GoodRx Holdings, Inc. (GDRX) AI Stock Analysis

GoodRx Holdings, Inc., headquartered in Santa Monica, California, operates platforms that enable consumers to compare and save on prescription drug purchases across the United States. Users can access curated, location-specific pricing data and apply GoodRx codes to secure discounted pharmacy rates. Beyond its core prescription comparison tools, the company offers subscription services, pharma manufacturer solutions, and telehealth options. The platform also assists pharmacy benefit managers with formulary management and prescription transactions, seeking to optimize pricing arrangements between consumers and pharmacies nationwide.

GoodRx experienced a 5-year revenue compound annual growth rate of 7.7% from FY2020 to FY2025. Annual revenue expanded from $745.4M in FY2021 to $796.9M in FY2025, alongside an increase in operating margin from 1.8% to 11.0%. The company transitioned from a net loss of -$25.3M in FY2021 to positive net income of $30.4M in FY2025, with gross margin remaining steady at 92.8%. Over the trailing twelve months, revenue was $785.2M with a net profit margin of 2.1%. In the latest quarter ended June 30, 2026, quarterly revenue fell 1.3% year-over-year and quarterly earnings declined 44.5%.

As of June 30, 2026, GoodRx reported $296.1M in cash and short-term investments and $539.0M in total debt, resulting in net debt of $242.8M. Total assets stood at $2.34B against shareholders' equity of $647.6M, reflecting a debt-to-equity ratio of 0.83 and a current ratio of 1.38. In FY2025, the company generated $167.9M in operating cash flow and $164.4M in free cash flow. Capital expenditures were modest at $3.5M, while share buybacks totaled $206.9M, contributing to a 15.2% reduction in share count over 5 years.

At a last close of $3.36, GoodRx carried a market capitalization of $1.15B and an enterprise value of $1.38B. The stock traded at a trailing P/E of 67.2x, above the median of its US-listed Healthcare peers of 24.6x, but its forward P/E of 10.3x was lower than the peer median of 17.3x. Its enterprise value-to-EBITDA stood at 8.1x compared to the peer median of 12.0x, and its price-to-sales was 1.5x versus 4.1x for peers. Over the past year, the stock declined 13.8%, while the S&P 500 (SPY) gained 16.8%.

Wall Street coverage includes 3 Strong Buy, 1 Buy, 8 Hold, and 2 Sell recommendations. The mean price target of $3.95 represents an upside of 17.6% over the last close of $3.36. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $0.30 on revenue of $798.5M. For the following fiscal year, 11 analysts project EPS of $0.35 and revenue of $836.2M. GoodRx recorded 0 EPS beats over the last 4 quarters, and its next earnings date is November 3, 2026.

This page is an AI-written research summary of GoodRx Holdings, Inc. (GDRX). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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