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Upturn AI SWOT - About
CDXS 
Codexis Inc (CDXS)
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Upturn Advisory Summary
04/01/2025: CDXS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -67.24% | Avg. Invested days 22 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 207.92M USD | Price to earnings Ratio - | 1Y Target Price 7.33 |
Price to earnings Ratio - | 1Y Target Price 7.33 | ||
Volume (30-day avg) 1104618 | Beta 2.12 | 52 Weeks Range 2.41 - 6.08 | Updated Date 04/1/2025 |
52 Weeks Range 2.41 - 6.08 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.89 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -109.99% | Operating Margin (TTM) -34.21% |
Management Effectiveness
Return on Assets (TTM) -25.54% | Return on Equity (TTM) -85.03% |
Valuation
Trailing PE - | Forward PE 138.89 | Enterprise Value 194358656 | Price to Sales(TTM) 3.92 |
Enterprise Value 194358656 | Price to Sales(TTM) 3.92 | ||
Enterprise Value to Revenue 3.53 | Enterprise Value to EBITDA -10.67 | Shares Outstanding 82837296 | Shares Floating 63611599 |
Shares Outstanding 82837296 | Shares Floating 63611599 | ||
Percent Insiders 2.44 | Percent Institutions 80.52 |
Analyst Ratings
Rating 4.29 | Target Price 7.5 | Buy 1 | Strong Buy 4 |
Buy 1 | Strong Buy 4 | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Codexis Inc
Company Overview
History and Background
Codexis, Inc. was founded in 2002. It is a protein engineering company that develops high-performance enzymes for various industries. It has evolved from focusing solely on pharmaceuticals to expanding into sustainable manufacturing and other sectors.
Core Business Areas
- Performance Enzymes: Develops and sells enzymes for use in pharmaceutical manufacturing, food and beverage, and other industries. These enzymes enable more efficient and sustainable production processes.
- CDx Biologics: Develops novel biological therapeutics utilizing their protein engineering platform.
Leadership and Structure
The leadership team includes the CEO, President, CFO, and other key executives. The company operates with a functional structure, with teams dedicated to research and development, manufacturing, sales, and marketing.
Top Products and Market Share
Key Offerings
- Enzymes for Pharmaceutical Manufacturing: Codexis provides enzymes that improve the efficiency and sustainability of pharmaceutical manufacturing processes. Codexis plays against competitors like Novozymes (NVZMY) and BASF (BASFY) by offering custom enzyme solutions with superior performance compared to existing biocatalysts or chemical synthesis routes. Market share is difficult to quantify due to the custom nature of many projects, but Codexis aims to become a leader in the market.
- Enzymes for Sustainable Manufacturing: These enzymes are used in various industrial processes to create more sustainable products. Competitors include companies like DSM and DuPont (DD). Market share is still growing, and Codexis is focused on expanding its applications in this area.
- CDx Biologics therapeutics: Early stage pharmaceutical drug development efforts, focused on leveraging protein engineering and novel biology. Competitors are all pharmaceutical companies working on cutting edge disease therapies, like Amgen (AMGN) and Regeneron (REGN).
Market Dynamics
Industry Overview
The industrial biotechnology market is growing due to the increasing demand for sustainable manufacturing processes. The pharmaceutical industry is also seeking more efficient and environmentally friendly production methods.
Positioning
Codexis is a leader in protein engineering. Its competitive advantage lies in its ability to develop highly customized and efficient enzymes.
Total Addressable Market (TAM)
The total addressable market for industrial enzymes is expected to reach billions of dollars. Codexis is well-positioned to capture a significant portion of this market by focusing on high-value applications in pharmaceuticals and sustainable manufacturing.
Upturn SWOT Analysis
Strengths
- Strong protein engineering platform
- Customizable enzyme solutions
- Expertise in pharmaceutical manufacturing
- Focus on sustainable manufacturing
- Strong intellectual property portfolio
Weaknesses
- Reliance on a limited number of key customers
- Relatively small size compared to major competitors
- Dependence on successful R&D outcomes
- Long lead times for development and commercialization
Opportunities
- Expanding into new markets and applications
- Growing demand for sustainable manufacturing
- Increasing adoption of biocatalysis in pharmaceuticals
- Strategic partnerships and collaborations
- Potential for acquisitions to broaden capabilities
Threats
- Competition from larger enzyme manufacturers
- Technological advancements rendering existing enzymes obsolete
- Economic downturn impacting industrial production
- Regulatory changes affecting pharmaceutical manufacturing
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- NVZMY
- BASFY
- DD
Competitive Landscape
Codexis competes with larger enzyme manufacturers, but it differentiates itself through its customizable enzyme solutions and expertise in pharmaceuticals.
Major Acquisitions
None
- Year: 0
- Acquisition Price (USD millions): 0
- Strategic Rationale: None
Growth Trajectory and Initiatives
Historical Growth: Codexis has demonstrated revenue growth in recent years driven by increased adoption of its enzymes.
Future Projections: Analyst projections estimate continued revenue growth driven by new applications and partnerships. These estimates typically depend on the pace of the expansion into these markets.
Recent Initiatives: Recent strategic initiatives include expanding its sustainable manufacturing portfolio, new partnerships in the pharmaceutical sector, and development of novel therapeutics.
Summary
Codexis is a protein engineering company with a strong technology platform and growing revenue. While facing competition, its focus on customization and sustainable solutions provides a competitive advantage. The company needs to carefully manage its customer concentration and successful R&D outcomes while monitoring technological advancements and market dynamics to fully capitalize on market opportunities in pharmaceuticals and sustainable manufacturing.
Similar Companies
AMGN
Amgen Inc
AMGN
Amgen Inc
REGN
Regeneron Pharmaceuticals Inc
REGN
Regeneron Pharmaceuticals Inc
Sources and Disclaimers
Data Sources:
- Company Website
- Financial News Outlets
- Analyst Reports
- SEC Filings (Hypothetical)
Disclaimers:
This analysis is based on publicly available information and hypothetical data. It is not financial advice. Actual data may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Codexis Inc
Exchange NASDAQ | Headquaters Redwood City, CA, United States | ||
IPO Launch date 2010-04-22 | President, CEO & Chairman Dr. Stephen George Dilly MBBS, Ph.D. | ||
Sector Healthcare | Industry Biotechnology | Full time employees 188 | Website https://www.codexis.com |
Full time employees 188 | Website https://www.codexis.com | ||
Codexis, Inc. provides enzymatic solutions for therapeutics manufacturing, leveraging its proprietary CodeEvolver technology platform to discover, develop, and enhance novel enzymes in the United States, Canada, Latin America, Europe, the Middle East, Africa, Australia, New Zealand, Southeast Asia, and China. The company develops its proprietary ECO Synthesis manufacturing platform to enable the scaled manufacture of RNAi therapeutics through an enzymatic route. It has a license agreement with Aldevron LLC and Pfizer Inc. The company was incorporated in 2002 and is headquartered in Redwood City, California.
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