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SDGR Schrodinger, Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-05, not restated
Healthcare

Scale

Market cap
$1.5bn
Revenue TTM
$259m
Net income TTM
$-54m
Free cash flow
$-130m
Composite score
40.7
Sector rank
#1796

Valuation

P / E
EV / EBITDA
EV / sales
4.2
FCF yield
-8.71%
Earnings yield vs 10-yr
-8.36pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
-21.0%
EBITDA margin
-57.0%
ROE
-16.5%
ROIC
Revenue growth
8.9%

Insider activity, last 90 days

Net open-market
$-0.01m
Buyers
0
Sellers
1

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

We are eligible to receive up to $482.0 million in total milestone payments for the one remaining neurology target currently subject to the collaboration, of which we have recognized $32.0 million as of June 30, 2026, as well as a tiered percentage royalty on net sales of each product commercialized by BMS ranging from mid-single digits to low-double digits, subject to certain specified reductions. See "Collaboration and License Agreements" in Note 3 to our unaudited condensed consolidated financial statements for additional information relating to the research collaboration and license agreement. …Schrodinger, Inc., 10-Q, period ended 2026-06-30, filed 2026-08-05

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