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
15
users have liked this narrative
4
users have commented on this narrative
32
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
19
users have liked this narrative
3
users have commented on this narrative
44
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
Matrix Composites & Engineering
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Subsea And Renewable Energy Sectors Will Offer Potential, But Cash Flow Fluctuations May Challenge Operations
Key Takeaways Strong revenue growth is driven by demand for subsea products, diversification in advanced materials, and opportunities in renewable energies. Strategic positioning in global deepwater projects and offshore wind markets enhances market share and supports long-term revenue gains.
View narrative
AU$0.29
FV
0.3% undervalued
intrinsic discount
2.57%
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
13 days ago
author updated this narrative
Mader Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expansion Into Energy And Transport Logistics Will Diversify Future Revenue Streams
Key Takeaways Mader Group aims for geographical and industry diversification with a strategic focus on energy and transport logistics for increased revenue streams. The company's financial strategy includes a net cash goal within 12 months for growth investments and expansion in North America and other key markets.
View narrative
AU$6.56
FV
14.6% overvalued
intrinsic discount
11.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
13 days ago
author updated this narrative
Cool
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
New LNG Projects Will Drive Shipping Demand, But Low Rates And Geopolitical Risks Persist
Key Takeaways Strategic growth through fleet expansion is supported by a $1 billion backlog and increased LNG project demand, enhancing revenue and margins. Financial flexibility from withheld dividends allows opportunistic growth and acquisitions, improving future earnings potential and strategic positioning.
View narrative
NOK 82.37
FV
5.4% undervalued
intrinsic discount
-0.96%
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
13 days ago
author updated this narrative
Bavarian Nordic
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
VIMKUNYA Launch Will Open Markets, But Approval Delays Could Impact Revenues
Key Takeaways Expansion in public preparedness and successful vaccine launches could significantly enhance revenue streams through government contracts and new territories. Advancements in new vaccine candidates indicate promising pipeline potential, supporting future revenue growth and market expansion.
View narrative
DKK 234.50
FV
1.9% overvalued
intrinsic discount
-2.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
13 days ago
author updated this narrative
Biotage
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Bioprocessing And Peptide System Capacity Improvements Will Create Future Opportunities
Key Takeaways Bioprocessing expansion and improved cost management are driving revenue growth while enhancing operational efficiency and profitability. Focus on pipeline management and capacity expansion could boost visibility and unlock significant future revenue opportunities.
View narrative
SEK 143.00
FV
0.1% overvalued
intrinsic discount
0.50%
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
13 days ago
author updated this narrative
FIBRA Macquarie México
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
New Industrial Properties Will Attract Tenants, But Margins May Decline Due To Macro Risks
Key Takeaways Strong leasing performance and low lease expiration schedule ensure stable revenue and upward pressure on rents, enhancing net operating income. Strategic land acquisitions and favorable macroeconomic factors position the company for long-term growth in industrial space development and revenue potential.
View narrative
Mex$36.42
FV
14.8% undervalued
intrinsic discount
6.89%
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
13 days ago
author updated this narrative
SDI Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Focusing On High-Growth Sectors And Acquisitions Will Strengthen Future Prospects
Key Takeaways Dual-pronged strategy focusing on organic growth and strategic acquisitions aims to enhance revenue and earnings through diversification and synergies. Operational improvements, cost efficiencies, and focus on high-margin segments target improved net margins and profitability.
View narrative
UK£1.40
FV
37.9% undervalued
intrinsic discount
10.41%
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
13 days ago
author updated this narrative
Garden Reach Shipbuilders & Engineers
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Operational Delays May Impact Earnings, But Rolls-Royce Partnership Could Boost Margins
Key Takeaways Potential delays in order execution and cost inflation may impact future earnings, compress margins, and pose valuation concerns. Heavy reliance on subcontracting and high capital expenditure risks could elevate operational costs and lower growth prospects.
View narrative
₹2.34k
FV
13.3% overvalued
intrinsic discount
27.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
13 days ago
author updated this narrative
IOL Chemicals and Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
New Facilities And Capacity Expansions Will Meet Rising Demand In Specialty Chemicals
Key Takeaways Strategic market expansion and onboarding new clients could drive substantial growth in the non-ibuprofen segment. Investments in new facilities and increased export efforts may enhance revenue and profitability through operational efficiencies.
View narrative
₹90.00
FV
8.4% overvalued
intrinsic discount
11.39%
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
13 days ago
author updated this narrative
Value any company in seconds
Popular companies