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
57.7% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
7
users have commented on this narrative
71
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
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
35
users have liked this narrative
6
users have commented on this narrative
94
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
20.6% 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
15
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Qatar Islamic Bank (Q.P.S.C.)
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
LNG Projects And Digitalization Will Shape Sustainable Islamic Banking
Key Takeaways Increased infrastructure investment and global acceptance of Islamic finance are driving demand and expanding QIB's customer base, supporting market share and income diversification. Ongoing digitalization, robust risk management, and strong liquidity are enhancing operational efficiency, reducing volatility, and enabling sustainable, long-term growth.
View narrative
ر.ق25.06
FV
2.2% undervalued
intrinsic discount
-11.55%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
4 days ago
author updated this narrative
bioMérieux
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Continued Innovation And Market Leadership Will Ensure Future Success
Key Takeaways Strong cross-selling and innovation strategies are driving revenue growth and expanding market leadership in panel and instrument installations. Profitability improvements through automation and R&D investment are enhancing margins and supporting sustainable long-term growth.
View narrative
€123.54
FV
0.9% overvalued
intrinsic discount
7.20%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
4 days ago
author updated this narrative
Leonardo
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Accelerated European And NATO Defense Spending Will Drive Cyber Modernization
Key Takeaways Heightened global defense demand and strategic international expansion are driving sustained growth, diversified revenue streams, and increased business resilience. Innovation in digital defense, AI, and operational efficiency is boosting profit margins and positioning Leonardo as a leader in next-generation defense technologies.
View narrative
€53.45
FV
15.0% undervalued
intrinsic discount
7.06%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
61
users have followed this narrative
4 days ago
author updated this narrative
Lifco
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Systems Solutions And Demolition Tools Will Open New Opportunities
Key Takeaways Strong organic growth in Systems Solutions is driving revenue, despite near-term margin pressures, supported by improved efficiencies in Demolition & Tools. Disciplined management and strategic acquisitions are enhancing earnings growth, with potential for long-term margin expansion through targeted high-value niche markets.
View narrative
SEK 395.50
FV
12.9% undervalued
intrinsic discount
10.94%
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
4 days ago
author updated this narrative
TVS Motor
AN
AnalystConsensusTarget
Consensus Narrative from 37 Analysts
Rapid Urbanization And EV Adoption Will Expand The Global Footprint
Key Takeaways Strong growth in two-wheeler sales and electric vehicle adoption, coupled with digital initiatives, underpins TVS Motor's revenue and margin expansion prospects. International diversification and premium product launches support stability, while cost efficiency measures drive long-term profitability.
View narrative
₹2.91k
FV
2.2% overvalued
intrinsic discount
6.78%
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
4 days ago
author updated this narrative
2884
E.SUN Financial Holding Company
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
International Expansion Will Diversify Operations And Boost Future Earnings
Key Takeaways International expansion and robust overseas performance boost revenue, with promising future growth from new branches in diverse global locations. Strategic focus on acquisitions and disciplined cost control likely to enhance revenue diversification, elevate earnings, and maintain strong profitability.
View narrative
NT$31.38
FV
5.9% overvalued
intrinsic discount
6.53%
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
4 days ago
author updated this narrative
JSW Energy
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Expanding Renewable Capacity And Storage Will Shape India's Future Markets
Key Takeaways Focus on renewable capacity expansion, energy storage, and component manufacturing positions the company for stable growth, improved margins, and new revenue streams. Disciplined capital allocation, proactive debt management, and derisked earnings support stronger returns, reduced volatility, and enhanced profitability over time.
View narrative
₹591.59
FV
12.3% undervalued
intrinsic discount
30.32%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
4 days ago
author updated this narrative
Adani Energy Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Mumbai HVDC And Smart Metering Will Expand Market Presence
Key Takeaways Strong project pipeline and smart meter expansion signal potential revenue growth and improved operational efficiency, enhancing future earnings. Significant capital expenditure in transmission and distribution projects and reduced T&D losses are set to improve profitability and net margins.
View narrative
₹1.30k
FV
39.3% undervalued
intrinsic discount
13.62%
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
4 days ago
author updated this narrative
NN Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Early Target Achievement And AI Adoption Will Improve Future Prospects
Key Takeaways Strong commercial momentum in Europe and Non-life segments, along with sustainability investments, enhances NN Group's growth, revenue, and earnings prospects. Management's strategic actions on capital return, reinsurance, and AI implementation bolster shareholder value, net margins, and customer satisfaction.
View narrative
€60.72
FV
2.9% overvalued
intrinsic discount
6.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
58
users have followed this narrative
4 days ago
author updated this narrative
Value any company in seconds
Popular companies