SDGRSchrodinger, Inc.
Pharmaceutical Preparations
- Revenue
- $256M
- 23% YoY
- Operating margin
- -65.2%
- 35% YoY
- EBITDA
- −$161M
- 21% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCFired17% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear1% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $138M | $181M | $217M | $208M | $256M | 23% |
| Operating income | −$111M | −$147M | −$177M | −$209M | −$167M | 20% |
| Net income | −$101M | −$149M | $41M | −$187M | −$103M | 45% |
| Operating cash flow | −$71M | −$120M | −$137M | −$157M | $14M | 109% |
| Capex | $7M | $8M | $13M | $7M | $1M | 80% |
| Stock-based comp | $26M | $40M | $48M | $50M | $43M | 14% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $967K · 5
- Net
- −$967K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $4M | $3M | 23 | 126 |
| FY2024 | $4M | $667K | 24 | 101 |
| FY2023 | $3M | $10M | 45 | 98 |
| FY2022 | $4M | −$3M | 24 | 95 |
| FY2021 | $8M | −$21M | 44 | 97 |