Cardinal Infrastructure Group Inc.

CDNLdata completeness 63%3 fiscal years on file

Data notes: no data for concept 'cash'; no data for concept 'totalDebt'; no data for concept 'dilutedShares'; no data for concept 'epsDiluted'; no data for concept 'interestExpense'

The thesis, from the filings

Cardinal Infrastructure Group Inc. earns about 156% on invested capital. The cash-flow models don't apply cleanly here — the ledger says why below.Whether it’s worth owning at today’s price is the last question — and yours to answer, below.

i. The business — what you’d actually own
FigureFY 2023FY 2024FY 2025
Revenue$247.9M1$315.2M1$456M1
Net income$20.6M2$21.4M2$22.7M2
Operating cash flow$30.9M3$42.6M3$37.9M3
Capital expenditure$12.3M4$20.8M4$43.8M4
Free cash flow (derived)$18.6M3$21.9M3−$5.91M3
Total debt
Cash & equivalents
Diluted shares

Superscripts are receipts. Each links to the SEC filing the number came from (full list at the bottom).

iii. Is this a good business?
Moat signal · return on invested capital
156% avg · 3y
FY23 325%FY24 121%FY25 22%

It earned an average 156% on invested capital over 3 years. Compare that to what it costs to fund the business.

seeing a moat in the numbers →
Management signal · capital allocation
shares · 3y

Not enough history to read capital allocation.

reading capital allocation →

Signals, not verdicts — read from the filings above. Numbers don’t prove a moat; they show its footprint. You decide.

iv. What it’s worth — engine v0.1.0
DCF · Growth Exit 10Y
not applicable
no diluted share count — cannot compute per-share value
DCF · Growth Exit 5Y
not applicable
no diluted share count — cannot compute per-share value
Earnings Power Value
not applicable
no diluted share count
Graham Number
not applicable
diluted EPS missing or non-positive — Graham Number undefined

Different models answer different questions — which to trust when →

Sources — the receipts
  1. 10-K · period ending 2023-12-31 · accession 0001193125-26-120014 (RevenueFromContractWithCustomerIncludingAssessedTax)
  2. 10-K · period ending 2023-12-31 · accession 0001193125-26-120014 (NetIncomeLoss)
  3. 10-K · period ending 2023-12-31 · accession 0001193125-26-120014 (NetCashProvidedByUsedInOperatingActivities)
  4. 10-K · period ending 2023-12-31 · accession 0001193125-26-120014 (PaymentsToAcquirePropertyPlantAndEquipment)