GoodRx Holdings, Inc.

NASDAQ•GDRX

CEO: Mr. Trevor Bezdek

セクター: Healthcare

業種: Medical - Healthcare Information Services

上場日: 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.

連絡先情報

2701 Olympic Boulevard, Santa Monica, CA, 90404, United States

855-268-2822

www.goodrx.com

時価総額

$764.21M

PER (TTM)

24.9

35.1

配当利回り

52週高値

$5.81

52週安値

$1.77

52週レンジ

11%

順位50Top 68.9%

3.1

F-Score

改良版 Piotroski 分析

9年ファンダメンタル

弱い • 3.1 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2017-2025

財務ダッシュボード

Q4 2025 データ

売上高

$194.79M+0.00%

直近4四半期の推移

EPS

$0.02+0.00%

直近4四半期の推移

フリーCF

$31.65M+0.00%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

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.

リスク要因

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.

見通し

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.

同業比較

売上高 (TTM)

ASTH

$3.18B

+56.4%

AHCO

$2.84B

+7.4%

TDOC

$2.53B

-1.5%

粗利益率 (最新四半期)

MDXG

83.9%

+1.8pp

IRMD

75.1%

+0.4pp

TDOC

69.3%

-1.8pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
TXG	$2.31B	-52.8	-5.7%	15.1%
OMCL	$1.59B	768.8	0.2%	10.3%
PLSE	$1.52B	-20.7	-73.5%	7.8%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

-1.4%

横ばい

4四半期純利益CAGR

-21.1%

収益性の低下

キャッシュフロー安定性

100%

優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年5月5日

EPS:-

売上高:-

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし