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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
17
users have liked this narrative
4
users have commented on this narrative
40
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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
4
users have commented on this narrative
62
users have followed this narrative
New
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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Lion
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Expanding Oral Health Care And AI Integration Will Drive Future Success
Key Takeaways Lion Corporation's focus on higher-margin Oral Health Care and market expansion in Asia boosts revenue and net margins. Digital transformation and profitability reforms enhance cost efficiency and earnings by improving EBITDA margins.
View narrative
JP¥1.87k
FV
19.6% undervalued
intrinsic discount
2.65%
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
6 days ago
author updated this narrative
J. B. Chemicals & Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Expanding Product Portfolio And CDMO Operations Will Secure Future Success
Key Takeaways Expanding the chronic product portfolio and international presence supports sustained revenue and margin growth while mitigating currency risks. Strengthening CDMO operations and efficient cost management drive revenue expansion, improved margins, and stable profit growth.
View narrative
₹2.02k
FV
17.9% undervalued
intrinsic discount
12.36%
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
6 days ago
author updated this narrative
Star Health and Allied Insurance
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Digital Distribution And Risk Pricing Will Shape Indian Health Insurance
Key Takeaways Technology-driven efficiency gains and new digital initiatives are expected to lower costs and improve margins. Product innovation and market expansion should diversify revenue and drive long-term growth and profitability.
View narrative
₹459.86
FV
6.3% undervalued
intrinsic discount
15.08%
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
6 days ago
author updated this narrative
Husqvarna
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Electric And Robotic Outdoor Equipment Will Broaden Urban Market Reach
Key Takeaways Leadership in robotics and sustainable equipment, supported by innovation, is driving rapid market share gains and recurring revenue opportunities in both professional and consumer segments. Portfolio optimization and focus on high-growth, high-margin categories are improving capital efficiency and underpinning sustained earnings growth.
View narrative
SEK 60.20
FV
12.4% undervalued
intrinsic discount
2.94%
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
6 days ago
author updated this narrative
Verallia Société Anonyme
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Germany Hydrogen And Brazil Oxy Technology Will Fuel Sustainability
Key Takeaways Hydrogen use and product innovation boost sustainability and differentiate offerings, enhancing profitability and customer retention. Strategic expansion and cost control measures drive revenue growth and financial stability, supporting improved margins and cash flow.
View narrative
€31.21
FV
9.3% 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
28
users have followed this narrative
6 days ago
author updated this narrative
TransAlta
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Heartland Integration And Wind Projects May Support Cash Flows Amid Expected Revenue Decrease
Key Takeaways Full integration of Heartland assets and operationalization of wind projects are expected to enhance revenue stability and boost future earnings. Transition away from coal-fired generation and CO2 reduction could improve margins by benefiting from regulatory incentives.
View narrative
CA$18.23
FV
8.8% undervalued
intrinsic discount
-4.19%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
6 days ago
author updated this narrative
Topaz Energy
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Global Energy Demand Will Power Diversified Royalty Streams
Key Takeaways Asset-light royalty model and diversified infrastructure drive resilient cash flow, stable dividends, and insulation from commodity volatility. Strategic acquisitions, operator innovation, and prudent balance sheet management support growth and position the company for long-term value creation.
View narrative
CA$31.50
FV
19.4% undervalued
intrinsic discount
15.02%
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
6 days ago
author updated this narrative
HMC Capital
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Investments In DigiCo Infrastructure And Energy Transition Will Strengthen Future Prospects
Key Takeaways HMC's strategic acquisitions and fund expansions into energy, private credit, and digital infrastructure aim to significantly boost recurring revenue streams and long-term earnings growth. Strong focus on third-party capital raises and international expansions positions HMC to diversify income sources and enhance operating earnings potential.
View narrative
AU$6.49
FV
44.4% undervalued
intrinsic discount
25.94%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
6 days ago
author updated this narrative
Johnson Matthey
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Transformation Efforts Boost Margins, But Market Challenges Threaten Clean Air And Hydrogen Technologies
Key Takeaways Transformation and cost-reduction efforts are set to improve net margins and boost overall earnings. Aligning Clean Air and Hydrogen Technologies could open up cross-selling opportunities enhancing revenue growth.
View narrative
UK£19.09
FV
8.5% undervalued
intrinsic discount
-38.48%
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
6 days ago
author updated this narrative
Value any company in seconds
Popular companies