Codexis, Inc. (CDXS) Stock

Codexis, Inc. (CDXS) is a Materials stock trading at $1.66 (as of 2026-08-21), with a market capitalization of $181.78M. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Codexis, Inc. discovers, develops, and sells enzymes and other proteins. It offers biocatalyst products and services; intermediate chemicals products that are used for further chemical processing; and Codex biocatalyst panels and kits that enable customers to perform chemistry screening. The company also provides biocatalyst screening and protein engineering services. In addition, it offers CodeEvolver protein engineering technology platform, which helps in developing and delivering biocatalysts that perform chemical transformations and enhance the efficiency and productivity of manufacturing processes. The company's platform is also used to discover novel biotherapeutic drug candidates for targeted human diseases, as well as for molecular biology and in vitro diagnostic enzymes. It sells its products to pharmaceutical manufacturers through its direct sales and business development force in the United States and Europe. The company was incorporated in 2002 and is headquartered in Redwood City, California.

Understand Codexis, Inc.: how it makes money

Codexis discovers, develops, and sells enzymes and other proteins, including biocatalyst products and services, intermediate chemicals used in further processing, biocatalyst panels and kits, and protein engineering offerings such as the CodeEvolver platform, earning money from product revenue and related service and platform activity.

Because gross profit is high but operating margin is deeply negative, the profit model depends on whether enzyme and platform-related revenue can grow enough to cover ongoing operating costs tied to development and commercial scaling, especially versus biotherapeutics progress.

Revenue by segment (latest quarter)
Perf Enzymes$0.0B
Biotherapeutics$0.0B

Business quality (Weak): High disclosed gross margin, but the latest period shows deeply negative operating margin, with segment revenue appearing very small in this snapshot, so near-term results look heavily driven by the cost structure and product mix rather than scale.

Bull case

  • High gross margin: Gross margin is reported at 86.5% for the latest period, indicating strong profitability at the gross level on revenue that is recognized.
  • Contract and pipeline indicators are tracked: The company discloses operational indicators like Revenue-Bearing Contracts in Hand (11.0) and EcoSynthesis Sales Pipeline Opportunities (50.0), which can help gauge commercialization momentum.
  • Multiple commercialization paths: The business description spans enzyme product sales, biocatalyst panels and kits, and protein engineering technology and services (including CodeEvolver), which can diversify how value is monetized.

Bear case

  • Operating losses: Operating margin is reported at -52.7% in the latest period, showing that operating costs outweigh gross profit.
  • Biotherapeutics is not showing revenue in this snapshot: Biotherapeutics Segment Revenue is listed as 0.0 in the available segment candidates, suggesting limited contribution from that segment in this specific data view.
  • Revenue mix highlights specific commercial dependencies: The dataset separately highlights enzyme revenue tied to Paxlovid (including “Paxlovid Product Revenue” and “Enzymes Sales to Pfizer for Paxlovid Revenue”), implying that some recognized revenue may be sensitive to specific programs.
Valuation — source: SEC EDGAR (first-party)
Price$1.66
Market Cap$181.78M
Price / Book5.52
Price / Sales2.34
FCF Yield-28.7%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$70.39M
Net Margin-62.5%
Revenue Growth (YoY)-2.7%
EPS Growth (YoY)-18.8%
FCF Growth (YoY)-48.5%
Financial Health — source: SEC EDGAR
Altman Z-Score-4.69 (distress)
Piotroski F-Score4/9 (moderate)
Valuation vs Sector & Industry
Sector P/E (Materials)25.9
Industry P/E (Chemicals)31.1
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderAberdeen Group plc ($14.15M)
Institutional Holders Tracked10
Company
SectorMaterials
IndustryChemicals
CEOAlison Moore
Employees188
CountryUS
IPO Date2010-04-22

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CDXS earnings history · CDXS institutional & insider holders · CDXS KPIs & operating metrics · CDXS financials · CDXS investor presentations & press releases · CDXS SEC filings · CDXS peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.