Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
GDRX
BuyFull HouseAPPROVEGoodRx Holdings, Inc. · Healthcare · United States · $1.2B · Avg Vol: $6M/d
GoodRx Holdings clears the calibrated bar. All three legs are above the floor (Q61 V56 M54) and an active buyback provides the required corroboration. Nothing adverse is on file: no negative earnings revision and no insider selling. Quality at Q61 is the strongest part of the case.
COMPANY DESCRIPTION
GoodRx Holdings, Inc. operates a leading digital platform that provides prescription drug discounts and price transparency tools to consumers in the United States. The company also offers telehealth services and pharmaceutical manufacturer solutions, aiming to make healthcare more affordable and accessible. GoodRx is a dominant player in online prescription savings, leveraging its extensive pharmacy network and user base to deliver significant value.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 766.6M | 750.3M | 792.3M | 796.9M | 1.3% | 785.2M | 798.8M | 840.1M | 2.7% |
| EPS | -0.30 | -0.08 | 0.15 | 0.29 | 100.5% | 0.06 | 0.25 | 0.30 | 0.9% |
| Shares | 104.7M | 104.7M | 104.7M | 104.7M | 0.0% | 107.2M | — | — | — |
| Debt | 717.0M | 711.1M | 543.4M | 542.8M | -8.9% | 539.0M | — | — | — |
| Equity | 814.8M | 762.0M | 724.7M | 616.3M | -8.9% | — | — | — | — |
| Op CF | 146.8M | 138.3M | 183.9M | 167.9M | 4.6% | 201.6M | — | — | — |
| Inv CF | -210.5M | -55.8M | -70.3M | -120.0M | — | — | — | — | — |
| Fin CF | -120.2M | -167.4M | -337.5M | -234.5M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of GDRX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| GDRX | GoodRx Holdings, Inc.(you) | $1.2B | 77 | Buy |
| OMCL | Omnicell, Inc. | $1.5B | 66 | Buy |
| OMDA | Omada Health, Inc. | $1.5B | 65 | Buy |
| HSTM | HealthStream, Inc. | $859M | 87 | Strong Buy |
| NRC | NRC Health | $483M | 73 | Buy |
| CTEV | Claritev Corporation | $668M | 66 | Buy |
| WEAV | Weave Communications, Inc. | $583M | 64 | Hold |
| TDOC | Teladoc Health, Inc. | $1.2B | 49 | Hold |
| SLP | Simulations Plus, Inc. | $372M | 83 | Strong Buy |
| CERT | Certara, Inc. | $1.3B | 48 | Hold |
Peer medians: ROE -30.8% · P/E 26.9x · Gross margin 58.1%