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GoodRx Holdings, Inc.(GDRX)Earnings, Financials & Key Ratios
GDRX•NASDAQ
$3.03
35.5× P/E·Price updated Jul 7, 2026
AboutGoodRx Holdings, Inc., through 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 through GoodRx codes that are used to save money on prescriptions across the United States. It also offers other healthcare products and services, including subscriptions, pharma manufacturer solutions, and telehealth services. It serves pharmacy benefit managers that manage formularies and prescription transactions, including establishing pricing between consumers and pharmacies. The company was incorporated in 2015 and is headquartered in Santa Monica, California.Show more
- Revenue$797M+0.6%
- EBITDA$173M+27.6%
- Net Income$30M+85.7%
- EPS (Diluted)0.09+104.1%
- Gross Margin92.77%-1.2%
- EBITDA Margin21.67%+26.8%
- Operating Margin10.98%+32.1%
- Net Margin3.82%+84.7%
- ROE4.54%+105.9%
GDRX Price & Volume
GoodRx Holdings, Inc. (GDRX) stock price & volume — 10-year historical chart
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Stagnant Revenue Growth Challenges Long-Term Profitability Outlook
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Contracting
Profitability:Strained
Financial:Healthy
Cash Flow:Mixed
Primary Risk:PBM Disintermediation and Regulatory Exposure
Key Thesis Takeaways
- GoodRx faces significant headwinds as top-line growth contracted by 4.4% in 2026Q1, signaling potential saturation in its core pharmacy discount model.
- While the company has successfully reduced total debt from $711.1 million in 2023Q4 to $58.9 million in 2026Q1, the reliance on aggressive share repurchases and high SG&A expenses—often exceeding 50% of revenue—suggests limited operational leverage.
- Investors should monitor the impact of emerging transparent pricing models on the company's long-term relevance and its ability to convert GAAP earnings into consistent free cash flow.
Verdict Logic
the company's top-line contraction of 4.4% in 2026Q1 and reliance on non-cash stock-based compensation to bridge GAAP losses suggest that the current 32.83 P/E ratio may not fully reflect the underlying structural risks.
GDRX Growth Metrics
GoodRx Holdings, Inc. (GDRX) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years7.67%
3 Years1.3%
TTM-1.19%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-19.73%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-16.63%
Return on Capital
10 Years6.15%
5 Years2.25%
3 Years3.41%
Last Year7.22%
GDRX Recent Earnings
GoodRx Holdings, Inc. (GDRX) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 1/12 qtrs (8%)●Beat Revenue 7/12 qtrs (58%)
Q2 2026Latest
May 6, 2026Metric
Actual
Est
EPS
$0.07+0.0%
$0.07
Rev
$194M+4.6%
$185M
Q1 2026
Feb 25, 2026Metric
Actual
Est
EPS
$0.09+0.0%
$0.09
Rev
$195M+0.8%
$193M
Q4 2025
Nov 4, 2025Metric
Actual
Est
EPS
$0.08-11.1%
$0.09
Rev
$196M+1.4%
$193M
Q3 2025
Aug 6, 2025Metric
Actual
Est
EPS
$0.09-10.0%
$0.10
Rev
$203M-1.1%
$205M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 6, 2026 | $0.07vs $0.07+0.0% | $194Mvs $185M+4.6% |
| Q1 2026 | Feb 25, 2026 | $0.09vs $0.09+0.0% | $195Mvs $193M+0.8% |
| Q4 2025 | Nov 4, 2025 | $0.08vs $0.09-11.1% | $196Mvs $193M+1.4% |
| Q3 2025 | Aug 6, 2025 | $0.09vs $0.10-10.0% | $203Mvs $205M-1.1% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for GoodRx Holdings, Inc. (GDRX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $3.03 | $1.05B | 35.52 | 0.57% | 3.82% | 4.54% | — | |
| $36.17 | $7.94B | 70.92 | 59% | -0.56% | -2.48% | — | |
| $9.10 | $1.64B | -7.98 | -1.54% | -6.81% | -12.37% | — | |
| $6.29 | $118.03M | 23.30 | 18.78% | 6.37% | 5.47% | — | |
| $34.59 | $2.26B | -10.19 | — | — | -67.38% | — | |
| $22.74 | $4.25B | 23.20 | 13.05% | 30.4% | 19.36% | — |
Compare GDRX vs Peers
GoodRx Holdings, Inc. (GDRX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
GDRX SEC Filings & Documents
GoodRx Holdings, Inc. (GDRX) SEC filings — annual & quarterly reports (10-K, 10-Q)
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GDRX Frequently Asked Questions
GoodRx Holdings, Inc. (GDRX) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is GoodRx Holdings, Inc.'s revenue?
GoodRx Holdings, Inc. (GDRX) reported $787.9M in revenue for fiscal year 2025. This represents a 216% increase from $249.5M in 2018.
How fast is GoodRx Holdings, Inc. growing?
GoodRx Holdings, Inc. (GDRX) grew revenue by 0.6% over the past year. Growth has been modest.
Is GDRX profitable?
Yes, GoodRx Holdings, Inc. (GDRX) is profitable, generating $29.5M in net income for fiscal year 2025 (3.8% net margin).
Dividend & Returns
What is GDRX's return on equity?
GoodRx Holdings, Inc. (GDRX) has a return on equity (ROE) of 4.5%. This is below average, suggesting room for improvement.
What is GoodRx Holdings, Inc.'s free cash flow?
GoodRx Holdings, Inc. (GDRX) generated $131.6M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.