CALIX INC (CALX) Fundamental Analysis & Valuation

NYSE:CALX • US13100M5094

Current stock price

43.38 USD
+0.69 (+1.62%)
At close:
43.38 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.

4

1. CALX Profitability Analysis

1.1 Basic Checks

  • CALX had positive earnings in the past year.
  • CALX had a positive operating cash flow in the past year.
  • Of the past 5 years CALX 4 years were profitable.
  • In the past 5 years CALX always reported a positive cash flow from operatings.
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

  • CALX has a Return On Assets (1.69%) which is in line with its industry peers.
  • CALX's Return On Equity of 2.08% is in line compared to the rest of the industry. CALX outperforms 56.52% of its industry peers.
  • 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

  • CALX has a Profit Margin (1.79%) which is in line with its industry peers.
  • CALX's Profit Margin has declined in the last couple of years.
  • CALX's Operating Margin of 2.10% is in line compared to the rest of the industry. CALX outperforms 43.48% of its industry peers.
  • CALX's Operating Margin has declined in the last couple of years.
  • The Gross Margin of CALX (56.83%) is better than 76.09% 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

  • CALX has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
  • The number of shares outstanding for CALX has been increased compared to 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

  • CALX has an Altman-Z score of 9.42. This indicates that CALX is financially healthy and has little risk of bankruptcy at the moment.
  • CALX's Altman-Z score of 9.42 is amongst the best of the industry. CALX outperforms 82.61% 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 9.42
ROIC/WACC0.19
WACC9.84%
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 89.13% of the companies in the same industry.
  • A Quick Ratio of 3.42 indicates that CALX has no problem at all paying its short term obligations.
  • Looking at the Quick ratio, with a value of 3.42, CALX belongs to the top of the industry, outperforming 86.96% of the companies in the same industry.
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

  • The Earnings Per Share has grown by an impressive 220.41% 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.
  • CALX shows a strong growth in Revenue. In the last year, the Revenue has grown by 20.26%.
  • 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)220.41%
EPS 3Y6.69%
EPS 5Y7.44%
EPS Q2Q%110.53%
Revenue 1Y (TTM)20.26%
Revenue growth 3Y4.84%
Revenue growth 5Y13.07%
Sales Q2Q%27.12%

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.
  • 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.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
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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5

4. CALX Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 27.63, CALX can be considered very expensive at the moment.
  • 67.39% of the companies in the same industry are more expensive than CALX, based on the Price/Earnings ratio.
  • CALX is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 27.42, which is the current average of the S&P500 Index.
  • CALX is valuated rather expensively with a Price/Forward Earnings ratio of 17.56.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of CALX indicates a rather cheap valuation: CALX is cheaper than 84.78% of the companies listed in the same industry.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 22.24, CALX is valued a bit cheaper.
Industry RankSector Rank
PE 27.63
Fwd PE 17.56
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

  • CALX's Enterprise Value to EBITDA ratio is in line with the industry average.
  • The rest of the industry has a similar Price/Free Cash Flow ratio as CALX.
Industry RankSector Rank
P/FCF 24.26
EV/EBITDA 54.91
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 low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap 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)0.79
PEG (5Y)3.71
EPS Next 2Y34.77%
EPS Next 3YN/A

More info and screens

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

0

5. CALX Dividend Analysis

5.1 Amount

  • CALX does not give a dividend.
Industry RankSector Rank
Dividend Yield 0%

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CALX Fundamentals: All Metrics, Ratios and Statistics

CALIX INC

NYSE:CALX (4/24/2026, 8:24:51 PM)

After market: 43.38 0 (0%)

43.38

+0.69 (+1.62%)

Chartmill FA Rating
GICS IndustryGroupTechnology Hardware & Equipment
GICS IndustryCommunications Equipment
Earnings (Last)04-21
Earnings (Next)07-20
Inst Owners94.69%
Inst Owner Change0.3%
Ins Owners9.46%
Ins Owner Change3.95%
Market Cap2.80B
Revenue(TTM)1.00B
Net Income(TTM)17.88M
Analysts81.43
Price Target72.04 (66.07%)
Short Float %10.14%
Short Ratio5.52
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%
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 27.63
Fwd PE 17.56
P/S 2.8
P/FCF 24.26
P/OCF 20.77
P/B 3.26
P/tB 3.77
EV/EBITDA 54.91
EPS(TTM)1.57
EY3.62%
EPS(NY)2.47
Fwd EY5.69%
FCF(TTM)1.79
FCFY4.12%
OCF(TTM)2.09
OCFY4.81%
SpS15.48
BVpS13.3
TBVpS11.5
PEG (NY)0.79
PEG (5Y)3.71
Graham Number21.6742 (-50.04%)
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 9.42
F-Score8
WACC9.84%
ROIC/WACC0.19
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)220.41%
EPS 3Y6.69%
EPS 5Y7.44%
EPS Q2Q%110.53%
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%27.12%
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 5 / 10 to CALIX INC (CALX). This can be considered as Fairly Valued.


How profitable is CALIX INC (CALX) stock?

CALIX INC (CALX) has a profitability rating of 4 / 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 27.63 and the Price/Book (PB) ratio is 3.26.


What is the financial health of CALIX INC (CALX) stock?

The financial health rating of CALIX INC (CALX) is 8 / 10.