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Schrodinger Inc (SDGR)



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Upturn Advisory Summary
06/30/2025: SDGR (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $31.78
1 Year Target Price $31.78
6 | Strong Buy |
0 | Buy |
2 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -45.65% | Avg. Invested days 30 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.51B USD | Price to earnings Ratio - | 1Y Target Price 31.78 |
Price to earnings Ratio - | 1Y Target Price 31.78 | ||
Volume (30-day avg) 8 | Beta 1.62 | 52 Weeks Range 16.60 - 28.47 | Updated Date 07/1/2025 |
52 Weeks Range 16.60 - 28.47 | Updated Date 07/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -2.57 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin -83.39% | Operating Margin (TTM) -85.45% |
Management Effectiveness
Return on Assets (TTM) -16.27% | Return on Equity (TTM) -43.33% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 1091471177 | Price to Sales(TTM) 6.56 |
Enterprise Value 1091471177 | Price to Sales(TTM) 6.56 | ||
Enterprise Value to Revenue 4.74 | Enterprise Value to EBITDA -10.82 | Shares Outstanding 64212700 | Shares Floating 57807778 |
Shares Outstanding 64212700 | Shares Floating 57807778 | ||
Percent Insiders 2.63 | Percent Institutions 101.86 |
Analyst Ratings
Rating 3 | Target Price 31.78 | Buy - | Strong Buy 6 |
Buy - | Strong Buy 6 | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Schrodinger Inc

Company Overview
History and Background
Schru00f6dinger, Inc. was founded in 1990. It began as a computational chemistry software company and has evolved into a company that develops software for drug discovery and materials science.
Core Business Areas
- Software: Developing and licensing software for computational chemistry and materials science, used by pharmaceutical, biotechnology, and industrial companies.
- Drug Discovery: Using its software platform and internal expertise to discover and develop novel therapeutics.
Leadership and Structure
The company is led by its CEO, Geoffrey Porges, MD. The structure includes departments for software development, drug discovery, sales, marketing, finance, and operations.
Top Products and Market Share
Key Offerings
- Maestro: A scientific interface for molecular modeling and simulations. Market share data is not publicly disclosed, but Maestro is a well-regarded product in computational chemistry. Competitors include OpenEye Scientific, ChemAxon, and Dassault Systu00e8mes BIOVIA.
- PyMOL: An open-source molecular visualization system used for drug discovery and structural biology. PyMOL is open source and has a substantial user base. Competitors: VMD, Chimera.
- FEP+: Free Energy Perturbation (FEP) method, used for accurate prediction of binding affinity in drug discovery. Competitors include OpenEye Scientific, ChemAxon, and Dassault Systu00e8mes BIOVIA.
Market Dynamics
Industry Overview
The computational chemistry and drug discovery software market is growing, driven by the increasing complexity of drug discovery and the need for faster and more efficient methods. The integration of AI and machine learning is also influencing the market.
Positioning
Schru00f6dinger is a key player in the computational chemistry software market, offering a comprehensive platform for drug discovery. Its competitive advantage lies in its accurate predictive models and integrated software suite.
Total Addressable Market (TAM)
The global drug discovery market is substantial, estimated to be hundreds of billions of dollars. Schrodinger's TAM includes the software used to facilitate these discoveries, placing them well within the scope of this multi-billion dollar market.
Upturn SWOT Analysis
Strengths
- Strong software platform
- Expertise in computational chemistry
- Reputation for accurate predictive models
- Integrated drug discovery capabilities
- Strong R&D investment
Weaknesses
- High cost of software
- Reliance on specialized expertise
- Long drug discovery timelines
- Limited number of approved drugs
- Competition from larger players with broader portfolios
Opportunities
- Expansion into new markets
- Partnerships with pharmaceutical companies
- Development of new software applications
- Integration of AI and machine learning
- Growing demand for computational drug discovery
Threats
- Competition from other software vendors
- Changes in regulatory requirements
- Economic downturns
- Failure of drug discovery programs
- Advancements in competing technologies
Competitors and Market Share
Key Competitors
- CDXS
- Dassault Systu00e8mes (BIO)
- OpenEye Scientific
Competitive Landscape
Schru00f6dinger's advantages include its strong software platform and expertise in computational chemistry. Disadvantages include high software costs and reliance on specialized expertise. CDXS offers similar software. Dassault's BIOVIA provides a broader solution.
Major Acquisitions
Therapeutics
- Year: 2020
- Acquisition Price (USD millions): 0
- Strategic Rationale: Expanding internal drug discovery capabilities. The aquisition was not material.
Growth Trajectory and Initiatives
Historical Growth: Schru00f6dinger has experienced growth in its software business and is investing heavily in its drug discovery pipeline.
Future Projections: Analysts project continued revenue growth in the software segment and potential upside from successful drug development programs.
Recent Initiatives: Recent initiatives include expanding partnerships, developing new software capabilities, and advancing drug candidates through clinical trials.
Summary
Schru00f6dinger shows strength in its innovative software platform and computational chemistry expertise, driving revenue growth. Profitability remains a challenge due to heavy R&D investment. The company needs to carefully manage cash flow and focus on drug development success. Successfully advancing drug candidates through clinical trials is key to enhancing shareholder value. Continued partnership and market expansion can improve its competitive position.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schru00f6dinger Inc. SEC Filings
- Analyst Reports
- Company Website
- Market Research Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market share data is based on estimates and may vary. Financial data should be verified with the company's SEC filings.
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 Schrodinger Inc
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2020-02-06 | CEO, President & Director Dr. Ramy Farid Ph.D. | ||
Sector Healthcare | Industry Health Information Services | Full time employees 891 | Website https://www.schrodinger.com |
Full time employees 891 | Website https://www.schrodinger.com |
Schrödinger, Inc., together with its subsidiaries, develops physics-based computational platform that enables discovery of novel molecules for drug development and materials applications. The company operates in two segments, Software and Drug Discovery. The Software segment sells its software to transform molecular discovery for life sciences and materials science industries. The Drug Discovery segment focuses on building a portfolio of preclinical and clinical programs, internally and through collaborations. It has a research collaboration and license agreement with Novartis Pharma AG to advance multiple development candidates. Schrödinger, Inc. was incorporated in 1990 and is based in New York, New York.
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