
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT
- About


Schrodinger Inc (SDGR)


- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)

(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/15/2025: SDGR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $27
1 Year Target Price $27
6 | Strong Buy |
0 | Buy |
2 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -47.77% | Avg. Invested days 27 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
![]() | ![]() |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.49B USD | Price to earnings Ratio - | 1Y Target Price 27 |
Price to earnings Ratio - | 1Y Target Price 27 | ||
Volume (30-day avg) 8 | Beta 1.74 | 52 Weeks Range 16.60 - 28.47 | Updated Date 10/16/2025 |
52 Weeks Range 16.60 - 28.47 | Updated Date 10/16/2025 | ||
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 - | When - | Estimate - | Actual - |
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 1242976120 | Price to Sales(TTM) 6.28 |
Enterprise Value 1242976120 | Price to Sales(TTM) 6.28 | ||
Enterprise Value to Revenue 5.22 | Enterprise Value to EBITDA -10.82 | Shares Outstanding 64441780 | Shares Floating 57821172 |
Shares Outstanding 64441780 | Shares Floating 57821172 | ||
Percent Insiders 2.62 | Percent Institutions 107.99 |
Upturn AI SWOT
Schrodinger Inc

Company Overview
History and Background
Schru00f6dinger was founded in 1990 by Richard A. Friesner and others, initially focused on developing software for computational chemistry. Over time, it expanded into drug discovery and materials science. Key milestones include developing industry-leading computational platforms and forging partnerships with pharmaceutical companies.
Core Business Areas
- Software: Developing and licensing software for computational chemistry, materials science, and drug discovery. Includes platform for molecular simulation and modeling.
- Drug Discovery: Providing drug discovery services and engaging in internal drug development programs, leveraging its computational platform.
Leadership and Structure
Geoffrey Porges is the CEO. The company is structured with distinct departments for software development, drug discovery, and business operations.
Top Products and Market Share
Key Offerings
- Maestro: A comprehensive molecular modeling and simulation environment used in drug discovery and materials science. Market share is difficult to pinpoint exactly but estimates place it among the leading platforms. Competitors include OpenEye Scientific, Dassault Systu00e8mes (BIOVIA), and ChemAxon. Revenue data is not publicly broken down by product.
- PyMOL: An open-source molecular visualization system. While technically open source, Schru00f6dinger provides enhanced commercial versions. It's one of the most widely used tools for visualizing molecular structures. Competitors include ChimeraX and VMD.
- Drug Discovery Programs: Schru00f6dinger has internal drug discovery programs targeting various diseases. Revenue depends on licensing deals and potential future drug sales. It competes with pharmaceutical companies and biotech firms pursuing similar targets.
Market Dynamics
Industry Overview
The computational chemistry and drug discovery software market is growing, driven by the increasing complexity of drug development and the need for faster, more efficient methods. AI and machine learning are becoming increasingly important.
Positioning
Schru00f6dinger is positioned as a leader in computational chemistry and physics-based drug discovery. Its competitive advantages include its sophisticated software platform and expertise in molecular simulation.
Total Addressable Market (TAM)
Estimates for the total addressable market for drug discovery software and services range from $5 billion to $10 billion. Schru00f6dinger is well-positioned to capture a significant portion of this market.
Upturn SWOT Analysis
Strengths
- Strong computational platform
- Expertise in molecular simulation
- Partnerships with pharmaceutical companies
- Proprietary technology
- Experienced management team
Weaknesses
- High R&D costs
- Dependence on key personnel
- Long drug development timelines
- Competition from larger companies
- Profitability relies heavily on future milestone payments and royalties
Opportunities
- Expansion into new therapeutic areas
- Development of new software applications
- Increased adoption of computational methods in drug discovery
- Partnerships with academic institutions
- Leveraging AI/ML for improved drug discovery
Threats
- Competition from other software providers
- Technological advancements that render current methods obsolete
- Regulatory changes
- Economic downturns
- Failure of drug candidates in clinical trials
Competitors and Market Share
Key Competitors
- DSYYY
- CDXS
- MTTR
Competitive Landscape
Schru00f6dinger's advantage lies in its physics-based approach, though other companies may have strengths in different areas, such as AI-driven methods.
Major Acquisitions
Acquired Company Name
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: Explain the strategic reasons behind the acquisition.
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven by increasing demand for its software platform and success in securing partnerships and advancing its drug discovery programs.
Future Projections: Analyst projections vary, but generally anticipate continued revenue growth driven by its software and drug discovery efforts.
Recent Initiatives: Recent initiatives include expanding partnerships, developing new software modules, and advancing its internal drug discovery pipeline.
Summary
Schru00f6dinger is a leader in computational chemistry and drug discovery with a strong technological platform. Its strengths lie in its software and partnerships, but it faces risks related to high R&D costs and drug development timelines. Future growth will depend on successful drug development and continued software adoption. Investors should monitor the competitive landscape and regulatory environment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly. Consult with a qualified financial advisor before making any investment decisions.
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.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.