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
66
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
NSK
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Focus On Electrification And High-Value Products Will Diversify Future Sales Portfolio
Key Takeaways Expansion in industrial machinery and electrification-focused automotive products aims to boost revenue and diversifies NSK's sales portfolio. Structural reforms and digital transformation initiatives are expected to enhance profitability and operational efficiency by reducing operating costs.
View narrative
JP¥675.00
FV
12.0% overvalued
intrinsic discount
4.34%
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
2 days ago
author updated this narrative
Acrow
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Perdaman Contract Worth Up To $45 Million Set To Strengthen Future Market Position
Key Takeaways The Perdaman contract and expansion in Western Australia bolster future revenue, profitability, and market foothold in the industrial sector. Aggressive capital expenditures on product development and infrastructure aim to diversify revenue and improve long-term earnings growth.
View narrative
AU$1.35
FV
23.9% undervalued
intrinsic discount
23.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
18
users have followed this narrative
2 days ago
author updated this narrative
Eckert & Ziegler
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Lutetium-177 Approval And Actinium Production Will Expand Radioisotope Markets
Key Takeaways European approval of Lutetium-177 and actinium production expansion are poised to boost revenue and product availability in new markets. Strategic partnerships and reduced production delays are expected to improve EBIT margins and stabilize revenue growth.
View narrative
€70.00
FV
16.0% undervalued
intrinsic discount
8.82%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
2 days ago
author updated this narrative
Macerich
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
New Leasing Strategies And Asset Optimization Will Strengthen Future Performance
Key Takeaways Strategic consolidation and space utilization are key to driving future revenue growth and enhancing financial stability. New leasing strategies and asset sales aim to improve efficiency, occupancy, and earnings potential.
View narrative
US$19.07
FV
12.5% undervalued
intrinsic discount
0.088%
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
2 days ago
author updated this narrative
Rajratan Global Wire
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Chennai And Thailand Operations And Wire Ropes Will Create Opportunity
Key Takeaways Diversification into the wire ropes market and increased export growth are expected to enhance profitability and revenue growth. Strategic location and improved capacity utilization in Chennai should reduce costs and boost operational efficiency, positively affecting margins.
View narrative
₹551.50
FV
38.7% undervalued
intrinsic discount
16.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
2 days ago
author updated this narrative
MERY
Mercialys
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
French Urban Expansion And Digital Retail Integration Will Reshape Markets
Key Takeaways Focus on high-growth urban assets, diversification, and digital innovation lowers risk exposure and supports stable rental income and margin improvement. Strategic acquisitions and operational efficiencies drive future earnings potential and strengthen relevance amid evolving retail trends.
View narrative
€13.20
FV
12.1% undervalued
intrinsic discount
5.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
2 days ago
author updated this narrative
Route Mobile
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Transformation And Global Integration Will Unlock New Horizons
Key Takeaways Expansion into high-margin digital and SaaS-based communication services is driving revenue diversification and long-term profit stability as enterprise digital transformation accelerates. Strategic partnerships and operational efficiency initiatives are improving global reach, reducing costs, and lessening dependence on legacy products.
View narrative
₹971.25
FV
11.1% undervalued
intrinsic discount
7.31%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
2 days ago
author updated this narrative
Saturn Oil & Gas
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Advanced Drilling And Acquisitions Will Secure Future Reserves Despite Risks
Key Takeaways Strong free cash flow and cost optimization enable strategic investments, debt reduction, and shareholder returns, supporting long-term margin and earnings improvement. Advanced drilling and recovery techniques boost production, reserves, and future revenues, strengthening competitive positioning and financial flexibility in a consolidating sector.
View narrative
CA$3.79
FV
31.8% undervalued
intrinsic discount
-2.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
2 days ago
author updated this narrative
EnQuest
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Southeast Asia And Kraken Projects Will Shape Prospects Amid Risks
Key Takeaways EnQuest's growth is driven by strategic acquisitions in Southeast Asia and transformative transactions in the U.K. North Sea, enhancing revenue and earnings. Cost reductions and Enhanced Oil Recovery efforts at Kraken are set to improve profit margins and boost reserves, impacting net earnings positively.
View narrative
UK£0.20
FV
35.4% undervalued
intrinsic discount
-5.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
2 days ago
author updated this narrative
Value any company in seconds
Popular companies