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
60
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
33
users have liked this narrative
6
users have commented on this narrative
89
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
Deliveroo
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Investments In Loyalty Programs And Geographic Expansion Will Increase Future User Engagement
Key Takeaways Enhanced Consumer Value Proposition and vertical integration strategies may drive user growth and revenue increase through improved engagement. Investments in logistics efficiency and loyalty programs could elevate operational margins and expand revenue streams beyond food delivery.
View narrative
UK£1.82
FV
2.3% undervalued
intrinsic discount
7.47%
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
9 days ago
author updated this narrative
Alvopetro Energy
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Upgraded Gas Sales Agreement With Bahiagás Will Stabilize Margins Through Market-responsive Pricing
Key Takeaways Strategic agreements and field development plans are set to expand market share and production, boosting future earnings and revenue potential. Diversification and disciplined capital allocation may attract investors, reduce risks, and stabilize margins through enhanced strategic financial management.
View narrative
CA$7.68
FV
25.1% undervalued
intrinsic discount
23.56%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
49
users have followed this narrative
9 days ago
author updated this narrative
InterContinental Hotels Group
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Share Buybacks And Global Expansion Will Improve Future Performance
Key Takeaways The $900 million share buyback is expected to enhance EPS by minimizing shares, benefiting future earnings growth. Acquiring Ruby Urban Lifestyle and expanding in key markets strengthens the brand portfolio and boosts long-term revenue growth.
View narrative
UK£88.42
FV
0.2% undervalued
intrinsic discount
-17.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
9 days ago
author updated this narrative
F.I.L.A. - Fabbrica Italiana Lapis ed Affini
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Operational Efficiencies And DOMS Expansion May Improve Future Prospects, But Tariffs And Currency Risks Could Impact Profitability
Key Takeaways FILA's strategic expansion in Europe and the U.S., alongside optimizing efficiency, is set to enhance revenue and earnings potential. Strong cash flow and reduced debt enhance financial flexibility, positively affecting net margins through lower financial expenses.
View narrative
€13.08
FV
34.7% undervalued
intrinsic discount
0.36%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
9 days ago
author updated this narrative
ContextVision
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Future Investments In POCUS And Asian Expansion Will Strengthen Market Presence
Key Takeaways Expansion into Asian markets and integration with new customers will boost revenues via enhanced customer base and market presence. Investments in POCUS product development and team strengthening could improve operational efficiency, targeting new segments for revenue growth.
View narrative
NOK 5.50
FV
16.7% undervalued
intrinsic discount
5.32%
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
9 days ago
author updated this narrative
A.P. Møller - Mærsk
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Gemini Network Investments Will Pressure Financials Amid Freight Rate Volatility
Key Takeaways Maersk faces volatility in freight rates and revenues due to Red Sea reopening uncertainty and oversupply challenges affecting volume growth. High CapEx commitments risk constraining cash flow and earnings growth if returns fall short, impacting shareholder returns.
View narrative
DKK 11.06k
FV
26.2% overvalued
intrinsic discount
-4.05%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
57
users have followed this narrative
9 days ago
author updated this narrative
Decisive Dividend
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New Hearth Products And Contracts Will Advance Future Prospects
Key Takeaways Enhanced order activity, new contracts, and new product introductions suggest expected revenue growth and strategic market positioning in North American and European markets. Operational improvements are geared towards increased free cash flow, improved payout ratios, and defense against tariff impacts, supporting sustainable earnings growth.
View narrative
CA$8.13
FV
0.8% undervalued
intrinsic discount
7.93%
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
9 days ago
author updated this narrative
Compañía Cervecerías Unidas
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Currency Depreciation Will Pressure Margins, But Regional Expansion Will Offer Opportunities
Key Takeaways Currency depreciation and input cost pressures could impact net margins without corresponding revenue increases, affecting overall financial performance. Macro challenges in Argentina and modest growth in Chile could limit revenue growth and earnings, with potential volume declines from price increases challenging net margins.
View narrative
CL$6.40k
FV
9.7% undervalued
intrinsic discount
7.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
9 days ago
author updated this narrative
Thinkific Labs
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Developing Premium Products Will Drive Future Market Differentiation
Key Takeaways Strategic focus on profitable growth aims to stabilize growth, enhance cash flow, and improve revenue and operating margins long-term. R&D and AI investments for product differentiation aim to support revenue growth and improve net margins through premium features.
View narrative
CA$3.93
FV
48.6% undervalued
intrinsic discount
8.85%
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
Value any company in seconds
Popular companies