GoodRx Holdings（GDRX）株式概要GoodRx Holdings, Inc.は、その子会社とともに、消費者が米国で処方薬を購入する際に価格を比較し、節約できるような情報やツールを提供している。 詳細GDRX ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長3/6過去の実績1/6財務の健全性4/6配当金0/6報酬当社が推定した公正価値より68%で取引されている 収益は年間28.66%増加すると予測されています リスク分析利払いは収益で十分にカバーされない 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見るGDRX Community Fair Values Create NarrativeSee what 26 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN1.3% undervaluedAnalystConsensusTarget•1mo agoDigital Health And Telemedicine Expansion Will Deepen Market Opportunity164013AN21.5% undervaluedAnalystHighTarget•11d agoDigital Transformation And Aging Trends Will Expand Affordable Prescription Access2201AN39.6% overvaluedAnalystLowTarget•25d agoGovernment Pricing Reforms And Tech Rivalries Will Reduce Future Prospects4903Top Analyst NarrativesAN1.3% undervaluedAnalystConsensusTarget•1mo agoDigital Health And Telemedicine Expansion Will Deepen Market Opportunity164013AN21.5% undervaluedAnalystHighTarget•11d agoDigital Transformation And Aging Trends Will Expand Affordable Prescription Access2201AN39.6% overvaluedAnalystLowTarget•25d agoGovernment Pricing Reforms And Tech Rivalries Will Reduce Future Prospects4903View all narrativesGoodRx Holdings, Inc. 競合他社HealthStreamSymbol: NasdaqGS:HSTMMarket cap: US$845.5mPhreesiaSymbol: NYSE:PHRMarket cap: US$673.1mTruBridgeSymbol: NasdaqGS:TBRGMarket cap: US$388.5mSimulations PlusSymbol: NasdaqGS:SLPMarket cap: US$368.7m価格と性能株価の高値、安値、推移の概要GoodRx Holdings過去の株価現在の株価US$3.1452週高値US$5.8152週安値US$1.77ベータ1.611ヶ月の変化20.31%3ヶ月変化38.33%1年変化-32.91%3年間の変化-54.69%5年間の変化-90.15%IPOからの変化-93.78%最新ニュースRecent Insider Transactions Derivative • Jul 17President exercised options and sold US$363k worth of stockOn the 15th of July, Wendy Barnes exercised options to acquire 120k shares at no cost and sold these for an average price of US$3.01 per share. This trade did not impact their existing holding. For the year to December 2025, Wendy's total compensation was 4% salary and 96% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Wendy currently holds less than 1% of total shares outstanding. Company insiders have collectively sold US$1.6m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Jul 10GoodRx Holdings, Inc. to Report Q2, 2026 Results on Aug 05, 2026GoodRx Holdings, Inc. announced that they will report Q2, 2026 results After-Market on Aug 05, 2026ナラティブ更新 • Jul 07GDRX: Membership Expansion And Higher Margins Will Reset Prescription EconomicsAnalysts have increased their price target for GoodRx Holdings to $4.00 from $3.50, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that are consistent with recent research commentary from multiple firms. Analyst Commentary Recent research on GoodRx Holdings points to a more constructive tone, with several bullish analysts updating their assumptions and using higher price targets that align with the revised US$4.00 fair value estimate.ナラティブ更新 • Jun 23GDRX: Higher Fair Value Assumptions Will Strain Core Prescription EconomicsAnalysts have lifted their GoodRx Holdings price target by $0.25 to reflect updated views on fair value, discount rate, revenue growth, profit margin, and future P/E metrics, supported by recent target increases from major firms to around $4 per share. Analyst Commentary on GoodRx Holdings Recent research on GoodRx Holdings centers on how the current share price lines up with updated views on fair value, earnings power, and execution risks.ナラティブ更新 • Jun 09GDRX: Pharma Direct Shift And New Offerings Will Support Future UpsideAnalysts have lifted their GoodRx Holdings price targets by about $0.50 to $1, with recent moves to $4 from $3.50 at Citi and similar $1 increases at TD Cowen and Goldman Sachs. These changes reflect updated views on the stock's risk, growth, profitability and future P/E assumptions.Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$3.08, the stock trades at a forward P/E ratio of 31x. Average trailing P/E is 31x in the Healthcare Services industry in the US. Total loss to shareholders of 43% over the past three years.最新情報をもっと見るRecent updatesRecent Insider Transactions Derivative • Jul 17President exercised options and sold US$363k worth of stockOn the 15th of July, Wendy Barnes exercised options to acquire 120k shares at no cost and sold these for an average price of US$3.01 per share. This trade did not impact their existing holding. For the year to December 2025, Wendy's total compensation was 4% salary and 96% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Wendy currently holds less than 1% of total shares outstanding. Company insiders have collectively sold US$1.6m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Jul 10GoodRx Holdings, Inc. to Report Q2, 2026 Results on Aug 05, 2026GoodRx Holdings, Inc. announced that they will report Q2, 2026 results After-Market on Aug 05, 2026ナラティブ更新 • Jul 07GDRX: Membership Expansion And Higher Margins Will Reset Prescription EconomicsAnalysts have increased their price target for GoodRx Holdings to $4.00 from $3.50, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that are consistent with recent research commentary from multiple firms. Analyst Commentary Recent research on GoodRx Holdings points to a more constructive tone, with several bullish analysts updating their assumptions and using higher price targets that align with the revised US$4.00 fair value estimate.