Margin of Safety Dashboard

Codexis

CDXS

$
1.83
(
3.4
%)
(
+
3.4
%)
+
142.1
%
4.43
NASDAQ

Last Price

12/05/25, 09:30 AM
 EDT

Margin of Safety

Future Compounder
$
4.43

PORTFOLIO CATEGORY

Modeled fair value

Up to 5%
$422 million

Allocation Suggestion

Modeled fair value

Model Basis

LAST REFINED:
June 18, 2025
The current model INCLUDES the following assets and assumptions:
The current model is based on operating metrics, including:
  • The existing business has an estimated value of $188.760 million.
  • The development-stage ECO Synthesis platform is valued at $233 million at its current level of de-risking. This assumes initial revenue in the second half of 2025 for the hybrid approach.
The current model EXCLUDES the following assets:

Research Deep Dive

Last Updated:

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Solt DB Invest will introduce Base Research for our coverage ecosystem over the next month to coincide with third-quarter 2023 earnings announcements. Check back soon!

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