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
2
users have liked this narrative
0
users have commented on this narrative
6
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
3
users have liked this narrative
0
users have commented on this narrative
11
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
2
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Relais Group Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Electrification And M&A Will Strengthen Nordic Vehicle Aftermarket Position
Key Takeaways Strategic acquisitions and focus on private label products could enhance market share and profitability in the Nordic vehicle aftermarket. Leverage on electrification trends and cost efficiency measures may drive future revenue growth and strengthen financial standing.
View narrative
€18.48
FV
11.5% undervalued
intrinsic discount
10.27%
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
6 days ago
author updated this narrative
Bemobi Mobile Tech
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
International Expansion And Digital Subscriptions Will Diversify Market Presence
Key Takeaways Expansion into new markets, particularly in Europe, positions the company for revenue growth through geographic diversification and market penetration. Strong cash flow and high dividend yield policy suggest efficient capital management, enhancing shareholder value and potential earnings growth.
View narrative
R$23.00
FV
13.0% undervalued
intrinsic discount
-16.41%
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
6 days ago
author updated this narrative
STMicroelectronics
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
EV Adoption And SiC Leadership Will Build Future Resilience
Key Takeaways Leadership in electric vehicles, industrial automation, and AI data center power solutions is fueling design wins, supporting sustained growth and improved margins. Strategic cost savings, advanced material investments, and local manufacturing initiatives strengthen market share and long-term revenue stability as global demand evolves.
View narrative
€26.10
FV
17.2% undervalued
intrinsic discount
9.36%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
73
users have followed this narrative
6 days ago
author updated this narrative
Audinate Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Future Performance Will Be Driven By Dante Software And Video Products
Key Takeaways Shift from hardware to software boosts margins and earnings, with embedded software driving high profitability. Expansion in video business and cloud software, including Dante Director, is set to drive significant future revenue growth.
View narrative
AU$10.79
FV
43.1% undervalued
intrinsic discount
14.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
6 days ago
author updated this narrative
Beacon Lighting Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expanding Trade Partnerships And New Products Will Strengthen Future Prospects
Key Takeaways Expansion in Beacon Trade and eCommerce aims to elevate revenue via improved trade partnerships and online market capture. Strategic moves in store openings and international growth show potential for boosting revenue, market share, and diversification.
View narrative
AU$3.45
FV
2.8% overvalued
intrinsic discount
6.49%
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
6 days ago
author updated this narrative
Yubico
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Global Expansion And Partnerships With Okta And Microsoft Will Strengthen Future Market Position
Key Takeaways Opportunities in existing and new markets could boost revenue through expansion and strategic partnerships, enhancing market share and positioning. Strong financial health and high gross margins support strategic investments and potential earnings growth.
View narrative
SEK 208.75
FV
34.5% undervalued
intrinsic discount
16.31%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
6 days ago
author updated this narrative
Resolute Mining
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
De-dollarization And West African Urbanization Will Unlock Robust Gold Demand
Key Takeaways Expansion in West Africa and operational improvements position Resolute for stronger margins, higher profitability, and more predictable earnings amid favorable gold market conditions. Disciplined capital allocation and a robust financial position enhance the company's ability to withstand market volatility and support long-term shareholder value.
View narrative
AU$1.13
FV
44.9% undervalued
intrinsic discount
2.43%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
6 days ago
author updated this narrative
Cury Construtora e Incorporadora
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Success Of Projects Like Lyne Campo Limpo Will Boost Future Prospects
Key Takeaways Strong demand and strategic pricing in key areas drive revenue growth, enhancing margins and future net profitability through higher-income targeting. Expansion of a robust land bank and government support facilitate sustained growth and stable revenues, backed by significant cash generation and high ROE.
View narrative
R$35.41
FV
17.0% undervalued
intrinsic discount
24.13%
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
6 days ago
author updated this narrative
GRP
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Sustainable Materials And Renewable Energy Will Empower Future Success
Key Takeaways Expansion into sustainable materials and advanced eco-friendly technologies is improving margins and aligning with rising demand for green auto components. Investments in renewable energy, process automation, and circular recycling businesses are driving cost efficiencies and diversifying revenue streams for greater stability.
View narrative
₹3.48k
FV
33.6% undervalued
intrinsic discount
26.13%
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
6 days ago
author updated this narrative
Value any company in seconds
Popular companies