Quality Investor

Calix, Inc.

Rank #53Hypergrowth

CALX · NYSE · Technology

Calix, Inc. (CALX) — Rank #53 by gross profitability (GP/assets 0.60) · ROE 2.5% · Piotroski F-Score 6 / 9.

As-of 2026-09-15 · CIK 0001406666 · all metrics point-in-time as of the filing date.

About

Calix, Inc., together with its subsidiaries, engages in the provision of cloud and software platforms, and systems and services in the United States, rest of Americas, Europe, the Middle East, Africa, and the Asia Pacific.

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The company cloud and software platforms, and systems and services enable broadband service providers (BSPs) to provide a range of services. It offers Calix Cloud platform comprising Calix Engagement Cloud, Calix Operations Cloud, and Calix Service Cloud, which are configurable to display role-based insights and enable BEPs to anticipate and target new revenue-generating services and applications through mobile application, such as CommandIQ for residents and CommandWorx for businesses; Calix Intelligent Access, an access network solution for automated and intelligent networks; and Calix Unlimited Subscriber, a solution for subscriber managed services. It also provides SmartLife managed services, including SmartHome managed services and applications to enhance, operate and secure the connected experience of subscribers in their home for Wi-Fi, advanced content control, network security, connected cameras, and social media monitoring; SmartTown managed services that reimagine community Wi-Fi as a ubiquitous, secure, and managed experience across a BEP's footprint; SmartBiz managed services that address the business networking and productivity needs of business owners with an all-in-one managed service; SMARTMDU managed services provide purpose-built, flexible connectivity solutions for multi-family properties of any type. In addition, the company offers Wi-Fi systems under GigaSpire and GigaPro brands to be ready for deployment as a complete subscriber experience solution for BEP's residential and business subscribers. It provides its products through its direct sales force and resellers. Calix, Inc.

was incorporated in 1999 and is headquartered in San Jose, California.

Industry
Software - Infrastructure
Sector
Technology
Filer Category
Large accelerated filer
Fiscal Year End
December 31
Website
calix.com

Price History

CALX-24.0% · -5.3% CAGRSPY+80.5% · +12.5% CAGR

Company Snapshot

P/S is the primary valuation lens — earnings are reinvested, not available for P/E.

Market Cap

$2.24B

P/E (annual)

136.7

P/S (annual)

2.2

P/B

3.2

P/OCF (annual)

16.6

Shareholder Yield

-40.3%

Employees

1,921

Industry

Software - Infrastructure

Exchange

NYSE

Signal Flags

3 green2 yellow
Revenue growth acceleratingGrowth rate increasing year over year
Deferred revenue growingRevenue and deferred revenue both growing — retention signal
Sequential beat (rev + EPS)Both revenue and EPS exceeded prior quarter — 1-quarter streak
Dilution above 2%Annual share count increase exceeds 2%. May be acceptable for high-growth companies funding talent via stock compensation
Disclosure regressionA previously-disclosed line item is no longer reported — worth checking the filing for why

Quality Profile

Profitability

1/1 pass
GP / assets
0.60
Return on equity
2.5%
Gross margin trend
PASS

Safety

1/1 pass
Balance-sheet safety
PASS
Debt / equity
0.34
Current ratio
2.83×
Net cash
$194.30M

Cash Flow

3/3 pass
Positive FCF
PASS
Cash-backed earnings
PASS
Accruals healthy
PASS
SBC / revenue
8.8%

Growth

1/2 pass
Revenue growth
118.0%
Piotroski F-Score
6 / 9
Share dilution
40.3%

Terry Smith quality gate

Passes 2/5 Terry Smith thresholds

1 of 5 threshold not computable from filed data.

What Growth Is Priced In

Implied revenue growth (10Y)

8.6%

incredible deal

The annual FCF growth rate today's price requires over a 10-year horizon (discount rate 10%, terminal growth 2.5%).

Dilution drag: 40.3% — per-share value needs a total required return of 48.9% once share-count change is priced in.

vs. own 6-year median revenue growth: 8.1%

within its own history

Cost-of-equity sensitivity (implied growth at different discount rates)

r = 8%

4.2%

r = 10% (base)

8.6%

r = 12%

12.4%

Net debt / market cap: -7.9%

Base FCF: $115.5M3Y mean FCF: -$22.9M

Valuation History

Current multiple vs historical range at each filing date. Band spans 25th-75th percentile.

P / S

Price / revenue per share

0.7xCheap
0.7xmed 1.1x1.4x

P / B

Price / book value per share

2.6xExpensive
1.4xmed 1.6x2.6x

P / GP

Price / gross profit per share

2.2xFair
1.7xmed 2.4x4.1x

P / FCF

Price / free cash flow per share

N/A
12.1xmed 23.8x110.7x

Revenue growth and the path to profitability (margin trend) are the primary reads at this stage.

Profitability

Gross profitability (GP / assets)

0.60

Primary signal (Novy-Marx).

Return on equity

2.5%

Gross margin

56.8%

Revenue growth (YoY)

118.0%

Gross margin improving

Margin trend vs prior year.

PASS

Operating Leverage

2014201520162017
Revenue vs COGS
Revenue vs OpEx
Op. Income vs Revenue

Growth

Revenue CAGR (3Y)

Revenue CAGR (5Y)

Earnings CAGR (3Y)

-24.2%

FCF CAGR (3Y)

Anti-fragile safety

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

0.34

Current ratio

2.83×

Quick ratio

1.57×

Net cash

$194.30M

Cash & equivalents minus total debt.

Cash-flow health

Free cash flow

$115.52M

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF / net income

5.46

Cash-backing of earnings.

FCF/NI divergence

Unfavorable divergence (yellow flag).

PASS

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

8.8%

Stock-based comp intensity.

Piotroski F-Score

F-Score

6 / 9

Fundamental-strength score (0-9).

Lifecycle Phase History

20122017
Startup