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CTKA4.SA$35.76-0.03%
Fair $35.76+0.0%

CTKA4.SA

Karsten S.A.

Consumer Cyclical / Textile ManufacturingSão Paulo

$35.76

-0.01 (-0.03%)

Fairly Valued+0.0%Fair Value $35.76Fund rank 27/100 · Data gapFallback financials|
SA 32/D
F-Score: 4/9
High Debt

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $126.1M · quality 40.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 66/100Data 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

32/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. Debt-to-Equity ratio is 5.51, above the 2.0 threshold
Thesis & Journal · CTKA4.SALocal privado en este navegador · Karsten 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

$222M

P/E

3.6x

↓

EV/EBITDA

5.5x

↓

ROE

92.8%

↑

Gross Margin

45.3%

↑

Debt/Equity

5.51

↑
52-Week Range$36
$31$50

TradingView lightweight chart

CTKA4.SA price, volumen y niveles de valoración

Último $35.76Periodo -98.3%
Fair value: $35.76

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

+7.4%

FCF CAGR

+34.1%

FCF margin

7.6%

FCF / Net income

0.82x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $759.0M · net income $70.5M · FCF $57.7M

2022-FY → 2025-FY

Gross margin

45.3%+9.7% pts

Operating margin

12.2%+11.4% pts

Net margin

9.3%+12.7% pts

FCF margin

7.6%+3.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$759.0M$759.0M$699.1M$667.9M$612.6M
Net Income$70.5M$70.5M$118.4M$42.2M$-21.1M
EBITDA$113.8M$113.8M$113.4M$77.6M$12.0M
EPS11.3711.3719.086.79-3.41
Gross Margin45.3%45.3%46.3%42.8%35.6%
Operating Margin12.2%12.2%10.1%10.1%0.8%
Net Margin9.3%9.3%16.9%6.3%-3.5%
Balance Sheet
Debt/Equity5.515.5181.13-4.51-3.66
Current Ratio1.961.96———
Cash Flow
Free Cash Flow$57.7M$57.7M$126.1M$128.6M$23.9M
Returns
ROE92.8%92.8%2165.1%-37.3%13.6%
Valuation
P/E3.603.601.152.71—
EV/EBITDA5.505.505.027.9651.87
P/B2.922.9224.95——
Growth & Yield
Revenue Growth8.6%8.6%4.7%9.0%—
EPS Growth-40.4%-40.4%181.0%299.1%—

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

-34.7%

fácil

EPS terminal req.

$3.17

Spread vs growth

-5.8%

5Y implied EPS CAGR

-19.5%

fácil

EPS terminal req.

$3.84

Spread vs growth

-20.9%

10Y implied EPS CAGR

-5.9%

fácil

EPS terminal req.

$6.18

Spread vs growth

-34.5%

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 -0.4%

Total return

-0.4%

Start / end P/E

1.9x → 3.1x

EPS bridge

19.08 → 11.37

Residual

-27.1%

EPS growth-40.4%
Multiple rerating+67.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-27.1%

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.