CI&T Inc (CINT) valuation at a glance
- Price
- $3.15
- Forward P/E
- 7.1×
- Market cap
- $55M
- P/S (TTM)
- 0.1×
CompaniesCINT
CINT
CI&T Inc
TechnologyIT servicesBrazildual-classforeign private issuer
Overview
$3.150%
Market Cap
$55M
SEC filings
P/E (TTM)
1.5×
SEC filings
Rev Growth YoY
–
SEC filings
Gross Margin
31.2%
SEC filings
FCF Yield
60.4%
Calculated from SEC filings
Fair Value
Not established
Yahoo chart CINT close 2026-09-16
Conviction
3/5Growing Brazilian digital-engineering firm at roughly 0.9x EV/sales, but H1 2026 revenue growth did not reach cash flow.
Research Depth
ScreeningDeep ResearchFull Model
Updated 1d ago
Quality Snowflake
Overall 55/100
Value4/4
Future0/1
Past4/4
Health3/4
Dividend0/1
Each axis scores the checks for which data is available (filled = pass, hollow = no data). Computed from the sourced metrics on this page, not a third-party rating.
Thesis
CI&T Inc is a Cayman-incorporated, Brazil-headquartered digital engineering and IT services firm selling strategy, design and software development to large enterprises, with financial services its biggest vertical. It screens as deep value because the shares trade near 3.15 USD (Yahoo chart, 2026-09-16), about 46% below the 52-week high of 5.80, on a roughly 541M USD trailing-twelve-month revenue base to 2026-06-30 derived from the FY2025 20-F and the Q2 2026 6-K, while management raised FY2026 guidance to 565.5-577.8M USD on 2026-08-11. The strongest counter-evidence from verification is that the growth is not converting: H1 2026 revenue rose 22.5% year over year while adjusted EBITDA fell 3.2%, profit fell about 22.5%, operating cash flow halved from 21.3M to 10.7M USD and free cash flow fell about 86%, with selling expenses up 58.9% and EBIT/finance-cost coverage down from 2.42x to 1.60x. Confirmation would be a Q3 2026 print that holds the raised revenue guidance while restoring EBITDA margin and operating cash conversion.
Bull Case
GrowthH1 2026 revenue reached 279.4M USD versus 228.1M USD in H1 2025, up 22.5% as reported and about 14.1% constant currency in Q2 2026, per the 6-K filed 2026-08-11.
GuidanceOn 2026-08-11 the company raised FY2026 revenue guidance to 565.5-577.8M USD with an adjusted EBITDA margin range of 15-17%, and guided Q3 2026 to at least 145.7M USD.
Insider signalA Form 4 filed 2026-09-15 reports an officer, the President of North America and Europe Operations, acquiring 100 Class A shares at 3.10 USD on 2026-09-10 and 5,389 at 3.21 USD on 2026-09-11 under transaction code P with no Rule 10b5-1 box checked.
Bear Case
Cash conversionH1 2026 operating cash flow fell to 10.7M USD from 21.3M USD and free cash flow fell about 86%, so reported revenue growth is not reaching cash.
MarginQ2 2026 adjusted EBITDA margin compressed from 18.4% to 13.3% and Q2 adjusted EBITDA fell 11.8% year over year despite revenue up 21.9%.
Institutional flowSchedule 13G filings dated 2026-08-25 and 2026-09-03 show one asset manager going from 1,600,000 shares (6.68%) to 1,147,404 shares (4.8%), a 28.3% reduction through the 5% line.
Key Metrics
Market Cap
$55M
SEC filings
Enterprise Value
$145M
Calculated from SEC filings
Revenue (TTM)
$541M
SEC filings
P/E (TTM)
1.5×
SEC filings
Forward P/E
7.1×
Yahoo chart CINT close 2026-09-16
P/S (TTM)
0.1×
SEC filings
P/B
1.2×
SEC filings
EV/EBITDA
1.7×
Calculated from SEC filings
PEG
–
Calculated from SEC filings
Revenue Growth
–
SEC filings
Gross Margin
31.2%
SEC filings
Operating Margin
11.5%
SEC filings
Net Margin
6.8%
SEC filings
Free Cash Flow
$33M
SEC filings
FCF Yield
60.4%
Calculated from SEC filings
Debt / Equity
0.4×
SEC filings
Current Ratio
1.3×
SEC filings
Short Interest
0.3%
SEC filings
Institutional Own.
38.0%
SEC filings
Insider Own.
1.7%
SEC filings
Shares Out.
17.4M
SEC filings
Float
16.2M
SEC filings
Valuation
Price vs Fair Value
Now $3.15
DCF Summary
DCF awaiting Phase 2+
Discounted cash-flow model is built once research reaches the deep-research stage.
Historical Multiples
Multiple history pending
This section is being deepened.
