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Schrodinger vs Geron: SDGR and GERN compared
Schrodinger is the larger company: $64.5M of revenue in its latest quarter (Q3 2026) against $60.2M for Geron (Q3 2026). Geron is growing faster (+27% against +19% a year earlier). Geron is more profitable, with an operating margin of 9.6% against -40.5%.
Where the money goes: SDGR and GERN
Schrodinger (SDGR) · Q3 2026
Schrodinger, Q3 2026: revenue $64.5M (+19% year over year), operating margin -40.5%, net loss $37.7M, operating cash flow −$47.6M. The chart follows the revenue to costs, profit and cash.
Geron (GERN) · Q3 2026
Geron, Q3 2026: revenue $60.2M (+27% year over year), operating margin 9.6%, net earnings $1.4M, operating cash flow $10.3M. The chart follows the revenue to costs, profit and cash.
| Schrodinger (SDGR) | Geron (GERN) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $64.5M | $60.2M |
| Revenue growth, Y/Y | +19% | +27% |
| Operating margin | -40.5% | 9.6% |
| Net earnings | −$37.7M | $1.4M |
| Net margin | -58.5% | 2.2% |
| Operating cash flow | −$47.6M | $10.3M |
| Market value | $2.0B | — |
| Analysts’ mean target | $29.57 | — |
Where the revenue comes from
Schrodinger
- Software products and services: $38.2M (59%)
- Drug discovery: $24.2M (38%)
- Contribution: $2.2M (3%)
Questions
Which is bigger, Schrodinger or Geron?
Schrodinger is the larger company: $64.5M of revenue in its latest quarter (Q3 2026) against $60.2M for Geron (Q3 2026).
Is Schrodinger or Geron growing faster?
Geron is growing faster (+27% against +19% a year earlier).
Which is more profitable, Schrodinger or Geron?
Geron is more profitable, with an operating margin of 9.6% against -40.5%.
More: Schrodinger earnings · how Schrodinger makes money · Geron earnings · how Geron makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 4, 2026; 10-Q filed Nov 4, 2026). Fiscal quarters can end on different dates. Not investment advice.