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Schrodinger

SDGR

Schrodinger, Inc. provides a differentiated, physics-based computational platform that transforms the discovery of novel molecules for drug development and materials applications.

Market cap
$1.14B-24.9%
Revenue$254.9M+10.6%
Net income-$195.8M-4.6%
Free cash flow$59.5M+131%
EPS (diluted)-$2.67-3.9%
Trailing twelve months · change vs. prior year

Earnings

Next report

Aug 5, 2026 (In 1 week)
Revenue estimate$47.2M
EPS estimate-$0.41

Financials

Q1 2026

Income statement

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Revenue$58.6M-1.6%
Gross profit$29.5M-5.1%
Operating income-$48.8M+4.1%
Net income-$60.0M-0.4%
EPS (diluted)-$0.81+1.2%

Balance sheet

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Cash & equivalents$267.7M-20.7%
Total debt$107.0M-7.9%
Total equity$313.5M-16.1%
Total assets$634.2M-14.6%

Cash flow

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Operating cash flow-$14.8M-110%
CapEx$2.5M+321%
Free cash flow-$17.3M-112%

Valuation & ratios

Valuation

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Market cap$1.14B-24.9%
Enterprise value$980.97M-35.7%
P/S4.5×-2.4×

Profitability

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Gross margin55.3%-7.3pp
Operating margin-64.7%-12.0pp

Returns & leverage

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Debt / equity0.3×0.0×
Current ratio2.7×-0.7×

Segments

By product

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Software products and services$35.6M-20.9%
On-premise software$14.2M-44.2%
Hosted software$12.1M+11.1%
Software maintenance$6.7M-2.0%
Professional services$2.6M+40.2%

By geography

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APAC$20.2M-12.6%
EMEA$6.7M+9.9%
Rest of World$333.0K-54.4%

By segment

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Software$35.6M-27.2%
Drug discovery$23.0M+115%

Competitors

Profile

Schrodinger, Inc. provides a differentiated, physics-based computational platform that transforms the discovery of novel molecules for drug development and materials applications. The company's platform enables more rapid and cost-effective molecule design by accurately predicting critical properties before chemical synthesis. Their business model combines a high-margin software licensing business with a pipeline of collaborative and proprietary drug discovery programs.

Competitive position

A leading provider of physics-based molecular modeling software with a unique dual-track strategy of software licensing and internal drug development.

GeographiesGlobal, United States
Customer segmentsEnterprise, Life Sciences, Public Sector, Higher Education
Business modelSubscription SaaS, Licensing, Research and Development, Milestone and Royalty
SuppliersCloud computing infrastructure, High-performance computing hardware, Scientific data sources, Specialized software engineering talent
CustomersDrug discovery teams, Materials scientists, Clinical trial investigators, Commercial pharmaceutical manufacturers
Listed2020
Employees787.0
CEORamy Farid
FilingsSEC EDGAR

Questions, answered.

What is Schrodinger's market cap?
Schrodinger (SDGR) has a market capitalization of $1.1B and trades on NASDAQ.
What is Schrodinger's revenue and profitability?
Schrodinger generated $254.9M in trailing twelve-month revenue with a net loss of $195.8M, representing a net margin of -68.5%. Gross margin stands at 55.3%, with free cash flow of $59.5M. These figures are based on the Q1 2026 filing.
Who are Schrodinger's competitors?
Schrodinger's key competitors include Certara, Simulation Plus, Sutro Biopharma, Inc., and others. These companies compete in similar markets and product categories.
Who does Schrodinger partner with?
Schrodinger's notable partners include Novartis Pharma AG, Bristol-Myers Squibb, Sanofi.
What subsidiaries does Schrodinger have?
Schrodinger's subsidiaries include Schrödinger Therapeutics Group.
Where is Schrodinger headquartered?
Schrodinger is headquartered in United States of America and employs approximately 787 people. It has been publicly traded since 2020.