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centrotherm international AG (CTNK) Fair Value & Analysis

Technology · DE · Market cap €196M

CI centrotherm international AG CTNK · F
Price€9.30
Fair Value€16.43
Upside+76.7%
Quality62/100
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Mixed Growth
Thin margins · 9.1% net margin
Low debt · generates free cash flow
Ranks above peers (12/14)
Moderate moat 52/100
Evidence: High Range €12.32 – €20.54 Share as image

Fair value as of: Aug 20, 2026

From 25 valuation models · updated today

A solid business, screening 77% undervalued on our models.

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What matters now

  • The price is below even our cautious bear case (€12.32). The market is more pessimistic than our downside scenario.
  • Solid quality (62/100) at a price below fair value, the discount is the argument here, not the business quality.
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Price vs Fair Value (5 years)

€13.00 €3.00 Fair Value €16.43 Jun 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 20, 2026.

How to read this chart

60‑month range €3.00 – €13.00 · fair‑value band €12.32 – €20.54 · the €9.30 price screens below the €16.43 fair value. Dashed = 300-day average. As of Aug 20, 2026.

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Analysis

centrotherm international AG (CTNK) currently trades at €9.30, while our model-based Fair Value estimate is €16.43, implying the stock looks roughly 76.7% undervalued today. The Quality Score stands at 62/100 (solid quality), in the Technology sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, centrotherm international AG generated revenue of €212M at a net margin of 9.1%. Revenue declined 42.2% year over year. It earns a return on equity of 16.2%. The balance sheet holds a net cash position of €42.5M. Fundamentals as of Aug 20, 2026

Our scenario range runs from €12.32 (bear case) to €20.54 (bull case); at €9.30, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 36% below its 52-week high and 107% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -59% fair-value upside, at 77%, CTNK screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF €36.19 €43.49 €51.51 80
Residual Income €5.47 €6.29 €9.22 76
Rev-Margin DCF €26.57 €32.69 €39.41 74
All 25 models by family
DCF Models
FCF DCF €35.85 €43.89 €53.10 38
Owner Earnings €15.37 €17.49 €19.92 31
5Y Revenue Exit €26.57 €32.09 €38.51 39
5Y EBITDA Exit €30.13 €38.37 €47.28 41
5Y P/E Exit €29.72 €37.63 €45.30 38
10Y Revenue Exit €30.38 €35.60 €41.49 36
10Y EBITDA Exit €32.53 €39.22 €46.91 37
10Y P/E Exit €32.30 €38.79 €45.69 35
Earnings-Based
Graham-Dodd €6.17 €13.92 €17.82 54
PEG = 1.0 €2.29 €3.27 €4.24 46
EPV €16.26 €17.25 €18.04 59
Dividend Discount
Gordon GGM €4.88 €6.97 €8.81 70
DDM Multi-Stage €4.88 €6.52 €8.00 61
Multiples
P/E Multiple €19.05 €25.40 €31.75 63
P/S Multiple €11.56 €15.42 €19.27 58
P/B Multiple €11.56 €15.42 €19.27 55
EV/EBIT €31.02 €38.67 €46.32 53
EV/EBITDA €28.00 €34.64 €41.28 54
EV/Revenue €19.67 €24.64 €29.61 43
Asset-Based
NCAV (Graham) €3.02 €4.04 €6.03 50
Growth DCF
Growth DCF €36.19 €43.49 €51.51 80
Rev-Margin DCF €26.57 €32.69 €39.41 74
Economic Profit
Residual Income €5.47 €6.29 €9.22 76
ROIC Compounder €16.26 €17.25 €18.04 72
Growth Earnings
Growth-Adj P/E €14.03 €20.04 €26.05 68

Widest divergence: DCF Models (€37.63) versus Asset-Based (€4.04). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) €212M
Revenue growth (YoY) -42.2%
Net margin 9.1%
Return on equity 16.2%
Free cash flow €75.4M FY2025
P/E ratio 10.2
More key figures
Operating margin 12.7%
EPS (TTM) €0.9100
EPS growth (YoY) -62.2%
Net cash €42.5M FY2022

Figures from reported company fundamentals · as of Aug 20, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 62/100

Of which business quality 65 · Market factors (momentum, volatility) 59

Profitability 45
Margins and returns on capital today
Quality Growth 35
Are margins and returns improving?
Cashflow 100
Earnings quality: real cash, not paper profit
Fin. Strength 73
Balance sheet, leverage, solvency risk
Investment 36
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 56
Price trend over the last 3–12 months (market factor)
52W Momentum 74
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

centrotherm international AG provides production equipment and solutions for the photovoltaic, semiconductor, and microelectronic industries in Germany, China, India, Other Asia, Rest of Europe, and internationally.

