Schrodinger, Inc. (SDGR) intrinsic value & 10-year financials
Schrodinger, Inc. (SDGR) has a Graham intrinsic value of $17.94 per share. At $22.60 on Oct 17, 2026, the stock trades 26% above that value. Over the last 8 fiscal years revenue grew 20.0% a year to $255.9M, with an average return on invested capital of -27.9%.
- Graham intrinsic value
- $17.94
- Share price (Oct 17, 2026)
- $22.60
- Price vs Graham value
- 26% above
- Market cap
- $1.7B
- Revenue (FY2025)
- $255.9M
- Revenue growth (8-yr CAGR)
- 20.0%
- ROIC (10-yr avg)
- -27.9%
- Free cash flow (FY2025)
- $12.5M
SDGR 10-year financial history
| Fiscal year | Revenue | Net income | EPS (diluted) | Free cash flow | Operating margin | ROIC |
|---|---|---|---|---|---|---|
| FY2025 | $255.9M | -$103.3M | -$1.41 | $12.5M | -65.2% | -55.5% |
| FY2024 | $207.5M | -$187.1M | -$2.57 | -$164.7M | -100.8% | -47.6% |
| FY2023 | $216.7M | $40.7M | $0.54 | -$150.1M | -81.9% | -34.8% |
| FY2022 | $181.0M | -$149.2M | -$2.10 | -$127.7M | -81.1% | -30.0% |
| FY2021 | $137.9M | -$100.4M | -$1.42 | -$77.8M | -80.8% | -23.6% |
| FY2020 | $108.1M | -$24.5M | -$0.41 | $14.2M | -56.4% | -38.3% |
| FY2019 | $85.5M | -$24.6M | — | -$27.9M | -45.3% | 34.6% |
| FY2018 | — | — | — | — | — | — |
Source: annual 10-K filings on SEC EDGAR. Figures in USD.
Executive summary
Schrodinger, Inc. revenue growth over the past decade is N/A; insufficient history prevents a reliable 10-year CAGR calculation.
Schrodinger, Inc. has historically struggled to out-earn its cost of capital, averaging just -27.9% ROIC.
Schrodinger, Inc. capital allocation metrics are N/A for the decade; share count and net debt history are incomplete.
Benjamin Graham lens
Under Benjamin Graham's formula using SEC EDGAR fundamentals, Schrodinger, Inc. is modeled at 15.0% normalized earnings growth with a 5.1% bond-yield adjustment. The resulting Graham intrinsic value estimate is $17.94 per share.