Codexis Inc (CDXS)vsRevolution Medicines Inc (RVMD)
CDXS
Codexis Inc
$1.47
+1.74%
HEALTHCARE · Cap: $160.43M
RVMD
Revolution Medicines Inc
$203.77
+0.21%
HEALTHCARE · Cap: $44.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Codexis Inc generates 10369% more annual revenue ($77.68M vs $742,000). RVMD leads profitability with a 0.0% profit margin vs -39.6%. CDXS earns a higher WallStSmart Score of 26/100 (F).
CDXS
Avoid26
out of 100
Grade: F
RVMD
Avoid24
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+79.5%
Fair Value
$5.81
Current Price
$1.47
$4.34 discount
Intrinsic value data unavailable for RVMD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Conservative balance sheet, low leverage
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
Expensive relative to growth rate
ROE of -68.9% — below average capital efficiency
Trading at 16.8x book value
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : CDXS
CDXS has a balanced fundamental profile.
Bull Case : RVMD
The strongest argument for RVMD centers on Debt/Equity.
Bear Case : CDXS
The primary concerns for CDXS are EPS Growth, Market Cap, PEG Ratio. Debt-to-equity of 2.20 is elevated, increasing financial risk.
Bear Case : RVMD
The primary concerns for RVMD are Price/Book, EPS Growth, Profit Margin.
Key Dynamics to Monitor
CDXS profiles as a turnaround stock while RVMD is a value play — different risk/reward profiles.
CDXS carries more volatility with a beta of 2.53 — expect wider price swings.
CDXS is growing revenue faster at -2.7% — sustainability is the question.
CDXS generates stronger free cash flow (-11M), providing more financial flexibility.
Bottom Line
CDXS scores higher overall (26/100 vs 24/100). Both earn "Avoid" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Codexis Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Codexis, Inc. discovers, develops and sells biocatalysts. The company is headquartered in Redwood City, California.
Revolution Medicines Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Revolution Medicines, Inc., a precision clinical-stage oncology company, is focused on developing therapies to inhibit borderline targets in RAS-addicted cancers. The company is headquartered in Redwood City, California.
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