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Upturn AI SWOT - About
Goodrx Holdings Inc (GDRX)

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Upturn Advisory Summary
12/02/2025: GDRX (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $5.09
1 Year Target Price $5.09
| 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 952.01M USD | Price to earnings Ratio 34.25 | 1Y Target Price 5.09 |
Price to earnings Ratio 34.25 | 1Y Target Price 5.09 | ||
Volume (30-day avg) 16 | Beta 1.46 | 52 Weeks Range 2.61 - 5.81 | Updated Date 12/2/2025 |
52 Weeks Range 2.61 - 5.81 | Updated Date 12/2/2025 | ||
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 2025-11-06 | When - | Estimate 0.0902 | Actual 0.08 |
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 34.25 | Forward PE 6.89 | Enterprise Value 1225412782 | Price to Sales(TTM) 1.19 |
Enterprise Value 1225412782 | Price to Sales(TTM) 1.19 | ||
Enterprise Value to Revenue 1.53 | Enterprise Value to EBITDA 6.87 | Shares Outstanding 105468832 | Shares Floating 93137026 |
Shares Outstanding 105468832 | Shares Floating 93137026 | ||
Percent Insiders 11.93 | Percent Institutions 54.97 |
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 aimed to increase price transparency for prescription drugs. Significant milestones include rapid user growth, partnerships with pharmacies, and expansion into telehealth and other healthcare services.
Core Business Areas
- Prescription Transactions: Offers a platform for users to compare prescription drug prices and access discounts via coupons and other programs.
- Subscription Offerings: Provides subscription services like GoodRx Gold, which offer even greater discounts and benefits.
- Other Offerings: Includes telehealth services, pharmaceutical manufacturer solutions, and related offerings.
Leadership and Structure
Scott Wagner is the Interim Chief Executive Officer. The company has a typical corporate structure with a board of directors and various executive leadership positions overseeing different functional areas.
Top Products and Market Share
Key Offerings
- Prescription Price Comparison & Discounts: GoodRx's core offering is a platform that allows users to compare prescription drug prices and access discounts. They claim to save users up to 80% on prescription costs. Competitors include SingleCare, Optum Perks, and WellRx. Estimates of their market share vary.
- GoodRx Gold Subscription: A subscription service providing deeper discounts and additional benefits on prescriptions. Competitors include pharmacy-specific subscription programs from CVS and Walgreens. Revenue from subscription increased in 2023 to approximately $206M.
- Telehealth: Provides online medical consultations and prescription services through its telehealth platform. Teladoc and Amwell are major competitors.
Market Dynamics
Industry Overview
The prescription drug market is large and complex, with significant price variations and accessibility challenges. The telehealth market is also growing rapidly.
Positioning
GoodRx positions itself as a consumer-focused advocate, providing price transparency and affordability in the prescription drug market. Its competitive advantage lies in its large user base and established brand recognition.
Total Addressable Market (TAM)
The total addressable market for prescription medications in the US is hundreds of billions of dollars. GoodRx is positioned to capture a portion of this TAM by offering price comparison and discount services.
Upturn SWOT Analysis
Strengths
- Strong Brand Recognition
- Large User Base
- Proprietary Data
- Extensive Pharmacy Network
- Established Market Presence
Weaknesses
- Reliance on Pharmacy Benefit Managers (PBMs)
- Competition from Established Healthcare Companies
- Potential for Regulatory Changes
- Customer acquisition costs
- Dependence on search engine optimization
Opportunities
- Expansion into New Healthcare Services
- Partnerships with Healthcare Providers
- Growth in Telehealth
- Increased Adoption of Digital Health Solutions
- Further penetration of the prescription drug market.
Threats
- Changes in PBM Reimbursement Models
- Increased Competition
- Regulatory Scrutiny
- Data Security Breaches
- Economic Downturn impacting healthcare spending
Competitors and Market Share
Key Competitors
- CVS Health (CVS)
- Walgreens Boots Alliance (WBA)
- Teladoc Health (TDOC)
- SingleCare (Privately held)
- Optum Perks (UNH)
- WellRx (Privately held)
Competitive Landscape
GoodRx faces competition from established healthcare companies, PBMs, and other digital health providers. Its advantage lies in its consumer-focused brand and price transparency, but it needs to navigate the complexities of the healthcare industry.
Major Acquisitions
RxSense
- Year: 2021
- Acquisition Price (USD millions): 90
- Strategic Rationale: Acquisition of RxSense to improve GoodRx's ability to negotiate better drug prices.
VitaCare Prescription Services
- Year: 2022
- Acquisition Price (USD millions): 150
- Strategic Rationale: Acquisition of VitaCare to help patients navigate complex processes to get access to the medications they need.
Growth Trajectory and Initiatives
Historical Growth: GoodRx experienced rapid growth in its early years due to increasing demand for affordable prescription drugs. Growth has slowed more recently due to competition and market factors.
Future Projections: Analyst estimates suggest moderate revenue growth in the coming years. The company's success will depend on its ability to innovate and expand into new markets.
Recent Initiatives: Recent initiatives include expanding telehealth services, developing pharmaceutical manufacturer solutions, and strengthening partnerships with pharmacies.
Summary
GoodRx is a recognizable brand with a strong user base, facilitating access to affordable prescriptions. However, the company faces increasing competition and relies heavily on PBM relationships. Growth has slowed recently, requiring strategic innovation and expansion. GoodRx needs to carefully manage regulatory risks and adapt to the evolving healthcare landscape for sustainable success.
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Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q), Investor presentations, Third-party market research reports, Analyst estimates.
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance can change rapidly. Consult with a qualified financial advisor 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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