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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
18
users have liked this narrative
4
users have commented on this narrative
44
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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
5
users have commented on this narrative
65
users have followed this narrative
New
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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Senseonics Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Eversense 365 Will Expand Patient Access With EU Launch
Key Takeaways U.S. launch and future EU expansion of Eversense 365 could drive revenue growth through increased adoption and international market presence. Integration with insulin pumps and enhanced systems aim to boost product appeal, market penetration, and net margins.
View narrative
US$1.55
FV
67.4% undervalued
intrinsic discount
62.40%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
3
users have commented on this narrative
21
users have followed this narrative
14 days ago
author updated this narrative
EyePoint Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
DURAVYU Phase III Trials Will Accelerate Market Entry
Key Takeaways Expedited Phase III trial progress and robust patent protection could maximize long-term revenue and margin potential for DURAVYU. Operational manufacturing and a strong balance sheet enhance EyePoint's financial stability, positioning it for an efficient market launch.
View narrative
US$31.69
FV
65.6% undervalued
intrinsic discount
29.33%
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
14 days ago
author updated this narrative
Ranpak Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Automation, Malaysia Facilities And E-Commerce Alliances Will Drive Efficiency
Key Takeaways Strategic partnerships and automation growth are set to boost revenue and enhance margin profiles. Facility expansion in Malaysia and decreased CapEx are expected to lower costs and improve cash flow.
View narrative
US$6.33
FV
33.2% undervalued
intrinsic discount
7.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
14 days ago
author updated this narrative
Treace Medical Concepts
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
New Bunion Treatments Will Open Broader Market Opportunities
Key Takeaways Innovative products and expanded portfolio aim to penetrate the U.S. bunion market and enhance revenue through increased surgeon adoption and market appeal. Operational leverage and new reimbursement policies are expected to boost earnings and promote adjusted EBITDA break-even by 2025.
View narrative
US$9.78
FV
42.9% undervalued
intrinsic discount
9.54%
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
14 days ago
author updated this narrative
Rackspace Technology
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Private Cloud And AI Adoption Will Open Future Markets
Key Takeaways Record-breaking sales bookings in private cloud and focus on high-growth sectors could lead to sustainable recurring revenue and improved profitability. Strategic emphasis on services in public cloud and innovation in hybrid solutions may enhance margins and future market share.
View narrative
US$1.59
FV
20.6% undervalued
intrinsic discount
0.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
14 days ago
author updated this narrative
Kura Oncology
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
NDA Submission And Trial Progress Will Forge Market Opportunities
Key Takeaways Successful NDA submission and accelerated approval paths could enable early market entry, boosting future revenues and earnings. Diversifying pipeline through solid tumor expansion and robust financial partnerships enhances growth prospects and sustains operational resources.
View narrative
US$25.92
FV
75.5% undervalued
intrinsic discount
71.84%
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
14 days ago
author updated this narrative
Mutares SE KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expansion Into China, India And US Will Unlock New Avenues
Key Takeaways Expansion into new markets and successful diversification into non-auto sectors are expected to significantly boost future revenues and profits. Strategic divestments and initiatives in high-growth segments will likely enhance efficiencies, stabilize net margins, and improve cash flow.
View narrative
€44.83
FV
38.7% undervalued
intrinsic discount
11.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
14 days ago
author updated this narrative
FARO Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Refreshing Core Offerings And Forming Partnerships Will Open New Markets
Key Takeaways FARO Technologies aims to drive revenue growth through refreshed solutions, new products, and strategic partnerships to expand market access and customer share. Continuous operational improvements are enhancing margins, contributing to operating leverage, and supporting earnings growth over time.
View narrative
US$44.00
FV
0.02% undervalued
intrinsic discount
3.99%
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
14 days ago
author updated this narrative
Catapult Group International
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
American Football Sideline Video And New Algorithms Will Unlock Markets
Key Takeaways Strong revenue growth driven by cross-selling, innovative product introductions, and entry into new verticals and markets. High customer retention and operating leverage highlight stable revenue stream and significant growth potential in emerging women's sports market.
View narrative
AU$6.62
FV
1.9% undervalued
intrinsic discount
16.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
14 days ago
author updated this narrative
Value any company in seconds
Popular companies