Full company description

centrotherm international AG provides production equipment and solutions for the photovoltaic, semiconductor, and microelectronic industries in Germany, China, India, Other Asia, Rest of Europe, and internationally. The company offers atmospheric and low pressure diffusion furnaces and LPCVD systems, technical remote and field service, training programs, upgrades for obsolete components including machine controls, maintenance and spare parts, production solutions, integrated production solutions, integrated solutions for carbon fiber production, and thermal solution equipment, including wafer manufacturing, power semiconductor, MEMS, optoelectronics, back-end, photovoltaics, and fiber manufacturing. It also provides solutions for SiC power MOSFETs, TOPCon solar cells, MEMS technology, GaN HEMTs, and carbon fibers. In addition, the company offers horizontal and vertical furnaces, single-wafer furnaces, high-temperature furnaces, vacuum soldering furnaces, and continuous-flow furnaces; production solutions for manufacturing mono and multicrystalline solar cells; production facilities for PECVD, atmospheric and low-pressure diffusion, and annealing; process, technology, and service packages for high-performance solar cells; and systems for complex thermal processes for carbon/ceramic fiber production, battery cell production, corrosion protection, and hydrogen technology, as well as SiC wafer mixing/treatment systems and horizontal furnace systems for silicon power semiconductors. centrotherm international AG was formerly known as Centrotherm photovoltaics AG and changed its name to centrotherm international AG in June 2017. The company was founded in 1948 and is headquartered in Blaubeuren, Germany.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

centrotherm international AG reported revenue of €211M in FY2025 versus €176M in FY2021, a compound +4.7%/yr. Reported net income was €19.2M in FY2025, compounding +13.4%/yr from FY2021.

Growth Quality 81/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
€211M
Latest YoY
−11.4%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+5.4%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+14.5%
Avg. growth/yr (17Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−3.3%
Revenue +4.7%/yr
FY21 €176M
FY22 €180M
FY23 €151M
FY24 €238M
FY25 €211M
Net income +13.4%/yr
FY21 €11.6M
FY22 €12.0M
FY23 €18.7M
FY24 €26.0M
FY25 €19.2M

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Cite: Fair Value Calculator (2026). "centrotherm international AG Fair Value". https://www.fairvalue-calculator.com/stock/CTNK

Peer Group

Semiconductors · 327 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 62 · Above median
Fair Value upside +77% · Top 25%
Return on equity (TTM) 16% · Top 25%
Return on assets 4% · Above median
Net margin (TTM) 9% · Above median
Operating margin (TTM) 13% · Above median
Revenue growth -42% · Bottom 25%
Dividend yield (TTM) 7.6% · Top 25%

Valuation Multiples vs Semiconductors median · lower = cheaper

P/E (TTM) 10.2× · Cheaper than 75% of peers
P/B 1.79× · Cheaper than median
P/S (TTM) 1.08× · Cheaper than 75% of peers
P/FCF 3.0× · Pricier than median
EV/EBITDA 1.9× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE100 · sector 0
FUTURE0 · sector 59
PAST65 · sector 23
HEALTH100 · sector 96
DIVIDEND100 · sector 18

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Semiconductors stocks, each showing price versus our Fair Value estimate (as of Aug 20, 2026).

Stock Price Fair Value vs Fair Value
NVIDIA Corporation NVDA $225.01 $98.98 -56%
Taiwan Semiconductor Manufacturing Company TSM $429.15 $291.42 -32%
Broadcom Inc 1AVGO €366.85 €121.25 -67%
Micron Technology, Inc 1MU €802.10 €185.67 -77%
SK hynix Inc 000660 1,504,000 KRW 1,481,291 KRW -2%
Advanced Micro Devices, Inc 1AMD €428.20 €56.33 -87%
Intel Corporation INTC C$54.50 C$16.95 -69%
MediaTek Inc 2454 3,845 TWD 1,559 TWD -59%
SK Square Co 402340 1,024,000 KRW 1,204,862 KRW +18%
Semiconductor Manufacturing International Corporation 0981 HK$73.00 HK$13.18 -82%

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Frequently asked questions

Is centrotherm international AG (CTNK) overvalued or undervalued?
As of Aug 20, 2026, our model estimates a fair value of €16.43 versus a price of €9.30, about +77% (undervalued).
What is the fair value of CTNK?
Our model-based fair value for centrotherm international AG is €16.43 (as of Aug 20, 2026), built from audited fundamentals. The current price: €9.30.
What is the quality score of CTNK?
centrotherm international AG has a Quality Score of 62/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of centrotherm international AG (CTNK)?
centrotherm international AG reported trailing-twelve-month revenue of about €212M (latest available figure, as of Aug 20, 2026).
What is the net profit margin of CTNK?
The net profit margin of centrotherm international AG is about 9.1%, meaning it keeps roughly 9.1% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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