ナラティブ更新 • Jun 23GDRX: Higher Fair Value Assumptions Will Strain Core Prescription EconomicsAnalysts have lifted their GoodRx Holdings price target by $0.25 to reflect updated views on fair value, discount rate, revenue growth, profit margin, and future P/E metrics, supported by recent target increases from major firms to around $4 per share. Analyst Commentary on GoodRx Holdings Recent research on GoodRx Holdings centers on how the current share price lines up with updated views on fair value, earnings power, and execution risks.ナラティブ更新 • Jun 09GDRX: Pharma Direct Shift And New Offerings Will Support Future UpsideAnalysts have lifted their GoodRx Holdings price targets by about $0.50 to $1, with recent moves to $4 from $3.50 at Citi and similar $1 increases at TD Cowen and Goldman Sachs. These changes reflect updated views on the stock's risk, growth, profitability and future P/E assumptions.Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$3.08, the stock trades at a forward P/E ratio of 31x. Average trailing P/E is 31x in the Healthcare Services industry in the US. Total loss to shareholders of 43% over the past three years.ナラティブ更新 • May 26GDRX: Pharma Direct Shift Will Support Future Upside Despite Prescription ResetGoodRx Holdings' analyst price target has moved higher, with recent revisions pointing toward $4 as analysts factor in updated views on revenue growth, profit margins, and a lower discount rate following fresh research from Citi, TD Cowen, and Goldman Sachs. Analyst Commentary Recent research shows a split view on GoodRx Holdings, with some analysts lifting price targets toward US$4 while others trim expectations and ratings following updated guidance and business mix changes.Seeking Alpha • May 20GoodRx: TrumpRx Exposes Legacy Moat Breach And Zero-Sum Strategy (Downgrade)Summary GoodRx Holdings, Inc. faces ongoing revenue and margin pressure as its legacy business declines and Pharma Direct grows but with lower profitability. GDRX’s Q1 results showed a 4% Y/Y revenue drop and EBITDA margin compression to 18.5%, with management expecting continued legacy erosion through 2026. Valuation sensitivity is highest to margin assumptions; the base DCF value is $2.49/share, near the current price, with scenario analysis skewed toward downside risk. I downgrade GDRX to Hold, citing the need for revenue stabilization and greater clarity on Pharma Direct margins before reconsidering a speculative position. Read the full article on Seeking AlphaMajor Estimate Revision • May 17Consensus EPS estimates fall by 21%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$0.109 to US$0.086 per share. Revenue forecast steady at US$775.9m. Net income forecast to grow 54% next year vs 41% growth forecast for Healthcare Services industry in the US. Consensus price target up from US$2.82 to US$3.18. Share price fell 17% to US$2.43 over the past week.Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$2.43, the stock trades at a forward P/E ratio of 24x. Average trailing P/E is 28x in the Healthcare Services industry in the US. Total loss to shareholders of 52% over the past three years.分析記事 • May 14Some May Be Optimistic About GoodRx Holdings' (NASDAQ:GDRX) EarningsThe market was pleased with the recent earnings report from GoodRx Holdings, Inc. ( NASDAQ:GDRX ), despite the profit...Price Target Changed • May 11Price target increased by 8.9% to US$3.07Up from US$2.82, the current price target is an average from 13 analysts. New target price is 7.9% above last closing price of US$2.84. Stock is down 35% over the past year. The company is forecast to post earnings per share of US$0.083 for next year compared to US$0.085 last year.New Risk • May 07New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.9x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results.Reported Earnings • May 07First quarter 2026 earnings released: EPS: US$0.003 (vs US$0.029 in 1Q 2025)First quarter 2026 results: EPS: US$0.003 (down from US$0.029 in 1Q 2025). Revenue: US$194.0m (down 4.4% from 1Q 2025). Net income: US$1.17m (down 89% from 1Q 2025). Profit margin: 0.6% (down from 5.4% in 1Q 2025). