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
25
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
Birlasoft
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Digital Transformation And AI Will Unlock New Opportunities
Key Takeaways Strategic focus on AI, cloud, and multiyear contracts positions Birlasoft for accelerated revenue growth, margin improvement, and sustained high-quality earnings. Leadership overhaul and targeted client expansion are set to drive robust deal flow, increased wallet share, and outperformance versus market expectations.
View narrative
₹551.12
FV
32.5% undervalued
intrinsic discount
8.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
16 days ago
author updated this narrative
NOCIL
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Vehicle Growth And Make In India Will Boost Rubber Chemicals
Key Takeaways Rising export demand, eco-friendly innovation, and strategic supply chain shifts could boost NOCIL's market share, revenue stability, and global positioning. Operational automation, green investments, and specialty products may drive a structural margin reset and sustained profitability above past levels.
View narrative
₹311.37
FV
44.0% undervalued
intrinsic discount
11.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
16 days ago
author updated this narrative
Toyota Tsusho
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Rising Decarbonization And Trade Barriers Will Cripple Legacy Models
Key Takeaways Stricter climate regulations, technological disruption, and ESG pressures threaten legacy profit sources, potentially leading to slower growth and higher operating risk. Heavy reliance on automotive operations and concentrated exposure to key markets magnify vulnerability to industry shifts, geopolitical tensions, and supply chain disruptions.
View narrative
JP¥2.70k
FV
46.0% overvalued
intrinsic discount
2.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
16 days ago
author updated this narrative
Alfa Laval
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Decarbonization And Supply Constraints Will Threaten Legacy Offerings
Key Takeaways Accelerating decarbonization and regulatory changes threaten Alfa Laval's legacy product relevance and could lead to stranded assets and shrinking revenue in traditional markets. Competitive and supply chain pressures, alongside slow digital innovation and persistent reliance on cyclical sectors, risk persistent margin compression and volatility in future earnings.
View narrative
SEK 345.00
FV
22.1% overvalued
intrinsic discount
1.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
16 days ago
author updated this narrative
goeasy
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Alternative Lending And Digital Trends Will Ignite Growth
Key Takeaways New product launches and a digital-led strategy are driving accelerated market share gains, attracting higher-quality borrowers and fueling revenue growth beyond expectations. Strong organic funding and industry headwinds for competitors position goeasy for major acquisitions, market share growth, and margin expansion above peers.
View narrative
CA$282.50
FV
27.9% undervalued
intrinsic discount
45.01%
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
16 days ago
author updated this narrative
Bytes Technology Group
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Digital Transformation And Hybrid Work Will Unlock Microsoft Cloud Potential
Key Takeaways Strategic investments in technology, AI, and cloud capabilities, alongside a strong Microsoft partnership, position Bytes for accelerated revenue growth and margin expansion ahead of peers. Strong employee retention, sales force growth, and proprietary platform development support industry-best customer acquisition and maximize opportunities within a rapidly expanding IT market.
View narrative
UK£6.38
FV
42.3% undervalued
intrinsic discount
17.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
16 days ago
author updated this narrative
UTIA
UTI Asset Management
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Digital Outreach And Local Education Will Unlock India's Investing Potential
Key Takeaways Cost-neutral expansion, localized education, and digital initiatives position UTI to capture underserved markets, fueling resilient AUM growth and sustained margin improvement. Diversification into new product lines and international markets, along with automation-driven efficiency gains, provide strong prospects for enhanced profits and fee resilience.
View narrative
₹1.60k
FV
17.3% undervalued
intrinsic discount
9.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
16 days ago
author updated this narrative
DRI Healthcare Trust
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Aging Demographics Will Expand Biopharma Royalty Markets
Key Takeaways Operational leverage and internalized management are set to unlock stronger margins and higher earnings, surpassing current market forecasts. Expanding royalty opportunities and aggressive capital deployment position the Trust for sustained, above-trend revenue growth and enhanced competitive advantage.
View narrative
CA$20.93
FV
30.1% undervalued
intrinsic discount
3.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
16 days ago
author updated this narrative
Allos
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Urbanization And Digital Advances Will Drive Mixed-Use Demand
Key Takeaways Cost efficiencies from system integration, loyalty programs, and tenant engagement could drive sustained margin expansion and accelerated revenue growth beyond current analyst projections. Strong asset positioning, redevelopment potential, and tech-driven media business expansion enable robust occupancy, premium rental income, and diversified long-term profit opportunities.
View narrative
R$33.50
FV
33.6% undervalued
intrinsic discount
5.37%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
16 days ago
author updated this narrative
Value any company in seconds
Popular companies