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
Midwich Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Live Events Sector Growth Will Shape Future Prospects Amid Margin Pressures
Key Takeaways Expansion into key markets and a focus on high-margin technical products are set to drive significant revenue and profitability growth. Strategic cost-base realignment and sectoral growth are positioned to enhance future operating profit margins and net earnings.
View narrative
UK£3.29
FV
31.5% undervalued
intrinsic discount
1.82%
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
3 days ago
author updated this narrative
Greaves Cotton
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Diesel Headwinds And EV Expansion Will Reshape Industry Prospects
Key Takeaways Optimism around sustained growth and margin expansion may be misplaced due to long-term risks in core combustion segments and slowing electric mobility momentum. Market may be underestimating challenges from rising costs, automation trends, and exposure to cyclical sectors, making future earnings and cash flows vulnerable.
View narrative
₹154.00
FV
34.3% overvalued
intrinsic discount
9.52%
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
3 days ago
author updated this narrative
Invicta Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Combining KMP And Kian Ann Operations Will Improve Operational Efficiencies Over The Medium Term
Key Takeaways International expansion and strengthened distribution networks could diversify market exposure and increase future revenue streams. Optimizing capital structure and strategic acquisitions aim to enhance operational efficiency and improve long-term earnings.
View narrative
R45.80
FV
24.5% undervalued
intrinsic discount
6.23%
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
Grupo SBF
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Omnichannel Success And Debt Reduction Will Strengthen Future Prospects
Key Takeaways Strategic focus on improving gross profit and reducing debt improves profitability, positions for revenue growth, and enhances earnings by lowering interest expenses. Omnichannel strategy and operational efficiencies boost cash flow, stabilize net margins, and drive sustained revenue growth through enhanced sales opportunities and customer experience.
View narrative
R$14.33
FV
24.0% undervalued
intrinsic discount
9.31%
Revenue growth p.a.
Set Fair Value
1
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
GN Store Nord
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
ReSound Nexia And Vivia Will Strengthen Future Market Position
Key Takeaways Successful transformations and synergy realizations have increased GN Store Nord's profitability, with earnings and margin expansion expected to continue positively impacting future growth. Strong product innovation across divisions is driving revenue growth and market share gains, especially in Hearing, Enterprise, and Gaming sectors, bolstering overall financial performance.
View narrative
DKK 134.79
FV
27.8% undervalued
intrinsic discount
3.11%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
3 days ago
author updated this narrative
SSP Group
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Focusing On High-Growth Markets And Cost Efficiencies Will Strengthen Future Performance
Key Takeaways Strategic exits from loss-making businesses and efficiency improvements aim to boost profitability by cutting costs and increasing net margins. Focus on long-term sustainable growth and contract wins, especially in high-growth markets, positions SSP Group for future revenue and earnings growth.
View narrative
UK£2.29
FV
27.4% undervalued
intrinsic discount
5.33%
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
ASA International Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digital Financial Services Rollout Will Improve Core Banking Services
Key Takeaways Strategic digital transformation and leadership expansion aim to enhance operational leverage and efficiency, potentially boosting revenue, margins, and net earnings. Focus on favorable funding strategies and disciplined capital management to reduce financial costs and enhance financial resilience and earnings stability.
View narrative
UK£1.99
FV
35.2% undervalued
intrinsic discount
18.62%
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
3 days ago
author updated this narrative
Anheuser-Busch InBev
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Emerging Middle Class And Premium Trends Will Expand Beverage Markets
Key Takeaways Growth in emerging markets, premiumization, and no and low-alcohol innovation are supporting long-term revenue expansion and increased market share. Digital transformation and operational efficiencies are improving margins, cash flow, and flexibility for shareholder returns and reinvestment.
View narrative
€67.88
FV
21.9% undervalued
intrinsic discount
5.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
39
users have followed this narrative
3 days ago
author updated this narrative
Casio ComputerLtd
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Focusing On Timepiece And EdTech Divisions Will Strengthen Future Prospects
Key Takeaways Strategic workforce optimization and product line cuts are expected to enhance profitability by reducing costs in underperforming segments. Focus on core businesses and expansion into high-growth regions will likely drive revenue growth and market presence.
View narrative
JP¥1.27k
FV
6.1% undervalued
intrinsic discount
2.03%
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
3 days ago
author updated this narrative
Value any company in seconds
Popular companies