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Calix, Inc. (CALX) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Calix, Inc.

CALXMarket cap $2.22BPrice $35.3

Country🇺🇸United States

SectorTechnology

IndustryCommunications Equipment

Builds the cloud platforms and networking hardware that let broadband providers deliver internet, video, and smart-home services to homes and businesses. Small telcos rely on Calix to compete with giants like Comcast and AT&T, turning connectivity into recurring revenue.

In Bastion Portfolios?

52W Return-41%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+5%5

Revenue Forecast

Rev CAGR (1y)+19%8

Rev CAGR (3y)+17%9

Rev CAGR (5y)+14%9

Earnings Forecast

EPS Growth Y+1+595%10

EPS Growth Y+2+37%9

EPS Growth Y+3+47%9

Quality

Margins

EBIT Margin6%3

Net Income Margin5%3

Free Cash Flow Margin8%5

Debt

Net Debt/EBITDA-2.210

Efficiency

ROE7%3

ROA5%6

Earnings Stability33

GEAR+AVERAGE52

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)175

P/E Ratio (Forward 3y)108

P/BV3.15

EV Multiples

EV/EBITDA Fwd125

EV/EBIT Fwd146

Yield

Free Cash Flow Yield3.8%5

Dividend Yieldna–

Momentum

Short term

1 month return-2%7

3 month return-8%4

YTD return-33%1

Mid term

Price vs 52wHigh50%1

1 year return-40%1

Long term

3 year return-19%2

5 year return-37%2

Risk Shield

Price Risk

Beta1.23

Volatility41%4

Free Cash Flow

Free Cash Flow Margin8%5

Free Cash Flow Yield3.8%5

Quality

ROCE8%5

Earnings Stability33

Net Debt/EBITDA-2.210

02Growth

Is it actually growing, and how fast?

CALXCalix

Revenue FY25$1.0B

GROWTH RATING↗

VERY STRONG87 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+5%5

Revenue, next 1Y+19%8

Revenue, next 3Y, CAGR+17%9

Revenue, next 5Y, CAGR+14%9

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+595%10

EPS growth, FY27E+37%9

EPS growth, FY28E+47%9

GROWTH ASSESSMENT

STRENGTHS

It out-grows 87% of companies worldwide.

Revenue is set to grow 17%/yr over the next 3 years, ahead of most of the market.9/10

Revenue grew 5%/yr over the last 3 years and is set to grow 17%/yr from here.

The runway holds up: revenue is set to grow 14%/yr over five years.9/10

Earnings are set to grow faster than sales (EPS about 47%/yr vs revenue 17%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Hyper Compounder

A top-tier grower that's speeding up.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY WEAK11 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-2%7

3-month return-8%4

YTD return-33%1

MID & LONG-TERM▾SCORE

% of 52-week high50%1

1-year return-40%1

3-year return-19%2

5-year return-37%2

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (-2%).

WATCH

Returns sit at the market level over three months (-8%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-19% over three years and -37% over five), behind 80% of the market.

It's down 40% over the past year, now 50% below its 52-week high. That is lagging the market.

The stock is underperforming so far this year (-33%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Calix, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

CALXCalix

Revenue FY25$1.0B

GROWTH RATING↗

VERY STRONG87 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+5%5

Revenue, next 1Y+19%8

Revenue, next 3Y, CAGR+17%9

Revenue, next 5Y, CAGR+14%9

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+595%10

EPS growth, FY27E+37%9

EPS growth, FY28E+47%9

GROWTH ASSESSMENT

STRENGTHS

It out-grows 87% of companies worldwide.

Revenue is set to grow 17%/yr over the next 3 years, ahead of most of the market.9/10

Revenue grew 5%/yr over the last 3 years and is set to grow 17%/yr from here.

The runway holds up: revenue is set to grow 14%/yr over five years.9/10

Earnings are set to grow faster than sales (EPS about 47%/yr vs revenue 17%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Hyper Compounder

A top-tier grower that's speeding up.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY WEAK11 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-2%7

3-month return-8%4

YTD return-33%1

MID & LONG-TERM▾SCORE

% of 52-week high50%1

1-year return-40%1

3-year return-19%2

5-year return-37%2

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (-2%).

WATCH

Returns sit at the market level over three months (-8%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-19% over three years and -37% over five), behind 80% of the market.

It's down 40% over the past year, now 50% below its 52-week high. That is lagging the market.

The stock is underperforming so far this year (-33%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on Calix, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community