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
23
users have liked this narrative
6
users have commented on this narrative
50
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
31
users have liked this narrative
6
users have commented on this narrative
86
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
12
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Invesco
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Digital Transformation And ETF Modernization Will Unlock Future Potential
Key Takeaways Innovative ETF growth, digital transformation, and expansion in private markets position Invesco to capture shifting investor preferences and improve operating efficiency. Strategic partnerships, modernization efforts, and disciplined cost management are expected to enhance revenue resilience, net profit, and long-term shareholder value.
View narrative
US$23.00
FV
10.6% undervalued
intrinsic discount
-7.94%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
Updated
narrative
STAAR Surgical
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Introduction Of EVO+ Will Open Market Opportunities In 2025
Key Takeaways Anticipated recovery in China driven by potential demand rebound and new product launch could boost revenue and ASPs. Strong financial position with no debt enables investment in selective growth initiatives and optimization of cash flow management. The company faces challenges from weak macroeconomic conditions in China, reliance on a single distributor model, competitive pressures, and potential impacts from cost-cutting measures.
View narrative
US$22.11
FV
21.7% overvalued
intrinsic discount
8.44%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
Updated
narrative
Standex International
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Automation And Electrification Will Strengthen Future Market Resilience
Key Takeaways Automation, electrification, and digital transformation are fueling persistent demand for Standex's high-margin solutions, supporting sustained revenue and margin growth. Strategic acquisitions, portfolio management, and expansion into resilient sectors enhance sales, operational leverage, and reduce geographic and market risks.
View narrative
US$209.80
FV
8.2% undervalued
intrinsic discount
10.29%
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
Updated
narrative
WEX
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
BP Agreement And Digital Payments Will Expand Global Reach
Key Takeaways Strategic partnerships, innovation investments, and regulatory tailwinds position WEX for greater digital payments adoption, revenue growth, margin expansion, and new customer acquisition. Diversification across products and geographies, with a focus on integrated, secure solutions, strengthens WEX's market reach and reduces earnings volatility amid global digitization trends.
View narrative
US$183.10
FV
7.3% undervalued
intrinsic discount
4.84%
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
about 20 hours ago
author updated this narrative
Eutelsat Communications
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
SpaceRISE And IRIS² Will Expand LEO Satellite Infrastructure
Key Takeaways Strategic investments in LEO satellites and partnerships are set to boost long-term revenue growth and competitive positioning. Resource reallocation and financial efficiency efforts aim to improve margins and support expansion into high-growth opportunities.
View narrative
€3.17
FV
n/a
intrinsic discount
1.88%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
Updated
narrative
Opendoor Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Optimized Pricing And Cost Controls Will Secure Real Estate Success
Key Takeaways Optimizing contribution margins and aligning with macro indicators could improve net margins and maintain healthy unit economics. Expanding product offerings and optimizing marketing strategies could unlock new revenue streams and enhance overall earnings.
View narrative
US$1.23
FV
50.3% overvalued
intrinsic discount
3.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
46
users have followed this narrative
Updated
narrative
Mineral Resources
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Onslow Iron And Lithium Operations Will Increase Output
Key Takeaways Onslow Iron's ramp-up and haulage upgrades are expected to boost production, enhancing earnings and revenue growth. Improved lithium operations are anticipated to sustain better margins and profitability, with asset monetization offering flexibility for deleveraging.
View narrative
AU$29.91
FV
11.2% overvalued
intrinsic discount
4.46%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
72
users have followed this narrative
Updated
narrative
Leonteq
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Digital Transformation And Compliance Resolution Will Unlock New Markets
Key Takeaways Improved compliance and digitalization initiatives are expected to boost client confidence, drive operating efficiency, and support revenue and margin growth. Expansion into new products and markets aims to diversify revenue streams, reduce earnings volatility, and position the company for sustained profitability.
View narrative
CHF 20.50
FV
12.8% undervalued
intrinsic discount
13.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
8 days ago
author updated this narrative
Roivant Sciences
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Late-stage Trials For Brepocitinib And Batoclimab Will Unlock Potential, But Execution Risks Remain
Key Takeaways Successful clinical trials and strategic deals may improve revenue and net margins by focusing on high-value areas. Potential in-licensing and late-stage pipeline approvals could significantly enhance earnings and portfolio sales impact.
View narrative
US$17.00
FV
32.1% undervalued
intrinsic discount
148.75%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
9 days ago
author updated this narrative
Value any company in seconds
Popular companies