Peer Comparison
| Ticker | Mkt Cap | P/E | P/S | EV/EBITDA | Rev Growth | Gross Mgn | Net Mgn |
|---|---|---|---|---|---|---|---|
| CINT | $403M | 11.7× | 0.7× | 6.8× | +22.0% | 31.0% | 7.0% |
| EPAM | $6.08B | 16.0× | 1.1× | 7.2× | +4.0% | 29.0% | 7.0% |
| GLOB | $1.62B | 14.7× | 0.7× | 5.3× | 0.0% | 35.0% | 5.0% |
| ACN | $116.25B | 15.2× | 1.6× | 9.0× | +6.0% | 32.0% | 11.0% |
| INFY | $44.74B | 13.6× | 2.2× | 19.5× | +3.0% | 30.0% | 16.0% |
| DXC | $1.84B | 15.5× | 0.1× | 3.2× | -5.0% | 23.0% | 1.0% |
Financials
| Line Item | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|
| Total Revenue | 424.1 | 446.9 | 439.0 | 489.6 |
| Cost of Revenue | 276.3 | 297.7 | 288.7 | 333.1 |
| Gross Profit | 147.8 | 149.2 | 150.2 | 156.6 |
| Operating Income | 54.7 | 56.2 | 57.7 | 62.0 |
| EBITDA | 73.3 | 78.1 | 75.3 | 88.5 |
| Net Income | 18.7 | 26.4 | 29.5 | 40.6 |
| Diluted EPS | 0.18 | 0.20 | 0.19 | 0.30 |
| Line Item | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|
| Cash & Equivalents | 35.6 | 43.7 | 56.6 | 47.9 |
| Total Assets | 575.5 | 561.2 | 526.4 | 550.5 |
| Total Debt | 201.7 | 159.5 | 148.2 | 130.9 |
| Total Liabilities | 324.9 | 269.7 | 246.3 | 241.6 |
| Shareholders' Equity | 250.7 | 291.5 | 280.1 | 308.9 |
| Shares Out. (M) | 133.8 | 134.4 | 134.7 | 128.9 |
| Line Item | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|
| Operating Cash Flow | 5.4 | 59.3 | 69.0 | 60.6 |
| Capital Expenditure | (4.5) | (4.8) | (10.6) | (14.8) |
| Free Cash Flow | 0.9 | 54.4 | 58.4 | 45.8 |
| Investing Cash Flow | (16.8) | 13.3 | (9.9) | (14.8) |
| Financing Cash Flow | 18.3 | (67.3) | (36.0) | (61.1) |
Figures normalized from CI&T Inc's SEC 20-F filed 2026-03-11. USD millions; EPS and share count per their units. Annual periods. Source: 20-F filed 2026-03-11 ↗
Catalysts
Q3 2026 results
Earningshigh relevance
Q3 2026 results 6-K
Company guided Q3 2026 revenue to at least 145.7M USD on 2026-08-11; prior-year Q3 6-K was filed 2025-11-12, so the date is an estimate from filing cadence.
FY2026 results and 20-F
Earnings
FY2026 annual report
FY2025 20-F was filed 2026-03-11 alongside the Q4 6-K; the FY2026 filing will test the 15-17% adjusted EBITDA margin guidance.
Buyback program expiry
Corporate
Share repurchase program runs to 2026-12-31
The FY2025 20-F describes a repurchase authorization of up to 5M shares running to 2026-12-31; 1.39M shares were repurchased in H1 2026 for 6.2M USD.
Risks
| Risk | Category | Severity | Probability | Impact on Thesis |
|---|---|---|---|---|
| Revenue growth is not converting into cash or EBITDA | Financial | High | High | H1 2026 operating cash flow halved and adjusted EBITDA fell 3.2% on 22.5% revenue growth, so a value case built on the revenue line may not be supported by owner earnings. |
| Rising financing burden and shortening debt maturity | Financial | Medium | Medium | Total loans and borrowings were 135.8M USD at 2026-06-30 versus 122.6M at 2025-12-31, with the current portion rising from 66.4M to 91.4M and H1 finance costs up 33.7%, cutting interest coverage from 2.42x to 1.60x. |
| Brazil macro and BRL translation exposure | Market/Macro | Medium | High | Functional currency is BRL while reporting is in USD, and FY2026 guidance was set at an assumed average rate of 5.17 BRL/USD, so reported dollar revenue and margins move with the exchange rate. |
| Controlled dual-class structure limits minority influence | Governance | Medium | High | Class B shares carry ten votes each and, per the FY2025 20-F, founders and the private-equity sponsor control the overwhelming majority of votes, so minority holders cannot force capital-allocation or board change. |
| Thin trading and small reported Class A base | Liquidity | Medium | Medium | The 20-F cover reports 23,802,836 Class A shares at 2025-12-31 against 110,776,570 Class B, and recent 20-day average dollar volume was roughly 0.35M USD, so price is sensitive to single institutional exits. |
Technical Snapshot
52-Week Range
–$3.15–
RSI (14)
n/a
insufficient history
50-Day MA
–
insufficient history
200-Day MA
–
insufficient history
Avg Vol (30d)
vs average
Support Levels
Resistance Levels
Technical inputs: SEC filings. See the record-specific source notes for measurement basis.
