logo
Twitter
Discord
Email
logo
GoodRx Holdings, Inc.

GoodRx Holdings, Inc.

NASDAQ•GDRX
CEO: Mr. Trevor Bezdek
Sector: Healthcare
Industry: Medical - Healthcare Information Services
Listing Date: 2020-09-23
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. 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.
Contact Information
2701 Olympic Boulevard, Santa Monica, CA, 90404, United States
855-268-2822
www.goodrx.com
Market Cap
$909.50M
P/E (TTM)
29.4
48.2
Dividend Yield
--
52W High
$5.81
52W Low
$2.61
52W Range
2%
Rank50Top 68.9%
3.1
F-Score
Modified Piotroski Analysis
Based on 9-year fundamentals
Weak • 3.1 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2017-2025

Financial Dashboard

Q3 2025 Data

Revenue

$196.03M+0.40%
4-Quarter Trend

EPS

$0.00-90.09%
4-Quarter Trend

FCF

$58.02M-32.89%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Nine Month Revenue Growth Revenue reached $602.1M (9M), up 1.1% versus prior period, driven by strong pharma solutions growth.
Profitability Improvement Nine month Net Income totaled $25.0M, substantially increasing from $9.7M reported in the comparable period.
EBITDA Margin Expansion Adjusted EBITDA was $205.5M (9M), with margin improving to 34.1% compared to 32.5% last year.
Acquisition Completed Acquired ScriptDrop, Inc. for $13.5M cash to expand prescription delivery technology capabilities.

Risk Factors

Monthly Active Consumers Decline Monthly Active Consumers fell to 5.4M (3Q 2025) from 6.6M (3Q 2024) due to retail pharmacy landscape changes.
Prescription Revenue Drop Prescription transactions revenue decreased $13.3M, or 9%, for the quarter due to lower consumer volume.
Legal Settlement Accrual Accrued probable loss of $25.0M related to NDCA class action settlement, subject to significant judgment.
Pharmacy Landscape Headwinds Retail pharmacy closures and PBM renegotiations adversely impacted transaction revenue and claim volume near term.

Outlook

Pharma Solutions Expansion Pharma manufacturer solutions revenue grew 54% (3Q); expected to scale and increase as percentage of total revenue.
New Subscription Programs Launched condition-specific subscription programs for ED and hair loss, planning further expansion before year-end 2025.
Sufficient Liquidity Cash and equivalents of $273.5M deemed adequate to meet operating, investing, and financing needs for next twelve months.
Regulatory Uncertainty Ahead Impact of IRA and OBBBA legislation on pricing and healthcare spending remains unclear but is expected to be significant.

Peer Comparison

Revenue (TTM)

Astrana Health, Inc.ASTH
$2.90B
+68.2%
Teladoc Health, Inc.TDOC
$2.53B
-2.4%
Clover Health Investments, Corp.CLOV
$1.77B
+14.8%

Gross Margin (Latest Quarter)

GoodRx Holdings, Inc.GDRX
93.2%
-0.9pp
Teladoc Health, Inc.TDOC
70.1%
-1.8pp
Phreesia, Inc.PHR
68.4%
+0.7pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
TXG$2.60B-33.7-10.3%8.5%
OMCL$2.32B117.41.6%10.6%
PGNY$2.11B37.311.5%3.1%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-0.4%
Flat Growth
4Q Net Income CAGR
-45.0%
Declining Profitability
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Feb 26, 2026
|
EPS:$0.09
|
Revenue:-
Reports
All Years

  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Nov 4, 2025|
    Revenue: $196.03M+0.4%
    |
    EPS: $0.00-90.1%
    Miss

  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 6, 2025|
    Revenue: $203.07M+1.2%
    |
    EPS: $0.04+102.2%
    Miss

  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 7, 2025|
    Revenue: $202.97M+2.6%
    |
    EPS: $0.03-1253.8%
    Miss

  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 27, 2025|
    Revenue: $792.32M+5.6%
    |
    EPS: $0.04+296.8%
    Miss

  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 7, 2024|
    Revenue: $195.25M+8.5%
    |
    EPS: $0.03-134.7%
    Miss

  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 8, 2024|
    Revenue: $200.61M+5.8%
    |
    EPS: $0.02-87.3%
    Miss

  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 9, 2024|
    Revenue: $197.88M+7.6%
    |
    EPS: $-0.00-67.5%
    Miss

  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 29, 2024|
    Revenue: $750.27M-2.1%
    |
    EPS: $-0.02+72.8%
    Miss