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
17
users have liked this narrative
4
users have commented on this narrative
38
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
21
users have liked this narrative
4
users have commented on this narrative
55
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
4
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Kodiak Gas Services
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Investments In AI And Focus On High-Demand Regions Will Strengthen Future Operations
Key Takeaways Strategic focus on high-demand regions and large horsepower units enhances revenue through targeted initiatives and high utilization. AI-driven and core-focused strategies lower costs and stabilize growth, strengthening margins and earnings.
View narrative
US$44.00
FV
28.2% undervalued
intrinsic discount
6.32%
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
7 days ago
author updated this narrative
Astrana Health
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
AI Integration And Full Risk Contracts Will Boost Efficiency And Patient Outcomes
Key Takeaways Strategic acquisitions and technological investments are expected to drive revenue growth and operational efficiencies, enhancing the company's long-term earnings. Increasing value-based contracts and efficient cost management are projected to improve net margins and sustain financial performance.
View narrative
US$47.44
FV
53.0% undervalued
intrinsic discount
25.83%
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
AAR
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
OKC And Miami MRO Expansion Will Serve Rising Air Travel
Key Takeaways Expansion of MRO and distribution capabilities, along with growth in digital platforms, positions AAR for sustained revenue and margin improvement as air travel and supply chain needs rise. Strategic moves into government contracts and operational efficiencies buffer cyclical risks, supporting stability and higher long-term profitability.
View narrative
US$84.60
FV
14.4% undervalued
intrinsic discount
4.75%
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
Amphastar Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Partnerships On BAQSIMI And Primatene MIST Will Expand Reach, But Approval Delays May Impact Earnings
Key Takeaways Strategic initiatives with partnerships and pilot programs are set to expand market reach and drive significant revenue growth for Amphastar Pharmaceuticals. U.S.-based manufacturing expansion and product launches are likely to boost operational efficiency, stabilize margins, and enhance future earnings.
View narrative
US$32.20
FV
33.4% undervalued
intrinsic discount
3.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
7 days ago
author updated this narrative
Central Garden & Pet
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Cost And Simplicity Program And E-commerce Expansion Will Strengthen Future Prospects
Key Takeaways The Cost and Simplicity program is improving productivity and margins through distribution optimization and streamlined operations. Strategic M&A and e-commerce expansions are enhancing capabilities and revenue while disciplined investments support future EPS growth.
View narrative
US$40.67
FV
2.6% undervalued
intrinsic discount
2.89%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
7 days ago
author updated this narrative
Sprinklr
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Expense Rebalancing And AI Focus May Improve Future Prospects Despite Operational Challenges
Key Takeaways Strategic expense optimization and workforce reduction are designed to enhance operating margins and support investments in AI and R&D. Focus on top 400 customers with a new go-to-market model and leadership strengthening aims to drive revenue growth and operational efficiencies.
View narrative
US$10.89
FV
18.3% undervalued
intrinsic discount
7.14%
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
7 days ago
author updated this narrative
Utz Brands
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Investments In Boulder Canyon Will Attract Health-Conscious Consumers
Key Takeaways Utz Brands focuses on geographical expansion, supply chain optimization, and new distribution channels to drive revenue and improve margins. Investments in health-oriented brands and productivity enhancements aim to boost consumer interest and EBITDA margin growth.
View narrative
US$17.30
FV
23.6% undervalued
intrinsic discount
2.33%
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
7 days ago
author updated this narrative
Addus HomeCare
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Acquiring Gentiva Personal Care Will Enable Comprehensive Home-Based Care Services
Key Takeaways Strategic acquisitions and synergies are expected to enhance revenue growth, EBITDA contributions, and broaden service offerings for Addus HomeCare. Rate increases and operational improvements are poised to drive organic growth, improve margins, and enhance overall earnings.
View narrative
US$136.45
FV
14.6% undervalued
intrinsic discount
9.69%
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
N-able
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Adlumin Acquisition May Expand Market Reach, But Integration Challenges And Margin Pressures Could Impact Profitability
Key Takeaways The acquisition of Adlumin is set to enhance N-able's security offerings and expand market reach for potential revenue growth. Focusing on innovation and long-term contracts is expected to drive revenue growth and improve customer retention.
View narrative
US$8.95
FV
10.8% undervalued
intrinsic discount
8.27%
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
Value any company in seconds
Popular companies