GDRX official logo GDRX
GDRX 1-star rating from Upturn Advisory
Goodrx Holdings Inc (GDRX) company logo

Goodrx Holdings Inc (GDRX)

Goodrx Holdings Inc (GDRX) 1-star rating from Upturn Advisory
$2.68
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Upturn Advisory Summary

12/02/2025: GDRX (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 1 star rating for performance

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

3 star rating from financial analysts

16 Analysts rated it

Moderately tracked stock, growing coverage, gaining market and investor attention.

1 Year Target Price $5.09

1 Year Target Price $5.09

Analysts Price Target For last 52 week
$5.09 Target price
52w Low $2.61
Current$2.68
52w High $5.81

Analysis of Past Performance

Type Stock
Historic Profit -65.98%
Avg. Invested days 21
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 1.0
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 12/02/2025

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

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

Goodrx Holdings Inc

Goodrx Holdings Inc(GDRX) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo 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.

Company business area logo 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 logo 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

Product Key Offerings logo 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 logo 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 competitor logo 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.

Similar Stocks

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.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries 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
Full time employees 738

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.