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Upturn AI SWOT - About
CDXS 
Codexis Inc (CDXS)
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Upturn Advisory Summary
08/28/2025: CDXS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
7 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $7.08
1 Year Target Price $7.08
| 4 | Strong Buy |
| 1 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -25.29% | Avg. Invested days 27 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 245.53M USD | Price to earnings Ratio - | 1Y Target Price 7.08 |
Price to earnings Ratio - | 1Y Target Price 7.08 | ||
Volume (30-day avg) 7 | Beta 2.55 | 52 Weeks Range 1.90 - 6.08 | Updated Date 08/28/2025 |
52 Weeks Range 1.90 - 6.08 | Updated Date 08/28/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.8 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-08-13 | When - | Estimate -0.19 | Actual -0.16 |
Profitability
Profit Margin -113.67% | Operating Margin (TTM) -83.91% |
Management Effectiveness
Return on Assets (TTM) -26.48% | Return on Equity (TTM) -111% |
Valuation
Trailing PE - | Forward PE 138.89 | Enterprise Value 243664128 | Price to Sales(TTM) 4.3 |
Enterprise Value 243664128 | Price to Sales(TTM) 4.3 | ||
Enterprise Value to Revenue 4.26 | Enterprise Value to EBITDA -10.67 | Shares Outstanding 90267504 | Shares Floating 68485925 |
Shares Outstanding 90267504 | Shares Floating 68485925 | ||
Percent Insiders 2.28 | Percent Institutions 80.71 |
Upturn AI SWOT
Codexis Inc
Company Overview
History and Background
Codexis, Inc. was founded in 2002. It's evolved from a computational protein design company to a leader in enzyme engineering, developing high-performance enzymes for various industries.
Core Business Areas
- Codexis BioSolutionsu2122: Development and sale of novel enzymes to enable the synthesis of small molecule therapeutics and other fine chemicals. These enzymes are used by pharmaceutical companies to improve manufacturing processes.
- Sustainable Manufacturing: Enzymes for biocatalytic manufacturing solutions, supporting sustainable and cost-effective chemical processes, including applications beyond pharmaceuticals.
- Life Science Tools: Development of reagents used in next-generation sequencing (NGS) workflows to improve accuracy and performance.
Leadership and Structure
The company has a CEO, board of directors, and a leadership team overseeing R&D, commercial operations, and finance. Organizational structure is function-based to promote expertise and efficiency.
Top Products and Market Share
Key Offerings
- Codexu00ae HiFi Hot Start DNA Polymerase: A high-fidelity polymerase used in PCR for NGS applications. Improves accuracy and reduces errors in DNA amplification. The market share is not publicly disclosed. Competitors include Thermo Fisher Scientific (TMO), Illumina (ILMN), and QIAGEN (QGEN).
- Enzyme engineering services for pharmaceutical manufacturing: Customized enzyme development for specific pharmaceutical processes, leading to more efficient and sustainable manufacturing. Revenue is not broken out publicly. Competitors include companies offering similar enzyme engineering services and traditional chemical synthesis methods.
Market Dynamics
Industry Overview
The enzyme engineering and biocatalysis market is growing due to increasing demand for sustainable manufacturing processes and advanced life science tools. Key trends include the adoption of biocatalysis in pharmaceuticals and the use of enzymes in NGS workflows.
Positioning
Codexis is a leader in enzyme engineering with a strong technology platform. Its competitive advantage lies in its ability to design and optimize enzymes for specific applications with high performance.
Total Addressable Market (TAM)
The estimated TAM for enzyme engineering and biocatalysis is in the billions of dollars. Codexis is well-positioned to capture a significant share of this market through its innovative enzyme solutions and collaborations with leading companies.
Upturn SWOT Analysis
Strengths
- Proprietary CodeEvolveru00ae technology platform
- Strong R&D capabilities in enzyme engineering
- Established partnerships with leading companies
- Focus on sustainable manufacturing solutions
Weaknesses
- Reliance on partnerships for revenue
- Competition from larger companies with more resources
- Long development cycles for new enzymes
- Potential regulatory hurdles for enzyme-based products
Opportunities
- Expanding applications of enzymes in pharmaceuticals and other industries
- Growing demand for sustainable manufacturing processes
- Increasing adoption of NGS technologies
- Potential for new partnerships and collaborations
Threats
- Competition from companies with similar technologies
- Technological advancements that could render current enzyme solutions obsolete
- Changes in regulatory requirements
- Economic downturn that could reduce demand for enzyme-based products
Competitors and Market Share
Key Competitors
- TMO
- ILMN
- QGEN
- DSM.AS
- NOVO.CO
Competitive Landscape
Codexis has a strong technology platform, but faces competition from larger companies with more resources. Its competitive advantage lies in its ability to develop customized enzyme solutions with high performance.
Major Acquisitions
Verdant Chem Group
- Year: 2022
- Acquisition Price (USD millions): 74
- Strategic Rationale: Expanded Codexis's access to a broader range of biocatalysis technology and expertise and the revenue stream of the company's specialty chemical intermediates products.
Growth Trajectory and Initiatives
Historical Growth: Codexis's growth has been driven by the increasing adoption of its enzyme engineering solutions in various industries.
Future Projections: Analyst estimates for Codexis's future growth should be sourced independently from financial news providers.
Recent Initiatives: Recent strategic initiatives may include new partnerships, product launches, and expansions into new markets.
Summary
Codexis is a solid enzyme engineering company with a compelling technology platform and strategic partnerships. Its growth is tied to the expanding market for sustainable manufacturing and advanced life science tools. Challenges include competition and the reliance on partnerships. Its success will hinge on continued innovation and effective commercialization.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, SEC filings, financial news outlets, market research reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Invest at your own risk.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Codexis Inc
Exchange NASDAQ | Headquaters Redwood City, CA, United States | ||
IPO Launch date 2010-04-22 | President, CEO & Chairman Dr. Stephen George Dilly MBBS, Ph.D. | ||
Sector Healthcare | Industry Biotechnology | Full time employees 188 | Website https://www.codexis.com |
Full time employees 188 | Website https://www.codexis.com | ||
Codexis, Inc. provides enzymatic solutions for therapeutics manufacturing, leveraging its proprietary CodeEvolver technology platform to discover, develop, and enhance novel enzymes in the United States, Canada, Latin America, Europe, the Middle East, Africa, Australia, New Zealand, Southeast Asia, and China. The company develops its proprietary ECO Synthesis manufacturing platform to enable the scaled manufacture of RNAi therapeutics through an enzymatic route. It has a license agreement with Aldevron LLC and Pfizer Inc. The company was incorporated in 2002 and is headquartered in Redwood City, California.
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