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
57.7% 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
71
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
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
35
users have liked this narrative
6
users have commented on this narrative
94
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
20.6% 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
15
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Amadeus IT Group
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Cloud Migration And Asia Pacific Trends Will Unlock Travel Opportunities
Key Takeaways Continued digital transformation and advanced AI integration are driving greater operational efficiency, margin improvements, and enhanced client retention for sustainable growth. Expansion into hospitality, payments, and airport operations reduces reliance on airlines, positioning the company for more stable and diversified earnings.
View narrative
€77.86
FV
8.9% undervalued
intrinsic discount
7.49%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
4 days ago
author updated this narrative
Sun Hung Kai Properties
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
New Projects Like YOHO WEST PARKSIDE Will Impact Future Earnings
Key Takeaways New residential and investment projects are set to drive property sales and rental income, boosting revenue and profitability. Focus on cost discipline, strategic debt management, and asset enhancement aims to support financial stability and increase net margins.
View narrative
HK$94.77
FV
0.7% undervalued
intrinsic discount
3.56%
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
4 days ago
author updated this narrative
Cathay Financial Holding
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Digital Transformation May Boost Efficiency, But Foreign Exchange Risks Remain
Key Takeaways Expansion in wealth management and credit card services with high-net-worth clients may drive revenue growth and increase fee income. Digital transformation, including AI and cloud growth, aims to boost operational efficiency and customer satisfaction, enhancing net margins and earnings.
View narrative
NT$67.11
FV
5.8% undervalued
intrinsic discount
-31.86%
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
4 days ago
author updated this narrative
Sun Life Financial
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Expansion In Asia And Digital Initiatives Will Drive Future Efficiency
Key Takeaways Expansion in Asia and strong SLC Management performance promise revenue growth through enhanced sales and increased management fees. Digital initiatives and U.S. business adjustments are expected to boost efficiency, margins, and earnings, alongside enhanced earnings per share from share buybacks.
View narrative
CA$89.08
FV
12.6% undervalued
intrinsic discount
13.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
47
users have followed this narrative
4 days ago
author updated this narrative
6702
Fujitsu
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Digital Transformation And AI Will Expand Japan And Europe Markets
Key Takeaways Successful pivot toward high-margin, recurring IT services, AI, and next-generation solutions is strengthening earnings and supporting long-term growth. Operational efficiency improvements and business model restructuring are enhancing profitability and margin resilience across the company.
View narrative
JP¥3.68k
FV
4.8% undervalued
intrinsic discount
2.63%
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
4 days ago
author updated this narrative
Daimler Truck Holding
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Battery-electric And Hydrogen Trucks Will Capture Decarbonization Momentum
Key Takeaways Leadership in zero-emission trucks and digital fleet solutions is boosting recurring revenues and enhancing profitability as emission regulations tighten. Operational efficiency programs and global market diversification are strengthening margins and supporting more resilient, long-term earnings.
View narrative
€44.12
FV
5.3% undervalued
intrinsic discount
3.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
4 days ago
author updated this narrative
Hapag-Lloyd
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
EU Emission Trading And Cape Rerouting Will Hurt Operations
Key Takeaways Increased transport expenses due to longer shipments and environmental compliance costs will likely pressure net margins and earnings. Investments in fleet and infrastructure carry risks, as uncertainties in demand and geopolitical factors could impact revenue stability and financial health.
View narrative
€113.73
FV
14.7% overvalued
intrinsic discount
-3.99%
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
4 days ago
author updated this narrative
National Bank of Canada
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Ongoing Digital Transformation Will Streamline Operations And Optimize Capital Utilization
Key Takeaways Integration with Canadian Western Bank is expected to boost net margins and earnings through revenue synergies and enhanced operational efficiencies. Expansion into cash management and enhanced wealth services for CWB clients could drive increased interest income and fee-based revenue.
View narrative
CA$139.50
FV
5.2% overvalued
intrinsic discount
11.84%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
42
users have followed this narrative
4 days ago
author updated this narrative
Bajaj Finserv
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Digital Transformation And Urbanization In India Will Unlock Opportunities
Key Takeaways Digital transformation and expanded financial offerings are improving operational efficiency, driving revenue growth, and enhancing customer value across financing, insurance, and investment segments. Greater control of insurance subsidiaries and disciplined risk management position the company for sustained profitability and strategic advantages in a growing financial services market.
View narrative
₹2.14k
FV
10.2% undervalued
intrinsic discount
12.59%
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
4 days ago
author updated this narrative
Value any company in seconds
Popular companies