GDRX · NASDAQ · Medical - Healthcare Information Services

GoodRx

Matches consumers with prescription prices, discounts, subscriptions and manufacturer affordability services.

$3.53
After-hours close−0.02 (−0.42%)
At close$3.55(+1.00%)
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Profile

GoodRx Holdings, Inc.GDRXHealth Care

Helps U.S. consumers compare prescription prices and use savings codes at local and mail-order pharmacies. Transaction fees from PBMs, manufacturers and pharmacies remain the primary engine, alongside subscription and pharma-direct offerings.

Built around free web and app tools, the U.S. marketplace lets consumers compare local and mail-order prescription prices and obtain discounts. The tools serve both insured and uninsured consumers. It earns partner fees when prescriptions are filled using GoodRx codes, while subscriptions and pharma-direct offerings broaden the affordability platform.

A telehealth expansion added online medical visits, prescriptions and lab-test access for routine issues. Prescription transactions remain the business's central revenue source across the United States. Operations depend on relationships with PBMs, manufacturers and pharmacies, while consumer health-information handling is shaped by an FTC privacy-enforcement order.

Company facts

CEOWendy Barnes
ListedSep 23, 2020
ExchangeNASDAQ
HeadquartersSanta Monica, CA
CountryUnited States
Employees697
CIK0001809519
ISINUS38246G1085

Key statistics

Market cap$1.22B
EPS (ttm)$0.0425
P/E (ttm)83.06
ROE2.6%
P/B1.85
P/S1.56
Dividend yield
Beta1.40vs XLV 0.30

Year to date +28.9% · Average volume (30d) 1.7M

Analysts

Price target, next 12 months$4.00+13.3%Median of 24 analysts · vs the Aug 28 close
ConsensusHold9 of 24 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Aug 20, 2026BarclaysReiterateUnderweight$3$4
Aug 13, 2026UBSReiterateNeutral$3.75
Aug 7, 2026Goldman SachsReiterateNeutral$3.50$4
Aug 6, 2026Leerink PartnersTarget$3$5
May 8, 2026Goldman SachsTarget$3$3.50

Earnings

EPS

Estimate$0.08
ReportedDue Nov 3, 2026

Revenue

Estimate$202.4M
ReportedDue Nov 3, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 5, 2026Q2 FY26$0.08$0.08+0.4%$193.2M$200.4M+3.7%+13.76%
May 6, 2026Q1 FY26$0.07$0.070.0%$185.4M$194.0M+4.6%+10.51%
Feb 25, 2026Q4 FY25$0.09$0.090.0%$193.3M$194.8M+0.8%−18.78%
Nov 4, 2025Q3 FY25$0.09$0.08−11.1%$193.3M$196.0M+1.4%+2.15%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$203.0M$203.1M$196.0M$194.8M$194.0M$200.4M
Gross profit$189.6M$170.0M$182.6M$177.3M$152.1M$179.4M
Operating income$23.4M$27.7M$14.6M$22.7M$19.5M$23.6M
Net income$11.1M$12.8M$1.1M$5.4M$1.2M$8.5M
Diluted EPS$0.03$0.04$0.00$0.02$0.00$0.02
Gross margin93.4%83.7%93.2%91.0%78.4%89.5%
Operating margin11.5%13.6%7.5%11.6%10.1%11.8%

Fiscal years (4-quarter sums)FY21 $745.4M · FY22 $766.6M · FY23 $750.3M · FY24 $792.3M · FY25 $796.9M

Revenue by product · Q2 FY26

Prescription Transactions Revenue$106.4M · 77%
Subscription Revenue$28.5M · 21%
Other Revenue$3.9M · 3%

Balance sheet, Jun 30, 2026Cash & short-term investments $296.1M · Total debt $539.0M · Total assets $2.34B · Shareholders' equity $647.6M

Dividends

No dividends on record.

Ownership

Institutions 34.12%118.27M sharesInsiders 13.32%46.15M sharesOther 52.56%182.20M shares

Shares outstanding 346.63M · Float 285.46M · 82.4% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Francisco Partners GP IV Management Limited52.58M32.90%13DAug 26, 2026
Idea Men, LLC · director, 10 percent owner: 43.16M12.45%Form 4Mar 21, 2025
SEA VII Management, LLC8.91M8.28%13DSep 8, 2025
LSV Asset Management4.98M1.44%13FMay 11, 2026
The Bank of Nova Scotia4.75M5.80%13D/GOct 10, 2024

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 26, 2026Francisco Partners Iv, L.P.10 percent owner−856,867$3.51
Aug 25, 2026Francisco Partners Iv, L.P.10 percent owner−127,273$3.44
Aug 24, 2026Francisco Partners Iv, L.P.10 percent owner−143,594$3.46
Aug 21, 2026Francisco Partners Iv, L.P.10 percent owner−274,717$3.50
Aug 20, 2026Francisco Partners Iv, L.P.10 percent owner−447,259$3.52
View details

Peers

  • CVS Health

    Retail pharmacy and PBM rival in prescription access and savings

  • Amazon

    Online-pharmacy rival in cash pricing, subscriptions, and delivery

  • Cigna

    PBM owner with consumer coupons and manufacturer access services

  • Walmart

    Retail-pharmacy rival in discount prescriptions and convenient delivery

  • Hims & Hers Health

    Digital-health rival in online consultations and prescription access

CompareAfter-hours close

CompanyPriceChange
GoodRx$3.53−0.42%$1.22B83.110.41.6−1.3%
CVS Health$93.07+0.02%$118.74B24.611.50.3+7.3%
Amazon$266.10−0.11%$2.87T21.428.53.7+19.6%
Cigna$279.20+0.06%$73.69B11.58.80.3+6.6%
Walmart$103.07−0.03%$820.40B37.234.51.1+5.9%
Hims & Hers Health$28.86+0.10%$6.43B110.62.5+38.3%
Median23.028.51.1+7.3%