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Healthcare Services industry in the US. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.ナラティブ更新 • May 06GDRX: Pharma Direct And Take Rate Reset Will Reframe Prescription EconomicsNarrative Update on GoodRx Holdings Analysts have reset the consensus price target for GoodRx to $3.50, down sharply from prior targets that ranged from $4 to $7, citing pressure on Prescription Transaction economics, a reset in take rates, and increased focus on the Pharma Direct business as key drivers of the change. Analyst Commentary Street research has shifted sharply lower on GoodRx's valuation, with price targets now clustered in a US$2 to US$3.50 range.お知らせ • May 03Goodrx Expands Offerings to Include Ozempic Pill for Type 2 Diabetes PatientsGoodRx announced that it is providing access to self-pay pricing for Novo Nordisk’s Ozempic pill (oral semaglutide), helping eligible patients with type 2 diabetes obtain the medication for as low as $149 per month at pharmacies nationwide. The availability of an oral formulation under the Ozempic brand marks an important step forward, offering a convenient alternative to the established injectable. It also reflects GoodRx’s expanding work with Novo Nordisk across the entire semaglutide portfolio and its role in supporting patient access. The Ozempic pill is now available to eligible self-pay patients at a cash price of $149 per month for the 1.5mg dose, $199 per month for the 4mg dose, and $299 per month for the 9mg dose.お知らせ • May 02GoodRx Holdings, Inc., Annual General Meeting, Jun 16, 2026GoodRx Holdings, Inc., Annual General Meeting, Jun 16, 2026.ナラティブ更新 • Apr 22GDRX: Take Rate Reset Will Pressure Core Prescription Economics AheadAnalysts have reduced GoodRx's consensus price targets significantly to a range of $2 to $3.50, citing reset take rates in the core prescription business, pressure on near term growth and margins, and a greater focus on Pharma Direct and branded drugs. Analyst Commentary Street research on GoodRx has turned more cautious, with a series of reduced price targets clustering between $2 and $3.50.お知らせ • Apr 19GoodRx Holdings, Inc. to Report Q1, 2026 Results on May 06, 2026GoodRx Holdings, Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026お知らせ • Apr 16GoodRx Holdings, Inc. Announces Access to Wegovy HD At Self-Pay PriceGoodRx Holdings, Inc. announced that the new higher dose Wegovy HD (semaglutide) injection 7.2 mg is now available to eligible self-pay patients on GoodRx at $399 per month. Pricing scales with quantity, with a two-month supply available for $798 and a three-month supply available for $1,197, giving consumers flexibility and clear expectations around cost. Wegovy HD offers an additional FDA-approved step-up option within the Wegovy portfolio, potentially helping eligible patients achieve greater weight-loss benefit without requiring them to switch to a different brand or care pathway. As demand for GLP-1 treatments continues to grow, many consumers are navigating access outside of traditional insurance coverage. GoodRx simplifies that experience by surfacing upfront pricing and connecting it directly to nationwide pharmacy access, helping consumers understand their options before they reach the pharmacy counter. Wegovy HD adds another FDA-approved option to meet patients’ clinical needs. For those who need help getting started, GoodRx for Weight Loss offers a connected path to care. Through the subscription service, consumers can meet with licensed healthcare providers, complete an eligibility assessment, and, when appropriate, receive a prescription for FDA-approved GLP-1 treatments. This announcement builds on GoodRx’s ongoing efforts to expand access to GLP-1 medications, reflecting a broader shift toward self-pay models that provide more predictable and transparent pathways to treatment. GoodRx enables these programs to reach consumers at scale, helping ensure that pricing translates into real-world access from day-one.ナラティブ更新 • Apr 07GDRX: Pharma Direct Pivot Will Reframe Prescription Headwinds Going ForwardAnalysts have reset GoodRx's fair value and price targets sharply lower, with the average target moving from about $7.00 toward $3.50 as they factor in a higher discount rate, softer revenue growth and margin expectations, and a higher assumed future P/E multiple driven by pressure on the core prescription business alongside potential support from Pharma Direct. Analyst Commentary Recent research updates cluster around a consistent message: lower fair value estimates for GoodRx, but with a split between cautious and more constructive views on the path forward.