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
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
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
28.9% 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.
View narrative
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
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Freshpet
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Digital And Production Upgrades Will Unlock Long Term Potential
Key Takeaways Enhanced production efficiency, digital expansion, and health-focused innovation are improving Freshpet's margins, competitive position, and prospects for top-line growth. Strong brand loyalty and retailer partnerships support sustainable market share gains as industry trends favor premium, fresh pet food and omni-channel purchasing.
View narrative
US$95.38
FV
32.9% undervalued
intrinsic discount
15.98%
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
1 day ago
author updated this narrative
Novanta
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Robotics And Healthcare Demand Will Expand Market Opportunities
Key Takeaways Strong demand for robotics, automation, and medical devices, alongside strategic acquisitions, is driving sustainable, above-market revenue growth and increasing high-margin recurring revenue. Operational improvements and supply chain strategies are enhancing margins and cash flow resilience, supporting stable earnings despite economic or trade disruptions.
View narrative
US$144.50
FV
21.3% undervalued
intrinsic discount
6.04%
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
1 day ago
author updated this narrative
Essent Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Reinsurance And Share Repurchases Will Strengthen Future Earnings Stability
Key Takeaways Essent's strong balance sheet and effective operations position it well for economic uncertainties, driving potential revenue growth and stable net margins. Strategic reinsurance use, cost management, and shareholder initiatives are expected to enhance earnings stability, net margins, and EPS growth.
View narrative
US$65.00
FV
12.3% undervalued
intrinsic discount
3.24%
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
1 day ago
author updated this narrative
CCC Intelligent Solutions Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Digitization And AI Will Expand Insurance And Automotive Markets
Key Takeaways Growing adoption of CCC's AI and automation solutions is driving recurring revenue growth, deeper customer relationships, and expanding high-margin SaaS opportunities. Investment in data, cloud infrastructure, and network effects strengthens competitive advantages, enabling pricing power and resilient profitability despite industry fluctuations.
View narrative
US$12.32
FV
21.2% undervalued
intrinsic discount
9.38%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
1 day ago
author updated this narrative
Mattel
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
International Demand And Digital Integration Will Build Future Opportunity
Key Takeaways Expanding globally and diversifying into entertainment and digital experiences, Mattel is broadening revenue sources and enhancing brand relevance across age groups and cultures. Ongoing cost control, supply chain improvements, and innovative, socially conscious product launches are boosting margins and strengthening long-term profitability.
View narrative
US$24.83
FV
30.4% 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
12
users have followed this narrative
1 day ago
author updated this narrative
HealthEquity
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Expansion Of Assist Portfolio With Analyzer And Navigator Will Drive User Engagement
Key Takeaways HealthEquity's technology investments and enhanced user experience are likely to boost revenue growth and net margins through increased engagement and reduced service costs. A shift to enhanced HSA cash placements and strategic focus on AI and mobile experience may increase custodial revenue and improve gross profitability over time.
View narrative
US$122.07
FV
24.8% undervalued
intrinsic discount
7.85%
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
1 day ago
author updated this narrative
Vornado Realty Trust
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Manhattan Office Rent Assumptions Will Fail To Justify Overvaluation
Key Takeaways Market confidence centers on Vornado's premium Manhattan assets, redevelopment projects, and anticipated demand for high-end, sustainable office spaces driving sustained revenue and rent growth. Investors appear to discount risks from remote work, expecting tenant migration to quality and urban revitalization to provide durable pricing power and earnings visibility.
View narrative
US$38.50
FV
2.3% undervalued
intrinsic discount
3.42%
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
1 day ago
author updated this narrative
Masimo
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Advanced Monitoring And Telehealth Will Expand Global Markets
Key Takeaways Focus on specialty sales, innovation, and new leadership is expected to boost market share, revenue, and global operational effectiveness. Expansion into at-home monitoring and efficiency improvements aim to increase recurring revenue, reduce costs, and stabilize earnings.
View narrative
US$187.57
FV
22.7% undervalued
intrinsic discount
-5.04%
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
1 day ago
author updated this narrative
Louisiana-Pacific
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Sustainable Building Trends Will Redefine Construction And Housing
Key Takeaways Expanding adoption of innovative, sustainable siding products and penetration of under-served segments is expected to drive above-market growth and greater pricing power. Ongoing efficiency investments and strong positioning in remodeling and affordable housing should support resilient margins and earnings through market cycles.
View narrative
US$103.10
FV
10.2% undervalued
intrinsic discount
5.90%
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
1 day ago
author updated this narrative
Value any company in seconds
Popular companies