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
TotalEnergies
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
LNG And Renewables Will Drive Global Energy Transition
Key Takeaways Expansion in LNG and renewables, combined with disciplined divestment, positions the company to benefit from energy transition and stable long-term revenue streams. Digitalization and operational efficiency efforts support higher margins and shareholder returns, with a business model resilient to energy market volatility.
View narrative
€63.61
FV
17.1% undervalued
intrinsic discount
1.58%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
122
users have followed this narrative
1 day ago
author updated this narrative
Steel Strips Wheels
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Europe And South America Expansion Will Drive Export Growth
Key Takeaways Expansion into value-added products and new export markets is strengthening earnings visibility, boosting margins, and driving multi-year growth opportunities. Automation, capacity enhancements, and favorable industry trends are enhancing operating leverage and competitive positioning, leading to improved profitability and returns.
View narrative
₹290.00
FV
25.0% undervalued
intrinsic discount
10.87%
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
1 day ago
author updated this narrative
Harworth Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Data Center Projects Like Skelton Grange Will Unlock Future Potential
Key Takeaways Strategic industrial and logistics growth, alongside rental income and diversification, is set to enhance Harworth Group's future earnings and cash flows. Low leverage provides flexibility for funding growth initiatives, potentially increasing future earnings through strategic land and development activities.
View narrative
UK£2.12
FV
14.0% undervalued
intrinsic discount
22.70%
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
1 day ago
author updated this narrative
Alliance Global Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
New Townships And Integrated Resorts Will Create Opportunities
Key Takeaways Megaworld's new township launches and Travellers' resort projects suggest potential revenue growth in real estate and hospitality due to increased tourist footfall. Emperador's expansion in low-price and premium whiskey segments aims to capture a wider consumer base and achieve higher margins despite core business challenges.
View narrative
₱9.00
FV
20.0% undervalued
intrinsic discount
1.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
59
users have followed this narrative
1 day ago
author updated this narrative
Clean Science and Technology
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
High-Value Specialty Chemicals Will Expand Global Reach
Key Takeaways Expansion into new high-value products and global markets, combined with sustainability trends, is driving revenue growth and diversification across multiple end-use segments. Focus on proprietary processes, operational efficiency, and high-margin products is supporting strong profitability and resilience, positioning the company for scalable long-term growth.
View narrative
₹1.48k
FV
20.8% undervalued
intrinsic discount
28.84%
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
1 day ago
author updated this narrative
Truworths International
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
International Expansion May Boost Future Profits But South African Economy Poses Risks
Key Takeaways Strategic international expansion, including acquisitions in the U.K., aims to significantly drive profit growth and bolster earnings. Investments in e-commerce, distribution, and brand differentiation are designed to enhance operational efficiency, fulfillment, and customer engagement for future revenue growth.
View narrative
R87.94
FV
23.0% undervalued
intrinsic discount
5.53%
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
1 day ago
author updated this narrative
Rana Gruber
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Stensundtjern Magnetite Expansion And Cost Optimizations Will Strengthen Future Profitability
Key Takeaways Expansion in magnetite production and cost optimization initiatives could stabilize cash flows and improve net margins, enhancing overall profitability. Focus on sustainability and disciplined dividend returns could attract socially responsible investments and increase earnings per share.
View narrative
NOK 80.00
FV
8.8% undervalued
intrinsic discount
3.70%
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
1 day ago
author updated this narrative
Stratec
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Efficiency Measures And Acquisitions Like Natech Will Boost Future Market Presence
Key Takeaways Efficiency measures and cost discipline initiatives could enhance net margins as market conditions stabilize. Strategic acquisitions and market recovery optimism are expected to drive future revenue growth, especially in immunoassay and immune hematology segments.
View narrative
€40.50
FV
32.3% undervalued
intrinsic discount
6.34%
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
1 day ago
author updated this narrative
JTC
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
The Citi Trust Acquisition Will Extend US Market Presence
Key Takeaways Strategic acquisitions and market expansion in the U.S. are driving significant revenue and earnings growth, establishing it as JTC's largest market. Focus on operational efficiencies and technology investments aims to improve margins and enhance long-term earnings visibility.
View narrative
UK£12.44
FV
26.1% undervalued
intrinsic discount
18.11%
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
1 day ago
author updated this narrative
Value any company in seconds
Popular companies