お知らせ • Mar 28GoodRx Holdings, Inc. Announces the Resignation of Romin Nabiey as Chief Accounting Officer, Effective April 3, 2026On March 24, 2026, Romin Nabiey submitted his resignation as Chief Accounting Officer of GoodRx Holdings, Inc., effective April 3, 2026 in order to pursue other opportunities. Mr. Nabiey will remain an employee of the Company through June 8, 2026 to support the transition of his responsibilities.ナラティブ更新 • Mar 23GDRX: Pharma Direct And Pharmacy Partnerships Will Drive Future UpsideAnalysts have cut their average price targets for GoodRx to a range of about $2 to $3.50, citing a take rate reset that pressures near term growth and margins in the core Prescription Transaction business, while pointing to Pharma Direct as a key source of potential upside. Analyst Commentary Recent Street research on GoodRx reflects a wide reset in expectations, with lower price targets across the board and mixed views on the company’s ability to execute through the take rate reset and business shift toward Pharma Direct and branded drugs.ナラティブ更新 • Mar 09GDRX: Prescription Take-Rate Reset Will Drive A Tougher OutlookAnalysts cut their fair value estimate for GoodRx to $1.90 from $2.60 and lowered price targets into a $2 to $3.50 range, citing structural take-rate headwinds in the prescription business, pressure on near-term growth and margins, and an increased emphasis on Pharma Direct and branded drugs. Analyst Commentary Recent Street research on GoodRx highlights a clear reset in expectations, with multiple bearish analysts trimming price targets and shifting ratings in response to pressure on the core prescription discount business and uncertainty around the pivot to Pharma Direct and branded drugs.New Risk • Mar 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results.Major Estimate Revision • Mar 05Consensus EPS estimates fall by 53%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$814.8m to US$764.8m. EPS estimate also fell from US$0.192 per share to US$0.091 per share. Net income forecast to shrink 3.9% next year vs 19% growth forecast for Healthcare Services industry in the US . Consensus price target down from US$4.56 to US$2.97. Share price fell 11% to US$2.18 over the past week.New Risk • Mar 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 26Third quarter 2025 earnings released: EPS: US$0.003 (vs US$0.01 in 3Q 2024)Third quarter 2025 results: EPS: US$0.003 (down from US$0.01 in 3Q 2024). Revenue: US$196.0m (flat on 3Q 2024). Net income: US$1.12m (down 72% from 3Q 2024). Profit margin: 0.6% (down from 2.0% in 3Q 2024). Revenue is forecast to grow 4.6% p.a. on average during the next 4 years, compared to a 11% growth forecast for the Healthcare Services industry in the US. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.Price Target Changed • Feb 26Price target decreased by 9.1% to US$4.31Down from US$4.74, the current price target is an average from 14 analysts. New target price is 116% above last closing price of US$1.99. Stock is down 60% over the past year. The company is forecast to post earnings per share of US$0.11 for next year compared to US$0.042 last year.Valuation Update With 7 Day Price Move • Feb 26Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$1.99, the stock trades at a forward P/E ratio of 12x. Average trailing P/E is 42x in the Healthcare Services industry in the US. Total loss to shareholders of 64% over the past three years.お知らせ • Feb 26GoodRx Holdings, Inc. Provides Earnings Guidance for the Full Year 2026GoodRx Holdings, Inc. provided earnings guidance for the full year 2026. For the year 2026, the company expects revenue of $750 million to $780 million.お知らせ • Feb 24GoodRx Holdings, Inc. Expands into Employer Market with Launch of "Goodrx Employer Direct"GoodRx Holdings, Inc. announced the launch of GoodRx Employer Direct. The new offering enables employers to directly lower the cost of high-impact brand medications, including GLP-1s, by applying targeted subsidies to discounted cash prices from pharmaceutical manufacturers. Employers can also deploy branded versions of GoodRx's condition-specific telemedicine solutions, integrating clinical care, prescribing, and pharmacy fulfillment to help employees access high-impact brand medications without traditional formulary blockers. Designed to complement, not replace, traditional health plans, Employer Direct gives employers a scalable, cost-conscious way to improve affordability without adding plan complexity. Through Employer Direct, employers can select high-impact brand medications, such as the popular weight loss drug Wegovy®?, and directly subsidize the manufacturer-sponsored price available on GoodRx, further lowering the employee's cost without adding the medication to the traditional insurance benefit. Employer