Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
🌎 Global
Global
United States
Australia
United Kingdom
Canada
India
China
Argentina
Austria
Bahrain
Bangladesh
Belgium
Bermuda
Botswana
Brazil
Bulgaria
Chile
Colombia
Croatia
Cyprus
Czech Republic
Denmark
Egypt
Estonia
Finland
France
Germany
Ghana
Greece
Hong Kong
Hungary
Iceland
Indonesia
Ireland
Israel
Italy
Ivory Coast
Jamaica
Japan
Jordan
Kenya
Kuwait
Latvia
Lithuania
Luxembourg
Malawi
Malaysia
Malta
Mauritius
Mexico
Morocco
Namibia
Netherlands
New Zealand
Nigeria
Norway
Oman
Pakistan
Palestinian Authority
Peru
Philippines
Poland
Portugal
Qatar
Romania
Russia
Saudi Arabia
Serbia
Singapore
Slovakia
Slovenia
South Africa
South Korea
Spain
Sri Lanka
Sweden
Switzerland
Taiwan
Tanzania
Thailand
Trinidad & Tobago
Tunisia
Turkey
Uganda
Ukraine
United Arab Emirates
Venezuela
Vietnam
Zambia
Zimbabwe
Create a narrative
Global Community
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
73
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
96
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
Compass Minerals International
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Rising Demand And Improved Efficiency Will Drive Long-Term Value
Key Takeaways Operational efficiencies and strategic focus on core businesses are expected to reduce costs and strengthen profitability across key segments. Favorable market conditions in deicing salt and plant nutrition position the company for sustained long-term growth and improved cash flow.
View narrative
US$19.25
FV
11.4% overvalued
intrinsic discount
1.67%
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
3 days ago
author updated this narrative
Abacus Global Management
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Life Insurance Demand And Middle-Class Wealth Will Expand Market Opportunities
Key Takeaways Expansion into new markets, technology integration, and alternative assets is driving higher profitability and stability through diversified, high-margin revenue streams. Strategic capital allocation, including repurchases and successful M&A, is enhancing shareholder returns and supporting long-term growth and higher valuations.
View narrative
US$13.30
FV
55.3% undervalued
intrinsic discount
36.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
3 days ago
author updated this narrative
i3 Verticals
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Public Sector Digitization And Acquisitions Will Fuel Future Transformation
Key Takeaways Strategic focus on public sector modernization, software integration, and AI-driven solutions positions the company for recurring revenue growth and margin expansion. Active M&A and product innovation support market differentiation, increased cross-sell, long-term stability, and scalable growth in targeted government and enterprise verticals.
View narrative
US$32.00
FV
0.9% undervalued
intrinsic discount
1.32%
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
3 days ago
author updated this narrative
Yext
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
AI-Powered Search And Scout Will Transform Digital Engagement
Key Takeaways Growing digital complexity is fueling demand for Yext's differentiated AI-driven solutions, boosting customer retention, platform value, and positioning for sustained revenue growth. Ongoing product innovation and expansion into new verticals support higher-value use cases, while financial strength enables investment and strategic flexibility for future growth.
View narrative
US$9.44
FV
16.9% undervalued
intrinsic discount
5.98%
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
3 days ago
author updated this narrative
Petco Health and Wellness Company
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Upgraded Pet Care Services And Digital Appointments Will Secure Lasting Customer Loyalty
Key Takeaways Expansion of in-store services, digital engagement, and premium product focus aims to boost recurring revenues, customer loyalty, and market share. Operational efficiencies, proprietary brands, and cost discipline are expected to improve margins and earnings resilience despite competitive and economic pressures.
View narrative
US$3.68
FV
13.8% undervalued
intrinsic discount
0.63%
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
3 days ago
author updated this narrative
Kennedy-Wilson Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
US And European Rental Expansion Will Unlock Long-Term Property Potential
Key Takeaways Expanding focus on rental housing and asset recycling is driving portfolio optimization, targeting sustained revenue growth and stronger earnings stability. Growth in third-party capital and investment management fees is enhancing platform scalability, supporting long-term recurring income and profitability.
View narrative
US$9.90
FV
23.2% undervalued
intrinsic discount
48.52%
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
3 days ago
author updated this narrative
Emerald Holding
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Digital Tools And Global Networks Will Transform Live Events
Key Takeaways Strategic acquisitions and global expansion have diversified the business and created new growth opportunities in high-potential industries and international markets. Investments in digital tools and operational discipline are improving efficiency, enhancing profitability, and strengthening the company's overall financial position.
View narrative
US$7.90
FV
39.1% undervalued
intrinsic discount
7.66%
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
3 days ago
author updated this narrative
Encore Capital Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
US Credit Dynamics And Digital Collections Will Unlock Value
Key Takeaways Favorable market conditions and digital innovation are driving strong revenue growth, improved margins, and higher-than-expected loan collection performance. Strategic capital deployment and robust liquidity enable Encore to capture greater market share and maintain long-term profitability and earnings stability.
View narrative
US$57.25
FV
31.5% undervalued
intrinsic discount
11.47%
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
3 days ago
author updated this narrative
Blend Labs
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Software-First Transformation Will Expand Digital Lending Channels
Key Takeaways The transition to a software-focused, partner-driven model and innovative product launches are boosting margins, expanding recurring revenues, and increasing average revenue per customer. Growing adoption among financial institutions and strong multi-year partnerships enhance revenue visibility while strategic investment in AI and automation support long-term growth and market share gains.
View narrative
US$5.01
FV
45.5% undervalued
intrinsic discount
6.74%
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
3 days ago
author updated this narrative
Value any company in seconds
Popular companies