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
62
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
34
users have liked this narrative
6
users have commented on this narrative
92
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
AB SKF
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Automation And Digitalization Will Improve Manufacturing Efficiency And Sustainability
Key Takeaways Strategic focus on industrial automation, digitalization, and sustainability positions SKF for improved operational efficiency and higher-margin, stable revenue streams. Exiting the automotive segment enables better capital allocation and reduces exposure to volatile markets, supporting higher earnings quality.
View narrative
SEK 247.69
FV
5.1% undervalued
intrinsic discount
2.05%
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
2 days ago
author updated this narrative
Kalyan Jewellers India
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
170 New Showrooms And Digital Marketing Will Expand Future Market Reach
Key Takeaways Planned showroom expansion and digital marketing strategies are expected to boost revenue growth and enhance brand visibility in new markets. Improved operational efficiency, debt reduction, and a balanced store mix strategy may positively impact net margins and future profitability.
View narrative
₹665.50
FV
20.6% undervalued
intrinsic discount
24.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
31
users have followed this narrative
2 days ago
author updated this narrative
Torrent Power
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Renewable And Energy Storage Expansion Will Build Future Value
Key Takeaways Expansion into renewables and energy storage aligns with decarbonization, enhances revenue visibility, and supports higher margins as the project mix evolves. Improved distribution efficiencies and geographic growth, coupled with strategic contracting and a strong balance sheet, enable sustained profitability and future expansion.
View narrative
₹1.38k
FV
3.2% undervalued
intrinsic discount
12.11%
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
2 days ago
author updated this narrative
ASX
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
CHESS Modernization And Energy Market Expansion Will Boost Future Operations
Key Takeaways ASX's technology modernization projects and transitional energy expansion could enhance operational efficiency and tap into growing markets for long-term revenue growth. Investments in Horizon 2 initiatives and new data services aim to diversify revenue streams, supporting sustainable earnings growth and meeting customer demands.
View narrative
AU$69.40
FV
7.0% undervalued
intrinsic discount
-9.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
2 days ago
author updated this narrative
SK Telecom
AN
AnalystConsensusTarget
Consensus Narrative from 26 Analysts
AI And Data Center Demand Will Unlock Enduring Value
Key Takeaways Growth in AI, cloud, and data demand positions SK Telecom for expanded margins and new revenue streams through premium services and advanced connectivity infrastructure. Strategic partnerships, regulatory support, and emphasis on cybersecurity enable stronger brand reputation, B2B diversification, and more stable revenue amid evolving digital trends.
View narrative
₩61.18k
FV
8.3% undervalued
intrinsic discount
0.91%
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
2 days ago
author updated this narrative
Qantas Airways
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Fleet Renewal And Dual Brand Strategy Will Strengthen Future Market Position
Key Takeaways Fleet renewal and dual brand strategy aim to enhance operational efficiencies and capture demand, supporting future growth in margins and earnings. Investments in customer experience and loyalty programs focus on boosting brand loyalty and sustaining high-margin revenue growth.
View narrative
AU$10.96
FV
0.2% undervalued
intrinsic discount
5.24%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
2 days ago
author updated this narrative
Wharf (Holdings)
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
New Projects In Hong Kong Luxury Real Estate And Logistics Set To Drive Future Success
Key Takeaways Strategic capital reallocation to Hong Kong may boost future earnings through enhanced focus on high-value property projects. Logistics infrastructure expansion targets rising e-commerce demand, potentially increasing revenue amidst evolving trade dynamics.
View narrative
HK$21.00
FV
4.8% overvalued
intrinsic discount
11.12%
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
2 days ago
author updated this narrative
TMX Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Digital Platforms And Global Trading Will Empower Capital Markets
Key Takeaways Expansion in derivatives, data analytics, and digital platform investments is driving higher-margin, recurring revenues and positioning the company for robust future growth. Globalization through acquisitions and international listings is diversifying income streams beyond Canadian equities, reducing volatility, and supporting sustained revenue growth.
View narrative
CA$61.07
FV
5.5% undervalued
intrinsic discount
7.32%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
2 days ago
author updated this narrative
Klépierre
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
E-commerce Trends Will Erode Overpriced European Retail Assets
Key Takeaways Optimism around Klépierre's operational gains and sustainability may overstate its ability to counter long-term e-commerce shifts and regulatory cost pressures. High current occupancy and rental growth face challenges from lease structures, saturated markets, and evolving retailer and consumer trends that may limit future revenue and margin expansion.
View narrative
€33.32
FV
5.1% overvalued
intrinsic discount
-11.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
2 days ago
author updated this narrative
Value any company in seconds
Popular companies