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
62
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
34
users have liked this narrative
6
users have commented on this narrative
91
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
14
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
DEME Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Advanced Fleet Expansion Will Boost Future Offshore Energy Efficiency
Key Takeaways DEME's strong order book and technological investments in Offshore Energy suggest continued revenue growth, stability, and enhanced profitability margins. Solid free cash flow and strategic investment decisions provide a robust financial base for future earnings and growth opportunities.
View narrative
€175.71
FV
24.9% undervalued
intrinsic discount
3.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
13
users have followed this narrative
2 days ago
author updated this narrative
Aalberts
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Southeast Asia And Sustainable Solutions Will Drive Expansion
Key Takeaways Strategic expansion and portfolio optimization position Aalberts for long-term growth by focusing on high-margin, sustainable solutions in emerging and established markets. Operational improvements and innovation in energy-efficient and modular technologies enhance profitability, resilience, and financial flexibility.
View narrative
€41.55
FV
28.3% undervalued
intrinsic discount
4.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
2 days ago
author updated this narrative
Gulf Bank K.S.C.P
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Kuwaiti Infrastructure And Digital Banking Will Unlock Future Potential
Key Takeaways Strategic focus on digital innovation, regulatory readiness, and potential mergers positions the bank for expanded market share and diversified growth opportunities. Demographic trends and robust risk management support stable revenue streams, strong asset quality, and long-term financial resilience.
View narrative
د.ك0.38
FV
10.3% undervalued
intrinsic discount
17.91%
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
2 days ago
author updated this narrative
RTL Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Operational Efficiencies And Tech Savings Will Drive Profitability By 2026
Key Takeaways RTL Group's strategic investments in streaming and technology platforms drive profitability through increased revenues, operational efficiencies, and reduced costs. Successful acquisitions and asset sales are positioned to enhance Fremantle's margins, boost shareholder returns, and positively impact earnings and net margins.
View narrative
€36.74
FV
4.7% undervalued
intrinsic discount
3.60%
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
2 days ago
author updated this narrative
Eneva
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Parnaiba VI TPP And LNG Expansion Will Drive Operational Excellence
Key Takeaways New contracts and operational efficiency initiatives are set to boost revenue, improve margins, and optimize gas consumption. Debt reduction and planned strategic expansions in LNG and gas markets are likely to enhance growth and shareholder value.
View narrative
R$16.03
FV
12.1% undervalued
intrinsic discount
-3.15%
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
2 days ago
author updated this narrative
Vallourec
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Brazil Cost Reductions And US Tariffs Will Secure Future Upside
Key Takeaways Accelerated cost-cutting and premium product focus are boosting margins, pricing power, and financial discipline, supporting sustained cash generation and shareholder returns. Favorable shifts in regional sourcing and ongoing oil and gas expansion are strengthening order intake and long-term revenue visibility, especially in the U.S. and emerging markets.
View narrative
€21.04
FV
23.3% undervalued
intrinsic discount
4.81%
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
2 days ago
author updated this narrative
Shurgard Self Storage
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Expansion Into Prime Locations Will Extend Reach But High Leverage Could Hurt Profits
Key Takeaways Strategic prime location focus and digital investments could drive revenue growth and improve net margins by increasing demand and operational efficiency. Expansion via new developments and M&As in Europe may boost operational scale, profitability, and earnings per share as facilities mature.
View narrative
€40.85
FV
13.2% undervalued
intrinsic discount
8.86%
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
2 days ago
author updated this narrative
Softcat
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
AI And Cybersecurity Investments Will Improve Productivity And Deepen Customer Relationships
Key Takeaways Expansion in cybersecurity and data center services is expected to drive revenue growth, with emphasis on internally delivered services and technological advancements. Global expansion and strategic customer relationship initiatives aim to increase international market share and customer lifetime value.
View narrative
UK£17.90
FV
11.1% undervalued
intrinsic discount
12.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
2 days ago
author updated this narrative
Vedant Fashions
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Wedding Demand And Digital Marketing Will Drive Lasting Success
Key Takeaways Strong consumer demand, digital expansion, and diversified brands support robust revenue growth and higher market share in premium and festive wear. Asset-light franchise strategy and technology investments are expected to drive operating efficiencies, margin stability, and sustainable free cash flow.
View narrative
₹852.80
FV
13.1% undervalued
intrinsic discount
10.31%
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
2 days ago
author updated this narrative
Value any company in seconds
Popular companies