CI&T Inc.

AI-generated fair value estimate for this company.

Method: 10-year unlevered FCF DCF off a $541.02M TTM revenue base: revenue growth glide path declining from 16% (yr1) to 5% (yr10), consistent with FY2026 consensus of ~16.6% growth decelerating thereafter; FCF margin rising from 6.5% to 9% over the period (vs. 6.79% TTM net margin) reflecting gross-margin expansion already seen (32.4% in Q2 2026) and operating leverage; WACC of 11% (Brazil/EM country and currency risk); terminal growth 4%. PV of explicit FCFs ~= $455M, PV of terminal value ~= $658M, EV ~= $1,113M; less net debt of $89.83M (cash $53.4M vs. total debt $143.3M) = equity value ~= $1,023M; divided by 127.99M shares = $8.00/share. Current price $2.97, market cap $380.13M as of late Sept 2026.

Reasoning: CI&T is an asset-light, AI-driven digital-transformation/IT-services firm with double-digit historical and consensus near-term revenue growth and expanding margins, making a multi-year FCF DCF the natural method; the resulting $8.00 is far above the $2.97 market price and the ~$5.62 analyst 12-month target, implying either a Brazilian-ADR/dual-class liquidity discount in the market price, overly optimistic margin-expansion assumptions in this model, or genuine undervaluation.