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
59.6% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
24
users have liked this narrative
7
users have commented on this narrative
56
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
28.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
31
users have liked this narrative
6
users have commented on this narrative
88
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
20.8% 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
13
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
PolyNovo
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
NovoSorb MTX Launch And Global Expansion Will Strengthen Future Business Prospects
Key Takeaways Launch of NovoSorb MTX in the U.S. and geographic expansion could drive revenue growth and diversify revenue sources. Innovation in the product pipeline and capacity expansions may enhance margins and long-term earnings through proprietary product introductions and operational efficiencies.
View narrative
AU$1.98
FV
40.8% undervalued
intrinsic discount
19.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
32
users have followed this narrative
about 4 hours ago
author updated this narrative
PCBL Chemical
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
India Hub And Clean Solutions Will Shape Global Markets
Key Takeaways Expansion into specialty products and focus on sustainability positions PCBL to capture higher-margin opportunities amid global market shifts and regulatory changes. Capacity growth, integration efforts, and exposure to sectors benefiting from electrification ensure stable demand, improved efficiency, and enhanced long-term profitability.
View narrative
₹465.90
FV
17.5% undervalued
intrinsic discount
12.31%
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
about 4 hours ago
author updated this narrative
JS Global Lifestyle
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Southeast Asia Expansion Will Unlock New Market Opportunities
Key Takeaways Regional expansion into Southeast Asia and strategic partnerships with local distributors are set to drive significant revenue growth. Focus on high-margin innovative products and enhancing direct sales channels aims to increase gross margins and market share.
View narrative
HK$2.14
FV
15.9% undervalued
intrinsic discount
10.85%
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 4 hours ago
author updated this narrative
AQ Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Electrification And Railway Deals Will Open New Opportunities
Key Takeaways Anticipated growth in electrification, railway, and defense segments, alongside strategic acquisitions, is expected to boost revenue growth and market diversification. Productivity improvements, refinancing, and cost-saving measures are projected to enhance net margins and transition loss-making acquisitions towards profitability.
View narrative
SEK 190.00
FV
2.1% overvalued
intrinsic discount
8.19%
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 4 hours ago
author updated this narrative
Medartis Holding
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
New CEO And Keri Touch Launch Will Accelerate US And LATAM Expansion
Key Takeaways The strategic initiatives under new leadership in the U.S. and LATAM, including product launches and acquisitions, aim to improve revenue and market share. Digital transformation and patient-specific innovation are expected to boost growth and competitive positioning, enhancing revenue and margins.
View narrative
CHF 89.47
FV
10.1% undervalued
intrinsic discount
16.39%
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 4 hours ago
author updated this narrative
Sobha
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
India's Urban Migration Will Unlock Thriving Residential Markets
Key Takeaways Strategic expansion into new urban markets and improved execution reduce risk and position the company for sustained growth and increased market share. Margins and profitability are set to improve as delayed project approvals resolve, with strong cash reserves and order backlog supporting future performance.
View narrative
₹1.81k
FV
14.0% undervalued
intrinsic discount
19.25%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
about 4 hours ago
author updated this narrative
Xvivo Perfusion
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
DELIVER IDE Approvals And US Trials Will Unlock New Markets
Key Takeaways Regulatory approvals in the U.S. for liver and heart technologies and Canadian market expansions may significantly boost revenue and market share in North America. Strategic improvements in the Abdominal segment are set to increase gross margins and profitability, while strong adoption in Australia indicates promising growth.
View narrative
SEK 355.00
FV
46.2% undervalued
intrinsic discount
31.11%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
about 4 hours ago
author updated this narrative
Vardhman Textiles
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Capacity Expansions And Green Investments Will Transform Textile Markets
Key Takeaways Strategic capacity expansions, green investments, and geographic diversification are set to drive sustainable revenue growth and improve operating margins. Focus on direct global brand business and innovative product lines will strengthen profitability and reduce exposure to market volatility.
View narrative
₹510.40
FV
22.0% undervalued
intrinsic discount
8.14%
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 4 hours ago
author updated this narrative
Bank Handlowy w Warszawie
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Profit Margins Will Decline Amid Rising Costs And Net Interest Income Pressure
Key Takeaways Slowing revenue growth in consumer banking and net interest income pressures may compress future margins and impact overall profitability. Increased regulatory and IT expenses alongside reliance on institutional banking pose risks to growth amid potential macroeconomic shifts.
View narrative
zł119.00
FV
5.7% undervalued
intrinsic discount
-12.03%
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 4 hours ago
author updated this narrative
Value any company in seconds
Popular companies