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Goodrx Holdings Inc (GDRX)

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Upturn Advisory Summary
01/02/2026: GDRX (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $4.88
1 Year Target Price $4.88
| 7 | Strong Buy |
| 1 | Buy |
| 7 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -65.98% | Avg. Invested days 21 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 955.49M USD | Price to earnings Ratio 34.38 | 1Y Target Price 4.88 |
Price to earnings Ratio 34.38 | 1Y Target Price 4.88 | ||
Volume (30-day avg) 16 | Beta 1.47 | 52 Weeks Range 2.61 - 5.81 | Updated Date 01/4/2026 |
52 Weeks Range 2.61 - 5.81 | Updated Date 01/4/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.08 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.97% | Operating Margin (TTM) 7.46% |
Management Effectiveness
Return on Assets (TTM) 5.03% | Return on Equity (TTM) 4.9% |
Valuation
Trailing PE 34.38 | Forward PE 6.74 | Enterprise Value 1205046802 | Price to Sales(TTM) 1.19 |
Enterprise Value 1205046802 | Price to Sales(TTM) 1.19 | ||
Enterprise Value to Revenue 1.51 | Enterprise Value to EBITDA 6.75 | Shares Outstanding 105468832 | Shares Floating 93106477 |
Shares Outstanding 105468832 | Shares Floating 93106477 | ||
Percent Insiders 11.96 | Percent Institutions 54.99 |
Upturn AI SWOT
Goodrx Holdings Inc

