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CSUD3.SA$17.25-1.99%
Fair $17.25+0.0%

CSUD3.SA

CSU Digital S.A.

Technology / Software - InfrastructureSão Paulo

$17.25

-0.35 (-1.99%)

Fairly Valued+0.0%Fair Value $17.25Fund rank 37/100 · Data gapFallback financials|
SA 51/C
F-Score: 6/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $90.2M · quality 79.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

51/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · CSUD3.SALocal privado en este navegador · CSU Digital S.A.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$713M

P/E

7.0x

↓

EV/EBITDA

4.2x

↓

ROE

22.8%

↑

Gross Margin

41.4%

↑

Debt/Equity

0.27

↑
52-Week Range$17
$16$21

TradingView lightweight chart

CSUD3.SA price, volumen y niveles de valoración

Último $17.25Periodo +172400.0%
Fair value: $17.25

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+5.1%

FCF CAGR

-12.4%

FCF margin

8.2%

FCF / Net income

0.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $623.5M · net income $106.1M · FCF $51.0M

2022-FY → 2025-FY

Gross margin

41.4%+3.9% pts

Operating margin

18.1%-1.4% pts

Net margin

17.0%+3.3% pts

FCF margin

8.2%-6.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$623.5M$623.5M$567.6M$530.2M$537.2M
Net Income$106.1M$106.1M$91.2M$88.4M$73.6M
EBITDA$180.2M$180.2M$199.1M$190.6M$172.5M
EPS2.562.562.212.151.80
Gross Margin41.4%41.4%42.2%39.4%37.5%
Operating Margin18.1%18.1%23.0%22.2%19.5%
Net Margin17.0%17.0%16.1%16.7%13.7%
Balance Sheet
Debt/Equity0.270.270.150.160.22
Current Ratio1.221.22———
Cash Flow
Free Cash Flow$51.0M$51.0M$101.7M$90.2M$75.9M
Returns
ROE22.8%22.8%19.1%20.6%19.3%
Valuation
P/E6.986.986.838.696.11
EV/EBITDA4.224.223.004.002.60
P/B1.531.531.301.791.18
Growth & Yield
Revenue Growth9.8%9.8%7.1%-1.3%—
EPS Growth16.1%16.1%2.8%19.4%—
Dividend Yield3.9%3.9%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-15.8%

fácil

EPS terminal req.

$1.53

Spread vs growth

31.9%

5Y implied EPS CAGR

-6.3%

fácil

EPS terminal req.

$1.85

Spread vs growth

22.4%

10Y implied EPS CAGR

1.5%

fácil

EPS terminal req.

$2.98

Spread vs growth

14.6%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -0.3%

Total return

-0.3%

Start / end P/E

8.1x → 6.7x

EPS bridge

2.21 → 2.56

Residual

-2.8%

EPS growth+16.1%
Multiple rerating-17.5%
Dividend+3.9%
Residual / FX / buybacks / cross-term-2.8%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.