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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
6
users have commented on this narrative
49
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
31
users have liked this narrative
6
users have commented on this narrative
82
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
19.2% 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
10
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Somany Ceramics
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Expanding Glazed Vitrified Tiles Production Will Strengthen Future Prospects
Key Takeaways Strategic divestment and expansion of high-value products could enhance margins and earnings amid market pressures. Distribution network growth and acquisition initiatives are expected to drive revenue diversification and enhance overall profitability.
View narrative
₹564.67
FV
8.0% undervalued
intrinsic discount
8.91%
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
7 days ago
author updated this narrative
Henry Boot
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Acquisitions And Planning Will Unlock Golden Valley Industrial Potential
Key Takeaways Acquiring Stonebridge Homes and optimizing construction could enhance future earnings, profitability, and net margins through synergies and operational efficiency. Increased planning applications, prime development focus, and joint ventures aim to boost land sales, revenue, and capital returns through strategic expansion.
View narrative
UK£3.17
FV
27.4% undervalued
intrinsic discount
6.83%
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
7 days ago
author updated this narrative
Soitec
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
AI And 5G Wireless Will Unlock New Markets
Key Takeaways Rising AI, wireless, and connected device trends are driving strong, diversified demand for Soitec's advanced substrates, supporting long-term growth and reduced revenue volatility. Disciplined expansion, automation, and ongoing innovation strengthen technological leadership, enable profitability gains, and reinforce high barriers to entry.
View narrative
€55.33
FV
34.2% undervalued
intrinsic discount
2.71%
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
7 days ago
author updated this narrative
Intercos
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expansion In China And Korea Will Strengthen Presence In Asia's Beauty Market
Key Takeaways Leveraging growth in China and Korea, Intercos aims to boost future revenues through market penetration and operational efficiencies. Diversifying services and entering new product segments are strategic moves toward margin expansion and enhanced earnings in high-margin categories.
View narrative
€17.15
FV
29.9% undervalued
intrinsic discount
5.56%
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
7 days ago
author updated this narrative
Web Travel Group
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Demerger Into B2B And B2C Entities Will Streamline Operations And Stabilize Margins
Key Takeaways The demerger into B2B and B2C entities is expected to streamline operations, enhance core competencies, and improve revenue growth and margin stabilization. Significant technology investments and strategic buybacks aim to boost revenue growth, shareholder value, and earnings per share, supporting long-term operational stability.
View narrative
AU$6.37
FV
29.8% undervalued
intrinsic discount
15.47%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
7 days ago
author updated this narrative
A.P. Møller - Mærsk
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Gemini Network Investments Will Pressure Financials Amid Freight Rate Volatility
Key Takeaways Maersk faces volatility in freight rates and revenues due to Red Sea reopening uncertainty and oversupply challenges affecting volume growth. High CapEx commitments risk constraining cash flow and earnings growth if returns fall short, impacting shareholder returns.
View narrative
DKK 11.06k
FV
18.7% overvalued
intrinsic discount
-4.05%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
57
users have followed this narrative
7 days ago
author updated this narrative
Rapid7
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
FedRAMP Authorization Will Unlock Significant Opportunities With Federal Agencies
Key Takeaways Expansion of the partner ecosystem and investments in R&D and SOC are set to bolster profitable, scalable revenue growth. Federal opportunities and integrated risk management could expand market leadership, positively affecting revenue and ARR.
View narrative
US$30.90
FV
35.3% undervalued
intrinsic discount
3.97%
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
7 days ago
author updated this narrative
Magazine Luiza
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Expansion Into Fintech And AI Expected To Strengthen Future Prospects
Key Takeaways Diversification into 3P marketplaces, fintech, and advertising is aiming to enhance revenue, reduce cyclicality, and improve net margins. Strategic acquisitions, logistics enhancements, and AI-driven customer engagement are expected to boost market share, operating efficiencies, and revenue growth.
View narrative
R$10.33
FV
29.0% undervalued
intrinsic discount
5.22%
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
7 days ago
author updated this narrative
Decisive Dividend
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New Hearth Products And Contracts Will Advance Future Prospects
Key Takeaways Enhanced order activity, new contracts, and new product introductions suggest expected revenue growth and strategic market positioning in North American and European markets. Operational improvements are geared towards increased free cash flow, improved payout ratios, and defense against tariff impacts, supporting sustainable earnings growth.
View narrative
CA$8.13
FV
5.6% undervalued
intrinsic discount
7.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
7 days ago
author updated this narrative
Value any company in seconds
Popular companies