What is Schrodinger, Inc. worth?
With the base-case assumptions below, a discounted cash flow model on Schrodinger, Inc.'s reported free cash flow gives $8.97 per share. The share price was $32.41 on November 10, 2026, 261% above that value.
Inputs from the filings
Three sets of assumptions
| Case | Growth yrs 1-5 | Discount rate | Value per share | Value vs price |
|---|---|---|---|---|
| Bear | 10.0% | 10.0% | $6.77 | -79% |
| Base | 15.0% | 9.0% | $8.97 | -72% |
| Bull | 20.0% | 8.0% | $13.06 | -60% |
Sensitivity: base case value per share
| 1.5% | 2.0% | 2.5% | 3.0% | 3.5% | |
|---|---|---|---|---|---|
| 7.0% | $10.63 | $11.15 | $11.79 | $12.58 | $13.60 |
| 8.0% | $9.38 | $9.72 | $10.12 | $10.59 | $11.18 |
| 9.0% | $8.47 | $8.70 | $8.97 | $9.28 | $9.64 |
| 10.0% | $7.78 | $7.94 | $8.13 | $8.34 | $8.59 |
| 11.0% | $7.24 | $7.36 | $7.50 | $7.65 | $7.82 |
Where the presets come from
Base: years 1 to 5 grow at Schrodinger, Inc.'s revenue growth rate over the last 5 fiscal years (18.8% a year), held between -5% and 15%. Years 6 to 10 grow halfway between that and the long-run rate of 2.5%. Future cash is discounted at 9% a year.
Bear: 5 points less growth, 2% long-run growth, 10% discount rate. Bull: 5 points more growth (at most 25%), 3% long-run growth, 8% discount rate.
Value per share = (present value of 10 years of free cash flow + present value of everything after + cash - debt) / diluted shares.
This is a model run on assumptions, not a recommendation or a price target. Small changes in the discount rate or growth move the result a lot, as the table above shows. Change them yourself in the calculator.
Adjust the assumptions
Move the sliders for growth, long-run growth and discount rate, or switch to average free cash flow, and see the value per share change.
Adjust the assumptions