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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
21
users have liked this narrative
6
users have commented on this narrative
49
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
29
users have liked this narrative
5
users have commented on this narrative
79
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
19.2% 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
10
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
CASH
Pathward Financial
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Digital Banking And Embedded Finance Collaborations Will Shape Future Markets
Key Takeaways Strategic investments in digital banking and technology partnerships are driving growth in transaction revenue, client base, and recurring noninterest income. Operational efficiencies and share repurchases support higher margins, improved leverage, and increased shareholder returns amid strong fintech and financial inclusion trends.
View narrative
US$88.00
FV
16.1% undervalued
intrinsic discount
13.21%
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
about 3 hours ago
author updated this narrative
MannKind
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Pipeline Advancements And International Expansion Will Shape Future Markets
Key Takeaways Afrezza's growth, new indications, and expanded global reach support higher revenue, with inhaled pipeline progress promising significant future diversification. Strategic financing, high-margin royalties, and broader marketing efforts strengthen cash flow, margins, and reduce reliance on equity funding.
View narrative
US$9.13
FV
62.0% undervalued
intrinsic discount
13.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
about 3 hours ago
author updated this narrative
La-Z-Boy
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Century Vision Strategy Will Expand Brand And Network For Sustainable Success
Key Takeaways La-Z-Boy's strategic growth initiatives focus on retail expansion and supply chain improvements for sustainable revenue increases and gross margin expansion. The company's robust financial position enables capital return to shareholders, potentially boosting EPS through share buybacks and dividends.
View narrative
US$46.00
FV
20.2% undervalued
intrinsic discount
2.94%
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
about 3 hours ago
author updated this narrative
Napco Security Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Introducing MVP Hosted Access And Prima Security Systems Will Drive Future Market Expansion
Key Takeaways NAPCO's focus on wireless solutions and school security systems suggests potential for significant revenue growth and market expansion. Innovative product introductions and increased R&D investments signal strong future earnings and enhanced competitiveness in the security technology market.
View narrative
US$30.08
FV
1.6% undervalued
intrinsic discount
5.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
about 3 hours ago
author updated this narrative
Skyward Specialty Insurance Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Digital Risks And Specialty Insurance Will Unlock Opportunities
Key Takeaways Investment in technology and AI allows Skyward to capitalize on emerging risks and underserved markets, supporting strong growth and margin expansion. Selective underwriting, data-driven cycle management, and strategic partnerships enable high-quality, sustainable earnings insulated from commoditized market pressures.
View narrative
US$60.78
FV
21.1% undervalued
intrinsic discount
11.32%
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
about 3 hours ago
author updated this narrative
Photronics
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Shift To High-End IC Markets Will Offset Challenges From Industry Softness
Key Takeaways Shifting to higher-end IC markets and expanding US capacity could enhance margins and capitalize on regional opportunities. AI-driven demand and strong cash position enable strategic investments and revenue growth potential.
View narrative
US$31.00
FV
36.5% undervalued
intrinsic discount
1.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
33
users have followed this narrative
about 3 hours ago
author updated this narrative
Costamare
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Suez Canal Disruptions Will Expose Overvaluation In Shipping
Key Takeaways Investor optimism for sustained high earnings is based on tight ship supply, robust charter rates, and long-term contracts, potentially overstating future growth. Emerging risks from changing trade patterns, stricter regulations, and rising costs could limit long-term revenue growth and pressure margins.
View narrative
US$10.15
FV
8.9% overvalued
intrinsic discount
-40.10%
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
about 3 hours ago
author updated this narrative
Revolve Group
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
International Expansion And Digital Focus Will Fuel Success
Key Takeaways International expansion, digital marketing, and AI-driven personalization are accelerating customer acquisition, engagement, and long-term revenue growth. Investments in exclusive brands and supply chain optimization are set to improve margins while mitigating external risks.
View narrative
US$24.57
FV
19.5% undervalued
intrinsic discount
7.02%
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
about 3 hours ago
author updated this narrative
Fox Factory Holding
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Partnerships With BMW, Ducati, And Triumph Will Expand Powersports Market Reach
Key Takeaways Cost reduction and operational efficiency efforts are expected to improve profitability and enhance free cash flow. New partnerships, innovative products, and market expansions are anticipated to drive revenue growth and offset other area declines.
View narrative
US$30.00
FV
2.6% undervalued
intrinsic discount
4.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
about 3 hours ago
author updated this narrative
Value any company in seconds
Popular companies