Global Community

ING, of course, is a bank; and banks don't like falling interest rates, right? For the dominant stream of income is their core business model, i.e. borrowing short-term and lending long-term, reaping the difference in interest rates in the process.

US$163.75

23.6% undervalued

12.00%

Revenue growth p.a.

New

ING Groep

PittTheYounger

Community Contributor

ING leads the pack when it comes to pivoting towards non-lending income

The supermarket chain Coles is the kind of “boring” business that may have been overlooked as an investment opportunity. Although it was divested from Wesfarmers in 2018, Coles’ heritage traces back to 1914 — giving it over 110 years of history.

€27.92

23.7% undervalued

9.00%

Revenue growth p.a.

New

Coles Group

Robbo

Community Contributor

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

AU$22.00

4.0% undervalued

8.72%

Revenue growth p.a.

New

Load previous narratives

Resideo Technologies

Key Takeaways Strategic divestitures and focused product innovation position the company for margin expansion, improved capital allocation, and long-term earnings outperformance. Strong demand for smart home solutions and superior software capabilities set the stage for recurring revenue growth and industry leadership in intelligent building technologies.

Consensus Narrative from 2 Analysts

IoT-enabled Homes And AI Will Drive Safer, Greener Futures

Kratos Defense & Security Solutions

US$35.00

10.3% undervalued

2.29%

Revenue growth p.a.

10 days ago

Key Takeaways Accelerating demand for affordable, production-ready unmanned and space defense technologies positions Kratos as a key supplier with scalable, high-margin growth prospects. Favorable shifts toward agile procurement and operational systems give Kratos competitive advantages, enhancing recurring revenue and long-term margin quality through strategic partnerships and market focus.

Consensus Narrative from 15 Analysts

Rising Global Defense Spending Will Expand Unmanned Aerial Systems

Array Digital Infrastructure

US$78.00

12.2% undervalued

24.07%

Revenue growth p.a.

10 days ago

Key Takeaways Expanding rural connectivity, 5G rollout, and monetizeable spectrum assets set the stage for new revenue streams and improved service offerings. Strategic shift to tower operations, cost optimization, and asset divestitures drive efficiency, recurring cash flows, and margin improvement.

Consensus Narrative from 3 Analysts

Expanding IoT And Rural Connectivity Will Unlock New Potential

US$85.00

11.8% undervalued

-0.36%

Revenue growth p.a.

10 days ago

Kinetik Holdings

Key Takeaways Strategic asset expansion, operational efficiencies, and long-term contracts are expected to drive strong revenue, margin, and cash flow growth ahead of Permian competitors. Focus on deleveraging, capital discipline, and fixed-fee contracts will enable stable cash flows, dividend increases, and flexible growth opportunities.

Consensus Narrative from 11 Analysts

Rising US LNG Exports Will Fuel Permian Midstream Networks

US$65.85

38.0% undervalued

33.58%

Revenue growth p.a.

10 days ago

Paramount Global

Key Takeaways Paramount leverages strong streaming growth, valuable content franchises, and operational efficiencies to drive recurring revenue, margin resilience, and improved profitability. Strategic partnerships and upcoming transactions are set to enhance global scale, technology, and personalized monetization, supporting sustained long-term growth.

Consensus Narrative from 17 Analysts

Digital Focus And Skydance Transaction Will Unlock Global Potential

US$12.08

8.6% undervalued

0.75%

Revenue growth p.a.

10 days ago

Verb Technology Company

Key Takeaways The strategic shift to a diversified revenue model, including ventures in telehealth and livestream shopping, is expected to drive significant revenue growth. The restructuring of the balance sheet and new financing approach aim to improve earnings stability and support growth initiatives through 2028.

Consensus Narrative from 1 Analyst

Telehealth And Livestream Shopping Will Diversify Revenue Streams

US$62.00

63.8% undervalued

46.88%

Revenue growth p.a.

10 days ago

Sanara MedTech

Key Takeaways Expansion in sales coverage and partnerships aims to boost product adoption, enhancing revenue in both new and existing markets. Strategic initiatives like the Tissue Health Plus program and OsStic device could impact margins and growth significantly upon implementation.

Consensus Narrative from 2 Analysts

Tissue Health Plus And OsStic Will Expand Market Reach

US$49.00

39.4% undervalued

15.53%

Revenue growth p.a.

10 days ago

NeuroPace

Key Takeaways Expanding presence in epilepsy centers and Project CARE may significantly boost revenue by increasing market penetration and service delivery. AI-enhancements and clinical program advancements promise operational efficiency, new revenue streams, and improved financial performance.

Consensus Narrative from 8 Analysts

Expanding Level 4 Epilepsy Centers Will Unlock Future Potential

US$17.13

50.0% undervalued

18.62%

Revenue growth p.a.

10 days ago

Vermilion Energy

Key Takeaways Strategic investments and successful gas exploration in Europe are poised to significantly boost revenue through increased reserves and higher production volumes. The acquisition of Westbrick and asset integration are expected to enhance margins, lower costs, and boost cash flow and financial flexibility.

Consensus Narrative from 11 Analysts

Investments In German Deep Gas Projects And Westbrick Acquisition Will Strengthen Future Operations