration And AI Will Drive Long-Term Market Advantage
Key Takeaways Strong shift to cloud-based SaaS, enhanced by AI innovation and remote work trends, is driving recurring revenues, margin expansion, and stable earnings growth. Targeted acquisitions and focus on regulatory compliance tools are expanding the addressable market, accelerating growth, and boosting customer retention.
View narrative
€160.69
FV
26.1% undervalued
intrinsic discount
5.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
4 days ago
author updated this narrative
Maruti Suzuki India
AN
AnalystConsensusTarget
Consensus Narrative from 40 Analysts
Japanese Practices And New Models Will Optimize Operations
Key Takeaways Strategic moves like new model launches and exports are set to enhance revenue and sales volumes, boosting overall financial performance. Cost-saving measures, including solar power use and a new plant, aim to improve operational efficiencies and net margins.
View narrative
₹13.85k
FV
9.1% undervalued
intrinsic discount
13.11%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
15
users have followed this narrative
4 days ago
author updated this narrative
NatWest Group
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Digital Transformation And Sustainable Finance Will Drive Progress
Key Takeaways Accelerated digital transformation and cost rationalisation drive improved efficiency, stronger margins, and enhanced customer experience through technology, AI, and strategic partnerships. Leadership in climate and sustainable finance, along with expanding the customer base and capital returns, positions NatWest for above-average growth and robust shareholder value.
View narrative
UK£5.83
FV
10.4% undervalued
intrinsic discount
5.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
79
users have followed this narrative
4 days ago
author updated this narrative
Value any company in seconds
Popular companies