- ISIN
- US13100M5094
- CUSIP
- 13100M509
- Sector
- Technology
- Industry
- Software - Application
- IPO Date
- Mar 24, 2010
Highlights
- Market Cap
- $2.46B
- Enterprise Value
- $2.42B
- EPS (TTM)
- $0.51
- PE Ratio
- 73.29
- PEG Ratio
- 0.72
- Total Revenue (TTM)
- $1.06B
- Gross Profit (TTM)
- $604.90M
- EBITDA (TTM)
- $60.25M
- Year Range
- $35.87 - $71.22
- Target Price
- $75.50
- ROA (TTM)
- 3.56%
- ROE (TTM)
- 4.59%
Share Price Chart
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Performance
CALX Performance Chart
Calix, Inc. (CALX) is down 29.2% since the beginning of the year. At $37 per share, CALX is trading 47.4% below its 52-week high of $71. Investors who bought $1,000 worth of CALX shares 5 years ago would now be looking at an investment worth $799.
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Returns By Period
Calix, Inc. (CALX) has returned -29.21% so far this year and -21.12% over the past 12 months. Looking at the last ten years, CALX has achieved an annualized return of 18.71%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Calix, Inc.
- 1D
- -1.26%
- 1M
- -4.49%
- YTD
- -29.21%
- 6M
- -32.96%
- 1Y
- -21.12%
- 3Y*
- -8.29%
- 5Y*
- -4.40%
- 10Y*
- 18.71%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
CALX Monthly Returns History
Based on dividend-adjusted daily data since Mar 24, 2010, CALX's average daily return is +0.08%, while the average monthly return is +1.51%. At this rate, an investment would double in approximately 3.9 years.
Historically, 53% of months were positive and 47% were negative. The best month was Jul 2022 with a return of +67.1%, while the worst month was Sep 2011 at -47.2%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.
On a daily basis, CALX closed higher 48% of trading days. The best single day was Apr 24, 2020 with a return of +28.6%, while the worst single day was Feb 6, 2019 at -27.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -15.61% | 15.89% | -5.37% | -11.08% | -8.75% | -5.74% | -29.21% | ||||||
| 2025 | 13.79% | -6.70% | -4.27% | 15.43% | 13.03% | 15.03% | 6.58% | 4.87% | 3.23% | 11.49% | -19.22% | -4.23% | 51.79% |
| 2024 | -24.06% | 5.09% | -4.90% | -16.38% | 28.74% | -0.76% | 16.09% | -9.46% | 4.16% | -8.79% | -8.06% | 7.19% | -20.19% |
| 2023 | -23.07% | -2.83% | 4.77% | -14.72% | 1.99% | 7.08% | -9.62% | 3.10% | -1.44% | -27.75% | 16.52% | 13.22% | -36.15% |
| 2022 | -37.13% | 8.07% | -21.03% | -6.99% | -7.44% | -7.58% | 67.08% | 3.17% | 3.89% | 20.44% | -3.18% | -4.03% | -14.43% |
| 2021 | 1.48% | 30.83% | -12.28% | 22.01% | 4.78% | 7.20% | -1.52% | -0.38% | 6.07% | 26.62% | 6.98% | 19.43% | 168.72% |
Benchmark Metrics
Calix, Inc. has an annualized alpha of 2.08%, beta of 1.32, and R2 of 0.18 versus S&P 500 Index. Calculated based on daily prices since March 24, 2010.
- This stock participated in 115.11% of S&P 500 Index downside but only 83.21% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.18 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 2.08%
- Beta
- 1.32
- R²
- 0.18
- Upside Capture
- 83.21%
- Downside Capture
- 115.11%
Return for Risk
Risk / Return Rank
CALX ranks 21 for risk / return — below 21% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Calix, Inc. (CALX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CALX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.57 | ||
| Sortino ratioReturn per unit of downside risk | -3.30 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.37 | -0.44 |
| Calmar ratioReturn relative to maximum drawdown | -0.47 | 2.78 | -3.25 |
| Martin ratioReturn relative to average drawdown | -0.93 | 12.44 | -13.37 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Calix, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Calix, Inc. was 80.95%, occurring on Aug 1, 2012. Recovery took 2069 trading sessions.
The current Calix, Inc. drawdown is 53.14%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2012 bear market2012 | -80.95%Aug 2012 | 1y 2mo | 8y 2mo | 9y 5moMay 2011 - Oct 2020 |
2024 bear market2024 | -65.32%Apr 2024 | 2y 3mo | — | 4y 5moJan 2022 - now |
2010 bear market2010 | -41.76%Aug 2010 | 5mo 3d | 4mo 5d | 9mo 8dMar 2010 - Dec 2010 |
2021 bear market2021 | -32.68%Mar 2021 | 11d | 3mo 1d | 3mo 12dMar 2021 - Jun 2021 |
2021 bear market2021 | -20.20%Dec 2021 | 1mo 10d | 9d | 1mo 19dNov 2021 - Dec 2021 |
Drawdown Indicators
| CALX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.95% | -56.78% | -24.17% |
Max Drawdown (1Y)Largest decline over 1 year | -45.53% | -9.10% | -36.43% |
Max Drawdown (3Y)Largest decline over 3 years | -45.53% | -18.90% | -26.63% |
Max Drawdown (5Y)Largest decline over 5 years | -65.32% | -25.43% | -39.89% |
Max Drawdown (10Y)Largest decline over 10 years | -65.32% | -33.92% | -31.40% |
Current DrawdownCurrent decline from peak | -53.14% | -1.80% | -51.34% |
Average DrawdownAverage peak-to-trough decline | -49.36% | -10.71% | -38.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.77% | 2.03% | +20.74% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Calix, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Calix, Inc. is priced in the market compared to other companies in the Software - Application industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for CALX, comparing it with other companies in the Software - Application industry. Currently, CALX has a P/E ratio of 73.3. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for CALX compared to other companies in the Software - Application industry. CALX currently has a PEG ratio of 0.7. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for CALX relative to other companies in the Software - Application industry. Currently, CALX has a P/S ratio of 2.3. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for CALX in comparison with other companies in the Software - Application industry. Currently, CALX has a P/B value of 3.3. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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