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
61
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
Ainsworth Game Technology
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Analysts Predict Profit Margins Will Shrink To 59%, Challenging Future Earnings
Key Takeaways Competitive market conditions and regulatory challenges in Latin America may hinder AGT's revenue growth if not strategically managed. Investment in R&D and product development may compress margins if sales fail to increase, while halted dividends might impact investor sentiment.
View narrative
AU$1.00
FV
1.5% overvalued
intrinsic discount
6.56%
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
Updated
narrative
Husqvarna
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Rising Asian Competition And Decarbonization Will Squeeze Margins
Key Takeaways Husqvarna faces intensified competition and margin pressure from global technological shifts, rapid urbanization, and proliferation of low-cost imports, threatening its sales growth and market share. Increased dependence on external suppliers and evolving environmental regulations add supply chain instability and force costly product updates, impacting profitability and operational predictability.
View narrative
SEK 48.00
FV
15.3% overvalued
intrinsic discount
2.10%
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
about 1 month ago
author updated this narrative
Verallia Société Anonyme
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Shifting Packaging Trends And Rising Costs Will Dampen Outlook
Key Takeaways Shifts toward alternative packaging and stricter emissions standards threaten Verallia's sales volume, margins, and pricing power. High innovation and decarbonization costs, changing consumer habits, and industry consolidation jeopardize profitability and future earnings visibility.
View narrative
€26.50
FV
6.7% overvalued
intrinsic discount
0.94%
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
about 1 month ago
author updated this narrative
Synlait Milk
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Advanced Nutrition And Foodservice Will Face Risks And Upside
Key Takeaways Reliance on Advanced Nutrition sales may lead to slower future growth due to unsustainable restocking and new product launches. Challenges like high fat pricing and unsecured milk supply could pressure margins and impact future profitability and cash flow.
View narrative
NZ$0.49
FV
18.4% overvalued
intrinsic discount
4.76%
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 18 hours ago
author updated this narrative
BHIA
Grupo Casas Bahia
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Transformation And BNPL Expansion Will Shape Future Outcomes Despite Challenges
Key Takeaways The focus on profitability over growth, alongside improved financial discipline and cost control, suggests potential for enhanced operational leverage and net margins. The expansion of BNPL and strategic initiatives to lower funding costs could boost profitability and positively impact future earnings.
View narrative
R$4.24
FV
35.6% undervalued
intrinsic discount
5.30%
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
Updated
narrative
Kakao Pay
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Digital Finance In Korea Will Face Headwinds Yet Show Promise
Key Takeaways Growth may be hampered by regulatory challenges, rising costs, and macroeconomic uncertainty across both domestic and international business lines. Heavy reliance on ecosystem synergies and user growth could cap diversification, risking stagnation in active users, transaction frequency, and overall profitability.
View narrative
₩43.37k
FV
47.1% overvalued
intrinsic discount
13.57%
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
Updated
narrative
Gartner
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Enterprise AI Adoption Will Drive Expansion While Risks Will Persist
Key Takeaways Rising enterprise adoption of AI and digital transformation fuels demand for Gartner's insights, supporting long-term recurring revenues and margin expansion. Investments in proprietary tools, datasets, and targeted capital allocation enhance customer value, EPS growth, and shareholder resilience despite temporary market disruptions.
View narrative
US$304.78
FV
24.9% undervalued
intrinsic discount
4.81%
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
Updated
narrative
9658
Super Hi International Holding
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Diverse Dining And Global Expansion Will Balance Risk And Upside
Key Takeaways Diversifying dining experiences and localizing operations aim to boost customer traffic, operational efficiency, and satisfaction, potentially enhancing revenue growth. Global store expansion and innovation projects drive revenue prospects, but increased CapEx and significant investments could impact near-term earnings and profitability.
View narrative
HK$18.33
FV
17.2% undervalued
intrinsic discount
13.81%
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
11 days ago
author updated this narrative
Solar
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Unpredictable Recovery Will Impact Revenue Projections In 2025
Key Takeaways Stagnant growth and cost pressures are expected to reduce earnings, impacting revenue projections and net margins. Investments in automation may not yield immediate returns, potentially affecting short-term net earnings.
View narrative
DKK 295.00
FV
22.9% undervalued
intrinsic discount
1.97%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
9 days ago
author updated this narrative
Value any company in seconds
Popular companies