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CALIX INC (CALX) Stock Fundamental Analysis

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

57.81  +0.86 (+1.51%)

After market: 57.81 0 (0%)

Fundamental Rating

5

We assign a fundamental rating of 5 out of 10 to CALX. CALX was compared to 48 industry peers in the Communications Equipment industry. CALX has a great financial health rating, but its profitability evaluates not so good. CALX is valied quite expensively at the moment, while it does show a decent growth rate.


Dividend Valuation Growth Profitability Health

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3

1. Profitability

1.1 Basic Checks

In the past year CALX was profitable.
CALX had a positive operating cash flow in the past year.
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 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 100M 200M

1.2 Ratios

CALX's Return On Assets of -2.92% is in line compared to the rest of the industry. CALX outperforms 50.00% of its industry peers.
With a Return On Equity value of -3.48%, CALX perfoms like the industry average, outperforming 56.25% of the companies in the same industry.
Industry RankSector Rank
ROA -2.92%
ROE -3.48%
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

The Gross Margin of CALX (55.50%) is better than 77.08% of its industry peers.
In the last couple of years the Gross Margin of CALX has grown nicely.
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 55.5%
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 15.79 indicates that CALX is not in any danger for bankruptcy at the moment.
CALX has a better Altman-Z score (15.79) than 93.75% of its industry peers.
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.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Altman-Z 15.79
ROIC/WACCN/A
WACC10.02%
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 4.55. 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 4.55, CALX belongs to the top of the industry, outperforming 85.42% of the companies in the same industry.
A Quick Ratio of 3.65 indicates that CALX has no problem at all paying its short term obligations.
CALX has a Quick ratio of 3.65. This is amongst the best in the industry. CALX outperforms 87.50% of its industry peers.
Industry RankSector Rank
Current Ratio 4.55
Quick Ratio 3.65
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 -37.29% 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 decrease in Revenue. The Revenue has decreased by -8.80% 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)-37.29%
EPS 3Y-28.24%
EPS 5Y53.42%
EPS Q2Q%277.78%
Revenue 1Y (TTM)-8.8%
Revenue growth 3Y6.97%
Revenue growth 5Y14.4%
Sales Q2Q%22.08%

3.2 Future

CALX is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 66.77% yearly.
Based on estimates for the next years, CALX will show a quite strong growth in Revenue. The Revenue will grow by 13.35% on average per year.
EPS Next Y75%
EPS Next 2Y66.77%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year14.69%
Revenue Next 2Y12.35%
Revenue Next 3Y13.35%
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 2014 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 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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3

4. Valuation

4.1 Price/Earnings Ratio

With a Price/Earnings ratio of 78.12, CALX can be considered very expensive at the moment.
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 26.82.
The Price/Forward Earnings ratio is 40.76, which means the current valuation is very expensive for CALX.
CALX's Price/Forward Earnings is on the same level as the industry average.
CALX's Price/Forward Earnings ratio indicates a similar valuation than the S&P500 average which is at 35.24.
Industry RankSector Rank
PE 78.12
Fwd PE 40.76
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 is on the same level as the industry average.
Industry RankSector Rank
P/FCF 52.78
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

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 66.77% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.04
PEG (5Y)1.46
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 (8/18/2025, 9:21:00 PM)

After market: 57.81 0 (0%)

57.81

+0.86 (+1.51%)

Chartmill FA Rating
GICS SectorInformation Technology
GICS IndustryGroupTechnology Hardware & Equipment
GICS IndustryCommunications Equipment
Earnings (Last)07-21 2025-07-21/amc
Earnings (Next)10-27 2025-10-27/amc
Inst Owners89.79%
Inst Owner Change-2.14%
Ins Owners10.44%
Ins Owner Change0.52%
Market Cap3.77B
Analysts78.46
Price Target66.6 (15.2%)
Short Float %4.96%
Short Ratio3.98
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)52.89%
Min EPS beat(2)47.06%
Max EPS beat(2)58.73%
EPS beat(4)4
Avg EPS beat(4)38.71%
Min EPS beat(4)7.65%
Max EPS beat(4)58.73%
EPS beat(8)7
Avg EPS beat(8)28.07%
EPS beat(12)11
Avg EPS beat(12)27.11%
EPS beat(16)15
Avg EPS beat(16)23.57%
Revenue beat(2)2
Avg Revenue beat(2)5.13%
Min Revenue beat(2)4.32%
Max Revenue beat(2)5.95%
Revenue beat(4)2
Avg Revenue beat(4)1.84%
Min Revenue beat(4)-2.02%
Max Revenue beat(4)5.95%
Revenue beat(8)2
Avg Revenue beat(8)-0.57%
Revenue beat(12)3
Avg Revenue beat(12)0.15%
Revenue beat(16)6
Avg Revenue beat(16)0.32%
PT rev (1m)26.05%
PT rev (3m)28.02%
EPS NQ rev (1m)45.53%
EPS NQ rev (3m)78.59%
EPS NY rev (1m)0%
EPS NY rev (3m)0%
Revenue NQ rev (1m)8.33%
Revenue NQ rev (3m)13.52%
Revenue NY rev (1m)5.41%
Revenue NY rev (3m)5.46%
Valuation
Industry RankSector Rank
PE 78.12
Fwd PE 40.76
P/S 4.34
P/FCF 52.78
P/OCF 42.92
P/B 4.89
P/tB 5.75
EV/EBITDA N/A
EPS(TTM)0.74
EY1.28%
EPS(NY)1.42
Fwd EY2.45%
FCF(TTM)1.1
FCFY1.89%
OCF(TTM)1.35
OCFY2.33%
SpS13.31
BVpS11.83
TBVpS10.05
PEG (NY)1.04
PEG (5Y)1.46
Profitability
Industry RankSector Rank
ROA -2.92%
ROE -3.48%
ROCE N/A
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM N/A
PM (TTM) N/A
GM 55.5%
FCFM 8.23%
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 Turnover0.94
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Debt/EBITDA N/A
Cap/Depr 90.44%
Cap/Sales 1.89%
Interest Coverage N/A
Cash Conversion N/A
Profit Quality N/A
Current Ratio 4.55
Quick Ratio 3.65
Altman-Z 15.79
F-Score6
WACC10.02%
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)-37.29%
EPS 3Y-28.24%
EPS 5Y53.42%
EPS Q2Q%277.78%
EPS Next Y75%
EPS Next 2Y66.77%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)-8.8%
Revenue growth 3Y6.97%
Revenue growth 5Y14.4%
Sales Q2Q%22.08%
Revenue Next Year14.69%
Revenue Next 2Y12.35%
Revenue Next 3Y13.35%
Revenue Next 5YN/A
EBIT growth 1Y-270.01%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next Year257.36%
EBIT Next 3Y92.18%
EBIT Next 5YN/A
FCF growth 1Y256.04%
FCF growth 3Y2.81%
FCF growth 5YN/A
OCF growth 1Y129.08%
OCF growth 3Y6.39%
OCF growth 5Y71.21%