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CTNK.F$9.30-0.53%
Fair $9.30+0.0%

CTNK.F

centrotherm international AG

Technology / SemiconductorsFrankfurt

$9.30

-0.05 (-0.53%)

Fairly Valued+0.0%Fair Value $9.30Fund rank 31/100 · Data gapFallback financials|
SA 59/C
F-Score: 7/9

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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $28.2M · quality 55.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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

59/100

C

Piotroski

7/9

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 · CTNK.FLocal privado en este navegador · centrotherm international AG
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

$197M

P/E

5.7x

↓

EV/EBITDA

2.9x

↓

ROE

23.7%

↑

Gross Margin

50.5%

↑

Debt/Equity

0.17

↓
52-Week Range$9
$5$15

TradingView lightweight chart

CTNK.F price, volumen y niveles de valoración

Último $9.300Periodo -96.0%
Fair value: $9.300

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+10.7%

FCF CAGR

+85.3%

FCF margin

19.4%

FCF / Net income

1.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $238.2M · net income $26.0M · FCF $46.2M

2021-FY → 2024-FY

Gross margin

50.5%+11.8% pts

Operating margin

14.9%+13.1% pts

Net margin

10.9%+4.3% pts

FCF margin

19.4%+15.3% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$238.2M$238.2M$151.2M$180.5M$175.6M
Net Income$26.0M$26.0M$18.7M$13.0M$11.6M
EBITDA$41.0M$41.0M$20.4M$16.2M$15.7M
EPS1.231.230.880.620.55
Gross Margin50.5%50.5%53.8%38.2%38.8%
Operating Margin14.9%14.9%7.7%6.6%1.8%
Net Margin10.9%10.9%12.4%7.2%6.6%
Balance Sheet
Debt/Equity0.170.170.210.030.40
Current Ratio1.251.25———
Cash Flow
Free Cash Flow$46.2M$46.2M$-13.3M$28.2M$7.3M
Returns
ROE23.7%23.7%22.5%20.1%26.6%
Valuation
P/E5.675.675.808.239.96
EV/EBITDA2.912.913.703.106.56
P/B1.801.801.301.662.65
Growth & Yield
Revenue Growth57.5%57.5%-16.2%2.8%—
EPS Growth39.8%39.8%41.9%12.7%—

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

-12.5%

fácil

EPS terminal req.

$0.83

Spread vs growth

52.2%

5Y implied EPS CAGR

-4.1%

fácil

EPS terminal req.

$1.00

Spread vs growth

43.9%

10Y implied EPS CAGR

2.7%

fácil

EPS terminal req.

$1.61

Spread vs growth

37.1%

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 +60.3%

Total return

+60.3%

Start / end P/E

6.6x → 7.6x

EPS bridge

0.88 → 1.23

Residual

+5.9%

EPS growth+39.8%
Multiple rerating+14.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term+5.9%

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.