Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
🌎 Global
Global
United States
Australia
United Kingdom
Canada
India
China
Argentina
Austria
Bahrain
Bangladesh
Belgium
Bermuda
Botswana
Brazil
Bulgaria
Chile
Colombia
Croatia
Cyprus
Czech Republic
Denmark
Egypt
Estonia
Finland
France
Germany
Ghana
Greece
Hong Kong
Hungary
Iceland
Indonesia
Ireland
Israel
Italy
Ivory Coast
Jamaica
Japan
Jordan
Kenya
Kuwait
Latvia
Lithuania
Luxembourg
Malawi
Malaysia
Malta
Mauritius
Mexico
Morocco
Namibia
Netherlands
New Zealand
Nigeria
Norway
Oman
Pakistan
Palestinian Authority
Peru
Philippines
Poland
Portugal
Qatar
Romania
Russia
Saudi Arabia
Serbia
Singapore
Slovakia
Slovenia
South Africa
South Korea
Spain
Sri Lanka
Sweden
Switzerland
Taiwan
Tanzania
Thailand
Trinidad & Tobago
Tunisia
Turkey
Uganda
Ukraine
United Arab Emirates
Venezuela
Vietnam
Zambia
Zimbabwe
Create a narrative
Global Community
Our community narratives are driven by numbers and valuation.
Create a narrative
Community Investing Ideas
Global Weekly Picks
Knightscope
Sponsored
content by Knightscope
MA
MarketJar
Community Contributor
The Next Phase of Defense AI: A Robotic Response to America’s Security Gaps
Autonomous systems are no longer just a futuristic vision — they’re fast becoming an essential layer of national security. As AI reshapes everything from finance to warfare, physical security remains one of the most under-addressed frontiers.
View narrative
US$12.00
FV
51.2% undervalued
intrinsic discount
22.00%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
1
users have commented on this narrative
34
users have followed this narrative
7 days ago
author updated this narrative
Figma
TI
TickerTickle
Community Contributor
Figma (FIG): The S&P 500’s Design Standard Turning Into an All-in-One Platform
Watching Figma Grow Up I’ve been using Figma almost every single day for the past five years. As a product designer, it’s been my main tool for designing interfaces, testing and prototyping ideas, and also for working together with teams in different countries and time zones.
View narrative
US$65.70
FV
6.7% overvalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
14
users have followed this narrative
Updated
narrative
Sleep Cycle
MA
Mandelman
Community Contributor
Sleep Cycle's Revenue Set to Rise 10% with Strong Revenue Model
Update Q1 2025 (updated 250510) The latest user‐growth data suggest headwinds for top-line revenue, but management’s active repricing initiatives should help offset this. By combining modest user gains with targeted price increases, the company can still drive overall revenue growth.
View narrative
SEK 38.04
FV
24.6% undervalued
intrinsic discount
3.15%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
2
users have commented on this narrative
34
users have followed this narrative
Updated
narrative
JB Hi-Fi
RO
Robbo
Community Contributor
Has JB Hi-Fi Lost Its Point of Difference?
I may be showing my age here, but I feel that a decade or so ago, shopping at JB Hi-Fi was a different experience. There seemed to be a deliberate policy of employing sales staff from alternative subcultures, which gave the stores a unique, edgy vibe.
View narrative
AU$76.00
FV
53.6% overvalued
intrinsic discount
-0.45%
Revenue growth p.a.
Set Fair Value
3
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
hipages Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New Tradie Platform Will Increase Efficiency And Customer Loyalty In Australia And New Zealand
Key Takeaways Migration to a unified platform and new features aims to boost recurring revenue, customer retention, and profit margins through increased user engagement and ARPU. Operational efficiencies and strategic brand investments enhance cost structures, supporting EBITDA margin expansion and potentially increasing earnings.
