CALIX INC (CALX) Fundamental Analysis & Valuation

NYSE:CALX • US13100M5094

Current stock price

51.02 USD
-1.74 (-3.3%)
At close:
51.02 USD
0 (0%)
After Hours:

This CALX fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

5

1. CALX Profitability Analysis

1.1 Basic Checks

  • CALX had positive earnings in the past year.
  • In the past year CALX had a positive cash flow from operations.
  • Of the past 5 years CALX 4 years were profitable.
  • Each year in the past 5 years CALX had a positive operating cash flow.
CALX Yearly Net Income VS EBIT VS OCF VS FCFCALX Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 100M 200M

1.2 Ratios

  • With a decent Return On Assets value of 1.69%, CALX is doing good in the industry, outperforming 60.42% of the companies in the same industry.
  • CALX has a Return On Equity of 2.08%. This is in the better half of the industry: CALX outperforms 60.42% of its industry peers.
  • CALX has a Return On Invested Capital of 1.85%. This is comparable to the rest of the industry: CALX outperforms 58.33% of its industry peers.
Industry RankSector Rank
ROA 1.69%
ROE 2.08%
ROIC 1.85%
ROA(3y)0.55%
ROA(5y)7.68%
ROE(3y)0.78%
ROE(5y)10.06%
ROIC(3y)N/A
ROIC(5y)N/A
CALX Yearly ROA, ROE, ROICCALX Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 -20 40 -40

1.3 Margins

  • The Profit Margin of CALX (1.79%) is better than 60.42% of its industry peers.
  • CALX's Profit Margin has declined in the last couple of years.
  • Looking at the Operating Margin, with a value of 2.10%, CALX is in line with its industry, outperforming 47.92% of the companies in the same industry.
  • In the last couple of years the Operating Margin of CALX has declined.
  • CALX's Gross Margin of 56.83% is fine compared to the rest of the industry. CALX outperforms 77.08% of its industry peers.
  • CALX's Gross Margin has improved in the last couple of years.
Industry RankSector Rank
OM 2.1%
PM (TTM) 1.79%
GM 56.83%
OM growth 3Y-29.78%
OM growth 5Y-23.41%
PM growth 3Y-27.67%
PM growth 5Y-21.99%
GM growth 3Y4.24%
GM growth 5Y2.87%
CALX Yearly Profit, Operating, Gross MarginsCALX Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 40

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8

2. CALX Health Analysis

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), CALX is destroying value.
  • The number of shares outstanding for CALX has been increased compared to 1 year ago.
  • CALX has more shares outstanding than it did 5 years ago.
  • CALX has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
CALX Yearly Shares OutstandingCALX Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20M 40M 60M
CALX Yearly Total Debt VS Total AssetsCALX Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M 1B

2.2 Solvency

  • CALX has an Altman-Z score of 11.54. This indicates that CALX is financially healthy and has little risk of bankruptcy at the moment.
  • CALX has a Altman-Z score of 11.54. This is amongst the best in the industry. CALX outperforms 83.33% of its industry peers.
  • CALX has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Altman-Z 11.54
ROIC/WACC0.21
WACC8.97%
CALX Yearly LT Debt VS Equity VS FCFCALX Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 200M 400M 600M 800M

2.3 Liquidity

  • CALX has a Current Ratio of 4.24. This indicates that CALX is financially healthy and has no problem in meeting its short term obligations.
  • CALX has a better Current ratio (4.24) than 89.58% of its industry peers.
  • CALX has a Quick Ratio of 3.42. This indicates that CALX is financially healthy and has no problem in meeting its short term obligations.
  • CALX has a better Quick ratio (3.42) than 87.50% of its industry peers.
Industry RankSector Rank
Current Ratio 4.24
Quick Ratio 3.42
CALX Yearly Current Assets VS Current LiabilitesCALX Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M

