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GoodRx Holdings, Inc.

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
$739.82M
PER (TTM)
23.9
53.6
配当利回り
--
52週高値
$5.81
52週安値
$2.10
52週レンジ
2%
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

Q3 2025 データ

売上高

$196.03M+0.40%
直近4四半期の推移

EPS

$0.00-90.09%
直近4四半期の推移

フリーCF

$58.02M-32.89%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

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.

リスク要因

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.

見通し

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.

同業比較

売上高 (TTM)

Astrana Health, Inc.ASTH
$2.90B
+68.2%
AdaptHealth Corp.AHCO
$2.85B
-12.7%
Teladoc Health, Inc.TDOC
$2.53B
-2.4%

粗利益率 (最新四半期)

GoodRx Holdings, Inc.GDRX
93.2%
-0.9pp
LifeMD, Inc.LFMD
87.7%
-2.9pp
MiMedx Group, Inc.MDXG
83.5%
+1.8pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
TXG$2.22B-28.8-10.3%8.5%
PGNY$1.81B31.911.5%3.1%
OMCL$1.66B792.70.2%11.0%

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
-0.4%
横ばい
4四半期純利益CAGR
-45.0%
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2月25日
|
EPS:$0.09
|
売上高:$193.27M
財務レポート
財務データ
全年度

  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年11月4日|
    売上高: $196.03M+0.4%
    |
    EPS: $0.00-90.1%
    予想を下回る

  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年8月6日|
    売上高: $203.07M+1.2%
    |
    EPS: $0.04+80.0%
    予想を下回る

  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年5月7日|
    売上高: $202.97M+2.6%
    |
    EPS: $0.03-1253.8%
    予想を下回る

  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年2月27日|
    売上高: $792.32M+5.6%
    |
    EPS: $0.04+296.8%
    予想を下回る

  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年11月7日|
    売上高: $195.25M+8.5%
    |
    EPS: $0.03-134.7%
    予想を下回る

  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年8月8日|
    売上高: $200.61M+5.8%
    |
    EPS: $0.02-85.7%
    予想を下回る

  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年5月9日|
    売上高: $197.88M+7.6%
    |
    EPS: $-0.00-67.5%
    予想を下回る

  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年2月29日|
    売上高: $750.27M-2.1%
    |
    EPS: $-0.02+73.0%
    予想を下回る