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
7
users have liked this narrative
1
users have commented on this narrative
12
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
6
users have liked this narrative
0
users have commented on this narrative
17
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
2
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Indivior
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
SUBLOCADE Investments Will Improve Patient And Physician Experience
Key Takeaways Commercial investments and label updates for SUBLOCADE are expected to boost revenue growth and enhance patient and physician experience. Strategic reinvestments and U.S. market stabilization could strengthen revenue projections and profit margins for Indivior.
View narrative
UK£10.43
FV
18.7% overvalued
intrinsic discount
-0.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
27 days ago
author updated this narrative
Cronos Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Global Cannabis Expansion Will Thrive Amid Tariff Challenges
Key Takeaways Growing international presence and facility expansions position Cronos for increased revenue, reduced regional dependency, and improved operating leverage. Focus on innovative wellness products and disciplined financial management supports sustained margin improvement and long-term growth flexibility.
View narrative
CA$3.77
FV
24.9% undervalued
intrinsic discount
11.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
27 days ago
author updated this narrative
DouYu International Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Monetization And Mobile Entertainment Will Unlock Value
Key Takeaways Diversification into innovative segments and digital monetization is strengthening revenue streams and reducing reliance on declining areas. Operational cost optimization and AI-driven efficiency initiatives are supporting margin improvement and earnings resilience.
View narrative
US$7.35
FV
5.2% overvalued
intrinsic discount
-4.95%
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
27 days ago
author updated this narrative
Wheaton Precious Metals
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Decarbonization And Crypto Competition Will Erode Precious Metals Demand
Key Takeaways Shifting investor preferences, digital asset competition, and regulatory pressures threaten to weaken precious metal demand and increase costs, challenging Wheaton's revenue growth. Heavy reliance on a few core assets and a dwindling pipeline of quality mining projects expose Wheaton to volatility and risk of stagnating future growth.
View narrative
CA$124.67
FV
8.3% overvalued
intrinsic discount
6.99%
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
27 days ago
author updated this narrative
Kelsian Group
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Slowing Demand And Rising CapEx Will Hinder Prospects
Key Takeaways Structural shifts toward remote work and stagnant ridership threaten long-term organic growth and expose the company to policy and competitive risks. Rising compliance costs, aging demographics, and operational inefficiencies from acquisitions are likely to suppress operating margins and hinder meaningful earnings improvement.
View narrative
AU$3.50
FV
9.4% overvalued
intrinsic discount
4.43%
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
27 days ago
author updated this narrative
Norcros
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
UK Regulatory And Cost Pressures Will Dampen Future Prospects
Key Takeaways Heavy reliance on core UK and South African markets, combined with shifting industry trends, leaves Norcros exposed to demand volatility and long-term margin pressure. Rising regulatory and ESG requirements will drive up costs, reduce competitive advantages, and challenge Norcros' ability to sustain earnings growth and attractive valuations.
View narrative
UK£2.67
FV
5.2% overvalued
intrinsic discount
0.11%
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
27 days ago
author updated this narrative
Equitas Small Finance Bank
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
Eroding Digital Banking Base Will Exacerbate Valuation Issues
Key Takeaways Rising digital adoption and aggressive financial inclusion threaten Equitas's client base, compress pricing power, and pressure loan growth and fee income. Operational inefficiencies and ongoing asset quality challenges are likely to cap earnings growth and erode overall profitability amid tightening regulatory norms.
View narrative
₹60.00
FV
3.4% undervalued
intrinsic discount
10.71%
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
27 days ago
author updated this narrative
Oil and Gas Development
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Accelerating Renewable Adoption Will Constrain Hydrocarbon Returns
Key Takeaways The accelerating global transition to renewables and heightened regulatory pressures threaten OGDCL's long-term relevance, profitability, and ability to expand. Heavy reliance on aging assets, underinvestment, and rising costs expose the company to production risks, capital overruns, and reduced shareholder value.
View narrative
PK₨210.00
FV
23.4% overvalued
intrinsic discount
6.26%
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
27 days ago
author updated this narrative
People's Insurance Company (Group) of China
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Digital Reform And AI Will Reshape Global Markets Amid Risks
Key Takeaways Strategic focus on digital reform and AI aims to enhance efficiency and customer experience, driving revenue through innovation and wider insurance product adoption. Expansion efforts along the Belt and Road initiative, paired with high-quality product development, could boost international competitiveness, market share, and earnings growth.
View narrative
HK$5.33
FV
16.9% overvalued
intrinsic discount
7.80%
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
Value any company in seconds
Popular companies