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

$771.07M

P/E (TTM)

25.1

37.7

Dividend Yield

52W High

$5.81

52W Low

$1.77

52W Range

12%

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

Q4 2025 Data

Revenue

$194.79M+0.00%

4-Quarter Trend

EPS

$0.02+0.00%

4-Quarter Trend

FCF

$31.65M+0.00%

4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Revenue Growth Modest Total revenue reached $796.9M USD, showing 1% growth; Net income improved significantly to $30.4M USD, up 73%.

Strong Profitability Expansion Adjusted EBITDA was $270.5M USD, increasing 3.9% from prior year; Margin expanded to 33.9% USD.

Shareholder Value Focus Executed $217.4M USD in Class A common stock repurchases during 2025, returning capital to shareholders.

Pharma Direct Revenue Surge Pharma direct revenue grew 41% year-over-year to $151.4M USD, driven by expanded manufacturer partnerships.

Risk Factors

Consumer Base Declining Monthly Active Consumers fell to 5.3M in Q4 2025 from 6.6M in Q4 2024, impacted by retail pharmacy closures.

Prescription Revenue Pressure Prescription transactions revenue dropped 6% to $544.0M USD due to lower consumer utilization and program changes.

Regulatory and Legal Exposure Facing ongoing consumer privacy class action litigation with an estimated probable loss accrued of $30.5M USD.

Industry Concentration Risk Revenue heavily reliant on limited PBM participants; top three customers accounted for 22% of 2025 revenue.

Outlook

Focus on Pharma Direct Growth Expect pharma direct revenue to grow as percentage of total revenue; increasing investment in subscription offerings.

Platform Expansion Opportunities Exploring expansion into clinical trials, insurance marketplaces, and in-person doctor visits for future growth.

Brand Building Investment Plan substantial investments to increase brand awareness and educate consumers on prescription pricing solutions.

Capital Allocation Strategy Intend to retain future earnings to finance operations and expansion; no dividends expected in foreseeable future.

Peer Comparison

Revenue (TTM)

ASTH

$3.18B

+56.4%

AHCO

$2.84B

+7.4%

TDOC

$2.53B

-1.5%

Gross Margin (Latest Quarter)

LFMD

684.5%

-2.9pp

GDRX

101.2%

-0.9pp

MDXG

83.9%

+1.8pp

Key Metrics

Symbol	Market Cap	P/E (TTM)	ROE (TTM)	Debt to Assets
TXG	$2.61B	-59.7	-5.7%	15.1%
OMCL	$1.70B	821.2	0.2%	10.3%
INVA	$1.44B	6.2	30.6%	16.5%

Long-Term Trends

Last 4 Quarters

Revenue

Net Income

Operating Cash Flow

4Q Revenue CAGR

-1.4%

Flat Growth

4Q Net Income CAGR

-21.1%

Declining Profitability

Cash Flow Stability

100%

Strong Cash Flow

Deep Research

Next earnings:May 5, 2026

EPS:-

Revenue:-

Financials

Earnings Calls

Reports

News

Income Statement

Balance Sheet

Cash Flow Statement

Ratios

% Chg.

Income Statement	LTM

No Data