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
Banca Sistema
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Bank Will Benefit From European Court Ruling With EUR 104 Million Cash Inflow
Key Takeaways Strategic focus on higher-margin businesses and recovery in net interest income and fee revenues support sustained revenue growth and improved net margins. Proactive collection actions and strengthened capital ratios enhance financial stability, potentially boosting future earnings and profitability.
View narrative
€2.25
FV
23.2% undervalued
intrinsic discount
1.57%
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
8 days ago
author updated this narrative
Grupo Supervielle
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Focus On Oil, Gas, And Mining Sectors Will Offer Significant Long-Term Opportunities
Key Takeaways The strategic shift to retail lending and digital transformation aims to improve profitability and expand the loan book efficiently. Sector-specific growth and product expansion may drive revenue, aided by a stable macroeconomic environment supporting lending and net interest margins.
View narrative
AR$4.65k
FV
35.1% undervalued
intrinsic discount
28.34%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
8 days ago
author updated this narrative
Atalaya Mining Copper
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
FTSE Inclusion And Touro Project Progress Will Strengthen Future Prospects
Key Takeaways Inclusion in key stock indices and solar plant completion are set to boost visibility, revenue, and improve margins through cost reduction. Strategic projects and high-grade copper production will drive major future earnings growth with low operating costs and increased output.
View narrative
UK£5.43
FV
14.5% undervalued
intrinsic discount
11.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
8 days ago
author updated this narrative
Sonata Software
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expanding AI Initiatives And Partnerships With Microsoft And AWS Will Drive Future Success
Key Takeaways Strategic deals and expanded partnerships with major tech players could drive significant future revenue growth for Sonata Software. Investments in AI and targeted high-growth sectors are expected to enhance margins and accelerate the company's competitive edge and earnings growth.
View narrative
₹452.57
FV
22.8% undervalued
intrinsic discount
8.95%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
8 days ago
author updated this narrative
Clearwater Analytics Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Enfusion Acquisition And AI Integration Will Strengthen Platform, But Shrinking Margins And Risks Will Impact Profitability
Key Takeaways Strategic initiatives and technological integration are driving sustained revenue growth, improved net margins, and enhanced client service. International expansion and targeted acquisitions are unlocking new revenue streams, capturing a larger market share, and improving operational efficiency.
View narrative
US$31.82
FV
40.9% undervalued
intrinsic discount
34.47%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
8 days ago
author updated this narrative
Iochpe-Maxion
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Localized Investments In Turkey And Mexico Will Unlock Future Production
Key Takeaways Expansion in lightweight, aluminum wheel capacity and new product launches position the company to benefit from EV demand and automaker outsourcing trends. Localized production and disciplined capital management enhance profitability and position the company as a key supplier amid supply chain regionalization.
View narrative
R$16.72
FV
13.9% undervalued
intrinsic discount
5.83%
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
8 days ago
author updated this narrative
Emeco Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Contract Extensions And Digitization Investments Will Strengthen Future Earnings Stability
Key Takeaways Simplified business model and disciplined capital management could improve margins, earnings growth, and reduce the need for capital expenditure. Strong cash flow and reduced leverage enhance financial flexibility, supporting debt refinancing and future earnings growth.
View narrative
AU$1.10
FV
17.5% undervalued
intrinsic discount
2.79%
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
8 days ago
author updated this narrative
Marshalls
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Viridian Solar's Regulatory Tailwinds Will Drive Future Market Outperformance
Key Takeaways The Transform & Grow strategy focuses on core brands and high-margin areas to drive revenue growth and improve market share. Regulatory support boosts Viridian Solar's growth, enhancing Marshalls' revenue and operating margins significantly.
View narrative
UK£3.20
FV
35.8% undervalued
intrinsic discount
3.91%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
8 days ago
author updated this narrative
StarHub
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Strong Q4 Performance In Cybersecurity Segment Will Strengthen Future Prospects
Key Takeaways StarHub's focus on cybersecurity and enterprise segments is driving revenue and net profit growth through improved efficiencies and ROI. Strong free cash flow and strategic acquisitions bolster financial health and future revenue, supported by a successful multi-brand mobile strategy.
View narrative
S$1.26
FV
2.3% undervalued
intrinsic discount
2.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
8 days ago
author updated this narrative
Value any company in seconds
Popular companies