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
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
58
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
33
users have liked this narrative
6
users have commented on this narrative
89
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
14
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
C&A Modas
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Integrating AI And Omnichannel Strategies Will Boost Future Retail Success
Key Takeaways Commercial intelligence with AI for pricing and product management can improve sales forecasts and inventory efficiency, boosting revenue and margins. Strategic focus on profitable product categories and operational efficiency supports improved profitability and financial stability.
View narrative
R$21.70
FV
24.0% undervalued
intrinsic discount
9.27%
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
9 days ago
author updated this narrative
ADENTRA
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Acquisition Of Woolf Distributing Will Expand Geographic Presence And Strengthen Competitiveness
Key Takeaways Strategic acquisitions and digital engagement strengthen ADENTRA's market position, driving revenue growth while enhancing resilience against market fluctuations. Effective balance sheet management and focus on talent development support operational stability, earnings growth, and customer loyalty.
View narrative
CA$40.35
FV
19.3% undervalued
intrinsic discount
2.89%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
9 days ago
author updated this narrative
Krispy Kreme
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
McDonald's Partnership Expansion Will Broaden Distribution, But Margins May Decline
Key Takeaways Expanded partnerships and distribution networks are poised to boost revenue and brand awareness in both domestic and international markets. Restructuring and modernization initiatives are focused on improving profit margins, efficiency, and earnings over the next few years.
View narrative
US$5.23
FV
41.2% undervalued
intrinsic discount
0.87%
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
9 days ago
author updated this narrative
AerSale
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
AerAware's Flight Vision System Expected To Offer High Margins Upon Market Acceptance
Key Takeaways Expansion of the lease pool and MRO facilities is anticipated to drive stable revenue growth and improved net margins. New product and program monetization, such as 757 P2F and AerAware, are expected to boost earnings and revenue significantly.
View narrative
US$6.50
FV
27.1% overvalued
intrinsic discount
9.74%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
9 days ago
author updated this narrative
Lundin Gold
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Plant Expansion Will Increase Throughput To 5,000 Tonnes Per Day, Improving Future Production
Key Takeaways Plant expansion and exploration efforts could boost revenue, profit margins, and production consistency, signaling robust growth potential. Dividend increases and strategic investments in self-generation reveal strong cash flow expectations, enhancing shareholder value and operational efficiency.
View narrative
CA$66.08
FV
19.4% overvalued
intrinsic discount
6.32%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
9 days ago
author updated this narrative
Taseko Mines
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Florence Start-Up And Gibraltar Upgrades Are Set To Improve Future Production
Key Takeaways The advancement of projects and operational improvements are set to boost Taseko Mines' revenue growth and enhance its production capabilities. Strategic initiatives, including leveraging high molybdenum prices, are aimed at reducing costs and improving operating margins.
View narrative
CA$5.47
FV
20.5% undervalued
intrinsic discount
29.47%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
9 days ago
author updated this narrative
AVI
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Automation And Hedging Will Strengthen Future Position In FMCG Sector
Key Takeaways Automation and operational leverage boost gross profit margins, promising improved future earnings and robust financial health for AVI. Strategic capital expenditure and effective hedging aim to enhance revenue and protect net margins in volatile environments.
View narrative
R107.60
FV
12.8% undervalued
intrinsic discount
5.55%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
9 days ago
author updated this narrative
Anima Holding
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Acquiring 3% Stake In Monte Dei Paschi May Pressure Future Earnings Due To Liquidity Strain
Key Takeaways Strategic acquisitions and integrations may increase costs and pressure net margins, despite potential long-term benefits from future dividends. Shareholder dilution from new share issuance for the LTI plan could impact future earnings per share.
View narrative
€6.85
FV
10.1% undervalued
intrinsic discount
-38.42%
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
9 days ago
author updated this narrative
LexinFintech Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Risk Management And AI Investment Will Boost Efficiency, But Dividend Payout May Affect Cash Flow
Key Takeaways Strategic investments in AI and data innovations aim to enhance efficiency and margins, stabilizing scale and improving revenue quality. A shift to capital-light models and increased dividends may influence cash flow, potentially affecting predictable income streams and short-term shareholder returns.
View narrative
US$11.52
FV
44.4% undervalued
intrinsic discount
6.17%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
9 days ago
author updated this narrative
Value any company in seconds
Popular companies