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CALIX INC (CALX) Stock Fundamental Analysis

NYSE:CALX - New York Stock Exchange, Inc. - US13100M5094 - Common Stock - Currency: USD

53.93  +1.02 (+1.93%)

After market: 53.93 0 (0%)

Fundamental Rating

5

We assign a fundamental rating of 5 out of 10 to CALX. CALX was compared to 50 industry peers in the Communications Equipment industry. No worries on liquidiy or solvency for CALX as it has an excellent financial health rating, but there are worries on the profitability. While showing a medium growth rate, CALX is valued expensive at the moment.


Dividend Valuation Growth Profitability Health

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3

1. Profitability

1.1 Basic Checks

CALX had positive earnings in the past year.
In the past year CALX had a positive cash flow from operations.
CALX had positive earnings in 4 of the past 5 years.
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 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 100M 200M

1.2 Ratios

With a Return On Assets value of -3.78%, CALX perfoms like the industry average, outperforming 48.00% of the companies in the same industry.
Looking at the Return On Equity, with a value of -4.51%, CALX is in line with its industry, outperforming 56.00% of the companies in the same industry.
Industry RankSector Rank
ROA -3.78%
ROE -4.51%
ROIC N/A
ROA(3y)1.53%
ROA(5y)8.91%
ROE(3y)2.1%
ROE(5y)12.04%
ROIC(3y)N/A
ROIC(5y)N/A
CALX Yearly ROA, ROE, ROICCALX Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20 -20 40 -40

1.3 Margins

With a decent Gross Margin value of 54.97%, CALX is doing good in the industry, outperforming 72.00% of the companies in the same industry.
CALX's Gross Margin has improved in the last couple of years.
The Profit Margin and Operating Margin are not available for CALX so they could not be analyzed.
Industry RankSector Rank
OM N/A
PM (TTM) N/A
GM 54.97%
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y1.29%
GM growth 5Y4.26%
CALX Yearly Profit, Operating, Gross MarginsCALX Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20 40

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8

2. Health

2.1 Basic Checks

CALX does not have a ROIC to compare to the WACC, probably because it is not profitable.
CALX has more 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 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 20M 40M 60M
CALX Yearly Total Debt VS Total AssetsCALX Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 200M 400M 600M 800M

2.2 Solvency

An Altman-Z score of 14.69 indicates that CALX is not in any danger for bankruptcy at the moment.
The Altman-Z score of CALX (14.69) is better than 92.00% 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 14.69
ROIC/WACCN/A
WACC9.7%
CALX Yearly LT Debt VS Equity VS FCFCALX Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 200M 400M 600M

2.3 Liquidity

CALX has a Current Ratio of 4.58. This indicates that CALX is financially healthy and has no problem in meeting its short term obligations.
Looking at the Current ratio, with a value of 4.58, CALX belongs to the top of the industry, outperforming 86.00% of the companies in the same industry.
A Quick Ratio of 3.75 indicates that CALX has no problem at all paying its short term obligations.
CALX's Quick ratio of 3.75 is amongst the best of the industry. CALX outperforms 88.00% of its industry peers.
Industry RankSector Rank
Current Ratio 4.58
Quick Ratio 3.75
CALX Yearly Current Assets VS Current LiabilitesCALX Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M 400M 500M

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6

3. Growth

3.1 Past

The earnings per share for CALX have decreased strongly by -66.21% in the last year.
The Earnings Per Share has been growing by 53.42% on average over the past years. This is a very strong growth
Looking at the last year, CALX shows a very negative growth in Revenue. The Revenue has decreased by -18.75% in the last year.
CALX shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 14.40% yearly.
EPS 1Y (TTM)-66.21%
EPS 3Y-28.24%
EPS 5Y53.42%
EPS Q2Q%-9.52%
Revenue 1Y (TTM)-18.75%
Revenue growth 3Y6.97%
Revenue growth 5Y14.4%
Sales Q2Q%-2.68%

3.2 Future

The Earnings Per Share is expected to grow by 66.77% on average over the next years. This is a very strong growth
The Revenue is expected to grow by 9.37% on average over the next years. This is quite good.
EPS Next Y75%
EPS Next 2Y66.77%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year8.76%
Revenue Next 2Y9.37%
Revenue Next 3YN/A
Revenue Next 5YN/A

3.3 Evolution

When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
CALX Yearly Revenue VS EstimatesCALX Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 200M 400M 600M 800M 1B
CALX Yearly EPS VS EstimatesCALX Yearly EPS VS EstimatesYearly EPS VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0 0.5 -0.5 1 -1 1.5

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2

4. Valuation

4.1 Price/Earnings Ratio

CALX is valuated quite expensively with a Price/Earnings ratio of 110.06.
Compared to the rest of the industry, the Price/Earnings ratio of CALX is on the same level as its industry peers.
CALX's Price/Earnings ratio indicates a rather expensive valuation when compared to the S&P500 average which is at 27.45.
CALX is valuated quite expensively with a Price/Forward Earnings ratio of 38.02.
CALX's Price/Forward Earnings is on the same level as the industry average.
Compared to an average S&P500 Price/Forward Earnings ratio of 21.90, CALX is valued quite expensively.
Industry RankSector Rank
PE 110.06
Fwd PE 38.02
CALX Price Earnings VS Forward Price EarningsCALX Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 20 40 60 80 100