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8

3. CALX Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an impressive 166.67% over the past year.
  • CALX shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 7.44% yearly.
  • Looking at the last year, CALX shows a very strong growth in Revenue. The Revenue has grown by 20.26%.
  • CALX shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 13.07% yearly.
EPS 1Y (TTM)166.67%
EPS 3Y6.69%
EPS 5Y7.44%
EPS Q2Q%387.5%
Revenue 1Y (TTM)20.26%
Revenue growth 3Y4.84%
Revenue growth 5Y13.07%
Sales Q2Q%32.18%

3.2 Future

  • CALX is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 34.77% yearly.
  • Based on estimates for the next years, CALX will show a quite strong growth in Revenue. The Revenue will grow by 14.44% on average per year.
EPS Next Y35.04%
EPS Next 2Y34.77%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year15.13%
Revenue Next 2Y14.44%
Revenue Next 3YN/A
Revenue Next 5YN/A

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
CALX Yearly Revenue VS EstimatesCALX Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 200M 400M 600M 800M 1B
CALX Yearly EPS VS EstimatesCALX Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 0 1 -1 2

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3

4. CALX Valuation Analysis

4.1 Price/Earnings Ratio

  • CALX is valuated quite expensively with a Price/Earnings ratio of 37.51.
  • Compared to the rest of the industry, the Price/Earnings ratio of CALX indicates a somewhat cheap valuation: CALX is cheaper than 62.50% of the companies listed in the same industry.
  • When comparing the Price/Earnings ratio of CALX to the average of the S&P500 Index (25.61), we can say CALX is valued slightly more expensively.
  • With a Price/Forward Earnings ratio of 27.78, CALX can be considered very expensive at the moment.
  • The rest of the industry has a similar Price/Forward Earnings ratio as CALX.
  • When comparing the Price/Forward Earnings ratio of CALX to the average of the S&P500 Index (22.79), we can say CALX is valued slightly more expensively.
Industry RankSector Rank
PE 37.51
Fwd PE 27.78
CALX Price Earnings VS Forward Price EarningsCALX Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of CALX is on the same level as its industry peers.
  • CALX's Price/Free Cash Flow ratio is in line with the industry average.
Industry RankSector Rank
P/FCF 28.98
EV/EBITDA 73.09
CALX Per share dataCALX EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 5 10 15

4.3 Compensation for Growth

  • CALX's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • CALX's earnings are expected to grow with 34.77% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.07
PEG (5Y)5.04
EPS Next 2Y34.77%
EPS Next 3YN/A

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

0

5. CALX Dividend Analysis

5.1 Amount

  • No dividends for CALX!.
Industry RankSector Rank
Dividend Yield 0%

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CALX Fundamentals: All Metrics, Ratios and Statistics

CALIX INC

NYSE:CALX (3/26/2026, 4:15:00 PM)

After market: 51.02 0 (0%)

51.02

-1.74 (-3.3%)

