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
66
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
Moncler
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Digital And Retail Investments Will Expand Asia-Pacific Luxury Appeal
Key Takeaways Expansion of direct-to-consumer channels and global brand elevation efforts are boosting revenue growth, margins, and pricing power, reducing reliance on wholesale. Seasonless collections and strong balance sheet enable flexibility, while premium positioning in key markets supports resilient growth and future expansion.
View narrative
€57.17
FV
17.9% undervalued
intrinsic discount
6.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
3 days ago
author updated this narrative
Carlsberg
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Accelerate SAIL Strategy And Britvic Acquisition Will Strengthen Future Market Position
Key Takeaways Strategic acquisitions and market entries are poised to drive long-term growth, supporting revenue and market expansion. Efficiency improvements and gross margin recovery are expected to enhance net margins and operating profit growth.
View narrative
DKK 993.25
FV
17.5% undervalued
intrinsic discount
9.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
3 days ago
author updated this narrative
Coles Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Digital Expansion And Cost Optimization Will Strengthen Future Operations
Key Takeaways Expansion of e-commerce and digital enhancements is expected to boost customer experience, online sales growth, and revenue. Strategic cost-saving initiatives and infrastructure investments aim to enhance efficiency, reduce expenses, and improve net margins and earnings.
View narrative
AU$21.49
FV
3.9% undervalued
intrinsic discount
2.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
35
users have followed this narrative
3 days ago
author updated this narrative
Traton
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Electric Truck And Bus Rollout Will Accelerate Fleet Decarbonization
Key Takeaways Accelerated electric vehicle rollout and financial services expansion position the company for higher margins, stable revenue streams, and resilience amid stricter emissions mandates. Improved cost synergies and innovation, alongside recovering vehicle demand, set the stage for increased profitability as macroeconomic headwinds subside.
View narrative
€33.72
FV
5.4% undervalued
intrinsic discount
2.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
3 days ago
author updated this narrative
Aldar Properties PJSC
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Urban Expansion And Sustainable Initiatives Will Transform UAE Real Estate
Key Takeaways Strong demand from demographic growth and international investment boosts Aldar's revenue, while sustainability and wellness initiatives increase its market appeal and competitiveness. Expanding recurring income streams and operational efficiencies enhance earnings resilience and support margin improvement across various real estate segments.
View narrative
د.إ10.72
FV
8.3% undervalued
intrinsic discount
11.17%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
3 days ago
author updated this narrative
Snam
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Diversified Energy Infrastructure And Green Technologies Will Transform Markets
Key Takeaways Expanding infrastructure and regulatory support for clean energy technologies will strengthen revenue streams and margins, while supporting asset growth and gas network adaptation. International expansion and operational efficiency programs are mitigating risks, driving earnings growth, and supporting profitability across multiple jurisdictions.
View narrative
€5.39
FV
5.3% undervalued
intrinsic discount
5.82%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
3 days ago
author updated this narrative
Aviva
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Acquisition Of Direct Line Will Yield £125 Million In Cost Savings And Unlock Capital Benefits
Key Takeaways Strategic focus on capital-light portfolios and acquisitions set to enhance growth, net margins, and shareholder returns with reduced capital requirements. Robust insurance and retirement unit performance, coupled with AI-driven efficiency enhancements, bolster revenue growth prospects and operational efficiency.
View narrative
UK£6.50
FV
0.05% overvalued
intrinsic discount
22.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
108
users have followed this narrative
3 days ago
author updated this narrative
Britannia Industries
AN
AnalystConsensusTarget
Consensus Narrative from 36 Analysts
Rural Distribution And E-Commerce Will Broaden Market Reach
Key Takeaways Deeper rural distribution, premium innovation, and quick commerce expansion are set to drive long-term topline growth and greater market share. Cost optimization and category expansion into value-added foods position the company for sustained improvement in profitability and competitive strength.
View narrative
₹5.87k
FV
8.2% undervalued
intrinsic discount
10.18%
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
3 days ago
author updated this narrative
Sartorius
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Advanced Biologic Adoption Will Expand Global Reach
Key Takeaways Strong product innovation and rising demand for advanced biologic drugs are strengthening Sartorius' recurring revenues, margins, and competitive position. Expanding global healthcare access and consumables growth diversify revenue streams and reduce cyclicality, supporting sustained and higher-quality earnings.
View narrative
€257.25
FV
29.6% undervalued
intrinsic discount
9.13%
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
3 days ago
author updated this narrative
Value any company in seconds
Popular companies