4.2 Price Multiples

CALX's Price/Free Cash Flow ratio is in line with the industry average.
Industry RankSector Rank
P/FCF 66.88
EV/EBITDA N/A
CALX Per share dataCALX EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 2 4 6 8 10

4.3 Compensation for Growth

The 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 66.77% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.47
PEG (5Y)2.06
EPS Next 2Y66.77%
EPS Next 3YN/A

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0

5. Dividend

5.1 Amount

CALX does not give a dividend.
Industry RankSector Rank
Dividend Yield N/A

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CALIX INC

NYSE:CALX (7/3/2025, 7:06:54 PM)

After market: 53.93 0 (0%)

53.93

+1.02 (+1.93%)

Chartmill FA Rating
GICS SectorInformation Technology
GICS IndustryGroupTechnology Hardware & Equipment
GICS IndustryCommunications Equipment
Earnings (Last)04-21 2025-04-21/amc
Earnings (Next)07-21 2025-07-21/amc
Inst Owners89.39%
Inst Owner Change2.09%
Ins Owners10.44%
Ins Owner Change0.53%
Market Cap3.50B
Analysts80
Price Target52.84 (-2.02%)
Short Float %4.52%
Short Ratio3.12
Dividend
Industry RankSector Rank
Dividend Yield N/A
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)2
Avg EPS beat(2)27.35%
Min EPS beat(2)7.65%
Max EPS beat(2)47.06%
EPS beat(4)4
Avg EPS beat(4)33.33%
Min EPS beat(4)7.65%
Max EPS beat(4)47.06%
EPS beat(8)7
Avg EPS beat(8)22.24%
EPS beat(12)11
Avg EPS beat(12)23.35%
EPS beat(16)15
Avg EPS beat(16)22.23%
Revenue beat(2)1
Avg Revenue beat(2)1.71%
Min Revenue beat(2)-0.9%
Max Revenue beat(2)4.32%
Revenue beat(4)1
Avg Revenue beat(4)-0.46%
Min Revenue beat(4)-3.27%
Max Revenue beat(4)4.32%
Revenue beat(8)1
Avg Revenue beat(8)-1.37%
Revenue beat(12)3
Avg Revenue beat(12)-0.26%
Revenue beat(16)6
Avg Revenue beat(16)0.11%
PT rev (1m)1.57%
PT rev (3m)3.19%
EPS NQ rev (1m)0%
EPS NQ rev (3m)35.48%
EPS NY rev (1m)0%
EPS NY rev (3m)25.3%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)6.3%
Revenue NY rev (1m)0%
Revenue NY rev (3m)4.94%
Valuation
Industry RankSector Rank
PE 110.06
Fwd PE 38.02
P/S 4.23
P/FCF 66.88
P/OCF 49.29
P/B 4.56
P/tB 5.37
EV/EBITDA N/A
EPS(TTM)0.49
EY0.91%
EPS(NY)1.42
Fwd EY2.63%
FCF(TTM)0.81
FCFY1.5%
OCF(TTM)1.09
OCFY2.03%
SpS12.73
BVpS11.84
TBVpS10.04
PEG (NY)1.47
PEG (5Y)2.06
Profitability
Industry RankSector Rank
ROA -3.78%
ROE -4.51%
ROCE N/A
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM N/A
PM (TTM) N/A
GM 54.97%
FCFM 6.33%
ROA(3y)1.53%
ROA(5y)8.91%
ROE(3y)2.1%
ROE(5y)12.04%
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
ROICexcg growth 3YN/A
ROICexcg growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y1.29%
GM growth 5Y4.26%
F-Score6
Asset Turnover0.9
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Debt/EBITDA N/A
Cap/Depr 98.42%
Cap/Sales 2.26%
Interest Coverage N/A
Cash Conversion N/A
Profit Quality N/A
Current Ratio 4.58
Quick Ratio 3.75
Altman-Z 14.69
F-Score6
WACC9.7%
ROIC/WACCN/A
Cap/Depr(3y)99.33%
Cap/Depr(5y)84.93%
Cap/Sales(3y)1.84%
Cap/Sales(5y)1.7%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-66.21%
EPS 3Y-28.24%
EPS 5Y53.42%
EPS Q2Q%-9.52%
EPS Next Y75%
EPS Next 2Y66.77%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)-18.75%
Revenue growth 3Y6.97%
Revenue growth 5Y14.4%
Sales Q2Q%-2.68%
Revenue Next Year8.76%
Revenue Next 2Y9.37%
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y-445.77%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next Year171.76%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y318.93%
FCF growth 3Y2.81%
FCF growth 5YN/A
OCF growth 1Y153.92%
OCF growth 3Y6.39%
OCF growth 5Y71.21%