Chartmill FA Rating
GICS IndustryGroupTechnology Hardware & Equipment
GICS IndustryCommunications Equipment
Earnings (Last)01-28
Earnings (Next)04-20
Inst Owners92.77%
Inst Owner Change3.48%
Ins Owners10.73%
Ins Owner Change4.5%
Market Cap3.35B
Revenue(TTM)1.00B
Net Income(TTM)17.88M
Analysts81.43
Price Target72.04 (41.2%)
Short Float %8.42%
Short Ratio4.4
Dividend
Industry RankSector Rank
Dividend Yield 0%
Yearly DividendN/A
Dividend Growth(5Y)N/A
DPN/A
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)13.35%
Min EPS beat(2)-0.43%
Max EPS beat(2)27.12%
EPS beat(4)3
Avg EPS beat(4)33.12%
Min EPS beat(4)-0.43%
Max EPS beat(4)58.73%
EPS beat(8)6
Avg EPS beat(8)26.39%
EPS beat(12)10
Avg EPS beat(12)22.66%
EPS beat(16)14
Avg EPS beat(16)23.47%
Revenue beat(2)2
Avg Revenue beat(2)2.88%
Min Revenue beat(2)0.08%
Max Revenue beat(2)5.69%
Revenue beat(4)4
Avg Revenue beat(4)4.01%
Min Revenue beat(4)0.08%
Max Revenue beat(4)5.95%
Revenue beat(8)4
Avg Revenue beat(8)0.6%
Revenue beat(12)4
Avg Revenue beat(12)0.05%
Revenue beat(16)7
Avg Revenue beat(16)0.67%
PT rev (1m)0%
PT rev (3m)-8.58%
EPS NQ rev (1m)0.4%
EPS NQ rev (3m)-3.25%
EPS NY rev (1m)0%
EPS NY rev (3m)1.92%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)1.46%
Revenue NY rev (1m)0%
Revenue NY rev (3m)1.57%
Valuation
Industry RankSector Rank
PE 37.51
Fwd PE 27.78
P/S 3.35
P/FCF 28.98
P/OCF 24.8
P/B 3.9
P/tB 4.5
EV/EBITDA 73.09
EPS(TTM)1.36
EY2.67%
EPS(NY)1.84
Fwd EY3.6%
FCF(TTM)1.76
FCFY3.45%
OCF(TTM)2.06
OCFY4.03%
SpS15.24
BVpS13.1
TBVpS11.33
PEG (NY)1.07
PEG (5Y)5.04
Graham Number20.02
Profitability
Industry RankSector Rank
ROA 1.69%
ROE 2.08%
ROCE 2.34%
ROIC 1.85%
ROICexc 3.27%
ROICexgc 4.24%
OM 2.1%
PM (TTM) 1.79%
GM 56.83%
FCFM 11.55%
ROA(3y)0.55%
ROA(5y)7.68%
ROE(3y)0.78%
ROE(5y)10.06%
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3Y-28.56%
ROICexgc growth 5Y-39.16%
ROICexc growth 3Y-27.84%
ROICexc growth 5Y-28.65%
OM growth 3Y-29.78%
OM growth 5Y-23.41%
PM growth 3Y-27.67%
PM growth 5Y-21.99%
GM growth 3Y4.24%
GM growth 5Y2.87%
F-Score8
Asset Turnover0.94
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Debt/EBITDA 0
Cap/Depr 109.74%
Cap/Sales 1.94%
Interest Coverage 250
Cash Conversion 348.72%
Profit Quality 645.93%
Current Ratio 4.24
Quick Ratio 3.42
Altman-Z 11.54
F-Score8
WACC8.97%
ROIC/WACC0.21
Cap/Depr(3y)103.15%
Cap/Depr(5y)95.48%
Cap/Sales(3y)1.94%
Cap/Sales(5y)1.8%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)166.67%
EPS 3Y6.69%
EPS 5Y7.44%
EPS Q2Q%387.5%
EPS Next Y35.04%
EPS Next 2Y34.77%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)20.26%
Revenue growth 3Y4.84%
Revenue growth 5Y13.07%
Sales Q2Q%32.18%
Revenue Next Year15.13%
Revenue Next 2Y14.44%
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y148.78%
EBIT growth 3Y-26.38%
EBIT growth 5Y-13.4%
EBIT Next Year57.24%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y129.45%
FCF growth 3Y106.51%
FCF growth 5Y21.52%
OCF growth 1Y97.3%
OCF growth 3Y70.59%
OCF growth 5Y21.29%

CALIX INC / CALX Fundamental Analysis FAQ

What is the fundamental rating for CALX stock?

ChartMill assigns a fundamental rating of 6 / 10 to CALX.


What is the valuation status of CALIX INC (CALX) stock?

ChartMill assigns a valuation rating of 3 / 10 to CALIX INC (CALX). This can be considered as Overvalued.


What is the profitability of CALX stock?

CALIX INC (CALX) has a profitability rating of 5 / 10.


What is the valuation of CALIX INC based on its PE and PB ratios?

The Price/Earnings (PE) ratio for CALIX INC (CALX) is 37.51 and the Price/Book (PB) ratio is 3.9.


What is the expected EPS growth for CALIX INC (CALX) stock?

The Earnings per Share (EPS) of CALIX INC (CALX) is expected to grow by 35.04% in the next year.