Community

Our community narratives are driven by numbers and valuation.

Value any stock for free in seconds

Get alerts and valuation updates

Participate in discussions

Weekly Picks

Alphabet

Investingwilly

Community Contributor

The Most Undervalued of the Magnificent 7

Alphabet Inc., the parent company of Google, stands as a cornerstone of the tech world, leading in search, digital advertising, AI, and cloud computing. Despite its dominance and innovation, Alphabet is currently the cheapest stock among the “Magnificent 7” (the seven largest U.S. tech companies by market capitalization).

View narrative

US$237.43

36.3% undervalued

10.00%

Revenue growth p.a.

115

14 days ago

CSL

Ramsee

Community Contributor

CSL is undervalued in High Tax Scenario

CSL Limited: Fair Value Assessment Amidst Evolving US Tariff Scenarios Executive Summary This report provides an assessment of the fair value of CSL Limited (CSL) under various potential United States (US) tariff scenarios. CSL, a global biotechnology leader with significant operations in plasma therapies (CSL Behring), influenza vaccines (CSL Seqirus), and iron/nephrology treatments (CSL Vifor), faces potential impacts from evolving US trade policies.

View narrative

AU$263.33

9.1% undervalued

6.00%

Revenue growth p.a.

6 days ago

PVA TePla

Minesweeper

Community Contributor

PVA TePla's New Strategy Aims for 22% Revenue Growth in Semiconductor Recovery

Summary Founded on 1977, PVA Tepla is a German company that operates through Semiconductor Systems and Industrial Systems segments. They are material science experts.

View narrative

€19.19

20.8% undervalued

22.00%

Revenue growth p.a.

6 days ago

Load previous narratives

Rexel

AnalystConsensusTarget

Consensus Narrative from 12 Analysts

Focus On Electrification And AI Will Boost Future Operational Efficiency

Key Takeaways Market share gains and strategic expansion in North America position Rexel for potential revenue growth despite economic challenges. Cost savings, AI integration, and disciplined management enhance operational efficiency and financial flexibility, supporting future growth initiatives.

View narrative

€28.29

21.9% undervalued

3.23%

Revenue growth p.a.

4 days ago

Centrica

AnalystConsensusTarget

Consensus Narrative from 14 Analysts

Investments In Flexible Generation And Technology Will Streamline Operations, But Revenue Decline And Margin Pressures Are Anticipated

Key Takeaways Increased customer engagement and service delivery in Services and Solutions could drive revenue growth and improve net margins. Strategic investments in flexible generation and capacity market contracts are poised to boost long-term infrastructure revenue and EBITDA.

View narrative

UK£1.76

14.8% undervalued

0.79%

Revenue growth p.a.

4 days ago

Ayala Land

AnalystConsensusTarget

Consensus Narrative from 12 Analysts

Infrastructure Developments And International Marketing Will Strengthen Future Prospects

Key Takeaways Strategic expansion in high-demand areas and residential segments is poised to boost sales, bookings, and revenue growth. Enhanced leasing revenues, infrastructure development, and international marketing strategies are anticipated to elevate future earnings and financial stability.

View narrative

₱38.21

38.0% undervalued

7.19%

Revenue growth p.a.

145

4 days ago

Buzzi

AnalystConsensusTarget

Consensus Narrative from 14 Analysts

Brazil Consolidation And Gulf Cement Acquisition Will Optimize Efficiency

Key Takeaways Strategic acquisitions and asset consolidation aim to maintain profitability and optimize net margins through higher-margin operations. Investments in cost management and capacity optimization, including decarbonization efforts, support future growth and margin improvement.

View narrative

€49.21

10.7% undervalued

4.24%

Revenue growth p.a.

4 days ago

Absa Group

AnalystConsensusTarget

Consensus Narrative from 9 Analysts

Improved Eskom Operations Expected To Positively Impact South African Economic Activity

Key Takeaways A unified retail franchise strategy and productivity improvements through technology are expected to drive medium-term earnings growth and enhance net margins. Growth in non-life insurance and recovery in lending businesses are set to diversify revenue and improve net interest margins.

View narrative

R210.40

18.7% undervalued

11.05%

Revenue growth p.a.

