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
59.6% 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
58
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
28.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
32
users have liked this narrative
6
users have commented on this narrative
89
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
20.8% 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
13
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Vimian Group
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Rising Interest Rates And Tariffs Will Weaken US MedTech Margins
Key Takeaways Reliance on acquisitions and exposure to rising rates and tariffs heighten operational risk and threaten predictable earnings and margin stability. Structural decline in key U.S. markets and digital disruption may erode market share, compress margins, and hinder long-term growth.
View narrative
SEK 37.32
FV
14.8% undervalued
intrinsic discount
11.15%
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
23 days ago
author updated this narrative
Bandhan Bank
AN
AnalystLowTarget
Consensus Narrative from 24 Analysts
Indian Digital Banking Rivalry Will Exacerbate Credit And Cost Pressures
Key Takeaways Overdependence on microfinance and limited geographic diversification expose Bandhan Bank to elevated credit and regional risks, undermining sustained profitability and stability. Intensifying digital competition and rising compliance costs are constraining Bandhan Bank's margin expansion, limiting its ability to match sector-leading returns.
View narrative
₹134.53
FV
22.8% overvalued
intrinsic discount
21.30%
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
23 days ago
author updated this narrative
SCHOTT Pharma KGaA
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Increasing Environmental Regulations And Supply Chain Risks Will Erode Profitability
Key Takeaways Regulatory shifts towards sustainability and stricter packaging rules threaten increased costs, margin pressure, and reduced profitability for SCHOTT Pharma. Rising competition, shifting buyer power, and evolving drug delivery technologies risk eroding pricing, revenue growth, and long-term market share.
View narrative
€23.00
FV
6.1% overvalued
intrinsic discount
10.26%
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
23 days ago
author updated this narrative
AWL
AWL Agri Business
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Edible Oil Demand Will Fall Amid Rising Regulatory Risks
Key Takeaways Shifts toward sustainable food, increased regulation, and climate risks threaten AWL's core business model and growth prospects. Growing competition and reliance on edible oils expose AWL to price pressures and persistent volatility in revenue and profitability.
View narrative
₹260.00
FV
2.3% undervalued
intrinsic discount
6.16%
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
23 days ago
author updated this narrative
Ayvens
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Shifting Mobility Trends And Autonomous Disruption Will Weaken Traditional Leasing
Key Takeaways Disruptive mobility trends, autonomous technology, and regulatory pressures threaten Ayvens' business model, market size, and profitability through reduced demand and increased costs. High leverage, integration risks post-merger, and operational inefficiencies may erode earnings and hinder investment in modernization.
View narrative
€6.00
FV
62.6% overvalued
intrinsic discount
-0.75%
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
23 days ago
author updated this narrative
KT
AN
AnalystLowTarget
Consensus Narrative from 25 Analysts
South Korea's Aging Population Will Limit Revenues Despite Cloud Upside
Key Takeaways Declining population and market saturation are constraining growth, with legacy revenue streams under persistent pressure from technological shifts and changing consumer behavior. New business initiatives face intense competition and regulatory risks, making it difficult to offset erosion in core telecom profitability and maintain robust returns.
View narrative
₩51.40k
FV
4.5% overvalued
intrinsic discount
0.66%
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
23 days ago
author updated this narrative
Boliden
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Higher ESG Burdens And Lower Ore Grades Will Erode Margins
Key Takeaways Rising adoption of recycled metals and regulatory pressures threaten Boliden's growth, increase operational costs, and complicate project permitting across core markets. Depleting ore grades, volatile energy prices, and increased global competition are eroding margins, reducing pricing power, and heightening long-term earnings volatility.
View narrative
SEK 250.17
FV
27.4% overvalued
intrinsic discount
-1.11%
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
23 days ago
author updated this narrative
Akeso
AN
AnalystLowTarget
Consensus Narrative from 20 Analysts
Aggressive Pricing In China Will Compress Margins Despite Clinical Promise
Key Takeaways Deep price cuts and increased government cost controls are set to compress Akeso's revenue, margins, and profitability for the foreseeable future. Heavy pipeline concentration and escalating competition expose Akeso to significant growth risk and potential shareholder dilution.
View narrative
HK$89.52
FV
79.2% overvalued
intrinsic discount
47.01%
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
23 days ago
author updated this narrative
Fraport
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Emerging Markets And Terminal Expansions Will Unlock Value
Key Takeaways Expansion in emerging markets and new terminal investments are fueling higher retail revenues and setting the stage for sustained long-term growth. Focus on non-aeronautical income streams and operational efficiencies is improving cash flow, margins, and shareholder return potential.
View narrative
€69.16
FV
9.5% overvalued
intrinsic discount
3.26%
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
Updated
narrative
Value any company in seconds
Popular companies