CI&T Inc is a US-listed company in the systems software industry. Its financial year ends in December.
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Under review: share count (135m) is 5.7x the cover-page count (24m).
Under review: share count (135m) is 5.7x the cover-page count (24m). We'll show the comparison once resolved.
What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.
Revenue for the twelve months was $490m. Free-cash-flow margin held at 8.5%. The diluted share count is down 2.7% on a year earlier, which lifts each remaining share. Against its peers on growth, profitability, cash generation and balance sheet, it grades C+. It passes 4 of our 5 financial-health checks.
Our model value for CI&T is under review, so past values are not shown until it is resolved.
Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.
CI&T Inc's trailing-twelve-month revenue grew 11.5% year on year, with a free-cash-flow margin of 8.5%. Where it stands out: stock pay as % of revenue of 1.0% ranks 5 of 36 systems software companies we cover. Where it lags: gross margin of 32.0% ranks 29 of 32 systems software companies we cover.
Our discounted-cash-flow model values the business at ~$9.0 per share in the base case (~$6.6–$12 across growth scenarios) — model values under stated assumptions, not a price target.
Current signal Free cash flow diverging from earnings: TTM free cash flow fell 19.9% while net income grew 37.7%: a 58pp divergence.
Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.
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Company announcements, filed results and changes that matter to shareholders.
No recent updates are available for CINT from the sources we follow. See filings →
Our value per share comes from a discounted-cash-flow model of CI&T Inc's free cash flow after stock-based pay ( $54.3M, FY2025 Q4 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.
Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Medium.
Next results: November 11, 2026, after the close. Analysts expect revenue of $146m and EPS of $0.10 (range $0.09 to $0.11) for the quarter.
| Fiscal year | EPS | Growth | Revenue | Growth |
|---|---|---|---|---|
| Current | $0.37 | −5% | $571m | +17% |
| Next | $0.46 | +23% | $626m | +10% |
Next year's EPS estimate has moved −3.6% in 90 days, across 7 analysts.
The consensus EPS forecast for the current fiscal year is −8.0% on 90 days ago. In the last 30 days, 0 analysts raised CI&T Inc's forecast and 4 cut it.
Average of analysts' published estimates (third-party data).
| Period | Current fiscal year | Next fiscal year |
|---|---|---|
| 90 days ago | $0.40 | $0.47 |
| 60 days ago | $0.37 | $0.44 |
| 30 days ago | $0.37 | $0.44 |
| 7 days ago | $0.37 | $0.45 |
| Now | $0.37 | $0.46 |
| Quarter to | Estimate | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | $0.10 | $0.07 | −26.6% |
| Mar 2026 | $0.09 | $0.08 | −12.2% |
| Dec 2025 | $0.10 | $0.14 | +42.6% |
| Sept 2025 | $0.10 | $0.09 | −10.3% |
Adjusted EPS as companies report it, against the average analyst estimate.
Source: SEC EDGAR filings. Retrieved November 1, 2026.
| Period | Revenue (TTM) |
|---|---|
| FY22 Q4 | $424.1M |
| FY23 Q4 | $446.9M |
| FY24 Q4 | $439M |
| FY25 Q4 | $489.7M |
Source: SEC EDGAR filings. Retrieved November 1, 2026.
| Period | Operating margin (TTM) |
|---|---|
| FY22 Q4 | 12.5% |
| FY23 Q4 | 12.7% |
| FY24 Q4 | 12.7% |
| FY25 Q4 | 13.4% |
Source: SEC EDGAR filings. Retrieved November 1, 2026.
| Period | FCF margin (TTM) |
|---|---|
| FY22 Q4 | -3.1% |
| FY23 Q4 | 9.1% |
| FY24 Q4 | 11.9% |
| FY25 Q4 | 8.5% |
Each dollar CI&T took in during FY2025, followed through to profit: what it cost to make, what went on running the business, and what was left after tax.
