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GoodRx Holdings, Inc.

NASDAQ•GDRX
執行長: Mr. Trevor Bezdek
板塊: Healthcare
行業: 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.
聯絡資訊
2701 Olympic Boulevard, Santa Monica, CA, 90404, United States
855-268-2822
www.goodrx.com
市值
$795.06M
本益比 (TTM)
25.9
37.5
股息率
--
52周最高
$5.81
52周最低
$1.77
52周範圍
14%
排名50Top 68.9%
3.1
F-Score
改良版 Piotroski 分析
基於 9 年期基本面
疲弱 • 3.1 / 9 分
評分區間 (0-9)
8-9: 價值優異
6-7: 基本面強勁
4-5: 整體穩健
0-3: 表現疲弱
資料區間: 2017-2025

財務儀表板

Q4 2025 數據

營業收入

$194.79M+0.00%
近4季度走勢

每股收益

$0.02+0.00%
近4季度走勢

自由現金流

$31.65M+0.00%
近4季度走勢

2025 Annual 財報亮點

核心亮點

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.

關注風險

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.

未來展望

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.

同行對比

營業收入 (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

關鍵指標

股票代碼
市值
本益比 (TTM)
股東權益報酬率 (TTM)
負債率
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%

長期趨勢

近4季度
營業收入
淨利
營運現金流
4季度營業收入複合增長率
-1.4%
基本持平
4季度淨利複合增長率
-21.1%
盈利能力下滑
現金流穩定性
100%
現金流表現優異

深度研究

下次財報:2026年5月5日
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