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
Astellas Pharma
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Oncology And Rare Diseases Trends Will Unlock Global Potential
Key Takeaways Strategic brands and pipeline momentum, especially in oncology and rare diseases, are driving revenue growth, supported by global demand in expanding and aging populations. Cost optimization and accelerated R&D productivity are enhancing profitability, with partnerships and emerging market uptake offering further upside to future earnings.
View narrative
JP¥1.69k
FV
4.6% undervalued
intrinsic discount
-1.87%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
4 days ago
author updated this narrative
Svenska Handelsbanken
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Anticipated Revenue Declines And Shrinking Margins Could Harm Profitability
Key Takeaways Expansion into more physical locations and increased workforce in Sweden could strain resources, potentially lowering net margins if revenue growth lags behind investment. UK mortgage segment and broker partnerships may boost growth, but initial expenses could pressure profitability unless revenue increases significantly.
View narrative
SEK 121.73
FV
0.07% undervalued
intrinsic discount
0.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
4 days ago
author updated this narrative
Grasim Industries
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Expansion In Birla Opus Paints And Renewable Energy May Shape Company's Future Amid Economic Challenges
Key Takeaways Grasim Industries' expanding Paints business and B2B e-commerce initiatives are poised to significantly boost future revenue growth. Rising demand for sustainable fibers and chemicals, along with renewable energy projects, are expected to enhance profitability and earnings.
View narrative
₹3.13k
FV
14.0% undervalued
intrinsic discount
-31.55%
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
4 days ago
author updated this narrative
Vedanta
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Expanding Zinc And Aluminum And Renewables Will Ensure Long-Term Value
Key Takeaways Expansion in key metals and value-added products, plus cost efficiency measures, positions Vedanta for strong, sustainable revenue and earnings growth regardless of commodity cycles. Progress on demerger, renewable energy adoption, and ESG initiatives is set to improve financial flexibility, valuations, and long-term investor appeal.
View narrative
₹506.20
FV
14.8% undervalued
intrinsic discount
6.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
50
users have followed this narrative
4 days ago
author updated this narrative
Fortis
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Grid Modernization Will Transform Energy Trends Beyond 2027
Key Takeaways Large-scale data center growth and infrastructure investments position Fortis for sustained revenues, stable earnings, and long-term asset base expansion. Policy-driven decarbonization and strong regulatory support enable faster cost recovery and margin improvement, boosting Fortis's earnings visibility and resilience.
View narrative
CA$67.94
FV
2.9% overvalued
intrinsic discount
4.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
64
users have followed this narrative
4 days ago
author updated this narrative
Capitec Bank Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Business Banking And VAS Expansion Will Open New Markets
Key Takeaways Capitec's strategic pivot into business banking, insurance, and VAS seeks to enhance multi-stream revenue, improving future earnings beyond traditional retail banking. Emphasis on SME and informal markets, combined with technological innovation and simplified pricing, aims to increase net margins and transaction volumes significantly.
View narrative
R3.84k
FV
8.6% undervalued
intrinsic discount
23.69%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
44
users have followed this narrative
4 days ago
author updated this narrative
Straumann Holding
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
iEXCEL And AXS Platforms Will Drive Market Share Gains In Implantology
Key Takeaways Investment in innovation and digital transformation, such as the iEXCEL implant system and AXS platform, drives market share, operational efficiency, and gross margins. Strategic expansion in underpenetrated firms and regions, emphasizing education and local manufacturing, enhances revenue potential, affordability, and profitability.
View narrative
CHF 125.00
FV
19.2% undervalued
intrinsic discount
8.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
4 days ago
author updated this narrative
Associated British Foods
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Primark's Expansion And Click & Collect Will Attract Future Customers
Key Takeaways Primark's expansion and digital initiatives are poised to boost revenue and customer engagement across key markets. Strategic sustainability and efficient capital allocation hint at enhanced financial returns and strong shareholder value through dividends.
View narrative
UK£22.30
FV
0.8% undervalued
intrinsic discount
2.97%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
53
users have followed this narrative
4 days ago
author updated this narrative
Tata Steel
AN
AnalystConsensusTarget
Consensus Narrative from 30 Analysts
Kalinganagar, Ludhiana And Decarbonization Will Unlock New Opportunities
Key Takeaways Expanding production capacity and shifting to value-added steel products will drive revenue growth and profitability, leveraging rising demand in infrastructure and emerging low-carbon steel markets. Focused cost reduction, digitization, and regulatory navigation strengthen operational efficiency, market access, and earnings resilience across global operations.
View narrative
₹167.37
FV
5.6% undervalued
intrinsic discount
7.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
4 days ago
author updated this narrative
Value any company in seconds
Popular companies