| Revenue | $490M | |
|---|---|---|
| Cost of revenue | $333M | 68.0% of revenue |
| Gross profit | $157M | 32.0% of revenue |
| Other operating costs | $91M | 18.6% of revenue |
| Operating income | $65.6M | 13.4% of revenue |
| Income tax | $15.5M | 3.2% of revenue |
| Interest and other | $9.5M | 1.9% of revenue |
| Net income | $40.6M | 8.3% of revenue |
| Fiscal year | 2019 Dec 2019 | 2020 Dec 2020 | 2021 Dec 2021 | 2022 Dec 2022 | 2023 Dec 2023 | 2024 Dec 2024 | 2025 Dec 2025 |
|---|---|---|---|---|---|---|---|
| Income | |||||||
| Revenue | 172 | 187 | 268 | 424 | 447 | 439 | 490 |
| Gross profit | 58 | 70 | 94 | 148 | 149 | 150 | 157 |
| EBITDA | 30 | 47 | 54 | 71 | 76 | 72 | 84 |
| Operating income | 23 | 41 | 45 | 53 | 57 | 56 | 66 |
| Net income | 14 | 25 | 23 | 19 | 26 | 29 | 41 |
| Diluted EPS | $0.12 | $0.20 | $0.19 | $0.14 | $0.19 | $0.22 | $0.30 |
| Growth (year on year) | |||||||
| Revenue | — | +8.8% | +43.3% | +58.2% | +5.4% | −1.8% | +11.5% |
| EBITDA | — | +56.4% | +16.7% | +31.3% | +5.9% | −4.2% | +16.5% |
| Operating income | — | +75.0% | +11.4% | +16.8% | +7.4% | −2.4% | +18.0% |
| Net income | — | +74.0% | −6.4% | −20.0% | +40.9% | +11.9% | +37.7% |
| Diluted EPS | — | +74.2% | −7.9% | −25.3% | +35.7% | +15.8% | +36.4% |
| Margins | |||||||
| Gross margin | 33.7% | 37.2% | 35.2% | 34.9% | 33.4% | 34.2% | 32.0% |
| EBITDA margin | 17.3% | 24.9% | 20.3% | 16.8% | 16.9% | 16.5% | 17.2% |
| Operating margin | 13.5% | 21.8% | 16.9% | 12.5% | 12.7% | 12.7% | 13.4% |
| Net margin | 8.3% | 13.3% | 8.7% | 4.4% | 5.9% | 6.7% | 8.3% |
| Cash flow | |||||||
| Cash from operations | 23 | 20 | 24 | 5 | 59 | 69 | 61 |
| Stock-based pay | 1 | 0 | 0 | 1 | 6 | 6 | 5 |
| Balance sheet | |||||||
| Cash | 20 | 31 | 24 | 36 | 44 | 57 | 48 |
| Total debt | — | 17 | 141 | 190 | 150 | 139 | 123 |
| Net debt (negative = net cash) | −20 | −14 | 117 | 154 | 107 | 82 | 75 |
| Diluted shares | 122m | 123m | 125m | 135m | 139m | 137m | 133m |
| Returned to shareholders | |||||||
| Dividends | 10 | 6 | 23 | — | — | — | — |
| Buybacks | — | — | 0 | 0 | 9 | 14 | 36 |
| Total returned | 10 | 6 | 23 | 0 | 9 | 14 | 36 |
| Last 12 months unless stated | CINT | NYAX | BB | RDWR | TENB | GTLB | Median |
|---|---|---|---|---|---|---|---|
| Revenue, last 12 months | $490m | $400m | $614m | $302m | $1.0bn | $1.1bn | $1.1bn |
| Revenue growth, last 12 months | 11.5% | 27.5% | 14.4% | 9.8% | 9.9% | 23.0% | 16.9% |
| Revenue growth, 3-year average | — | — | −4.1% | 16.1% | 12.0% | 28.1% | 16.1% |
| Revenue growth, latest quarter | — | — | 26.0% | — | 8.6% | 21.3% | 19.6% |
| Gross margin | 32.0% | 48.2% | 77.9% | 80.7% | 78.1% | 85.8% | 69.6% |
| Operating margin | 13.4% | 9.4% | 13.6% | 3.8% | 3.6% | −8.5% | 3.7% |
| Operating margin, 3-year average | — | — | 5.7% | 2.3% | −0.9% | −15.3% | 4.0% |
