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SDGR

BEARISH
$12.34 Live
Schrödinger, Inc. · NASDAQ
Target $21.38 (+73.2%)
$10.95 52W Range $27.63

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 19, 2026
Market cap
$911.0M
P/E
N/A
ROE
-26.3%
Profit margin
-40.4%
Debt/Equity
0.3
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
85%
SDGR exhibits significant financial weakness, highlighted by a Piotroski F-Score of 2/9, placing it firmly in the 'Weak' category. Despite a strong liquidity position (Current Ratio 2.75) and low leverage (Debt/Equity 0.30), the company suffers from persistent negative profitability and stagnant revenue growth (-1.20% YoY). The severe long-term price erosion (-83% over 5 years) and bearish insider activity contrast sharply with the optimistic analyst 'strong_buy' consensus, suggesting a disconnect between fundamental performance and market expectations.

Key Strengths

Strong short-term liquidity with a Current Ratio of 2.75
Low leverage with a Debt/Equity ratio of 0.30
Healthy Gross Margin of 55.74% indicating a viable core product
Strong analyst support with a target price of $21.38
Low absolute debt levels relative to equity

Key Risks

Severe negative profitability with a Profit Margin of -40.36%
Stagnant to negative revenue growth (-1.20% YoY and -1.23% Q/Q)
Consistent earnings misses with an average surprise of -26.27% over the last 4 quarters
Strongly bearish insider sentiment with 11 sells and 0 buys
Extreme long-term price depreciation (-83% over 5 years)
AI Fair Value Estimate
Based on comprehensive analysis
$11.5
-6.8% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
24
Weak
Value
40
Future
35
Past
20
Health
25
Dividend
0
AI Verdict
High Risk / Speculative
Key drivers: Weak Piotroski F-Score, Negative net income, Bearish insider activity, Negative revenue growth
Confidence
90%
Value
40/100

P/B of 2.50 suggests a premium over book value despite lack of profitability.

Positives
  • Price/Sales ratio of 3.56 is moderate for the sector
Watchpoints
  • Negative P/E ratio
  • No Graham Number due to lack of earnings
Future
35/100

Revenue growth is currently -1.20%, contradicting growth-stock valuations.

Positives
  • High analyst target price ($21.38)
Watchpoints
  • Negative YoY revenue growth
  • Poor earnings surprise track record
Past
20/100

Long-term trend is aggressively bearish.

Positives
  • Recent 1-week price bounce (+8.5%)
Watchpoints
  • 5-year return of -83%
  • 1-year return of -52.1%
Health
25/100

Strong balance sheet liquidity is the only offset to poor operational health.

Positives
  • Low Debt/Equity (0.30)
  • High Quick Ratio (2.64)
Watchpoints
  • Piotroski F-Score of 2/9
Dividend
0/100

Company is in a growth/burn phase with no yield.

Positives
No standout positives identified.
Watchpoints
  • No dividend payments
  • 0/100 dividend strength

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$12.34
Analyst Target
$21.38
Upside/Downside
+73.2%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for SDGR and closest competitors.

Updated 2026-04-17
SDG
Schrödinger, Inc.
Primary
5Y
-83.0%
3Y
-58.3%
1Y
-52.1%
6M
-36.1%
1M
+3.0%
1W
+8.5%
OPK
OPKO Health, Inc.
Peer
5Y
-72.8%
3Y
-20.8%
1Y
-18.1%
6M
-22.4%
1M
-0.8%
1W
-0.8%
FTR
Fortrea Holdings Inc.
Peer
5Y
-68.8%
3Y
-68.8%
1Y
+45.4%
6M
-12.7%
1M
+4.8%
1W
-0.7%
ABU
Arbutus Biopharma Corporation
Peer
5Y
+34.8%
3Y
+48.0%
1Y
+34.4%
6M
+0.9%
1M
+3.2%
1W
+6.6%
QDE
QuidelOrtho Corporation
Peer
5Y
-89.6%
3Y
-86.0%
1Y
-49.5%
6M
-54.8%
1M
-25.4%
1W
-8.2%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
N/A
Forward P/E
-8.94
PEG Ratio
N/A
P/B Ratio
2.5
P/S Ratio
3.56
EV/Revenue
2.44
EV/EBITDA
-3.88
Market Cap
$911.0M

Profitability

Profit margins and return metrics

Profit Margin -40.36%
Operating Margin -19.67%
Gross Margin 55.74%
ROE -26.29%
ROA -13.46%

Growth

Revenue and earnings growth rates

Revenue Growth -1.2%
Earnings Growth N/A
Q/Q Revenue Growth -1.23%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.3
Low debt
Current Ratio
2.75
Strong
Quick Ratio
2.64
Excellent
Cash/Share
$5.36

