Global Community

ING, of course, is a bank; and banks don't like falling interest rates, right? For the dominant stream of income is their core business model, i.e. borrowing short-term and lending long-term, reaping the difference in interest rates in the process.

US$163.75

27.8% undervalued

12.00%

Revenue growth p.a.

New

ING Groep

PittTheYounger

Community Contributor

ING leads the pack when it comes to pivoting towards non-lending income

The supermarket chain Coles is the kind of “boring” business that may have been overlooked as an investment opportunity. Although it was divested from Wesfarmers in 2018, Coles’ heritage traces back to 1914 — giving it over 110 years of history.

€27.92

25.2% undervalued

9.00%

Revenue growth p.a.

New

Coles Group

Robbo

Community Contributor

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

Key Takeaways Investments in AI and infrastructure modernization aim to boost client experience, operational efficiency, revenue growth, and net margins. Strategic wealth management and treasury solutions focus on noninterest revenue growth, client acquisition, and strong fee revenue growth.

AU$22.00

5.0% undervalued

8.72%

Revenue growth p.a.

New

Load previous narratives

Citigroup

AnalystHighTarget

Consensus Narrative from 21 Analysts

Upgrading AI And Wealth Management Will Drive New Value

US$102.80

10.2% undervalued

8.31%

Revenue growth p.a.

30 days ago

Middleby

Key Takeaways Shifting consumer preferences and industry trends are eroding demand for traditional Middleby products, threatening long-term growth and market relevance. Heavy reliance on acquisitions and regulatory cost pressures heighten risks to profitability, operational stability, and future earnings consistency.

Consensus Narrative from 7 Analysts

Acquisitions And Ghost Kitchens Will Erode Traditional Demand

US$130.00

7.7% undervalued

3.00%

Revenue growth p.a.

30 days ago

Wynn Resorts

Key Takeaways Reliance on physical resorts and geographic concentration expose Wynn to digital disruption, economic shocks, and regulatory risks that threaten revenue stability and margin resilience. High fixed costs and intensifying competition from new gaming platforms and markets may undermine Wynn’s operating leverage, free cash flow, and long-term market position.

Consensus Narrative from 17 Analysts

Digital Disruption And Regulatory Risks Will Erode Integrated Resorts

US$83.00

30.9% overvalued

-1.57%

Revenue growth p.a.

30 days ago

Best Buy

Key Takeaways New U.S. tariffs and consumer inflation may pressure Best Buy's revenue growth and net margins. Investing in digital experiences and the U.S. Marketplace could enhance sales, but may hinder short-term earnings.

Consensus Narrative from 21 Analysts

Tariff Changes And Digital Focus Will Unlock Opportunities

TTS (Transport Trade Services)

US$64.00

7.2% overvalued

0.64%

Revenue growth p.a.

30 days ago

Key Takeaways Strategic investments in vertical integration and logistics are strengthening margins and customer ties amid constrained fleet growth and market volatility. Increased market share and a focus on cost efficiency position TTS to capitalize on regional trade integration and forthcoming supply chain modernization trends.

Consensus Narrative from 3 Analysts

Danube Flows And Digitized Logistics Will Fuel Maritime Resilience

RON 4.21

20.1% overvalued

6.03%

Revenue growth p.a.

3 months ago

Transcat

Key Takeaways Advances in automation and self-calibrating technologies threaten Transcat's recurring revenue by reducing demand for outsourced calibration services. Shifts toward in-house calibration and industry consolidation may pressure margins, shrink the addressable market, and constrain long-term earnings growth.

Consensus Narrative from 5 Analysts

Automation And OEM Disruption Will Erode Recurring Revenues

US$85.00

6.6% undervalued

7.42%

Revenue growth p.a.

3 months ago

Hillenbrand

Key Takeaways Portfolio realignment, localized manufacturing, and high-growth market expansion have improved resilience, earnings quality, and diversified revenue streams. Long-term demand for automated, sustainable solutions and recurring aftermarket revenues position the company for sustained margin and organic growth.

Consensus Narrative from 3 Analysts

Supply Chain Localization And APAC Expansion Will Secure Future Demand

US$31.25

36.7% undervalued

-11.29%

Revenue growth p.a.

3 months ago

Xerox Holdings

Key Takeaways New operating model and strategic acquisitions are expected to enhance organizational efficiencies, stabilize revenue, and improve operating margins by diversifying revenue streams. Focused selling and reinvention initiatives are projected to drive revenue growth and profitability, resulting in significant cost savings and improved free cash flow.

Consensus Narrative from 2 Analysts

Unit Shift And ITsavvy And Lexmark Acquisitions Will Improve Efficiency

US$10.21

58.8% undervalued

7.65%

Revenue growth p.a.

about 1 month ago

EverGen Infrastructure

Key Takeaways Increasing RNG production and major project advancements could significantly boost revenue and earnings as capacity and investments scale up. Declining operating expenses and insurance premiums may enhance net margins and bolster net earnings due to cost optimizations.

Consensus Narrative from 2 Analysts

RNG Production And Renewables Projects Will Exceed Capacity In 2025