Schrödinger, Inc., together with its subsidiaries, develops physics-based computational platform that enables discovery of novel molecules for drug development and materials applications in the United States, the Asia-Pacific, Europe, Middle East, Africa, and internationally. The company operates in two segments, Software and Drug Discovery. The Software segment sells its software to transform molecular discovery for life sciences and materials science …
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Competitive advantage assessment
Key strengths
Margins Stable Across CyclesOperating margin volatility is low (stability score 0.70), demonstrating pricing resilience across cycles.
Operating Leverage in EffectOperating leverage is evident (score 0.62), with margins expanding over time.
Key risks
ROIC Below WACC or PeersROIC at 31.0th percentile suggests inefficient capital deployment.
Schrodinger, Inc. ranks #34 of 68
scored companies in Health Information Services by moat score — the top 50%.
The widest moat in the group is Veeva Systems Inc. (VEEV)
at 88/100.
Moat scores for companies ranked near SDGR in Health Information Services
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 42
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 59
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 32
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 34
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 52
· 15% of the moat score
Scale matters only when it converts into economics.
Schrodinger, Inc. (SDGR) scores 43 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #34 of 68 scored companies in Health Information Services, the top 50%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 67 companies in Health Information Services. Its strongest defense is Customer Stickiness (59/100) and its weakest is Capital Efficiency (32/100).
How does Schrodinger, Inc. compare with other Health Information Services companies?
Schrodinger, Inc. ranks #34 of 68 scored companies in Health Information Services by moat score. The widest moat in Health Information Services is Veeva Systems Inc. (VEEV) at 88/100. The companies ranked closest are So-Young International Inc. - A (SY) at 43 just above it and SCWorx Corp. (WORX) at 43 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 67 companies in Health Information Services. The defenses are then weighted to produce the overall score out of 100.
Why is Schrodinger, Inc. scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for Schrodinger, Inc.?
The Corporate Default template measures 6 defenses, and SDGR scores: Pricing Power (42), Cost Advantage (42), Customer Stickiness (59), Capital Efficiency (32), Resilience (34), Scale & Market Position (52). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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