Codexis Inc (CDXS)vsRevolution Medicines Inc (RVMD)
CDXS
Codexis Inc
$2.56
-8.57%
HEALTHCARE · Cap: $254.51M
RVMD
Revolution Medicines Inc
$155.69
+3.11%
HEALTHCARE · Cap: $32.71B
Smart Verdict
WallStSmart Research — data-driven comparison
Codexis Inc generates 10425% more annual revenue ($78.09M vs $742,000). RVMD leads profitability with a 0.0% profit margin vs -41.0%. CDXS earns a higher WallStSmart Score of 34/100 (F).
CDXS
Avoid34
out of 100
Grade: F
RVMD
Avoid24
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+83.5%
Fair Value
$7.19
Current Price
$2.56
$4.63 discount
Intrinsic value data unavailable for RVMD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 102.1% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
Elevated debt levels
Expensive relative to growth rate
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CDXS
The strongest argument for CDXS centers on Revenue Growth. Revenue growth of 102.1% demonstrates continued momentum.
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, Debt/Equity. Debt-to-equity of 1.69 is elevated, increasing financial risk.
Bear Case : RVMD
The primary concerns for RVMD are EPS Growth, Profit Margin, Operating Margin.
Key Dynamics to Monitor
CDXS profiles as a hypergrowth stock while RVMD is a value play — different risk/reward profiles.
CDXS carries more volatility with a beta of 2.48 — expect wider price swings.
CDXS is growing revenue faster at 102.1% — sustainability is the question.
CDXS generates stronger free cash flow (-13M), providing more financial flexibility.
Bottom Line
CDXS scores higher overall (34/100 vs 24/100) and 102.1% revenue growth. 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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