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Upturn AI SWOT - About
Goodrx Holdings Inc (GDRX)

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Upturn Advisory Summary
10/28/2025: GDRX (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $5.39
1 Year Target Price $5.39
| 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 1.31B USD | Price to earnings Ratio 41.89 | 1Y Target Price 5.39 |
Price to earnings Ratio 41.89 | 1Y Target Price 5.39 | ||
Volume (30-day avg) 16 | Beta 1.23 | 52 Weeks Range 3.31 - 6.52 | Updated Date 10/28/2025 |
52 Weeks Range 3.31 - 6.52 | Updated Date 10/28/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.09 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 4.33% | Operating Margin (TTM) 13.2% |
Management Effectiveness
Return on Assets (TTM) 5.08% | Return on Equity (TTM) 5.27% |
Valuation
Trailing PE 41.89 | Forward PE 10.29 | Enterprise Value 1828007722 | Price to Sales(TTM) 1.64 |
Enterprise Value 1828007722 | Price to Sales(TTM) 1.64 | ||
Enterprise Value to Revenue 2.29 | Enterprise Value to EBITDA 10.26 | Shares Outstanding 98580674 | Shares Floating 86428186 |
Shares Outstanding 98580674 | Shares Floating 86428186 | ||
Percent Insiders 12.67 | Percent Institutions 62.61 |
Upturn AI SWOT
Goodrx Holdings Inc

Company Overview
History and Background
GoodRx was founded in 2011 by Doug Hirsch, Trevor Bezdek, and Scott Marlette. It aims to provide price transparency for prescription drugs, offering discounts and comparison tools. Since its founding, GoodRx has expanded its services to include telehealth, mail-order prescriptions, and manufacturer copay programs. The company went public in September 2020.
Core Business Areas
- Prescription Transactions: Offers price comparisons and discount codes for prescription medications through its website and mobile app.
- Subscription Offerings: Provides subscription programs like GoodRx Gold and Kroger Rx Savings Club, offering further discounts and benefits to subscribers.
- Pharma Manufacturer Solutions: Partners with pharmaceutical manufacturers to provide patient support programs and marketing services.
- Telehealth: Offers telehealth services, including online consultations and prescription refills through its platform, HeyDoctor (acquired in 2019).
Leadership and Structure
The CEO is Scott Wagner. The company operates with a functional organizational structure with departments for engineering, marketing, finance, and operations.
Top Products and Market Share
Key Offerings
- Prescription Discounts: Provides free access to prescription drug prices and coupons. GoodRx claims to have helped consumers save over $55 billion since its inception. Competitors include SingleCare, RxSaver, and Optum Perks.
- Users: Tens of millions of users.
- GoodRx Gold: A membership program offering deeper discounts on prescriptions, often under $10. Market share data is not explicitly public. Competitors include other subscription discount cards and insurance plans.
- Revenue: Data not publicly available.
- Revenue: Data not publicly available.
- Telehealth Services (HeyDoctor): Offers online consultations and prescriptions for common ailments. Competitors include Teladoc, Amwell, and other telehealth providers.
Market Dynamics
Industry Overview
The prescription drug market is characterized by high prices and complex pricing mechanisms. There's increasing demand for transparency and affordability, leading to the growth of companies offering discount programs and telehealth services.
Positioning
GoodRx positions itself as a consumer advocate for prescription affordability, aggregating prices and offering discounts. Its competitive advantage lies in its large user base, extensive database of drug prices, and established relationships with pharmacies and pharmaceutical manufacturers.
Total Addressable Market (TAM)
The estimated TAM for prescription drug spending in the US is hundreds of billions of dollars annually. GoodRx is positioned to capture a portion of this TAM by reducing costs for consumers and increasing access to affordable medications.
Upturn SWOT Analysis
Strengths
- Large user base
- Strong brand recognition
- Extensive database of drug prices
- Established relationships with pharmacies
- Diverse revenue streams (prescription transactions, subscriptions, pharma solutions, telehealth)
Weaknesses
- Reliance on pharmacy benefit managers (PBMs)
- Potential impact from regulatory changes
- Competition from other discount programs
- Data privacy concerns
Opportunities
- Expansion of telehealth services
- Partnerships with healthcare providers
- Increased adoption of digital health solutions
- Further penetration into the prescription drug market
Threats
- Changes in PBM pricing strategies
- Increased competition from established players
- Regulatory scrutiny
- Data breaches and privacy concerns
Competitors and Market Share
Key Competitors
- CVS (CVS)
- WBA (Walgreens Boots Alliance)
- CI (Cigna)
- UNH (UnitedHealth Group)
Competitive Landscape
GoodRx differentiates itself through its focus on price transparency and its large user base. However, it faces competition from established players with broader healthcare offerings.
Major Acquisitions
HeyDoctor
- Year: 2019
- Acquisition Price (USD millions): 50
- Strategic Rationale: Expanded GoodRx's services into telehealth, enabling online consultations and prescriptions.
Growth Trajectory and Initiatives
Historical Growth: GoodRx experienced rapid growth in its early years due to increasing demand for prescription drug price transparency. Growth has slowed but has remained positive, in recent years. Access financial statements and SEC filings to determine actual numbers.
Future Projections: Analyst projections vary, but generally anticipate continued growth in revenue and user base, driven by increased adoption of telehealth and digital health solutions. A review of analyst reports will be necessary to determine actual numbers.
Recent Initiatives: Recent initiatives include expansion of telehealth services, partnerships with healthcare providers, and investment in technology to improve user experience.
Summary
GoodRx is a well-positioned company offering solutions to address the high cost of prescription drugs, with a strong brand and large user base. However, it is reliant on PBM relationships and faces competition in the telehealth sector and the discount prescription market. Expansion into telehealth and partnerships with healthcare providers could drive future growth. Potential threats include regulatory changes and increased competition.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is based on publicly available information and should not be considered financial advice. Market conditions and company performance can change, and investors should conduct their own due diligence before making 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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