CI&T Inc. (CINT) vs Corvex, Inc. (MOVE)

CI&T Inc. and Corvex, Inc. are both Software Infrastructure companies. CI&T Inc. and Corvex, Inc. are of similar size ($385.3M and $378.0M). Corvex, Inc. has negative trailing earnings, so its P/E is not meaningful; CI&T Inc. trades at 10.2×. Corvex, Inc. grew revenue faster over the last twelve months: 843.6% against 19.5%. CI&T Inc. has the higher net margin (6.79% vs −627.8%) and the higher return on invested capital (9.44% vs −3.04%). Across the 17 metrics below, CI&T Inc. leads on 12 and Corvex, Inc. on 5.

Valuation

Metric CINT MOVE Software Infrastructure median
P/E 10.24 n/m 28.02
P/S 0.70 6.65 3.07
P/B 1.16 n/m 3.36
Price to free cash flow 11.40 n/m 17.12
EV/EBITDA 5.58 n/m 14.91
EV/Sales 0.86 4.03 3.03
Earnings yield 9.76% (160.24%) 0.13%
Free cash flow yield 8.77% (68.90%) 1.15%

Profitability

Metric CINT MOVE Software Infrastructure median
Gross margin 31.16% 12.09% 61.23%
Operating margin 11.48% (610.33%) 0.00%
Net margin 6.79% (627.82%) 0.00%
Free cash flow margin 6.11% (458.24%) 1.67%
Return on equity 11.72% 2,480.53% 0.59%
Return on assets 6.46% (9.20%) 0.00%
Return on invested capital 9.44% (3.04%) 0.00%

Growth

Metric CINT MOVE Software Infrastructure median
Revenue growth (TTM) 19.48% 843.62% 13.41%
EPS growth (last fiscal year) 50.00% 44.70% —
Revenue growth, 5-year CAGR 21.42% — 15.81%
Net income growth, 5-year CAGR 10.40% 0.00% 0.00%

Health

Metric CINT MOVE Software Infrastructure median
Debt to equity 0.43 0.01 0.06
Current ratio 1.31 1.80 1.55
Net debt to EBITDA 0.94 (0.12) 0.08

Dividend

Metric CINT MOVE Software Infrastructure median
Dividend yield — — 1.53%
Payout ratio 0.00 0.00 0.00

Size

Metric CINT MOVE Software Infrastructure median
Market cap 385.25m 378.00m 835.96m

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