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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
16
users have liked this narrative
4
users have commented on this narrative
37
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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
20
users have liked this narrative
3
users have commented on this narrative
49
users have followed this narrative
New
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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Sonae SGPS
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Acquisitions And Integration Will Expand Pet Care And ICT Markets
Key Takeaways Strategic acquisitions and expansions bolster Sonae's growth potential in diverse markets, enhancing revenue streams and market positions. Operational efficiency, cost management, and deleveraging efforts aim to stabilize margins and enhance free cash flow for future investments.
View narrative
€1.43
FV
11.4% undervalued
intrinsic discount
4.23%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
6 days ago
author updated this narrative
Iress
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Investment In Digital Advice Will Advance Core Business Amid APAC Wealth Sector Risks
Key Takeaways Strategic focus on core businesses and efficiency improvements enhances profitability and positions Iress for future revenue growth. Strengthened financial position through deleveraging and strategic investments supports growth and potential earnings improvement.
View narrative
AU$9.46
FV
12.5% undervalued
intrinsic discount
-1.82%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
6 days ago
author updated this narrative
Karnataka Bank
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Bank's Retail Focus And Digital Upgrades Will Strengthen Future Operations
Key Takeaways Strategic focus on retail and direct-to-corporate advances could boost revenue growth, with significant improvements in top line and loan yields anticipated. Technological transformations and enhanced asset quality are expected to improve efficiency, lower costs, and boost profitability and earnings stability.
View narrative
₹239.50
FV
27.0% undervalued
intrinsic discount
8.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
6 days ago
author updated this narrative
Akzo Nobel India
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Government Initiatives And New Product Launches Will Drive Increased Demand In Paint Markets
Key Takeaways Government initiatives and B2B expansion in high-margin industrial sectors are expected to drive significant revenue growth and profitability. New product launches and distribution expansion aim to increase market share and improve market reach, enhancing earnings and valuation.
View narrative
₹3.92k
FV
5.6% undervalued
intrinsic discount
6.92%
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
6 days ago
author updated this narrative
Bittium Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Increased Defense Demand And Regulatory Streamlining Will Boost Future Prospects
Key Takeaways Strong growth in Defense & Security due to geopolitical factors and strategic partnerships promises improved sales and operating profits. Streamlined regulatory processes in the Medical segment could boost revenue as products reach the market faster, improving earnings.
View narrative
€10.00
FV
5.4% overvalued
intrinsic discount
11.10%
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
6 days ago
author updated this narrative
Mahindra Lifespace Developers
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Pipeline And Mumbai Clearances Will Unlock Long-Term Opportunities
Key Takeaways Strong project pipeline and balance sheet enable swift launches, market share gains, and sustained revenue and margin growth. Robust demand in housing and industrial segments supports pricing power, earnings stability, and recurring revenue expansion.
View narrative
₹545.83
FV
35.2% undervalued
intrinsic discount
94.59%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
6 days ago
author updated this narrative
Peyto Exploration & Development
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Repsol Asset Integration Expected To Increase Production By 40%
Key Takeaways Successful asset acquisition and operational efficiencies are boosting production and reducing costs, enhancing revenue and net margins. Strategic diversification and local demand for natural gas enhance revenue security and future growth prospects.
View narrative
CA$21.66
FV
11.4% undervalued
intrinsic discount
19.06%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
45
users have followed this narrative
6 days ago
author updated this narrative
Home First Finance Company India
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
India's Urbanization And Digital Shift Will Unlock Lasting Potential
Key Takeaways Strong digital adoption and policy support for affordable housing will drive sustained growth, improved efficiency, and increased financial inclusion. Prudent risk management and expanding market presence in growing cities position the company for stable earnings and scalable long-term profitability.
View narrative
₹1.44k
FV
13.9% undervalued
intrinsic discount
29.33%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
6 days ago
author updated this narrative
Ascopiave
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Wind Farm Projects And EstEnergy Stake Sale Will Improve Future Prospects
Key Takeaways Strategic restructuring and simplification may enhance operational efficiencies and net margins through mergers and acquisitions, particularly in renewable energy and gas distribution. Asset divestitures and strategic partnerships are expected to provide financial inflow, supporting future revenue growth and capital expenditures.
View narrative
€3.40
FV
7.8% undervalued
intrinsic discount
9.40%
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
6 days ago
author updated this narrative
Value any company in seconds
Popular companies