Update shared on08 Aug 2025
Fair value Decreased 15%The decrease in GoodRx Holdings' consensus price target is primarily driven by a notable decline in future P/E multiples and an increased discount rate, resulting in a revised fair value of $5.91.
What's in the News
- GoodRx issued 2025 revenue guidance, expecting an increase over 2024’s $792.3 million.
- Launched a new subscription service for erectile dysfunction, offering digital consults, FDA-approved treatments, and discreet home delivery starting at $18/month.
- Introduced GoodRx Community Link, allowing independent pharmacies to directly contract with GoodRx for cost-plus pricing and optional participation in Integrated Savings Programs.
- Open-sourced Lifecycle, an internal development tool that streamlines code review and deployment, now publicly available under the Apache 2.0 license.
Valuation Changes
Summary of Valuation Changes for GoodRx Holdings
- The Consensus Analyst Price Target has fallen from $6.32 to $5.91.
- The Future P/E for GoodRx Holdings has significantly fallen from 21.73x to 18.51x.
- The Discount Rate for GoodRx Holdings has risen from 8.14% to 8.82%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.