Professional
Added to YB: 2026-03-20
Pitch date: 2026-03-18
SDGR [neutral]
Schrödinger, Inc.
+3.65%
current return
Author Info
Pernas Research is a former CIO of a $3.5B fund that now share actionable stock research. Sign up for the newsletter.
Company Info
Schrödinger, Inc., together with its subsidiaries, develops physics-based computational platform that enables discovery of novel molecules for drug development and materials applications in the United States, the Asia-Pacific, Europe, Middle East, Africa, and internationally.
Market Cap
$907.3M
Pitch Price
$11.77
Price Target
N/A
Dividend
N/A
EV/EBITDA
-4.35
P/E
-8.72
EV/Sales
2.43
Sector
Health Care Technology
Category
N/A
Pernas Research Passes On: Schrödinger, Inc.
SDGR (pass): Biotech/software co using physics-based simulations for drug/materials discovery. Once clear leader pre-AI era, but AlphaFold/Isomorphic Labs' transformer models shifted field to faster data-driven methods. SDGR adding AI to legacy platform. SaaS growing but terminal value risk high pending execution in AI landscape.
Read full article (1 min)