CALIX INC (CALX) Fundamental Analysis & Valuation

NYSE:CALX • US13100M5094

52.71 USD
-1.57 (-2.89%)
Last: Mar 5, 2026, 11:24 AM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership News

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

Fundamental Rating

6

Overall CALX gets a fundamental rating of 6 out of 10. We evaluated CALX against 48 industry peers in the Communications Equipment industry. While CALX has a great health rating, its profitability is only average at the moment. CALX shows excellent growth, but is valued quite expensive already. With these ratings, CALX could be worth investigating further for growth investing!.


Dividend Valuation Growth Profitability Health

5

1. CALX Profitability Analysis

1.1 Basic Checks

  • In the past year CALX was profitable.
  • In the past year CALX had a positive cash flow from operations.
  • CALX had positive earnings in 4 of the past 5 years.
  • CALX had a positive operating cash flow in each of the past 5 years.
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

  • Looking at the Return On Assets, with a value of 1.69%, CALX is in the better half of the industry, outperforming 60.42% of the companies in the same industry.
  • With a decent Return On Equity value of 2.08%, CALX is doing good in the industry, outperforming 60.42% of the companies in the same industry.
  • CALX has a Return On Invested Capital (1.85%) which is in line with 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

  • With a decent Profit Margin value of 1.79%, CALX is doing good in the industry, outperforming 60.42% of the companies in the same industry.
  • CALX's Profit Margin has declined in the last couple of years.
  • CALX has a Operating Margin (2.10%) which is in line with its industry peers.
  • In the last couple of years the Operating Margin of CALX has declined.
  • CALX has a better Gross Margin (56.83%) than 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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9

2. CALX Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so CALX is destroying value.
  • CALX has less shares outstanding than it did 1 year ago.
  • Compared to 5 years ago, CALX has more shares outstanding
  • There is no outstanding debt for CALX. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and 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

  • An Altman-Z score of 11.95 indicates that CALX is not in any danger for bankruptcy at the moment.
  • Looking at the Altman-Z score, with a value of 11.95, CALX belongs to the top of the industry, outperforming 89.58% of the companies in the same industry.
  • 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 11.95
ROIC/WACC0.2
WACC9.49%
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

  • A Current Ratio of 4.24 indicates that CALX has no problem at all paying its short term obligations.
  • With an excellent Current ratio value of 4.24, CALX belongs to the best of the industry, outperforming 89.58% of the companies in the same industry.
  • 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 Quick ratio of 3.42. This is amongst the best in the industry. CALX outperforms 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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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

8

3. CALX Growth Analysis

3.1 Past

  • CALX shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 166.67%, which is quite impressive.
  • Measured over the past 5 years, CALX shows a small growth in Earnings Per Share. The EPS has been growing by 7.44% on average per year.
  • The Revenue has grown by 20.26% in the past year. This is a very strong growth!
  • Measured over the past years, CALX shows a quite strong growth in Revenue. The Revenue has been growing by 13.07% on average per year.
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

  • Based on estimates for the next years, CALX will show a very strong growth in Earnings Per Share. The EPS will grow by 34.77% on average per year.
  • The Revenue is expected to grow by 14.44% on average over the next years. This is quite good.
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

  • The Price/Earnings ratio is 38.76, which means the current valuation is very expensive for CALX.
  • CALX's Price/Earnings ratio is a bit cheaper when compared to the industry. CALX is cheaper than 60.42% of the companies in the same industry.
  • When comparing the Price/Earnings ratio of CALX to the average of the S&P500 Index (27.03), we can say CALX is valued slightly more expensively.
  • A Price/Forward Earnings ratio of 28.70 indicates a quite expensive valuation of CALX.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of CALX is on the same level as its industry peers.
  • CALX's Price/Forward Earnings ratio indicates a similar valuation than the S&P500 average which is at 25.11.
Industry RankSector Rank
PE 38.76
Fwd PE 28.7
CALX Price Earnings VS Forward Price EarningsCALX Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • CALX's Enterprise Value to EBITDA ratio is in line with the industry average.
  • CALX's Price/Free Cash Flow ratio is in line with the industry average.
Industry RankSector Rank
P/FCF 30.24
EV/EBITDA 76.6
CALX Per share dataCALX EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 5 10 15

4.3 Compensation for Growth

  • The PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • A more expensive valuation may be justified as CALX's earnings are expected to grow with 34.77% in the coming years.
PEG (NY)1.11
PEG (5Y)5.21
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 (3/5/2026, 11:24:44 AM)

52.71

-1.57 (-2.89%)

Chartmill FA Rating
GICS IndustryGroupTechnology Hardware & Equipment
GICS IndustryCommunications Equipment
Earnings (Last)01-28
Earnings (Next)04-20
Inst Owners88.2%
Inst Owner Change3.48%
Ins Owners10.55%
Ins Owner Change4.5%
Market Cap3.49B
Revenue(TTM)1.00B
Net Income(TTM)17.88M
Analysts81.43
Price Target72.04 (36.67%)
Short Float %8.54%
Short Ratio4.48
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)-8.58%
PT rev (3m)-8.58%
EPS NQ rev (1m)-3.66%
EPS NQ rev (3m)-3.25%
EPS NY rev (1m)-0.43%
EPS NY rev (3m)2.89%
Revenue NQ rev (1m)1.46%
Revenue NQ rev (3m)1.46%
Revenue NY rev (1m)0.69%
Revenue NY rev (3m)3.37%
Valuation
Industry RankSector Rank
PE 38.76
Fwd PE 28.7
P/S 3.49
P/FCF 30.24
P/OCF 25.89
P/B 4.07
P/tB 4.7
EV/EBITDA 76.6
EPS(TTM)1.36
EY2.58%
EPS(NY)1.84
Fwd EY3.48%
FCF(TTM)1.74
FCFY3.31%
OCF(TTM)2.04
OCFY3.86%
SpS15.09
BVpS12.96
TBVpS11.21
PEG (NY)1.11
PEG (5Y)5.21
Graham Number19.92
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 11.95
F-Score8
WACC9.49%
ROIC/WACC0.2
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 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 38.76 and the Price/Book (PB) ratio is 4.07.


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.