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.1B
Gross Margin
65.7%
Op. Margin
-19.7%
Net Margin
37.3%
Total Assets
$0.7B
Liabilities
$0.4B
Equity
$0.4B
Debt/Equity
0.99x
Operating CF
$-0.0B
CapEx
$-0.0B
Free Cash Flow
$-0.0B
FCF Yield
100%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-06
$N/A
2026-02-25
$-0.18
-100.2% surprise
2025-11-05
$-0.57
+23.0% surprise
2025-08-06
$-0.65
-1.6% surprise

Healthcare Sector Comparison

Comparing SDGR against 447 companies in the Healthcare sector (26 bullish, 140 neutral, 281 bearish)
Return on Equity (ROE)
-26.29%
This Stock
vs
-97.42%
Sector Avg
-73.0% (Below Avg)
Profit Margin
-40.36%
This Stock
vs
-14.95%
Sector Avg
+170.0% (Superior)
Debt to Equity
0.3
This Stock
vs
3.06
Sector Avg
-90.2% (Less Debt)
Revenue Growth
-1.2%
This Stock
vs
147.85%
Sector Avg
-100.8% (Slower)
Current Ratio
2.75
This Stock
vs
4.68
Sector Avg
-41.3% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

HERMAN JENNY
Officer
Sell
2026-03-06
1,383 shares · $17,764
LORTON KENNETH PATRICK
Officer
Sell
2026-03-05
1,222 shares · $15,761
TRAN YVONNE KIM
Officer
Sell
2026-03-05
1,094 shares · $14,107
FRIESNER RICHARD A
Chief Executive Officer
Sell
2026-03-05
3,661 shares · $47,249
AKINSANYA-AKIWUMI KAREN OLUFUNMILYO
President
Sell
2026-03-05
1,366 shares · $17,625
JAIN RACHIT
Chief Financial Officer
Sell
2026-03-05
1,631 shares · $21,033
ABEL ROBERT LORNE
Officer
Sell
2026-03-04
1,300 shares · $16,653
HERMAN JENNY
Officer
Stock Award
2026-03-02
9,590 shares
LORTON KENNETH PATRICK
Chief Technology Officer
Stock Award
2026-03-02
37,812 shares
TRAN YVONNE KIM
Officer
Stock Award
2026-03-02
30,918 shares
FRIESNER RICHARD A
Director
Option Exercise
2026-03-02
160,527 shares · $492,818
ABEL ROBERT LORNE
Officer
Stock Award
2026-03-02
37,812 shares
RAMY SAMIR FARID PH.D.
Chief Executive Officer
Stock Award
2026-03-02
118,113 shares
RAMY SAMIR FARID PH.D.
Chief Executive Officer
Sell
2026-03-02
5,560 shares · $66,151
AKINSANYA-AKIWUMI KAREN OLUFUNMILYO
President
Stock Award
2026-03-02
57,903 shares
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-03-12
10-K
10-K
2026-02-25

SDGR filed its annual 10-K report on February 25, 2026. While specific financial metrics and risk details were not provided in the excerpts, the filing includes comprehensive disclosures within the Business, Risk Factors, and MD&A sections.

8-K
8-K
2026-02-25

SDGR likely filed this 8-K to announce its annual financial results for the preceding fiscal year.

10-Q
10-Q
2025-11-05

SDGR is subject to royalty and other financial obligations under license agreements with Columbia University and other licensors. The company faces significant risk if these agreements are terminated due to alleged breaches, which could delay the commercialization of software solutions and allow competitors to undermine its market position.

8-K
8-K
2025-11-05
8-K
8-K
2025-09-08
10-Q
10-Q
2025-08-06

SDGR is subject to royalty and other obligations under license agreements with Columbia University and other licensors. The company faces material risks if these agreements are terminated due to breaches, which could delay the commercialization of software solutions and allow competitors to enter the market. Such outcomes could significantly impair the company's competitive position and financial condition.

8-K
8-K
2025-08-06
8-K
8-K
2025-06-18
8-K
8-K
2025-05-20

SDGR filed an 8-K on May 20, 2025, likely to announce its first-quarter financial results.

8-K
8-K
2025-05-19
10-Q
10-Q
2025-05-07
8-K
8-K
2025-05-07
DEF 14A
DEF 14A
2025-04-24
8-K
8-K
2025-04-11
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
STRONG_BUY
8 analysts
Keybanc
2026-04-08
Maintains
Overweight Overweight
UBS
2026-03-17
Maintains
Neutral Neutral
TD Cowen
2026-01-08
Maintains
Buy Buy
Keybanc
2026-01-08
Maintains
Overweight Overweight
UBS
2026-01-07
init
Neutral
B of A Securities
2025-12-15
up
Neutral Buy

Past News Coverage

Recent headlines mentioning SDGR from our newsroom.

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