Global Community

ING, of course, is a bank; and banks don't like falling interest rates, right? For the dominant stream of income is their core business model, i.e. borrowing short-term and lending long-term, reaping the difference in interest rates in the process.

US$163.75

23.9% undervalued

12.00%

Revenue growth p.a.

New

ING Groep

PittTheYounger

Community Contributor

ING leads the pack when it comes to pivoting towards non-lending income

The supermarket chain Coles is the kind of “boring” business that may have been overlooked as an investment opportunity. Although it was divested from Wesfarmers in 2018, Coles’ heritage traces back to 1914 — giving it over 110 years of history.

€27.92

23.7% undervalued

9.00%

Revenue growth p.a.

New

Coles Group

Robbo

Community Contributor

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

AU$22.00

4.0% undervalued

8.72%

Revenue growth p.a.

New

Load previous narratives

RPC

Key Takeaways Emphasis on advanced technology and diversified, environmentally friendly service offerings enhances differentiation, operational efficiency, and stability in revenue and margins. Strong financial flexibility enables strategic acquisitions and asset upgrades, supporting sustainable growth and improved shareholder returns throughout industry cycles.

Consensus Narrative from 6 Analysts

Digitalization And Cleaner Services Will Transform Oilfield Operations

US$6.09

27.3% undervalued

5.37%

Revenue growth p.a.

15 days ago

Rithm Property Trust

Key Takeaways Strong real estate market opportunities and prudent capital deployment are expected to drive revenue growth and boost long-term earnings. Operational efficiencies, disciplined risk management, and non-dilutive capital strategies support sustainable margin expansion and scalable growth.

Consensus Narrative from 2 Analysts

Commercial Real Estate Trends Will Unlock Long-Term Value

US$4.00

34.0% undervalued

148.24%

Revenue growth p.a.

about 17 hours ago

Welspun Enterprises

Key Takeaways Diversification into high-margin infrastructure segments and digital transformation is expanding margins, reducing cyclicality, and enhancing long-term earnings quality. Strong government investment and sustainability initiatives position Welspun to secure premium projects, supporting revenue growth and boosting competitive advantage.

Consensus Narrative from 1 Analyst

India Infrastructure Boom Will Fuel Water And Tunneling Success

Armstrong World Industries

₹509.00

11.3% undervalued

8.29%

Revenue growth p.a.

Updated

Key Takeaways Energy-efficient product innovation and digital platforms are driving market expansion, higher sales, and improved profit margins amid growing demand for sustainable building solutions. Strategic acquisitions and deepening project integration broaden the market, enable cross-selling, and support sustained revenue, margin, and earnings growth.

Consensus Narrative from 9 Analysts

Decarbonization And Digital Integration Will Shape Commercial Construction

US$191.78

1.2% overvalued

6.95%

Revenue growth p.a.

about 20 hours ago

Hagerty

Key Takeaways Expansion into modern vehicle insurance and digital infrastructure enhances market reach and operational efficiency, supporting sustained revenue and long-term margin growth. Growing wealth and international expansion, combined with strategic partnerships and recurring revenue streams, drive demand and earnings stability across Hagerty’s ecosystem.

Consensus Narrative from 2 Analysts

Cloud-Based Insurance Will Expand Enthusiast And Collector Markets

US$11.00

0.3% overvalued

13.23%

Revenue growth p.a.

15 days ago

Skyworks Solutions

Key Takeaways Heavy dependence on mobile and a single large customer exposes Skyworks to revenue volatility and long-term growth challenges. Rising competition, cost pressures, and lagging R&D investment threaten future profitability and competitive positioning.

Consensus Narrative from 19 Analysts

Maturing Smartphones And Apple Dependence Will Cripple Value

US$52.43

43.7% overvalued

-1.51%

Revenue growth p.a.

15 days ago

Western Digital

Key Takeaways Ongoing market shifts toward advanced storage and intensifying competition threaten Western Digital's revenues, margins, and long-term growth prospects. Structural industry changes, heavy debt, and slow innovation increase risks to reliable earnings and future shareholder returns.

Consensus Narrative from 21 Analysts

Shrinking HDD Market And Asian Rivalry Will Weaken Outlook

US$42.07

81.2% overvalued

-12.26%

Revenue growth p.a.

15 days ago

Molina Healthcare

Key Takeaways Persistent rises in medical costs and tightening government policies are set to pressure profitability and weaken Molina's core business stability. Dependence on government contracts and challenges in digital innovation pose risks of membership loss and revenue decline amid increasing competition.

Consensus Narrative from 14 Analysts

Rising Healthcare Costs And Policy Risks Will Erode Margins

US$153.00

4.3% overvalued

5.42%

Revenue growth p.a.

15 days ago

PTC

Key Takeaways Delayed software investments and reliance on volatile industries expose PTC to unpredictable revenue and hinder growth opportunities. Rising competition from open-source adoption and industry commoditization threatens pricing power, market share, and long-term profitability.

Consensus Narrative from 19 Analysts

Geopolitical Tensions And Open-Source Trends Will Erode Recurring Revenue