CINT | Market Cap: $426.6M (07/13/26)
Industry:
IT Services
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DESCRIPTION

CI&T is a Brazil-founded technology services company that helps large enterprises design, build, and modernize digital products and platforms. The company's core offering is custom software development and digital transformation services, with a growing emphasis on AI integration. CI&T delivers these services through "Growth Units" — multidisciplinary teams of strategists, designers, data scientists, and engineers that embed deeply within client organizations in dedicated squads. Clients are primarily large enterprises in financial services, consumer goods, retail, and technology, based mainly in the U.S. (~43% of revenue) and Brazil (~47% of revenue). Notable clients include Johnson & Johnson, AB InBev, Nestlé, Google, and Coca-Cola. CI&T earns revenue primarily on a time-and-materials basis, with revenue scaling through headcount deployed and billing rates charged. Brazil and Colombia serve as nearshore delivery hubs. CI&T's "land and expand" model drives roughly 90% of revenue growth from existing clients, reflected in a five-year average net revenue retention rate of 111%. The company is developing alternative pricing models — fixed-price, output-based, and consumption-based — as AI tools allow it to deliver more work with fewer hours. A key internal initiative is CI&T FLOW, a proprietary AI platform with ~85–90% internal adoption that CI&T uses to automate and accelerate software development, positioning it as both a margin improvement tool and a go-to-market differentiator with clients.

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