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Schrodinger Inc (SDGR)



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Upturn Advisory Summary
08/14/2025: SDGR (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $29.7
1 Year Target Price $29.7
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 1.43B USD | Price to earnings Ratio - | 1Y Target Price 29.7 |
Price to earnings Ratio - | 1Y Target Price 29.7 | ||
Volume (30-day avg) 8 | Beta 1.68 | 52 Weeks Range 16.60 - 28.47 | Updated Date 08/15/2025 |
52 Weeks Range 16.60 - 28.47 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -2.48 |
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 2025-08-06 | When - | Estimate -0.8 | Actual -0.65 |
Profitability
Profit Margin -76.22% | Operating Margin (TTM) -96.61% |
Management Effectiveness
Return on Assets (TTM) -17.52% | Return on Equity (TTM) -44.4% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 1095764174 | Price to Sales(TTM) 6.02 |
Enterprise Value 1095764174 | Price to Sales(TTM) 6.02 | ||
Enterprise Value to Revenue 4.61 | Enterprise Value to EBITDA -10.82 | Shares Outstanding 64441800 | Shares Floating 58036838 |
Shares Outstanding 64441800 | Shares Floating 58036838 | ||
Percent Insiders 2.62 | Percent Institutions 101.73 |
Upturn AI SWOT
Schrodinger Inc

Company Overview
History and Background
Schrodinger, Inc. was founded in 1990. It pioneered the use of physics-based computational methods to transform the way therapeutics and materials are discovered.
Core Business Areas
- Drug Discovery: Develops its own pipeline of therapeutics programs by applying its computational platform, in addition to collaborating with pharmaceutical companies.
- Software: Provides software solutions for computational chemistry and materials science to pharmaceutical, biotechnology, and chemical companies, as well as academic institutions and government laboratories.
Leadership and Structure
Ramy Farid serves as Chief Executive Officer. The company has a board of directors and operates with a functional organizational structure.
Top Products and Market Share
Key Offerings
- Schrodinger Drug Discovery Platform: A software platform used for drug discovery and materials science. Includes Maestro, PyMOL, and LiveDesign. Revenue from software and drug discovery services contribute significantly to overall revenue. Competitors include Dassault Systemes (BIOVIA), OpenEye Scientific, and ChemAxon.
- Internal Drug Discovery Programs: Schrodinger is developing its own portfolio of drug candidates in areas like oncology, inflammation, and fibrosis. No reliable market share data available as these are drug candidates in development. Key players are major pharmaceutical and biotech companies such as Roche, Novartis, Pfizer, and Moderna.
Market Dynamics
Industry Overview
The computational drug discovery and materials science market is growing rapidly, driven by the increasing complexity of drug development, the need for faster and more efficient discovery processes, and advancements in computing power and AI.
Positioning
Schrodinger is a leader in physics-based computational methods for drug discovery, differentiating itself with a strong scientific foundation and integrated software platform.
Total Addressable Market (TAM)
The total addressable market for computational drug discovery is estimated to be in the tens of billions of dollars. Schrodinger is well-positioned to capture a significant share of this market due to its leading technology and established customer base.
Upturn SWOT Analysis
Strengths
- Leading technology in physics-based computational methods
- Integrated software platform
- Strong scientific expertise
- Established customer base
- Proprietary drug discovery programs
Weaknesses
- High R&D expenses
- Dependence on key personnel
- Long drug development timelines
- Competition from larger, more diversified companies
Opportunities
- Expanding into new therapeutic areas
- Partnering with pharmaceutical companies
- Leveraging AI and machine learning
- Growing demand for computational drug discovery solutions
- Expanding into new markets
Threats
- Increasing competition
- Changes in regulatory environment
- Technological obsolescence
- Failure of drug candidates in clinical trials
- Economic downturn
Competitors and Market Share
Key Competitors
- Dassault Systemes (DSY.PA)
- OpenEye Scientific
- Certara (CERT)
- Chemical Computing Group
Competitive Landscape
Schrodinger has a competitive advantage in physics-based simulations, but faces competition from larger, more diversified companies.
Major Acquisitions
Pay-off Functional
- Year: 2017
- Acquisition Price (USD millions): 12
- Strategic Rationale: Enhanced Schrodinger's free energy perturbation (FEP) capabilities.
Growth Trajectory and Initiatives
Historical Growth: Schrodinger has experienced strong revenue growth in recent years, driven by increased adoption of its software and services.
Future Projections: Analysts project continued revenue growth for Schrodinger, driven by its leading technology and expanding market opportunities.
Recent Initiatives: Schrodinger has recently invested in expanding its drug discovery pipeline and enhancing its AI capabilities.
Summary
Schrodinger is a leading computational drug discovery company with strong revenue growth, but is currently unprofitable due to heavy R&D spending. The company's technology is cutting edge, but it faces stiff competition. Drug discovery programs represent further potential upside. However, success rates are still uncertain.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data is based on estimates and may not be precise. Financial data is as of the latest available reporting period. Some stock tickers are foreign and data will not directly correlate.
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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