| Net margin | 8.3% | 8.9% | 13.1% | 6.7% | 0.6% | −5.0% | 2.4% |
| Cash from operations / revenue | 12.4% | 10.1% | 16.0% | 16.6% | 25.8% | 21.2% | 16.6% |
| Free-cash-flow margin | 8.5% | 8.7% | 15.0% | 13.8% | 25.3% | 20.3% | 15.0% |
| Free-cash-flow margin, 3-year average | — | — | 1.9% | 16.1% | 23.6% | 11.5% | 18.8% |
| Stock pay / revenue | 1.0% | 1.8% | 4.2% | 8.0% | 17.2% | 21.8% | 8.2% |
| Change in share count | −2.7% | 5.3% | 2.2% | 3.1% | −1.9% | 4.2% | 2.7% |
| Measure | Company | Peer median | Rank |
|---|---|---|---|
| Revenue growth Growth | 11.5% | 16.9% | 23 of 37 |
| Change in growth rate Growth | +13.3pp | -0.3pp | 8 of 37 |
| Gross margin Profitability | 32.0% | 70.4% | 29 of 32 |
| Operating margin Profitability | 13.4% | 3.8% | 9 of 34 |
| Net margin Profitability | 8.3% | 2.4% | 15 of 37 |
| Free-cash-flow margin Cash generation | 8.5% | 17.3% | 24 of 34 |
| Stock pay as % of revenue Cash generation | 1.0% | 8.5% | 5 of 36 |
| Long-term debt as % of assets Balance sheet | 10.2% | 4.3% | 13 of 23 |
| Change in share count Balance sheet | -2.7% | 3.1% | 6 of 34 |
Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).
| Insider | Date | Trade | Shares | Price | Value |
|---|---|---|---|---|---|
| Martins Fernando Matt Borges Director | October 9, 2026 | Buy | 132 | $3.08 | $407 |
| Martins Fernando Matt Borges Director | October 7, 2026 | Buy | 9,116 | $3.12 | $28,442 |
| Martins Fernando Matt Borges Director | October 6, 2026 | Buy | 6,629 | $3.15 | $20,881 |
| Martins Fernando Matt Borges Director | October 1, 2026 | Buy | 4,123 | $3.18 | $13,111 |
| Guicardi Neto Bruno Pres. of N. Am. /Europe Ops | September 30, 2026 | Buy | 800 | $3.07 | $2,456 |
| Gon Cesar Nivaldo Chief Executive Officer | September 30, 2026 | Buy | 2,849 | $3.10 | $8,832 |
| Guicardi Neto Bruno Pres. of N. Am. /Europe Ops | September 29, 2026 | Buy | 2,025 | $2.94 | $5,954 |
| Gon Cesar Nivaldo Chief Executive Officer | September 29, 2026 | Buy | 3,835 | $2.95 | $11,313 |
| Gon Cesar Nivaldo Chief Executive Officer | September 28, 2026 | Buy | 8,412 | $2.89 | $24,311 |
| Gon Cesar Nivaldo Chief Executive Officer | September 25, 2026 | Buy | 404 | $3.02 | $1,220 |
| Guicardi Neto Bruno Pres. of N. Am. and Europe Ops | September 24, 2026 | Buy | 581 | $3.02 | $1,755 |
| Guicardi Neto Bruno Pres. of N. Am. / Europe Ops | September 23, 2026 | Buy | 1,206 | $3.08 | $3,714 |
From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.
| Data | Last updated | Source |
|---|---|---|
| Share price | Exchange closing prices | |
| News and updates | Company releases and SEC 8-K filings | |
| Analyst estimates | Aggregated analyst estimates | |
| Valuation and scores | Our models, from the filed figures |
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