Assessing Schrödinger (SDGR) Valuation As Its Computational Platform And Novartis Collaboration Draw Fresh Attention

Simply Wall St.01-31

Schrödinger (SDGR) is back in focus as its physics based computational platform, high profile collaborations including Novartis Pharma AG, and favorable analyst endorsements draw fresh attention from ...

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See our latest analysis for Schrödinger. Despite the recent attention around its platform and collaborations, Schrödinger’s share price has come under pressure, with a 7 day share price return of 14.92% and a 30 day share price return of 21.87%, contributing to a 1 year total shareholder return decline of 44.29% and an even larger 5 year total shareholder return decline. This signals that recent momentum has been weak compared with the longer term record. If this kind of volatility has you looking across the sector, it could be a good moment to scan other healthcare stocks that might fit your approach. With Schrödinger’s shares down sharply over 1 year and 5 years, yet trading at a large discount to analyst targets and some intrinsic estimates, you have to ask yourself: is this a reset buying opportunity, or is the market already pricing in future growth? AdvertisementMost Popular Narrative: 48.8% Undervalued Schrödinger’s most followed valuation story points to a fair value of $27.30 versus the last close at $13.97, highlighting a clear gap between price and narrative.  Strong pipeline advancement and early clinical success, such as positive Phase I data for SGR-1505, positions the company to secure additional milestone payments, royalties, and out-licensing deals, creating potential for substantial long-term revenue growth and more predictable future cash flows.  Read the complete narrative. Curious what kind of revenue curve and margin shift would need to align with those cash flows, and what future earnings multiple that story relies on? Result: Fair Value of $27.30 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are pressure points you cannot ignore, including reliance on volatile milestone and royalty revenue, as well as recent margin strain linked to shifting software mix and higher investment. Find out about the key risks to this Schrödinger narrative. Another View: Multiples Paint a Tougher Picture While the narrative and intrinsic estimates point to Schrödinger as undervalued, its current P/S of 4x is higher than both the US Healthcare Services industry at 2.3x and peers at 1.6x, and above a fair ratio of 2.5x. That kind of premium raises a simple question: is the market already paying up for a story that still needs to be proved in the numbers? See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:SDGR P/S Ratio as at Jan 2026 Build Your Own Schrödinger Narrative If the current story does not quite match your view, or you prefer to work straight from the numbers yourself, you can build a full custom Schrödinger thesis in just a few minutes with Do it your way. A great starting point for your Schrödinger research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision. Ready for more investment ideas? If Schrödinger has sharpened your thinking, do not stop here. Broaden your watchlist with fresh companies that line up with your style and risk comfort.  Target potential mispricings by scanning these 868 undervalued stocks based on cash flows that match your view on quality, growth, and balance sheet strength. Ride advances in machine learning by checking out these 25 AI penny stocks that tie real revenue models to their technology story. Lock in income ideas by reviewing these 14 dividend stocks with yields > 3% offering yields above 3% that could complement growth focused positions.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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