CALXCalix, Inc.
Is the price fair?
A demanding price: priced for +10% a year vs +4% a year delivered and rich vs its sector.
Priced for ~10% a year FCF growth. The price demands more than its three-year revenue growth of 4% a year, priced for acceleration.
In its normal range: P/E 48.6 vs a 72.2 median over 18 quarters (−33% vs median).
Sector median 29.4× across 209 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.
Unless marked, from derived, as of Jun 27, 2026.
Against the whole market›
Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.
Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.
What CALX's price assumes
Calix, Inc. trades at 48.6× earnings against 35.0× for the median Software - Infrastructure name, more expensive than its own group.
Trailing P/E · Software - Infrastructure median 35.0 · 1.39× the median: the market pays up for this one
- Price / sales
- 2.07
Price / sales · today's price, trailing year to Jun 27, 2026
- Free cash flow yield
- 3.7%
Free cash flow yield · Software - Infrastructure median 4.9%
- Growth the price implies
- +9.6%
Growth the price implies · The price pays for +9.6% free cash flow growth a year for a decade; the business has delivered +62% a year over the last three.
Details›
- Price / booktoday's price, trailing year to Jun 27, 2026
- 3.23
- EV / EBITtoday's price, trailing year to Jun 27, 2026
- 35.2
- EV / salestoday's price, trailing year to Jun 27, 2026
- 1.94
- Technology median P/E450 names
- 34.1
- Software - Infrastructure median P/E103 names
- 35.0
- Free cash flow, trailing twelve months
- $85M
- Market capitalisation63.0 million shares, counted Jul 13, 2026
- $2.30B
- 3-year revenue growth
- +3.9%
- 3-year free cash flow growth
- +62%
| Method | Per share |
|---|---|
| Its own P/E history, lower quartile | $27.59 |
| Its own P/E history, median | $54.16 |
| Its own P/E history, upper quartile | $79.18 |
| 52-week range | $33.16 – $68.42 |
| Today | $36.47 |
Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.
What is it worth?
Today's price against what its own multiples, its cash flow and your growth assumption say it is worth.
Against its own past
Its multiples now against their own history, and how much of the price move came from earnings rather than the multiple.
Software, Infrastructure
Ranks #37 of 78 by RyuScore