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
19
users have liked this narrative
4
users have commented on this narrative
46
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
25
users have liked this narrative
5
users have commented on this narrative
68
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
5
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
MilDef Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digitalization And Integration Will Empower European Defense Modernization
Key Takeaways Expansion into system integration and advanced digital defense solutions is boosting margins and driving predictable, recurring revenue streams. Strategic acquisitions and European market alignment are reducing earnings volatility while supporting sustained growth and geographic diversification.
View narrative
SEK 258.00
FV
32.9% undervalued
intrinsic discount
44.04%
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
7 days ago
author updated this narrative
MAHLE Metal Leve
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Thermal Management And E-Mobility Will Expand Global Opportunities
Key Takeaways Expansion in e-mobility and thermal management projects positions MAHLE for revenue growth as demand for electric and hybrid vehicle components increases. Cost-saving initiatives and operational efficiency efforts aim to enhance productivity, improve net margins, and support future earnings growth.
View narrative
R$31.25
FV
10.0% undervalued
intrinsic discount
6.40%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
7 days ago
author updated this narrative
Pet Valu Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Opening 40 New Stores In 2025 Will Expand Market Reach And Customer Accessibility
Key Takeaways Store network expansion and proprietary brand emphasis promote revenue growth and profitability through market reach and high-margin products. Supply chain improvements enhance efficiencies, operating costs, and cash flow, enabling share repurchases and boosting earnings per share.
View narrative
CA$34.84
FV
3.1% overvalued
intrinsic discount
6.72%
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
7 days ago
author updated this narrative
Mahindra Holidays & Resorts India
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Indian Tourism Investment And Digital Platforms Will Drive Leisure Travel
Key Takeaways Long-term growth is supported by rising domestic demand, digital customer acquisition, and capital-light expansion strategies to boost both recurring revenues and profitability. Focus on sustainability, quality upgrades, and curated experiences is expected to improve customer retention and increase member lifetime value, enhancing margins.
View narrative
₹510.00
FV
31.0% undervalued
intrinsic discount
-10.39%
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
7 days ago
author updated this narrative
Supriya Lifescience
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expansion Into Regulated Markets And CMO/CDMO Opportunities To Strengthen Future Prospects
Key Takeaways Supriya Lifescience's product launches and market penetration in regulated regions aim to enhance revenue growth and net margins. Strategic capacity expansion and decreased reliance on China signal potential long-term earnings and margin stability.
View narrative
₹843.00
FV
22.2% undervalued
intrinsic discount
19.45%
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
7 days ago
author updated this narrative
SPG
SP Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Completion Of Atlanta Factory Will Expand Presence In North American Healthcare Market
Key Takeaways Strong growth in proprietary products and a new factory in Atlanta suggest potential for increased revenue and improved margins. Commitment to sustainability and a share buyback program may boost eco-conscious customer appeal and shareholder value.
View narrative
DKK 390.00
FV
31.9% undervalued
intrinsic discount
5.12%
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
7 days ago
author updated this narrative
BWP Trust
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Potential Lease Renewal Mismatch With Bunnings Will Impact Future Rental Income
Key Takeaways Aggressive expansion and investments in high-interest environments may inflate return expectations, affecting earnings growth and potential overvaluation concerns. Rising borrowing costs and lease renewal challenges could pressure margins and occupancy, potentially impacting revenue stability and investor sentiment.
View narrative
AU$3.77
FV
3.3% undervalued
intrinsic discount
4.94%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
4
users have followed this narrative
7 days ago
author updated this narrative
Afry
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Decarbonization And Asian Renewables Will Drive Future Energy Demand
Key Takeaways Rising global decarbonization and infrastructure trends, plus expansion in growth markets, are driving robust demand and revenue diversification for AFRY across energy and industrial sectors. Restructuring, portfolio optimization, and a focus on high-value consulting are expected to strengthen efficiency, margin quality, and recurring revenue streams.
View narrative
SEK 213.75
FV
29.8% undervalued
intrinsic discount
3.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
7 days ago
author updated this narrative
Fineotex Chemical
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Eco-Friendly Products And Capacity Expansion Will Strengthen Future Prospects
Key Takeaways Strong growth in new segments and eco-friendly innovations could drive significant revenue and margin expansion for Fineotex. Strategic expansions and financial position enable pursuit of acquisitions, enhancing potential for sustainable earnings growth.
View narrative
₹294.00
FV
19.2% undervalued
intrinsic discount
16.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
7 days ago
author updated this narrative
Value any company in seconds
Popular companies