contributions are applied seamlessly at the pharmacy counter, so employees automatically pay a reduced out-of-pocket amount. This approach provides targeted support for high-cost therapies without requiring changes to the core health plan structure. GoodRx launched this model at the start of the year with its first employer partners, including Midwestern grocery chain Hy-Vee, with an initial focus on GLP-1 medications - a category that has seen significant demand but variable insurance coverage. Customized Conditions Management Solutions for Employers: Employer Direct leverages the core capabilities of the GoodRx platform to unlock a potentially meaningful new growth opportunity for the company. By combining established pharmaceutical partnerships that enable low self-pay pricing with its nationwide pharmacy network and broad consumer reach, GoodRx is uniquely positioned to deliver affordable, transparent access solutions directly within employer health plans.ナラティブ更新 • Feb 23GDRX: TrumpRx And Pharmacy Partnerships Will Support Future UpsideAnalysts have trimmed their price targets on GoodRx Holdings, with one key cut to $4.50 from $5. This reflects caution around near term TrumpRx monetization while still noting potential longer term upside for the health tech and distribution group.ナラティブ更新 • Feb 08GDRX: Weight Loss Partnerships And PBM Role Will Support Future UpsideAnalysts have trimmed their price targets on GoodRx, and our updated fair value estimate reflects this shift with a move from about US$4.95 to roughly US$4.56. This change comes as they factor in a slightly higher discount rate, a modestly lower assumed future P/E multiple, and only small tweaks to revenue growth and profit margin assumptions.お知らせ • Jan 29GoodRx Holdings, Inc. to Report Q4, 2025 Results on Feb 25, 2026GoodRx Holdings, Inc. announced that they will report Q4, 2025 results After-Market on Feb 25, 2026ナラティブ更新 • Jan 24GDRX: Pharmacy Headwinds And Weight Loss Efforts Will Shape Fairly Balanced OutlookNarrative Update on GoodRx Holdings The analyst price target for GoodRx has been trimmed by a few dollars into the low single digits. Analysts generally point to ongoing headwinds in health tech, pharmacy closures, and reimbursement changes, while also acknowledging progress in new offerings and partnerships that could take years to fully influence results.Recent Insider Transactions Derivative • Jan 16President exercised options and sold US$653k worth of stockOn the 15th of January, Wendy Barnes exercised options to acquire 237k shares at no cost and sold these for an average price of US$2.75 per share. This trade did not impact their existing holding. As of today, Wendy currently holds no shares directly. Company insiders have collectively sold US$733k more than they bought, via options and on-market transactions in the last 12 months.ナラティブ更新 • Jan 10GDRX: Pharmacy Headwinds And Weight Loss Expansion Will Shape Balanced OutlookAnalysts have eased their price expectations for GoodRx, with the updated target range implied by recent cuts from US$7 to between US$3 and US$6, and an updated fair value input of 2.6, reflecting higher discount rates and more conservative P/E assumptions, even as they cite progress in partnerships and new offerings. Analyst Commentary Recent Street research around GoodRx has centered on lower price targets and a more cautious stance on how quickly new products and partnerships might translate into value for shareholders.お知らせ • Jan 08GoodRx Launches RxSmartSaver at Giant Eagle PharmaciesGoodRx announced the launch of RxSmartSaver powered by GoodRx at Giant Eagle pharmacies, giving patients a fast and easy way to access lower prices on high-cost brand medications directly at the pharmacy counter. Launched earlier this year, RxSmartSaver is a turnkey solution that allows patients to instantly unlock meaningful savings on brand medications that are often not covered by insurance or come with high out-of-pocket costs. Through the program, Giant Eagle Pharmacy customers can access a wide range of affordability options, including manufacturer copay cards and nearly 80 unique cash prices across high-cost brand medications, including Farxiga®? and Repatha.ular FDA-approved GLP-1 medications are also available at discounted cash prices, including Ozempic and Wegovy injections for $199 per month, and the new Wegovy pill for $149 per month. Patients simply scan a QR code at the pharmacy counter using their smartphone, enter the RxSmartSaver portal, and present the available savings to the pharmacist at checkout. The experience is designed to require no operational lift for pharmacy staff, while providing immediate, tangible help for patients facing high prescription costs. The introduction of RxSmartSaver builds on GoodRx's broader efforts to support retail pharmacies by helping them improve profitability, reduce prescription abandonment, and drive innovation in the prescription experience. By making affordability tools readily accessible at the point of dispensing, the program helps Giant Eagle stores reduce prescription abandonment, streamline workflows, and deepen patient relationships. GoodRx is ultimately improving the patient experience while delivering stronger economics for retail pharmacy partners. RxSmartSaver is now available across more than 200 Giant Eagle pharmacies throughout Indiana, Maryland, Ohio, Pennsylvania, and West Virginia.