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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
20
users have liked this narrative
6
users have commented on this narrative
48
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
27
users have liked this narrative
5
users have commented on this narrative
77
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
19.2% 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
10
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Jindal Stainless
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Indian Infrastructure Expansion Will Drive Future Stainless Steel Demand
Key Takeaways Domestic consumption growth, driven by infrastructure projects, presents a strong revenue catalyst, while targeting niche markets can enhance international sales and margins. Operational boosts from Chromeni and the NPI project, coupled with renewable energy use, may lead to improved earnings stability and cost reductions.
View narrative
₹734.75
FV
0.1% undervalued
intrinsic discount
13.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
7 days ago
author updated this narrative
Evolution Mining
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Cowal And Mungari Projects Will Strain Margins But Offer Upside
Key Takeaways Significant capital investments and expansion efforts could strain future free cash flow and impact net margins due to execution risks and potential cost overruns. Diversification into renewable energy and aggressive capital allocation could impair liquidity and focus, elevating financial leverage and interest rate risk exposure.
View narrative
AU$7.12
FV
4.9% overvalued
intrinsic discount
7.02%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
2
users have commented on this narrative
23
users have followed this narrative
7 days ago
author updated this narrative
Berger Paints India
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Expansion In Waterproofing And Construction Chemicals Will Drive Future Success
Key Takeaways Expansion in distribution network and new product launches in growing segments are anticipated to drive revenue growth. Improved financial health and operational efficiencies could support investment in growth initiatives and enhance future earnings.
View narrative
₹552.14
FV
2.3% overvalued
intrinsic discount
9.22%
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
7 days ago
author updated this narrative
Coforge
AN
AnalystConsensusTarget
Consensus Narrative from 31 Analysts
AI And Vertical Specialization Will Shape Future Markets
Key Takeaways Aggressive adoption of AI, cloud technologies, and vertical specialization enhances margin stability, repeat business, and positions Coforge for sustainable long-term growth. Strategic acquisitions and a growing order book increase revenue visibility and accelerate entry into higher-growth, outcome-focused services.
View narrative
₹1.88k
FV
13.0% undervalued
intrinsic discount
17.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
7 days ago
author updated this narrative
National Bank of Greece
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Bank's Digital Focus Aims To Improve Efficiency, Yet Earnings Will Decline Amid Margin Pressures
Key Takeaways Strengthening capital formation and labor market growth is likely to boost corporate and consumer lending, increasing revenue through higher loan volumes and demand. Digital transformation and strategic capital flexibility aim to improve margins, enhance earnings, and potentially increase shareholder remuneration via share buybacks.
View narrative
€12.08
FV
6.9% overvalued
intrinsic discount
4.14%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
7 days ago
author updated this narrative
Equatorial
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Brazil Network, SABESP Stake And Solar Parks Will Boost Operations
Key Takeaways Expansion in distribution and improved services could boost revenue and market growth, particularly across Brazil, through increased customer reach and service quality. Strategic acquisitions, solar park completion, and regulatory improvements are set to enhance revenue, net margins, and financial stability.
View narrative
R$43.72
FV
21.5% undervalued
intrinsic discount
-4.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
7 days ago
author updated this narrative
AAK AB (publ.)
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Sustainable Plant-Based Trends And ESG Focus Will Unlock Future Markets
Key Takeaways Growing demand for sustainable, health-focused foods and stricter supply chain regulations strengthen AAK's market position, enabling premiumization and customer loyalty. Operational efficiency programs and innovation investments drive higher margins and earnings resilience, supported by strategic diversification across stable and expanding markets.
View narrative
SEK 312.75
FV
20.1% undervalued
intrinsic discount
1.17%
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
7 days ago
author updated this narrative
L&T Technology Services
AN
AnalystConsensusTarget
Consensus Narrative from 32 Analysts
Digital Transformation And Sustainability Will Expand Engineering Horizons
Key Takeaways Strong demand for digital engineering, sustainability, and AI-driven solutions is driving revenue growth, margin expansion, and improving quality of earnings. Geographic and vertical diversification, supported by acquisitions and operational efficiencies, are broadening the addressable market and strengthening resilience.
View narrative
₹4.58k
FV
7.1% undervalued
intrinsic discount
11.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
7 days ago
author updated this narrative
Ackermans & Van Haaren
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Delen Private Bank And DEME Will Forge Future Investment Opportunities
Key Takeaways Strong growth and collaboration in financial services suggest sustained revenue increases and enhanced banking operations. Strategic investments and financial flexibility position for diversified revenue streams and potential earnings growth.
View narrative
€234.67
FV
7.1% undervalued
intrinsic discount
0.54%
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
7 days ago
author updated this narrative
Value any company in seconds
Popular companies