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GoodRx Holdings, Inc.

NASDAQ•GDRX
CEO: Mr. Trevor Bezdek
板块: Healthcare
行业: Medical - Healthcare Information Services
上市日期: 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.
联系方式
2701 Olympic Boulevard, Santa Monica, CA, 90404, United States
855-268-2822
www.goodrx.com
市值
$795.06M
市盈率 (TTM)
25.9
37.5
股息率
--
52周最高
$5.81
52周最低
$1.77
52周范围
14%
排名50Top 68.9%
3.1
F-Score
改良版 Piotroski 分析
基于 9 年期基本面
疲弱 • 3.1 / 9 分
评分区间 (0-9)
8-9: 价值优异
6-7: 基本面强劲
4-5: 整体稳健
0-3: 表现疲弱
数据范围: 2017-2025

财务仪表盘

Q4 2025 数据

营业收入

$194.79M+0.00%
近4季度走势

每股收益

$0.02+0.00%
近4季度走势

自由现金流

$31.65M+0.00%
近4季度走势

2025 Annual 财报亮点

核心亮点

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.

关注风险

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.

前瞻展望

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.

同行对比

营业收入 (TTM)

ASTH stock ticker logoASTH
$3.18B
+56.4%
AHCO stock ticker logoAHCO
$2.84B
+7.4%
TDOC stock ticker logoTDOC
$2.53B
-1.5%

毛利率 (最新季度)

MDXG stock ticker logoMDXG
83.9%
+1.8pp
LFMD stock ticker logoLFMD
81.8%
-2.9pp
IRMD stock ticker logoIRMD
75.1%
+0.4pp

关键指标

股票代码
市值
市盈率 (TTM)
净资产收益率 (TTM)
负债率
TXG$3.24B-74.0-5.7%15.1%
AHCO$1.72B-23.5-4.6%44.1%
OMCL$1.71B822.30.2%10.3%

长期趋势

近4季度
营业收入
净利润
经营现金流
4季度营收复合增长率
-1.4%
基本持平
4季度净利润复合增长率
-21.1%
盈利能力下滑
现金流稳定性
100%
现金流表现优异

深度研究

下次财报:2026年5月5日
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每股收益:-
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营业收入:-
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过去12个月
无数据