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
62
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
34
users have liked this narrative
6
users have commented on this narrative
91
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
14
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
ArcticZymes Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Biomanufacturing Advances Will Unlock Global Market Access
Key Takeaways Expanding presence in high-growth biomanufacturing and drug development markets, driven by strong customer acquisition, innovation, and targeted commercial strategies. Diversification across geographies and product segments reduces reliance on single customers, supporting stable revenues and long-term margin improvements.
View narrative
NOK 17.50
FV
9.4% overvalued
intrinsic discount
15.53%
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
9 days ago
author updated this narrative
GEN Restaurant Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Upcoming Restaurant Openings And South Korea Expansion Will Strengthen Future Outlook
Key Takeaways Expansion with new store openings domestically and internationally could drive substantial revenue growth and increase brand presence in key markets. Menu price increases and gift card expansion strategies are designed to enhance revenue and margins without negatively impacting customer traffic.
View narrative
US$5.67
FV
n/a
intrinsic discount
13.54%
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
Updated
narrative
Sunrise Realty Trust
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
High-growth Sunbelt Markets Will Create Long-term Residential Lending Opportunities
Key Takeaways Strategic focus on high-growth Sunbelt markets and superior underwriting supports revenue growth, loan demand, and asset quality. Expanded funding sources and increased market opportunities strengthen earnings growth, margins, and long-term financial flexibility.
View narrative
US$12.75
FV
22.1% undervalued
intrinsic discount
54.90%
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
9 days ago
author updated this narrative
Yatharth Hospital & Trauma Care Services
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
India's Urbanization And Demographics Will Drive Healthcare Expansion
Key Takeaways Strong demand from urbanization, aging population, and rising insurance access is set to fuel sustained revenue growth and higher-margin specialty service expansion. Strategic capacity additions, technology investments, and focus on efficient payer mix are likely to enhance profitability, operational efficiency, and returns.
View narrative
₹633.33
FV
11.5% overvalued
intrinsic discount
31.12%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
Updated
narrative
eBay
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Online Recommerce And AI Will Shape Sustainable Market Opportunities
Key Takeaways Enhanced mobile experiences and AI-driven tools are increasing engagement, user growth, and listings, boosting top-line revenue and market relevance. Expansion of high-value categories, value-added services, and first-party advertising is driving higher margins, take rates, and diversified high-margin revenue streams.
View narrative
US$83.37
FV
11.7% overvalued
intrinsic discount
5.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
3 days ago
author updated this narrative
Anywhere Real Estate
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Overvaluation Will Face Demographic Headwinds While AI Will Boost Efficiency
Key Takeaways Overly optimistic revenue and margin expectations ignore structural risks like commission compression, demographic headwinds, and cost pressures that could limit long-term growth. Technology advances and new competitors threaten to erode core brokerage advantages and reduce profitability over time.
View narrative
US$4.00
FV
26.0% overvalued
intrinsic discount
7.36%
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
about 24 hours ago
author updated this narrative
Mitsubishi
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Domestic Offshore Wind Impairments Will Undermine Renewable Transition
Key Takeaways Ongoing challenges in renewable energy and supply chain disruptions threaten Mitsubishi's earnings stability and potential for sustained international growth. Heavy reliance on asset sales and uncertain returns from new investments may create future volatility in profits and returns on capital.
View narrative
JP¥2.97k
FV
5.2% overvalued
intrinsic discount
1.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
9 days ago
author updated this narrative
Aeon
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expansion In Vietnam Will Test Margins And Yield Promise
Key Takeaways Aggressive expansion and increased competition in new markets could pressure Aeon's revenue and earnings targets. Large capital investments and digital transformation costs may impact net margins if return expectations are not met.
View narrative
JP¥3.66k
FV
47.6% overvalued
intrinsic discount
4.64%
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
Updated
narrative
RPC
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digitalization And Cleaner Services Will Transform Oilfield Operations
Key Takeaways Emphasis on advanced technology and diversified, environmentally friendly service offerings enhances differentiation, operational efficiency, and stability in revenue and margins. Strong financial flexibility enables strategic acquisitions and asset upgrades, supporting sustainable growth and improved shareholder returns throughout industry cycles.
View narrative
US$6.09
FV
24.8% 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
3
users have followed this narrative
9 days ago
author updated this narrative
Value any company in seconds
Popular companies