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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×.
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US$120.72
FV
59.6% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
24
users have liked this narrative
6
users have commented on this narrative
55
users have followed this narrative
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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.
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US$1.00k
FV
28.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
31
users have liked this narrative
6
users have commented on this narrative
87
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.
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US$105.80
FV
20.8% 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
13
users have followed this narrative
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Bechtle
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Direct-to-cloud Shift And Regulatory Burdens Will Erode Margins
Key Takeaways Direct-to-cloud and SaaS adoption by major vendors risks eroding Bechtle's traditional sales, reducing customer contact and driving long-term revenue decline. Growing regulatory, supply chain, and talent challenges are raising costs and compressing margins, while weak demand from key clients threatens sustained earnings growth.
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€32.00
FV
15.3% overvalued
intrinsic discount
4.81%
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
15 days ago
author updated this narrative
Mitsubishi Motors
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Underinvestment And Fierce Competition Will Erode Future Valuation
Key Takeaways Slow technological adoption and reliance on external partners are reducing product differentiation and hindering long-term competitiveness and profitability. Heightened competition and economic volatility in key markets are causing sustained pressure on sales, market share, and income stability.
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JP¥330.00
FV
19.5% overvalued
intrinsic discount
-2.44%
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
15 days ago
author updated this narrative
Schaeffler
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Legacy Exposure And Rising Costs Will Pressure Profit Margins
Key Takeaways Legacy reliance on combustion engine components exposes Schaeffler to structural risks as e-mobility and regulatory demands increase operating pressures and shift market dynamics. Supply chain regionalization, rising input costs, and intensifying competition in e-mobility threaten profitability, pricing power, and sustained revenue growth.
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€4.00
FV
18.5% overvalued
intrinsic discount
8.78%
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
15 days ago
author updated this narrative
Mineral Resources
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Lithium Oversupply And Pilbara Risks Will Erode Profitability
Key Takeaways Structural oversupply in lithium and technological shifts threaten core earnings and revenue growth, while resource nationalism raises compliance risks and project delays. Heavy debt burden and exposure to declining iron ore markets increase earnings volatility and constrain the company's ability to invest and deleverage.
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AU$14.00
FV
137.6% overvalued
intrinsic discount
-1.74%
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
15 days ago
author updated this narrative
Porto Seguro
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Faltering Auto Insurance Demand And Digital Rivals Will Erode Value
Key Takeaways Long-term profitability is threatened by declining auto insurance demand, intensifying digital competition, and exposure to sector downturns as mobility trends evolve. Operational inefficiencies from outdated IT systems and economic headwinds in Brazil pressure margins, loss ratios, and overall earnings stability.
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R$42.00
FV
25.8% overvalued
intrinsic discount
-2.10%
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
15 days ago
author updated this narrative
KEI Industries
AN
AnalystLowTarget
Consensus Narrative from 21 Analysts
Rising Compliance And Trade Risks Will Squeeze Margins
Key Takeaways Intensifying competition, regulatory pressures, and technological disruption threaten profit margins and challenge the sustainability of KEI's current business model. Heavy reliance on cyclical infrastructure spending and volatile raw material costs increases revenue unpredictability and working capital risks.
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₹3.03k
FV
26.6% overvalued
intrinsic discount
18.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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15 days ago
author updated this narrative
Exide Industries
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Legacy Lead Acid Demand And Fierce Competition Will Depress Margins
Key Takeaways Falling demand for lead-acid batteries and stricter environmental regulations pose serious threats to core profitability and growth prospects. Slow innovation, operational inefficiencies, and stronger competition are likely to compress margins and erode market share over time.
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₹290.00
FV
31.0% overvalued
intrinsic discount
6.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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15 days ago
author updated this narrative
Adecco Group
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Automation And Digital Hiring Will Erode Temporary Staffing
Key Takeaways Increased automation, AI adoption, and digital hiring platforms threaten Adecco's traditional staffing business, compressing margins and challenging its long-term competitiveness. Demographic shifts, regulatory changes, and lagging digital transformation further erode Adecco's addressable market, increase costs, and risk operational inefficiency.
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CHF 18.54
FV
42.8% overvalued
intrinsic discount
1.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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15 days ago
author updated this narrative
De'Longhi
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Shrinking Demographics And Rising Costs Will Crush Appliance Sales
Key Takeaways Structural demand headwinds, shifting consumer preferences, and market concentration expose De'Longhi to long-term revenue and margin risks. Heightened regulatory, supply chain, and manufacturing pressures threaten profitability and require accelerated innovation for sustained growth.
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€30.00
FV
0.5% undervalued
intrinsic discount
4.74%
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
15 days ago
author updated this narrative
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