4 days ago

Bharti Hexacom

AnalystConsensusTarget

Consensus Narrative from 12 Analysts

Indus Towers Transfer And Network Expansion Will Improve Efficiency

Key Takeaways Transfer of telecom towers to Indus Towers is set to enhance operational efficiency and boost EBITDA margins through cost reduction and streamlined focus. Expansion into remote areas and focus on broadband and IoT will likely drive revenue growth through increased market penetration and improved infrastructure.

View narrative

₹1.57k

0.5% overvalued

13.82%

Revenue growth p.a.

4 days ago

Zalando

AnalystConsensusTarget

Consensus Narrative from 26 Analysts

Integration With ABOUT YOU Will Create Long-term Synergies

Key Takeaways Expansion of the loyalty program and marketing efforts are expected to boost customer engagement, spending, and revenue growth. Strategic initiatives, improved efficiencies, and ABOUT YOU integration aim to enhance profitability and boost earnings with positive impacts on margins and revenue.

View narrative

€39.04

12.3% undervalued

6.59%

Revenue growth p.a.

4 days ago

General Insurance Corporation of India

AnalystConsensusTarget

Consensus Narrative from 4 Analysts

Profit Margins Will Shrink Despite Diversification Into Emerging Insurance Sectors

Key Takeaways Diversification into emerging areas like cyber insurance and health insurance aims to optimize revenue and stabilize earnings against climate risks. A recent credit rating upgrade supports potential international revenue growth, while strategic exits improve combined ratios and margins.

View narrative

₹379.25

13.2% overvalued

5.98%

Revenue growth p.a.

4 days ago

Fuji Electric

AnalystConsensusTarget

Consensus Narrative from 11 Analysts

Investments In Semiconductor And Energy Segments Will Drive Future Operational Efficiency

Key Takeaways Strategic investments in semiconductors and cost reduction initiatives are likely to enhance operational efficiency and improve net margins. Strong performance in Energy and Food & Beverage segments, alongside favorable market conditions, positions the company for revenue growth.

View narrative

JP¥9.49k

37.4% undervalued

3.93%

Revenue growth p.a.

4 days ago

Community

Weekly Picks

The Most Undervalued of the Magnificent 7

CSL is undervalued in High Tax Scenario

PVA TePla's New Strategy Aims for 22% Revenue Growth in Semiconductor Recovery

Focus On Electrification And AI Will Boost Future Operational Efficiency

Investments In Flexible Generation And Technology Will Streamline Operations, But Revenue Decline And Margin Pressures Are Anticipated

Infrastructure Developments And International Marketing Will Strengthen Future Prospects

Brazil Consolidation And Gulf Cement Acquisition Will Optimize Efficiency

Improved Eskom Operations Expected To Positively Impact South African Economic Activity

Indus Towers Transfer And Network Expansion Will Improve Efficiency

Integration With ABOUT YOU Will Create Long-term Synergies

Profit Margins Will Shrink Despite Diversification Into Emerging Insurance Sectors

Investments In Semiconductor And Energy Segments Will Drive Future Operational Efficiency

Value any company in seconds

Popular companies

Community

Weekly Picks

The Most Undervalued of the Magnificent 7

CSL is undervalued in High Tax Scenario

PVA TePla's New Strategy Aims for 22% Revenue Growth in Semiconductor Recovery

Community Investing Ideas

Focus On Electrification And AI Will Boost Future Operational Efficiency

Investments In Flexible Generation And Technology Will Streamline Operations, But Revenue Decline And Margin Pressures Are Anticipated

Infrastructure Developments And International Marketing Will Strengthen Future Prospects

Brazil Consolidation And Gulf Cement Acquisition Will Optimize Efficiency

Improved Eskom Operations Expected To Positively Impact South African Economic Activity

Indus Towers Transfer And Network Expansion Will Improve Efficiency

Integration With ABOUT YOU Will Create Long-term Synergies

Profit Margins Will Shrink Despite Diversification Into Emerging Insurance Sectors

Investments In Semiconductor And Energy Segments Will Drive Future Operational Efficiency

Value any company in seconds

Popular companies