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
Ricardo
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Decarbonisation And Electrification Will Transform Global Engineering Services
Key Takeaways Strategic acquisitions, operational efficiency, and global expansion are set to unlock substantial margin improvement and sustained, above-consensus revenue and profit growth. Accelerating demand for energy transition and digital solutions will drive recurring, high-margin revenue streams and position Ricardo for premium earnings multiples.
View narrative
UK£5.35
FV
20.9% undervalued
intrinsic discount
-1.01%
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
36 minutes ago
author updated this narrative
Jumbo Interactive
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Digital Penetration And Cashless Trends Will Expand Lottery Markets
Key Takeaways The success of loyalty initiatives and investments in proprietary tech are rapidly boosting margins, revenue scalability, and customer engagement beyond analyst expectations. Strategic expansion and alignment with digital fundraising trends position the company for accelerated market share growth, diversified earnings, and increased downside protection.
View narrative
AU$14.60
FV
25.8% undervalued
intrinsic discount
9.18%
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
36 minutes ago
author updated this narrative
GMO internet group
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Digital Transformation Will Fuel Asia Fintech And Cybersecurity Expansion
Key Takeaways Structural expansion and rapid innovation across security, fintech, and AI position the company for outsized margin and revenue growth versus market expectations. Aggressive internationalization and market leadership support recurring revenues, enhanced operating leverage, and strong long-term upside in core and emerging verticals.
View narrative
JP¥4.50k
FV
11.9% undervalued
intrinsic discount
9.74%
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
36 minutes ago
author updated this narrative
Gerresheimer
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Secular Trends Will Drive Premium Drug Delivery Packaging Adoption
Key Takeaways Deeper integration, automation, and new high-margin products position Gerresheimer for accelerated margin and earnings growth beyond current analyst expectations. Strategic focus on biologics, specialty medications, and advanced drug delivery solutions underpins structural outperformance, robust recurring revenue, and increased customer retention.
View narrative
€96.87
FV
52.7% undervalued
intrinsic discount
13.64%
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
36 minutes ago
author updated this narrative
Alfen
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Decarbonization And EV Growth Will Redefine Energy Networks
Key Takeaways Organizational streamlining and integration could substantially boost agility, operating leverage, and margins, with accelerated product development and enhanced cross-business synergies. Strong market position, regulatory tailwinds, and alignment with sustainability mandates may drive faster revenue growth and higher market share than commonly expected.
View narrative
€16.00
FV
26.8% undervalued
intrinsic discount
8.35%
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
36 minutes ago
author updated this narrative
thyssenkrupp nucera KGaA
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Global Decarbonization And Electrolysis Expansion Will Transform Energy Markets
Key Takeaways Accelerated contract wins and rapid European infrastructure growth position the company for outsized sales, margin gains, and market leadership in green hydrogen. Strong financials and technology leadership support sustained earnings growth, recurring revenues, and resilience, making it the preferred partner for major decarbonization projects.
View narrative
€17.00
FV
41.3% undervalued
intrinsic discount
15.14%
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
36 minutes ago
author updated this narrative
South Indian Bank
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
India's Digital Adoption And Urbanization Will Expand Credit Demand
Key Takeaways Enhanced productivity measures and tech-driven distribution could drive stronger profitability and revenue growth than market expectations, notably improving cost efficiency and margins. Strategic expansion in high-growth retail loans and digital banking positions the bank to capture increased demand, compound revenue, and accelerate market share gains.
View narrative
₹42.00
FV
30.5% undervalued
intrinsic discount
12.87%
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
36 minutes ago
author updated this narrative
West African Resources
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Global Urbanization And Safe-Haven Demand Will Support Multi-Asset Expansion
Key Takeaways Operational excellence, project delivery, and expanded production capacity position WAF for accelerated revenue, cash flow growth, and enhanced long-term earnings power. Leadership in ESG, health and safety, and unhedged gold exposure strengthens margins, access to capital, and attractiveness for regional growth opportunities.
View narrative
AU$4.70
FV
43.2% undervalued
intrinsic discount
53.10%
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
36 minutes ago
author updated this narrative
Honasa Consumer
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
India's Expanding Middle Class And Digital Reach Will Ignite Growth
Key Takeaways Aggressive offline expansion, scalable innovation, and multi-brand synergy may drive revenue and margin growth well beyond current market expectations. Advanced R&D, rapid premiumization, and early adoption of generative AI position the company for superior pricing, efficiency, and long-term earning power.
View narrative
₹400.00
FV
35.3% undervalued
intrinsic discount
17.91%
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
36 minutes ago
author updated this narrative
Value any company in seconds
Popular companies