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
2
users have liked this narrative
0
users have commented on this narrative
2
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
30.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
7
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
20.1% 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
Schneider Electric
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Investing In Global Expansion And Sustainability Will Boost Future Prospects
Key Takeaways Schneider Electric's strong performance in energy management and data centers drives significant revenue growth and efficiency improvements. Expansion into high-margin services and continued global investment boost net margins and operational efficiency.
View narrative
€252.94
FV
13.3% undervalued
intrinsic discount
6.87%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
59
users have followed this narrative
5 days ago
author updated this narrative
ASML Holding
AN
AnalystConsensusTarget
Consensus Narrative from 31 Analysts
High-NA EUV Platforms And AI Demand Will Drive System Sales
Key Takeaways ASML's innovations in EUV and High-NA platforms enhance productivity, reduce costs, and bolster potential revenue and margin growth. AI demand and strategic global collaborations are poised to boost ASML's lithography equipment sales, stabilizing and potentially increasing future earnings.
View narrative
€757.87
FV
20.5% undervalued
intrinsic discount
7.33%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
443
users have followed this narrative
5 days ago
author updated this narrative
SAP
AN
AnalystConsensusTarget
Consensus Narrative from 26 Analysts
AI Integration And Cloud Migration Will Unlock Future Opportunity
Key Takeaways Driving deeper customer integration and higher recurring revenue through rapid AI adoption and transition to cloud offerings, boosting margin expansion and earnings visibility. Expanding market reach and topline growth via strategic partnerships, digitalization trends, and internal productivity gains enabling scalable, sustainable profit improvement.
View narrative
€286.92
FV
14.7% undervalued
intrinsic discount
12.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
120
users have followed this narrative
5 days ago
author updated this narrative
Industrial and Commercial Bank of China
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Digital Modernization And International Expansion Will Unlock Future Opportunities
Key Takeaways Strategic transformations and focus on high-growth sectors are set to enhance competitiveness, market influence, and revenue growth through digital initiatives and risk control. International expansion and AI integration are expected to diversify revenue, enhance earnings stability, and improve operational efficiency and cost management.
View narrative
HK$6.75
FV
8.8% undervalued
intrinsic discount
10.91%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
33
users have followed this narrative
5 days ago
author updated this narrative
Vince Holding
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Men's Expansion And New Stores Aim To Boost Growth, But Sales Declines And Asian Challenges Loom
Key Takeaways Strategic pullback on promotions and focus on full-price sales could enhance margins and stabilize long-term revenue. Expansion in new markets and targeted customer strategies aim to drive growth and improve margins through geographical and demographic diversification.
View narrative
US$3.25
FV
51.4% undervalued
intrinsic discount
2.58%
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
5 days ago
author updated this narrative
Data Storage
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
CloudFirst Europe And Subscription Revenue Will Create Future Stability
Key Takeaways Shift to subscription-based models enhances revenue stability and provides a more reliable earnings outlook. European market entry and infrastructure expansion boost international diversification and support scalable growth.
View narrative
US$9.00
FV
47.4% undervalued
intrinsic discount
11.78%
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
5 days ago
author updated this narrative
Broadwind
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expansion Into Aerospace And Defense Will Open New High-Value Markets
Key Takeaways Broadwind’s expansion into higher-margin markets and enhancements in production efficiency could improve revenues and net margins. Investment in certifications and new markets like aerospace could boost revenues and earnings growth.
View narrative
US$4.33
FV
35.8% undervalued
intrinsic discount
6.45%
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
5 days ago
author updated this narrative
Pyxis Tankers
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Expansion Into Dry-Bulk Will Diversify Revenue But Economic Risks May Impact Earnings
Key Takeaways Expansion into dry-bulk with modern vessels diversifies revenue and stabilizes against market fluctuations, supporting growth. Limited MR2 fleet growth and ongoing buybacks enhance margins and increase EPS, potentially boosting stock valuation.
View narrative
US$9.50
FV
69.9% undervalued
intrinsic discount
1.14%
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
5 days ago
author updated this narrative
Nestlé
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
China And Digital Transformation Will Spur Consumer Demand
Key Takeaways Strategic shift toward premium, health-focused brands and direct consumer engagement supports growth in key markets and leverages global health and wellness trends. Efficiency gains through digitalization and portfolio optimization enable higher marketing intensity and margin improvement, with PetCare and science-led nutrition driving structural expansion.
View narrative
CHF 87.69
FV
18.7% undervalued
intrinsic discount
1.96%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
123
users have followed this narrative
5 days ago
author updated this narrative
Value any company in seconds
Popular companies