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Goodrx Holdings Inc (GDRX)



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Upturn Advisory Summary
09/16/2025: GDRX (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $5.37
1 Year Target Price $5.37
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 ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.46B USD | Price to earnings Ratio 45.33 | 1Y Target Price 5.37 |
Price to earnings Ratio 45.33 | 1Y Target Price 5.37 | ||
Volume (30-day avg) 16 | Beta 1.24 | 52 Weeks Range 3.31 - 7.61 | Updated Date 09/16/2025 |
52 Weeks Range 3.31 - 7.61 | Updated Date 09/16/2025 | ||
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 45.33 | Forward PE 9.59 | Enterprise Value 1722035474 | Price to Sales(TTM) 1.82 |
Enterprise Value 1722035474 | Price to Sales(TTM) 1.82 | ||
Enterprise Value to Revenue 2.15 | Enterprise Value to EBITDA 9.67 | Shares Outstanding 98580704 | Shares Floating 86428186 |
Shares Outstanding 98580704 | Shares Floating 86428186 | ||
Percent Insiders 12.67 | Percent Institutions 62.83 |
Upturn AI SWOT
Goodrx Holdings Inc

Company Overview
History and Background
GoodRx Holdings, Inc. was founded in 2011 by Doug Hirsch, Trevor Bezdek, and Scott Marlette. It aimed to provide consumers with price transparency for prescription drugs. The company grew rapidly by aggregating drug prices from various pharmacies and offering discounts through its platform.
Core Business Areas
- Prescription Transactions: Offers price comparisons and discount codes for prescription medications through its website and mobile app, generating revenue from pharmacy benefit managers (PBMs) and pharmacies when users fill prescriptions using GoodRx codes.
- Subscription Offerings: Provides subscription programs (GoodRx Gold, Kroger Rx Savings Club) offering further discounts and benefits, generating recurring revenue.
- Manufacturer Solutions: Offers marketing and promotional services to pharmaceutical manufacturers, generating revenue from increased brand awareness and prescription fills. Also includes telehealth services.
Leadership and Structure
Scott Wagner is the Interim CEO. The company has a typical corporate structure with departments for technology, marketing, finance, and operations, overseen by a board of directors.
Top Products and Market Share
Key Offerings
- Prescription Price Comparisons & Discounts: Core offering: users can compare prices for prescriptions at various pharmacies and obtain discounts. Revenue is derived from PBMs and pharmacies via transaction fees. GoodRx boasts millions of monthly active users. Competitors include SingleCare, Optum Perks (formerly ScriptSave WellRx), and RxSaver.
- GoodRx Gold: Subscription program providing deeper discounts and access to telehealth services for a monthly fee. The number of subscribers is a key performance indicator. Competitors include similar subscription programs offered by other healthcare companies.
- Manufacturer Solutions: Offers services to pharmaceutical manufacturers, including marketing and patient support programs. Revenue is generated through contracts with these manufacturers. Competitors include advertising agencies and healthcare marketing firms specializing in pharmaceutical promotions.
Market Dynamics
Industry Overview
The prescription drug market is characterized by high prices, lack of transparency, and complex pricing structures. Increased consumer focus on healthcare costs drives demand for price comparison tools. The telehealth market is growing rapidly.
Positioning
GoodRx is a leading player in the prescription price comparison market, with a strong brand reputation and large user base. Its competitive advantages include its extensive database of drug prices, user-friendly platform, and partnerships with major pharmacies.
Total Addressable Market (TAM)
The US prescription drug market is estimated to be hundreds of billions of dollars annually. GoodRx is positioned to capture a portion of this TAM by providing price transparency and discounts. The telehealth market also represents a significant growth opportunity.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Large user base
- Extensive database of drug prices
- User-friendly platform
- Partnerships with major pharmacies
Weaknesses
- Reliance on PBM relationships
- Potential regulatory risks
- Competition from other price comparison tools
- Dependence on search engine optimization (SEO) and app store optimization (ASO)
Opportunities
- Expanding into new healthcare services (e.g., telehealth)
- Partnering with more pharmacies and PBMs
- Increasing subscription revenue
- Growing awareness of prescription drug costs
Threats
- Changes in PBM pricing models
- Increased competition
- Regulatory changes impacting prescription drug pricing
- Data privacy concerns
Competitors and Market Share
Key Competitors
- CVS Health (CVS)
- UnitedHealth Group (UNH)
- Amazon (AMZN)
Competitive Landscape
GoodRx competes with large pharmacy chains, PBMs, and other digital health companies. Its advantages include its focus on price transparency and user-friendly platform. However, it faces competition from established players with greater resources.
Major Acquisitions
HeyDoctor
- Year: 2019
- Acquisition Price (USD millions): 0
- Strategic Rationale: Expanded GoodRx's telehealth capabilities.
Growth Trajectory and Initiatives
Historical Growth: GoodRx has experienced rapid growth in revenue and user base since its founding.
Future Projections: Analyst estimates project continued revenue growth for GoodRx, driven by increased adoption of its platform and expansion into new services.
Recent Initiatives: Recent initiatives include expanding telehealth offerings and forming new partnerships with pharmacies and PBMs.
Summary
GoodRx is a significant player in the prescription drug price comparison space, known for its user-friendly platform and brand. Its strengths lie in its large user base and partnerships, but it depends heavily on relationships with PBMs and effective SEO. Growth opportunities exist in telehealth and subscriptions, but competition and regulatory changes pose risks. Overall, GoodRx needs to diversify revenue streams and carefully monitor regulatory trends to maintain its market position.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (e.g., 10-K reports)
- Market research reports
- Analyst estimates
- Industry publications
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is approximate and based on available estimates. The AI-based rating is subjective and should not be the sole basis for 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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