Company Overview
History and Background
GoodRx Holdings Inc. was founded in 2011 by Doug Hudson, Cameron Rogers, and Trevor Bezdek. The company's mission is to help Americans get the healthcare they need at a price they can afford. GoodRx initially focused on providing discount coupons for prescription drugs but has since expanded its offerings to include telehealth services, grocery discounts, and more. A significant milestone was its Initial Public Offering (IPO) in September 2020.
Core Business Areas
- Prescription Savings: GoodRx provides a platform for consumers to find, compare, and save money on prescription drugs through free online coupons and discount cards. This is their foundational and most recognized service.
- Telehealth Services: The company offers virtual healthcare services through its GoodRx Care platform, providing access to affordable online doctor visits for various conditions, including prescriptions and lab tests.
- Grocery Savings: GoodRx has expanded into offering discounts and savings on groceries, leveraging its existing consumer base and technology.
- Advertising and Data: GoodRx also generates revenue through advertising for pharmaceutical manufacturers and other healthcare-related companies, as well as by providing aggregated, anonymized data insights.
Leadership and Structure
GoodRx Holdings Inc. is led by a management team with significant experience in technology and healthcare. Key executives include Heyward Donigan as CEO. The company operates as a public entity with a board of directors overseeing its strategic direction.
Top Products and Market Share
Key Offerings
- Prescription Discount Program: [object Object]
- GoodRx Care (Telehealth): [object Object]
- Grocery Savings: [object Object]
Market Dynamics
Industry Overview
GoodRx operates within the intersection of healthcare, pharmaceuticals, and technology. The prescription drug market is characterized by high costs, complex pricing structures, and significant consumer concern over affordability. The telehealth market is rapidly expanding, driven by convenience, accessibility, and technological advancements. The digital health and consumer savings sectors are also growing significantly.
Positioning
GoodRx has established itself as a leading consumer-facing platform for prescription savings, leveraging its brand recognition and large user base. Its competitive advantage lies in its technology, extensive pharmacy network, and its ability to aggregate price information transparently. The expansion into telehealth and other services aims to broaden its revenue streams and deepen customer engagement.
Total Addressable Market (TAM)
The TAM for GoodRx is multifaceted, encompassing the prescription drug market (billions of dollars annually), the rapidly growing telehealth market (projected to reach hundreds of billions), and the consumer savings/digital health markets. GoodRx is positioned to capture a significant portion of the prescription savings TAM and a growing share of the telehealth TAM by offering accessible and affordable solutions.
Upturn SWOT Analysis
Strengths
- Strong brand recognition and trust among consumers for prescription savings.
- Large and engaged user base with significant data insights.
- Established network of pharmacies and partnerships.
- Diversified revenue streams beyond prescription discounts.
- Proprietary technology platform facilitating price comparison and telehealth services.
Weaknesses
- Dependence on pharmaceutical manufacturers for advertising revenue.
- Increasing competition in both prescription savings and telehealth markets.
- Potential regulatory changes affecting drug pricing and PBMs.
- Customer acquisition costs can be significant.
- Perception of being primarily a coupon provider, limiting broader healthcare engagement.
Opportunities
- Expansion of telehealth services and chronic disease management.
- Growth in grocery and other consumer savings verticals.
- Partnerships with employers, health plans, and government entities.
- Leveraging AI and data analytics for personalized health recommendations.
- International expansion or further integration into broader healthcare ecosystems.
Threats
- Changes in government policy or regulations impacting drug pricing or PBMs.
- Intensified competition from established players and new entrants.
- Cybersecurity threats and data privacy breaches.
- Economic downturns impacting consumer spending on healthcare and discretionary services.
- Shifts in consumer behavior or preference away from digital platforms.
Competitors and Market Share
Key Competitors
- SingleCare (SC)
- RxSaver (part of RetailMeNot)
- Teladoc Health (TDOC)
- Amwell (AMWL)
Competitive Landscape
GoodRx's advantage lies in its strong brand recognition and massive user base for prescription savings. However, competitors like SingleCare offer similar discount programs, and telehealth giants like Teladoc and Amwell have established broader healthcare ecosystems. GoodRx's strategy to differentiate through a combination of savings, telehealth, and broader consumer services is key to maintaining its competitive edge.
Growth Trajectory and Initiatives
Historical Growth: GoodRx has experienced significant growth since its inception, driven by its expansion in user acquisition, service offerings, and revenue diversification. Revenue has grown substantially from its early years to its current multi-hundred-million-dollar annual run rate.
Future Projections: Analysts project continued revenue growth for GoodRx, driven by its expanding telehealth services, new product introductions, and increasing adoption of its prescription savings platform. Growth is expected to be fueled by strategic investments in technology and marketing.
Recent Initiatives: Recent initiatives include expanding its telehealth offerings, developing new consumer savings categories (like groceries), and investing in technology to enhance user experience and data analytics capabilities. The company is also focused on deepening its relationships with pharmaceutical partners and healthcare providers.
Summary
GoodRx Holdings Inc. is a dominant player in the prescription savings market with a strong brand and large user base. Its expansion into telehealth and other consumer savings areas presents significant growth opportunities. However, the company faces intense competition and regulatory risks. Continued innovation and strategic partnerships will be crucial for its long-term success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- GoodRx Holdings Inc. Investor Relations Filings (10-K, 10-Q)
- Reputable Financial News Outlets (e.g., Wall Street Journal, Bloomberg)
- Financial Data Providers (e.g., Yahoo Finance, Seeking Alpha)
- Industry Reports and Market Research
Disclaimers:
This information is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Investors should conduct their own due diligence and consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Goodrx Holdings Inc
Exchange NASDAQ | Headquaters Santa Monica, CA, United States | ||
IPO Launch date 2020-09-23 | President, CEO & Director Ms. Wendy Barnes | ||
Sector Healthcare | Industry Health Information Services | Full time employees 738 | Website https://www.goodrx.com |
Full time employees 738 | Website https://www.goodrx.com | ||
GoodRx Holdings, Inc., together with its subsidiaries, offers information and tools that enable consumers to compare prices and save on their prescription drug purchases in the United States. The company operates a price comparison platform that provides consumers with curated, geographically relevant prescription pricing, and access to negotiated prices. It also offers other healthcare products and services, including subscriptions and pharma manufacturer solutions, as well as telehealth services through the GoodRx Care platform. In addition, the company provides healthcare products and solution for dogs, cats, and other pets. It serves pharmacy benefit managers who manage formularies and prescription transactions, including establishing pricing between consumers and pharmacies. The company was founded in 2011 and is headquartered in Santa Monica, California.

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