Ownership & Insider Activity
Institutional Holdersvia Source-linked
Institutional holder details unavailable
This research record does not include a holder-level table.
Insider Activity
The FY2025 20-F major-shareholder table indicates officers and directors together hold roughly 48% of shares outstanding, with the private-equity sponsor Advent-managed LAPEF VI funds at about 38.5%; Class B shares carry ten votes each, so founders and the sponsor control nearly all voting power. A Form 4 filed 2026-09-15 (accession 0001292814-26-004568) reports open-market purchases by the President of North America and Europe Operations: 100 Class A shares at 3.10 USD on 2026-09-10 and 5,389 at 3.21 USD on 2026-09-11, code P with no Rule 10b5-1 designation, direct holdings of 91,264 shares afterward, a total outlay of roughly 17,600 USD. No Form 144 appears in the company's EDGAR index; five Form 4s filed 2026-06-17 were code A equity awards at 0.00 USD. Schedule 13G filings dated 2026-08-25 and 2026-09-03 show an institutional holder reducing from 1,600,000 shares (6.68%) to 1,147,404 shares (4.8%).
| Name | Title | Action | Shares | Price | Date | Value |
|---|---|---|---|---|---|---|
| Guicardi Neto Bruno | Pres. of N. Am. and Europe Ops | Buy | 100 | $3.10 | 2026-09-10 | $310 |
| Guicardi Neto Bruno | Pres. of N. Am. and Europe Ops | Buy | 5.4K | $3.21 | 2026-09-11 | $17.3K |
Additional issuer disclosures: SEC EDGAR company filings. Availability and filing forms vary by issuer.
Peer Comparison
| Ticker | Mkt Cap | P/E | P/S | EV/EBITDA | Rev Growth | Gross Mgn | Net Mgn |
|---|---|---|---|---|---|---|---|
| CINT | $403M | 11.7× | 0.7× | 6.8× | +22.0% | 31.0% | 7.0% |
| EPAM | $6.08B | 16.0× | 1.1× | 7.2× | +4.0% | 29.0% | 7.0% |
| GLOB | $1.62B | 14.7× | 0.7× | 5.3× | 0.0% | 35.0% | 5.0% |
| ACN | $116.25B | 15.2× | 1.6× | 9.0× | +6.0% | 32.0% | 11.0% |
| INFY | $44.74B | 13.6× | 2.2× | 19.5× | +3.0% | 30.0% | 16.0% |
| DXC | $1.84B | 15.5× | 0.1× | 3.2× | -5.0% | 23.0% | 1.0% |
Recognizable sector comparables. Source basis: SEC filings; lowest multiple in each column highlighted. Loss-making peers show no P/E.
Research Notes
2026-09-17SEC 6-K
Q2 2026: revenue up, profitability down
The 6-K filed 2026-08-11 reports Q2 2026 revenue of 142.8M USD, up 21.9% year over year and ahead of the company's own at-least-140.0M guide, while adjusted EBITDA margin fell from 18.4% to 13.3%. Management raised FY2026 revenue guidance to 565.5-577.8M USD and guided Q3 2026 to at least 145.7M USD. Verification of the interim statements found H1 2026 operating cash flow of 10.7M USD against 21.3M a year earlier.
2026-09-17Research
Verification corrects three commonly cited concerns
Independent re-derivation from the Q2 2026 6-K found the single largest customer at 11.2% of revenue versus 10.9% a year earlier, which does not support an acute concentration concern, and found total borrowings up 10.8% over six months but down 7.9% year over year rather than growing sharply. The contract-asset build of 81.3% over H1 2026 tracks a seasonal pattern that ran 117.7% over H1 2025, leaving a year-over-year comparison of 27.4% against revenue of about 22%.
2026-09-17SEC 20-F
Structure and reporting basis
The FY2025 20-F filed 2026-03-11 shows 23,802,836 Class A and 110,776,570 Class B shares issued at 2025-12-31, with Class B convertible one-for-one into Class A. Treasury holdings of 6,590,723 shares at 2026-06-30 leave about 127.99M shares outstanding, which at the 2026-09-16 close of 3.15 USD implies a market capitalization near 403M USD.
Sources
CI&T Inc valuation questions
What is CI&T Inc's forward P/E ratio?
CI&T Inc (CINT) trades at a forward P/E of 7.1×, and 0.1× trailing sales.
What is CI&T Inc's market cap?
CI&T Inc (CINT) has a market capitalization (its market value, often searched as "net worth") of $55M, and an enterprise value of $145M.