Is Calix Stock a Good Investment?
Calix Investment Advice | CALX |
- Examine Calix's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Calix's leadership team and their track record. Good management can help Calix navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Communications Equipment space and any emerging trends that could impact Calix's business and its evolving consumer preferences.
- Compare Calix's performance and market position to its competitors. Analyze how Calix is positioned in terms of product offerings, innovation, and market share.
- Check if Calix pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Calix's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Calix Inc stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Calix Inc is a good investment.
Sell | Buy |
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Calix Stock
Researching Calix's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 89.0% of the company shares are held by institutions such as insurance companies. The book value of Calix was currently reported as 11.74. The company recorded a loss per share of 0.26. Calix Inc had not issued any dividends in recent years.
To determine if Calix is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Calix's research are outlined below:
| Calix Inc generated a negative expected return over the last 90 days | |
| Over 89.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from gurufocus.com: Calix Extends CommandIQ Mobile App Experience To 160 Third-Party Gateways Compatible With ... |
Calix Quarterly Accounts Payable |
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Calix uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Calix Inc. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Calix's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 17th of April 2024 Upcoming Quarterly Report | View | |
| 17th of July 2024 Next Financial Report | View | |
| 31st of March 2024 Next Fiscal Quarter End | View | |
| 3rd of February 2025 Next Fiscal Year End | View | |
| 31st of December 2023 Last Quarter Report | View | |
| 31st of December 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Calix's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Calix's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2020-01-28 | 2019-12-31 | 0.08 | 0.09 | 0.01 | 12 | ||
2016-02-09 | 2015-12-31 | -0.04 | -0.03 | 0.01 | 25 | ||
2015-04-28 | 2015-03-31 | -0.06 | -0.07 | -0.01 | 16 | ||
2014-10-29 | 2014-09-30 | 0.08 | 0.09 | 0.01 | 12 | ||
2012-02-08 | 2011-12-31 | 0.07 | 0.08 | 0.01 | 14 | ||
2011-10-20 | 2011-09-30 | 0.08 | 0.07 | -0.01 | 12 | ||
2022-04-25 | 2022-03-31 | 0.2 | 0.22 | 0.02 | 10 | ||
2019-10-22 | 2019-09-30 | 0.04 | 0.06 | 0.02 | 50 |
Know Calix's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Calix is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Calix Inc backward and forwards among themselves. Calix's institutional investor refers to the entity that pools money to purchase Calix's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Artisan Partners Limited Partnership | 2024-06-30 | 1.2 M | Td Global Investment Solutions – Td Epoch | 2024-06-30 | 1.2 M | Gilder Gagnon Howe & Co Llc | 2024-09-30 | 955.7 K | Trigran Investments Inc | 2024-09-30 | 742.3 K | Alyeska Investment Group, L.p. | 2024-06-30 | 626.4 K | Charles Schwab Investment Management Inc | 2024-09-30 | 601.1 K | Northern Trust Corp | 2024-09-30 | 578.4 K | Polar Asset Management Partners | 2024-06-30 | 532.4 K | Mirae Asset Global Etfs Holdings Ltd. | 2024-06-30 | 502.9 K | Blackrock Inc | 2024-06-30 | 10.7 M | Vanguard Group Inc | 2024-09-30 | 7.6 M |
Calix's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 2.15 B.Market Cap |
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Calix's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.04 | 0.04 | |
| Return On Capital Employed | 0.03 | 0.04 | |
| Return On Assets | 0.03 | 0.03 | |
| Return On Equity | 0.04 | 0.04 |
Determining Calix's profitability involves analyzing its financial statements and using various financial metrics to determine if Calix is a good buy. For example, gross profit margin measures Calix's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Calix's profitability and make more informed investment decisions.
Calix's Earnings Breakdown by Geography
Please note, the imprecision that can be found in Calix's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Calix Inc. Check Calix's Beneish M Score to see the likelihood of Calix's management manipulating its earnings.
