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
Inchcape
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Emerging Markets And OEM Deals Will Create Lasting Opportunities
Key Takeaways Expansion in emerging markets and deepened OEM partnerships are set to drive revenue growth, diversify risk, and provide stable earnings. Digital aftermarket investments, cost reductions, and targeted M&A activity will support higher margins, operating efficiency, and long-term profit growth.
View narrative
UK£9.23
FV
29.6% undervalued
intrinsic discount
4.15%
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
about 14 hours ago
author updated this narrative
Hapvida Participações e Investimentos
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Acquisitions And BRL2 Billion Investment Will Upgrade Health Care Services
Key Takeaways Successful acquisition integrations and infrastructure investments improve service quality, operational efficiency, and capacity, enhancing revenue and net margins through expanded and improved service offerings. Stable financial position and verticalization strategy support growth through increased patient intake, higher-margin revenues, and investments in technology and facilities.
View narrative
R$57.54
FV
37.1% undervalued
intrinsic discount
8.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
about 14 hours ago
author updated this narrative
Mahindra & Mahindra Financial Services
AN
AnalystConsensusTarget
Consensus Narrative from 34 Analysts
Rural Growth And Digital Transformation Will Expand Market Reach
Key Takeaways Rising rural prosperity and strong distribution are driving robust loan and revenue growth, especially in vehicle and equipment finance. Digitization and diversification into new business lines are improving operational efficiencies, reducing risk, and supporting stable, long-term earnings growth.
View narrative
₹288.53
FV
12.1% undervalued
intrinsic discount
16.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
about 14 hours ago
author updated this narrative
CD Projekt
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Witcher Four Delay Will Raise Costs Yet Cyberpunk Will Excite
Key Takeaways Delayed Witcher 4 release and strategic franchise management could affect near-term revenue and net margins. Increased R&D investment and team restructuring may compress margins and extend project timelines.
View narrative
zł211.00
FV
18.0% overvalued
intrinsic discount
49.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
35
users have followed this narrative
about 14 hours ago
author updated this narrative
ASMPT
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Advanced Packaging And AI Will Expand Semiconductor Markets
Key Takeaways Strong demand for advanced packaging in AI and differentiated technologies is driving long-term growth, higher margins, and expanding market opportunities for ASMPT. Diversification strategies and operational efficiencies are increasing revenue resilience, reducing risk, and supporting sustainable improvements in earnings and profitability.
View narrative
HK$79.15
FV
12.3% undervalued
intrinsic discount
12.67%
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
about 14 hours ago
author updated this narrative
TUI
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Dynamic Packaging And Global Expansion Will Drive Future Success
Key Takeaways Dynamic packaging and technology investments could drive growth by leveraging airline capacity and improving operational efficiency without increased fixed costs. Expansion into global markets and enhanced cruise and Musement offerings are expected to boost occupancy, rates, and overall revenue growth.
View narrative
€10.52
FV
25.7% undervalued
intrinsic discount
5.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
54
users have followed this narrative
about 14 hours ago
author updated this narrative
Endurance Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Acquisition Of Stöferle And AURIC Shendra Plant Expected To Open New Opportunities In EV And German Markets
Key Takeaways Strategic acquisitions and expansions, including the German acquisition and AURIC Shendra plant, are expected to enhance revenue and profitability across multiple segments. Focus on partnerships, R&D expansion, and aftermarket revamp aims to boost revenue growth and competitive positioning in key markets.
View narrative
₹2.62k
FV
3.8% 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
7
users have followed this narrative
about 14 hours ago
author updated this narrative
Piramal Pharma
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Expanding Capacity Will Capture Global Healthcare Demand
Key Takeaways Expansion in manufacturing and differentiated offerings leverages rising global healthcare demand and outsourcing trends, supporting strong revenue growth and improved profitability. Enhanced regulatory compliance and focus on high-margin, specialty products reduce operational risks and margin volatility while strengthening competitive positioning.
View narrative
₹256.67
FV
25.3% undervalued
intrinsic discount
13.21%
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
about 14 hours ago
author updated this narrative
ACE
ACEA
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Regulated Infrastructure Focus Will Drive A Resilient, Cautious Future
Key Takeaways Pivoting to regulated infrastructure and divesting non-core assets enhances earnings stability, predictability, and supports a peer-leading regulated utility profile. Accelerated investment in renewables, grids, and digital transformation positions the company to benefit from decarbonization trends and regulatory incentives, driving sustainable growth.
View narrative
€22.65
FV
13.2% undervalued
intrinsic discount
3.83%
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
about 14 hours ago
author updated this narrative
Value any company in seconds
Popular companies