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
71
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
35
users have liked this narrative
6
users have commented on this narrative
94
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
15
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Gofore Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Investments In Digital Transformation And Talent Will Drive Future Success In Intelligent Industry And Cybersecurity Sectors
Key Takeaways Strategic client relationships and focus on digital transformation position Gofore Oyj for sustainable revenue growth and margin improvements. Investment in employee value and M&A strategy enhances operational efficiency and accelerates growth through service and geographic expansion.
View narrative
€20.50
FV
23.0% undervalued
intrinsic discount
10.44%
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
3 days ago
author updated this narrative
Knights Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expanding Premium Client Base And Successful Acquisitions Will Strengthen Future Prospects
Key Takeaways Strategic expansion into premium service offerings and client base may drive revenue growth through better pricing and higher-margin projects. Effective M&A strategy and operational efficiencies boost profitability and enable geographic expansion, supporting long-term growth and competitiveness.
View narrative
UK£1.83
FV
6.3% undervalued
intrinsic discount
13.95%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
3 days ago
author updated this narrative
RugVista Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Solid Simplicity Campaign And Efficient Operations Will Drive Future Success
Key Takeaways Strong growth potential is demonstrated by record net revenue and a rise in new customers and orders, indicating effective customer acquisition strategies. Operational improvements via better shipping cost efficiency, and an upgraded office and warehouse, aim to enhance gross and net margins.
View narrative
SEK 71.67
FV
0.5% overvalued
intrinsic discount
7.60%
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
3 days ago
author updated this narrative
AO World
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Recycling Initiatives And Vertical Integration Will Drive Future Profitability
Key Takeaways Expansion of subscription-based model and vertical integration is set to improve customer loyalty, revenue, and address inflationary pressures. Progress in mobile business transformation and recycling initiatives enhances margins and positions AO World to outperform industry peers.
View narrative
UK£1.30
FV
31.0% undervalued
intrinsic discount
8.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
3 days ago
author updated this narrative
Sogefi
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Operational Efficiency And Local Production Will Secure Future Success
Key Takeaways Operational restructuring and production reallocation are driving improved efficiency, margin expansion, and earnings resilience, especially within the Suspensions division. Diversification into Heavy Duty markets and local-for-local production strategies strengthen revenue stability and long-term growth prospects, while mitigating global trade risks.
View narrative
€2.58
FV
1.6% overvalued
intrinsic discount
0.51%
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
3 days ago
author updated this narrative
Vicat
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Senegal Production And European Low-Carbon Demand Will Unlock Value
Key Takeaways Expansion in emerging markets and new capacity in Senegal boosts profitability, market share, and diversification, while phase-out of older assets improves operational efficiency. Investments in low-carbon solutions and alternative fuels enhance margins and resilience, with capital discipline and deleveraging supporting stability and flexibility for future growth.
View narrative
€64.00
FV
8.3% undervalued
intrinsic discount
1.65%
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
3 days ago
author updated this narrative
Agios Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
FDA Approval And Global Partnerships Will Yield Mixed Prospects
Key Takeaways New product launches and regulatory milestones are set to expand market reach and generate multiple long-term revenue streams. Strategic international partnerships and innovation in rare disease therapies enhance profitability and create sustained growth opportunities.
View narrative
US$50.14
FV
28.7% undervalued
intrinsic discount
116.86%
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
3 days ago
author updated this narrative
PostNL
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
E-commerce Expansion And Automation Will Boost Parcel Efficiency
Key Takeaways E-commerce growth, international expansion, and pricing strategies are boosting revenue, operational efficiency, and driving broader margin improvement. Investments in automation and sustainability, along with strong ESG positioning, enhance resilience and support long-term profitability and market share.
View narrative
€0.96
FV
0.2% undervalued
intrinsic discount
1.99%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
3 days ago
author updated this narrative
Asset Plus
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Zero Debt Paves The Way For Future Opportunities At Munroe Lane
Key Takeaways Eliminating debt from asset divestments may improve net margin, while competitive leasing incentives could boost future revenue growth. Strategic leasing and potential property sale at Munroe Lane could enhance shareholder value through increased earnings and special dividends.
View narrative
NZ$0.23
FV
6.7% undervalued
intrinsic discount
-3.04%
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
3 days ago
author updated this narrative
Value any company in seconds
Popular companies