SDGR
Schrödinger, Inc.

Schrödinger, Inc.SDGR

Healthcare · Health Information Services
29.45USD
+0.75%
Sep 25, 2026
SDGR overview ready
Schrödinger is a scientific-software enabler with additional direct drug-discovery collaborations and proprietary programs.
Narrative not measured
AI-Enabled Drug DiscoveryComputational Molecular Design and Simulation PlatformsEnabling supplier
Advancing price action
Longer-term context reads early trend, with a near-term setup of extended daily.
Demanding valuation
The price embeds expectations that run ahead of the cash it currently generates.
Fundamentals not measured
Primary risk
High R&D costs impacting profitability.
Market Sep 24Filing Jun 30Price action Sep 24Research Sep 22

Conviction Level

NarrativeHeat—ThemeHeat6.8PriceAction8.6Valuation0.3CompanyPosition7.3
Price
Loading price history…

Price Action

Advancing price action
Longer-term context reads early trend, with a near-term setup of extended daily.
EntryBreakout + retest

Price broke through the weekly SMA200, then retested it constructively and recovered — a fresh structural entry rather than a chase.

Key Financials

Market Cap
$1.9B
Avg Volume (60D)
1.6M
60 sessions
Revenue Growth YoY
+23.3%
FY2025 vs FY2024
Gross Margin
+56.9%
Trailing twelve months
Operating Margin
-59.2%
Trailing twelve months
Free Cash Flow Yield
-7.0%
Distance from 200DMA
+89.6%
Next Earnings
2026-11-04
P/E
N/M
Market metrics as of Sep 24, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Both valuation perspectives agree this company is expensive.
Schrödinger, Inc. has an Expensive valuation stance because the price embeds expectations that run ahead of the cash it currently generates.

Company Research

Thesis
Schrödinger is a scientific-software enabler with additional direct drug-discovery collaborations and proprietary programs. Its platform combines physics-based molecular simulation with AI-enabled workflows, sold through software licenses and applied in partnered discovery programs.
Opportunity
Moderate opportunity
Biopharma adoption of AI, predictive modeling, and physics-based simulation to improve molecular design, prioritize compounds, and reduce trial-and-error experimentation in early drug discovery.
Key risk
High R&D costs impacting profitability.

Narrative & Theme

AI-Enabled Drug Discovery
Part of Computational Molecular Design and Simulation Platforms, with strong fit.
SDGR has a direct and differentiated connection to the emerging AI-enabled drug-discovery spending cycle, rather than generic healthcare or generic AI exposure.
Narrative HeatNeutral5.6 / 10
This reading is no longer current (last measured 2026-09-11). It is kept until the next scheduled measurement replaces it.
Theme HeatNeutral6.8 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Healthcare · Health Information Services
What they do

Schrödinger, Inc. develops a physics-based computational platform to enable discovery of novel molecules for drug development and materials applications, operating through Software and Drug Discovery segments.

How it earns

The company generates revenue primarily through software sales and collaborative drug discovery projects.

Products & services
Computational drug discovery software
Preclinical and clinical drug candidates
Customers & end markets
Life sciences companies
Materials science companies
Market position

Niche player specializing in physics-based molecular discovery software and drug discovery collaborations.

Demand drivers
Medium cyclicality

Demand is influenced by pharmaceutical R&D spending cycles and materials science innovation trends.