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
8
users have liked this narrative
1
users have commented on this narrative
17
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
8
users have liked this narrative
2
users have commented on this narrative
24
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
2
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Hindustan Aeronautics
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
New Defense Orders And Pipeline Will Drive Aerospace Modernization
Key Takeaways HAL's robust order book and ongoing negotiations for defense projects position it for strong future revenue growth and increased top-line revenue. Strategic investments in capacity and capability, along with indigenization efforts, are set to enhance operational efficiency, improving both margins and earnings.
View narrative
₹5.73k
FV
20.1% undervalued
intrinsic discount
16.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
64
users have followed this narrative
6 days ago
author updated this narrative
Quanta Computer
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Expanding AI Server Manufacturing And Global Facilities Will Improve Efficiency
Key Takeaways Quanta's focus on AI server growth and strategic investments enhances manufacturing resilience, driving substantial revenue and net margin improvements. Strategic shift to high-value automotive and AI technologies boosts competitiveness and long-term profitability, supported by advanced R&D investments.
View narrative
NT$341.26
FV
15.6% undervalued
intrinsic discount
30.10%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
6 days ago
author updated this narrative
América Móvil. de
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Fiber And 5G Expansion Will Drive Latin America's Digital Transformation
Key Takeaways Expanded digital offerings and network investments strengthen market share, technological leadership, and revenue growth across Latin America. Cross-industry partnerships and market consolidation support margin stability, reduced churn, and a more diversified revenue base.
View narrative
Mex$19.68
FV
13.7% undervalued
intrinsic discount
3.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
7
users have followed this narrative
6 days ago
author updated this narrative
Honda Motor
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
North American Hybrid EV Expansion Will Secure Global Success
Key Takeaways Expanding hybrid EV sales in North America may stabilize revenue and improve net margins, countering tariff impacts. Honda's planned share repurchase and revised dividend policy aim to enhance shareholder value and stabilize dividends, boosting investor confidence.
View narrative
JP¥1.63k
FV
3.9% undervalued
intrinsic discount
0.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
6 days ago
author updated this narrative
Mitsubishi
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Domestic Offshore Wind Impairments Will Undermine Renewable Transition
Key Takeaways Ongoing challenges in renewable energy and supply chain disruptions threaten Mitsubishi's earnings stability and potential for sustained international growth. Heavy reliance on asset sales and uncertain returns from new investments may create future volatility in profits and returns on capital.
View narrative
JP¥2.97k
FV
4.0% overvalued
intrinsic discount
1.50%
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
6 days ago
author updated this narrative
China Telecom
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
AI And Quantum Advancements Will Drive Cloud And IoT Expansion
Key Takeaways Strategic investments in AI, Quantum tech, and cloud services are set to improve margins and significantly boost revenue and earnings. International expansion and focus on digital innovation are diversifying income sources, enhancing market value and financial standing.
View narrative
HK$7.07
FV
15.3% undervalued
intrinsic discount
3.57%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
6 days ago
author updated this narrative
EssilorLuxottica Société anonyme
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Advancing Myopia Management Will Unlock Global MedTech Potential
Key Takeaways Ongoing innovation in vision solutions and smart eyewear, along with strategic acquisitions, enhances competitive advantage and supports future market share and profitability. Global expansion, supply chain diversification, and direct-to-consumer initiatives drive top-line growth, operational resilience, and recurring revenue opportunities.
View narrative
€261.17
FV
3.2% undervalued
intrinsic discount
6.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
6 days ago
author updated this narrative
ACWA Power
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Vision 2030 Initiatives Will Advance Despite Geopolitical And Execution Risks
Key Takeaways Overly optimistic growth expectations may falter if project execution, financing costs, or shifting government priorities create headwinds to portfolio expansion and revenue visibility. Concentration in unstable regions and mounting competitive pressures introduce significant risks of revenue volatility and margin compression.
View narrative
ر.س201.00
FV
9.0% overvalued
intrinsic discount
20.48%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
6 days ago
author updated this narrative
Hermès International Société en commandite par actions
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Global High-Net-Worth Trends And Ethical Craftsmanship Will Expand Markets
Key Takeaways Expanding affluent customer base in Asia and disciplined supply control strengthen brand exclusivity, driving sustained revenue growth and industry-leading margins. Heritage, strong sustainability focus, and diversification into new categories reinforce premium pricing and broaden revenue streams without diluting brand equity.
View narrative
€2.54k
FV
17.5% undervalued
intrinsic discount
9.06%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
70
users have followed this narrative
6 days ago
author updated this narrative
Value any company in seconds
Popular companies