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
75
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
CEAT
AN
AnalystHighTarget
Consensus Narrative from 18 Analysts
Emerging Markets And EV Shift Will Boost Tire Demand
Key Takeaways Strong international expansion, technological innovation, and rural growth strategies position CEAT for market share gains and margin expansion well above current expectations. Operational excellence and leading ESG credentials may enable cost efficiencies, premium pricing, and increased demand from global OEMs and sustainability-focused buyers.
View narrative
₹4.20k
FV
25.8% undervalued
intrinsic discount
13.98%
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
27 days ago
author updated this narrative
Harmony Gold Mining
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Diversification Into Copper Aims To Mitigate Gold Dependency Despite Market Risks
Key Takeaways Expansion into high-margin assets and copper production aims to diversify revenue and stabilize earnings, reducing dependency on gold prices. Operational efficiencies and strategic capital allocation are expected to enhance free cash flow and improve long-term profitability.
View narrative
R281.43
FV
0.9% overvalued
intrinsic discount
15.31%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
21 days ago
author updated this narrative
Latent View Analytics
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
AI And BFSI Expansion Will Unlock Future Potential
Key Takeaways Expansion in financial services, new client wins, and sector diversification reduce concentration risk and drive strong, scalable revenue growth. Strategic investments in AI partnerships, talent, and proprietary solutions position Latent View for margin expansion and higher-value, recurring revenue streams.
View narrative
₹476.00
FV
18.4% undervalued
intrinsic discount
17.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
3 days ago
author updated this narrative
Seanergy Maritime Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Asian Infrastructure Expansion And Modern Fleet Will Boost Capesize Trade
Key Takeaways Rising Asian infrastructure demand and limited new vessel supply are set to drive robust charter rates and improved profitability for Seanergy. The company's modern fleet and enhanced financial flexibility position it to capitalize on industry shifts and deliver increased shareholder returns.
View narrative
US$11.75
FV
36.8% undervalued
intrinsic discount
4.81%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
Updated
narrative
Ares Commercial Real Estate
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Industrial Multifamily And Self-Storage Sectors Will Generate Long-Term Momentum
Key Takeaways Focus on high-demand sectors and reduced exposure to riskier assets is expected to improve loan portfolio quality and earnings stability. Enhanced liquidity, operational efficiency, and strategic platform support should drive scalable growth, profitability, and long-term returns.
View narrative
US$4.44
FV
2.4% undervalued
intrinsic discount
-15.62%
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
Updated
narrative
ModivCare
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Tech-enabled Platforms And Fee-For-Service Will Transform Operations
Key Takeaways Leveraging technology platforms and strategic divestitures aim to enhance revenue, optimize capital structure, and boost earnings. Transition to fee-for-service contracts in NEMT and Board enhancements are expected to improve cash flow, execution, and shareholder value.
View narrative
US$1.98
FV
22.0% overvalued
intrinsic discount
0.68%
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
12 days ago
author updated this narrative
TeamLease Services
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
India Workforce Formalization And Digitization Will Unlock Operational Value
Key Takeaways Expansion into higher-margin segments and digital transformation is strengthening operational efficiency, scalability, and margin profiles for sustained earnings growth. Favorable shifts toward workforce formalization and policy-driven skilling create long-term growth opportunities and diversify revenue beyond traditional staffing.
View narrative
₹2.37k
FV
27.3% undervalued
intrinsic discount
15.01%
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
Updated
narrative
323
Maanshan Iron & Steel
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Urbanization And Belt And Road Will Drive Future Steel Demand
Key Takeaways Focus on higher-value steel products, green manufacturing, and digitalization is expected to boost margins, enhance pricing power, and support long-term profitability. Diversification into export markets and advanced steel applications should reduce reliance on the domestic construction sector and create more resilient revenue streams.
View narrative
HK$2.04
FV
25.5% overvalued
intrinsic discount
-1.51%
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
13 days ago
author updated this narrative
ACLN
Accelleron Industries
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Acquisitions Of OMC2 And True North Marine Will Expand Capacity In Marine Digital Solutions
Key Takeaways Strategic acquisitions and investments in LNG and digital solutions are set to boost Accelleron's market share and future revenue growth in higher-margin segments. The focus on service expansion and decarbonization trends will likely improve operational efficiencies and stabilize revenue streams through higher value-added offerings.
View narrative
CHF 61.78
FV
21.8% overvalued
intrinsic discount
8.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
Updated
narrative
Value any company in seconds
Popular companies