View narrative
AU$2.02
FV
34.7% undervalued
intrinsic discount
9.86%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
Updated
narrative
Day One Biopharmaceuticals
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
High Dependency And Losses Will Hamper Growth But Hope Lingers
Key Takeaways Heavy reliance on a single product and limited portfolio diversify risk, making revenue and growth vulnerable to clinical, regulatory, and market disruptions. Rising regulatory scrutiny and pricing pressures threaten margin expansion, while a lack of international reach further exposes the company to U.S. market shifts.
View narrative
US$16.00
FV
53.4% undervalued
intrinsic discount
12.55%
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
New
narrative
Corporación América Airports
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expanded Duty-Free Areas And New Logistics Centers Will Boost Future Commercial Prospects
Key Takeaways Strategic infrastructure projects and resumed international travel are set to boost revenue and improve net margins by increasing non-aeronautical income. Improved operational efficiencies and a strong financial position provide flexibility for growth, with opportunities in contract extensions and strategic investments.
View narrative
US$24.75
FV
15.6% undervalued
intrinsic discount
1.94%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
Updated
narrative
Calumet
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Renewable Trends And Specialties Will Shape Future Markets
Key Takeaways Expansion into sustainable aviation fuel and regulatory tailwinds position Calumet for significant revenue and margin growth in renewable fuels. Strategic shift to high-margin specialty products and efficiency initiatives enhance earnings quality and provide resilience against commodity market volatility.
View narrative
US$19.05
FV
16.0% undervalued
intrinsic discount
8.00%
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
Updated
narrative
GoHealth
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Financial Flexibility And M&A Will Unlock Medicare And Senior Health Potential
Key Takeaways Improved financial flexibility and strategic focus enable investment in technology, product expansion, and acquisitions, supporting future revenue growth and margin improvement. Diversification into life insurance and enhanced tech capabilities boost efficiency, reduce earnings volatility, and position the company to capture greater market share.
View narrative
US$18.40
FV
70.6% undervalued
intrinsic discount
3.81%
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
Updated
narrative
Beam Global
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Risks And Tariffs Will Stall EV Charging Yet Spark Change
Key Takeaways International expansion diversifies revenue but exposes Beam Global to regulatory, geopolitical, and policy risks that may disrupt sales and profit growth. Innovation and cost controls support margins, yet rising competition, input costs, and unpredictable customer demand threaten consistent profitability and financial stability.
View narrative
US$3.00
FV
2.7% undervalued
intrinsic discount
12.50%
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
New
narrative
Nu Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Latin America's Digital Shift Will Drive Financial Service Expansion
Key Takeaways Rising digital adoption in Latin America and product innovation are boosting customer acquisition, engagement, and driving long-term topline and profit growth. Multi-country expansion and advanced tech-driven risk management diversify revenue, lower risk exposure, and support sustainable, scalable earnings.
View narrative
US$16.36
FV
13.0% undervalued
intrinsic discount
77.95%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
1
users have commented on this narrative
233
users have followed this narrative
Updated
narrative
GT
Goodyear Tire & Rubber
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Global Vehicle Trends Will Drive Premium Tire Demand
Key Takeaways Focus on premium tire segments, operational modernization, and innovation is expected to boost margins and competitive positioning as consumer and regulatory trends evolve. Asset sales and debt reduction initiatives aim to strengthen the balance sheet, cut financial risk, and support renewed investment in growth.
View narrative
US$11.07
FV
23.4% undervalued
intrinsic discount
-0.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
Updated
narrative
BRC
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Tariff Pressures And Costs Will Challenge Operations And Spark Change
Key Takeaways Shifting consumer habits toward at-home coffee and health concerns over energy drinks could limit demand in key BRC product segments and pressure growth. Reliance on major direct-to-consumer and wholesale accounts, as well as inflation and supply chain pressures, may heighten revenue volatility and constrain margin improvement.
View narrative
US$1.75
FV
10.9% undervalued
intrinsic discount
14.48%
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
New
narrative
Value any company in seconds
Popular companies