Goodrx Holdings Inc logo

Goodrx Holdings Inc(GDRX)

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ADVISORIES YOU CAN VERIFY
QUALITY SIGNAL
2-STAR RATING
PASS
LAST CLOSE
$3.28
10/02/2026
(24-hour delay)

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*as per simulation (see disclosures)
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Upturn Advisory & Investor View for GDRX

10/02/2026: GDRX (2-star) is currently NOT-A-BUY. Pass it for now.

GoodRx Holdings is a health technology company that operates a digital platform for prescription drug price comparison and related telehealth services. Its primary strength lies in a widely used discount card and a robust network of pharmacy partnerships that simplify a fragmented pharmaceutical market. The company is currently shifting its growth strategy toward provider-facing solutions and advertising services for drug manufacturers to diversify its income. Key risks include intense competition from large retail pharmacy chains and potential regulatory changes affecting pharmacy benefit management models. GoodRx may suit growth-oriented investors, though it remains a volatile asset requiring close monitoring of platform engagement and regulatory developments.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitWhile the company operates in a large addressable market, recent growth rates have moderated significantly.
Momentum investorWeak fitThe stock has largely lacked consistent bullish momentum, making it less attractive for trend-following strategies.
Value investorMixed fitValuation has compressed significantly from IPO levels, but earnings quality remains sensitive to regulatory shifts.
Dividend investorWeak fitGoodRx does not pay a dividend and prioritizes internal reinvestment.
Low-risk investorWeak fitHigh sensitivity to regulatory and competitive risks leads to volatility inconsistent with low-risk goals.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityHighThe stock often experiences sharp price swings related to regulatory news or quarterly results.
Valuation riskMediumMarket sentiment can shift rapidly regarding the company's long-term growth prospects.
Competition risk (e.g. Retail Pharmacy)HighMajor pharmacy chains and tech platforms are increasingly competing directly in the discount space.
Business qualityMediumWhile the platform has strong network effects, it remains dependent on third-party PBM relationships.
Dividend incomeLow / noneInvestors should not expect any income from this security.
Execution riskMediumSuccessfully pivoting toward provider-focused and manufacturer solutions is critical for long-term health.

Price Behavior

Strong Uptrend
PRICE PATH

Strong Uptrend

The stock has maintained a strong upward price trend across the last three quarters.

Choppy
PRICE STABILITY

Choppy

The stock has experienced frequent reversals and pronounced short-term price swings.

Analysis of Past Performance

Type Stock
Historic Profit -30.54%
Avg. Invested days 31
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 10/02/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
GDRX receives a 4-star rating, supported by solid unit economics, solid company fundamentals, and solid analyst coverage. The rating is constrained by weak price momentum.

Company Fundamentals

★★★★★
GDRX has solid overall fundamentals (4 stars), with solid financial health, solid growth momentum, and strong ownership. In FY2025 versus FY2024, strong earnings growth (+85.7%) and strong cash generation (FCF margin 20.6%) are partially offset by moderate revenue growth (+0.6%), soft profitability (net margin 3.8%).

Financial Health Rating

★★★★★
GDRX's financial health is supported by solid liquidity, including working-capital and asset support (WC/assets 28.3%). Profitability is moderate (3 stars), which helps explain the 4-star overall score.

Growth Momentum Score

★★★★★
Earnings growth is GDRX's strongest growth driver at +85.7% FY2025 versus FY2024 (strong, 5 stars). By comparison, free-cash-flow growth (+44.8%, strong) is also strong, while revenue growth (+0.6%, moderate) holds the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 55.8% and approximately 87.7% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 12.71% supports management-shareholder alignment.

Top 5 Institutional Investors

Francisco Partners Management LP 17.61%
LSV Asset Management 1.51%
Ameriprise Financial Inc 1.31%
Vanguard Capital Management, LLC 1.20%
SILVER LAKE GROUP, L.L.C. 1.04%

Unit Economics (Per $1K Revenue)

★★★★★
GDRX generates approximately $928 of gross profit, $110 of operating income, and $206 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Solid margins and strong cash conversion support the rating, although capital efficiency remains soft.

Economic Dimensions

★★★★★
Effective Tax Rate: 46.16%

Quantitative Style Profile

★★★★★
GDRX has a liquid profile. Weak momentum is the primary drawback, while elevated volatility.

Style Classification

Quality Focused

Value-OrientedHigh VolatilitySmall / Mid Cap RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 1.12B USD
Price to earnings Ratio 54.5
1Y Target Price 3.95
Price to earnings Ratio 54.5
1Y Target Price 3.95
Volume (30-day avg) 1.1M shares
Beta 1.6
52 Weeks Range 1.77 - 5.81
Updated Date 10/02/2026
52 Weeks Range 1.77 - 5.81
Updated Date 10/02/2026
Dividends yield (FY) -
Basic EPS (TTM) 0.06

How Company Makes Money

Business areaWhat it includesRetail investor read
Prescription TransactionsFees earned from PBMs for transactions processed through the GoodRx platform.The main engine of revenue; GoodRx gets paid when people use its coupons at the pharmacy.
Subscription ServicesMonthly membership fees from GoodRx Gold members.Provides stable, recurring subscription revenue.
Pharma Manufacturer SolutionsAdvertising and access program fees from drug manufacturers.A growing segment where pharmaceutical companies pay to reach patients.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

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Valuation

Trailing PE 54.5
Forward PE 10.29
Enterprise Value 1.38B
Price to Sales(TTM) 1.42
Enterprise Value 1.38B
Price to Sales(TTM) 1.42
Enterprise Value to Revenue 1.75
Enterprise Value to EBITDA 8.05
Shares Outstanding 107.18M
Shares Floating 93.97M
Shares Outstanding 107.18M
Shares Floating 93.97M
Percent Insiders 12.71
Percent Institutions 55.84

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI Summary

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Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

About Goodrx Holdings Inc

Exchange NASDAQ
Headquarters 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 697
Full time employees 697

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 subscription programs and pharma manufacturer solutions, as well as telehealth services through the GoodRx Care platform. In addition, the company provides healthcare products and solutions 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.