Codexis (CDXS) Competitors

Codexis (NASDAQ:CDXS) and Geron (NASDAQ:GERN) are both small-cap medical companies, but which is the better business? We will compare the two businesses based on the strength of their risk, earnings, media sentiment, profitability, dividends, valuation, analyst recommendations and institutional ownership.

Is CDXS or GERN more profitable?

Geron has a net margin of -53.52% compared to Codexis' net margin of -113.67%. Geron's return on equity of -31.37% beat Codexis' return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Codexis	-113.67%	-105.83%	-46.06%
Geron	-53.52%	-31.37%	-16.01%

Does the media refer more to CDXS or GERN?

In the previous week, Geron had 3 more articles in the media than Codexis. MarketBeat recorded 10 mentions for Geron and 7 mentions for Codexis. Geron's average media sentiment score of 1.03 beat Codexis' score of -0.02 indicating that Geron is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Codexis	1 Very Positive mention(s)	1 Positive mention(s)	2 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral
Geron	4 Very Positive mention(s)	2 Positive mention(s)	4 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Do analysts recommend CDXS or GERN?

Codexis presently has a consensus price target of $11.00, suggesting a potential upside of 281.94%. Geron has a consensus price target of $4.19, suggesting a potential upside of 186.82%. Given Codexis' higher possible upside, analysts plainly believe Codexis is more favorable than Geron.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Codexis	0 Sell rating(s)	1 Hold rating(s)	1 Buy rating(s)	0 Strong Buy rating(s)	2.50
Geron	1 Sell rating(s)	3 Hold rating(s)	4 Buy rating(s)	1 Strong Buy rating(s)	2.56

Which has higher earnings & valuation, CDXS or GERN?

Codexis has higher earnings, but lower revenue than Geron. Geron is trading at a lower price-to-earnings ratio than Codexis, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Codexis	$57.16M	4.55	-$65.28M	-$0.83	-3.47
Geron	$76.99M	12.10	-$174.57M	-$0.13	-11.23

Do insiders and institutionals hold more shares of CDXS or GERN?

78.5% of Codexis shares are owned by institutional investors. Comparatively, 73.7% of Geron shares are owned by institutional investors. 1.9% of Codexis shares are owned by company insiders. Comparatively, 7.4% of Geron shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Which has more risk and volatility, CDXS or GERN?

Codexis has a beta of 2.54, suggesting that its share price is 154% more volatile than the S&P 500. Comparatively, Geron has a beta of 0.73, suggesting that its share price is 27% less volatile than the S&P 500.

Summary

Geron beats Codexis on 12 of the 17 factors compared between the two stocks.