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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
6
users have commented on this narrative
50
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
30.9% 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
85
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
19.2% 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
11
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
i3 Verticals
SW
SwissSimon
Community Contributor
i3 Quick Check
DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal Price to FCF value of 20
View narrative
US$25.65
FV
10.8% overvalued
intrinsic discount
0%
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
Q2 Holdings
SW
SwissSimon
Community Contributor
Q2 Quick Check
DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal Price to FCF value of 25
View narrative
US$48.51
FV
55.8% overvalued
intrinsic discount
10.28%
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
Intellicheck
SW
SwissSimon
Community Contributor
Intellicheck Quick Check
DCF based on current analyst estimates of FCF, but defensively extrapolated to +5 years instead of +3 years Using my standard discount rate of 15% Terminal PE of 20
View narrative
US$2.25
FV
126.7% overvalued
intrinsic discount
8.00%
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
18 days ago
author updated this narrative
Radware
SW
SwissSimon
Community Contributor
Radware Quick Check
DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal Price to FCF value of 20
View narrative
US$14.53
FV
74.0% overvalued
intrinsic discount
3.00%
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
AvePoint
SW
SwissSimon
Community Contributor
AvePoint Check
DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal PE of 25
View narrative
US$4.27
FV
318.3% overvalued
intrinsic discount
9.00%
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
nCino
SW
SwissSimon
Community Contributor
nCino Check
DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal PE of 25
View narrative
US$17.51
FV
53.9% overvalued
intrinsic discount
5.00%
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
ASML Holding
DR
drkevinkwok
Community Contributor
A monopoly that wall street has ignored
A monopoly that wall street has ignored. Maybe it will see the truth in Sep 2025 and the stock will rise to my fair value of 700 Euros
View narrative
€700.00
FV
15.3% 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
2
users have followed this narrative
18 days ago
author updated this narrative
Cordel Group
SW
SwissSimon
Community Contributor
Cordel Group Check
DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal PE of 25
View narrative
UK£0.049
FV
35.2% overvalued
intrinsic discount
10.00%
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
17 days ago
author updated this narrative
BANDAI NAMCO Holdings
BR
Broke_Joe
Community Contributor
Bandai Namco will ride a 6% growth wave powered by its hit games like Elden Ring
Bandai Namco is well-positioned to deliver 6–8% compound annual revenue growth over the next five years, supported by its diversified entertainment portfolio and strategic focus on intellectual property (IP) monetization. The company’s growth engine is fueled primarily by its Games segment , which benefits from a robust pipeline of AAA titles and digital distribution channels.
View narrative
JP¥2.80k
FV
86.1% overvalued
intrinsic discount
6.00%
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
2 months ago
author updated this narrative
Value any company in seconds
Popular companies