Evaluate Calix's management efficiency
Calix Inc has return on total asset (ROA) of (0.0244) % which means that it has lost $0.0244 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of (0.0241) %, meaning that it created substantial loss on money invested by shareholders. Calix's management efficiency ratios could be used to measure how well Calix manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to rise to 0.04 in 2024. Return On Capital Employed is likely to rise to 0.04 in 2024. At this time, Calix's Total Assets are fairly stable compared to the past year. Non Currrent Assets Other is likely to rise to about 22.4 M in 2024, whereas Non Current Assets Total are likely to drop slightly above 194.6 M in 2024.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 10.90 | 11.44 | |
| Tangible Book Value Per Share | 9.14 | 9.59 | |
| Enterprise Value Over EBITDA | 48.90 | 51.35 | |
| Price Book Value Ratio | 4.01 | 2.17 | |
| Enterprise Value Multiple | 48.90 | 51.35 | |
| Price Fair Value | 4.01 | 2.17 | |
| Enterprise Value | 393.2 M | 349.6 M |
The decision-making processes within Calix are key to its success in a competitive market. By evaluating these processes, we assess the stock's potential for future gains.
Beta 1.75 |
Basic technical analysis of Calix Stock
As of the 21st of November, Calix shows the Risk Adjusted Performance of (0.07), mean deviation of 1.97, and Standard Deviation of 2.79. Calix Inc technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices.Calix's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Calix insiders, such as employees or executives, is commonly permitted as long as it does not rely on Calix's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Calix insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Calix's Outstanding Corporate Bonds
Calix issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Calix Inc uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Calix bonds can be classified according to their maturity, which is the date when Calix Inc has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| International Game Technology Corp BondUS460599AD57 | View | |
| BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Understand Calix's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Calix's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.07) | |||
| Market Risk Adjusted Performance | (0.34) | |||
| Mean Deviation | 1.97 | |||
| Coefficient Of Variation | (974.86) | |||
| Standard Deviation | 2.79 | |||
| Variance | 7.76 | |||
| Information Ratio | (0.14) | |||
| Jensen Alpha | (0.37) | |||
| Total Risk Alpha | (0.61) | |||
| Treynor Ratio | (0.35) | |||
| Maximum Drawdown | 11.88 | |||
| Value At Risk | (4.38) | |||
| Potential Upside | 3.81 | |||
| Skewness | 1.08 | |||
| Kurtosis | 4.29 |
| Risk Adjusted Performance | (0.07) | |||
| Market Risk Adjusted Performance | (0.34) | |||
| Mean Deviation | 1.97 | |||
| Coefficient Of Variation | (974.86) | |||
| Standard Deviation | 2.79 | |||
| Variance | 7.76 | |||
| Information Ratio | (0.14) | |||
| Jensen Alpha | (0.37) | |||
| Total Risk Alpha | (0.61) | |||
| Treynor Ratio | (0.35) | |||
| Maximum Drawdown | 11.88 | |||
| Value At Risk | (4.38) | |||
| Potential Upside | 3.81 | |||
| Skewness | 1.08 | |||
| Kurtosis | 4.29 |
Consider Calix's intraday indicators
Calix intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Calix stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Calix Corporate Filings
13A | 12th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
F4 | 6th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10Q | 29th of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 28th of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Calix Stock media impact
Far too much social signal, news, headlines, and media speculation about Calix that are available to investors today. That information is available publicly through Calix media outlets and privately through word of mouth or via Calix internal channels. However, regardless of the origin, that massive amount of Calix data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Calix news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Calix relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Calix's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Calix alpha.
Calix Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Calix can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Calix Inc Historical Investor Sentiment
Investor biases related to Calix's public news can be used to forecast risks associated with an investment in Calix. The trend in average sentiment can be used to explain how an investor holding Calix can time the market purely based on public headlines and social activities around Calix Inc. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Calix's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Calix and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Calix news discussions. The higher the estimate score, the more favorable the investor's outlook on Calix.
Calix Corporate Directors
| Christopher Bowick | Independent Director | Profile | |
| Kathy Crusco | Independent Director | Profile | |
| Kevin Peters | Independent Director | Profile | |
| Michael Matthews | Independent Director | Profile |
Additional Tools for Calix Stock Analysis
When running Calix's price analysis, check to measure Calix's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Calix is operating at the current time. Most of Calix's value examination focuses on studying past and present price action to predict the probability of Calix's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Calix's price. Additionally, you may evaluate how the addition of Calix to your portfolios can decrease your overall portfolio volatility.