お知らせ • Jan 05GoodRx Now Offers Novo Nordisk's Cash Price for the Launch of the Wegovy PillGoodRx announced that the newly FDA-approved Wegovy®? pill (oral semaglutide) is now available at a cash price of $149 per month at more than 70,000 pharmacies nationwide via GoodRx. For consumers looking to easily evaluate their options for both treatment and access to the medication, they will soon be able to connect with a licensed healthcare provider through GoodRx for Weight Loss to determine eligibility and obtain a prescription when appropriate. The arrival of the Wegovy pill on GoodRx represents a significant step forward in making GLP-1 treatments more affordable and accessible for people looking to begin or advance their weight-loss journey. The Wegovy pill is now available on GoodRx to eligible self-pay patients at a cash price of $149 per month for the two lowest doses (1.5mg and 4mg). With industry-leading cash prices across all FDA-approved doses and availability at more than 70,000 retail pharmacies nationwide, GoodRx ensures that consumers can access the Wegovy pill quickly, reliably, and with meaningful savings. Consumers who need help determining whether the Wegovy pill is appropriate for them will soon be able to turn to GoodRx for Weight Loss, the company's telemedicine subscription that is designed specifically for people seeking weight management support. Through this offering, users can meet with licensed healthcare providers, discuss treatment options, complete eligibility assessments, and--when clinically appropriate--re receive a prescription for the Wegovy pill or other FDA-approved GLP-1 treatments. GoodRx for Weight Loss also provides ongoing support, clear pricing, and flexible fulfillment options. The introduction of these new lowest discounted cash prices for the Wegovy pill demonstrates how GoodRx can help pharmaceutical manufacturers bring new cash-pay programs to market quickly and at scale. With millions of consumers turning to GoodRx each month to evaluate medication affordability options, manufacturers can immediately surface clear, competitive pricing to patients on day one of availability. GoodRx's extensive pharmacy network, trusted brand, and established consumer engagement channels enable partners to rapidly scale awareness, streamline access, and accelerate adoption. The Wegovy pill are now available to eligible self-pay patients in a cash price of $149% for the two lowest doses (1.5mg and 4mg) through April 15, 2026, after which a $199 per month cash price will apply to the 4mg. The cash price for the Wegovy pill 9mg and 25mg is $299 per month. About GoodRx is the leading platform for medication savings in the U.S., used by nearly 30 million consumers and over one million healthcare professionals annually.ナラティブ更新 • Dec 16GDRX: Expanding Weight Loss Collaborations Will Drive Future Upside Despite Pharmacy HeadwindsAnalysts have modestly trimmed their average price target on GoodRx, reflecting a slightly lower fair value estimate of about $4.95 per share. They are balancing cautious views on pharmacy headwinds and reimbursement changes against emerging, but longer-dated, upside from new partnerships, including weight-loss and PBM initiatives.ナラティブ更新 • Dec 02GDRX: Expanding Partnerships Will Drive Share Upside Amid Evolving Pharmacy LandscapeAnalysts have lowered their price targets for GoodRx Holdings, with recent reductions from $7 to $6, $5 to $4, and $3.40 to $3. This reflects cautious sentiment about headwinds in the pharmacy ecosystem, even though there is some optimism over new partnerships and offerings.ナラティブ更新 • Nov 18GDRX: Future Partnerships Will Drive Long-Term Upside Despite Industry UncertaintyThe analyst price target for GoodRx Holdings has been reduced from approximately $5.37 to $5.09 per share. Analysts cite ongoing headwinds in the pharmacy ecosystem but acknowledge some positive developments in new partnerships and offerings.Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: US$0.003 (vs US$0.01 in 3Q 2024)Third quarter 2025 results: EPS: US$0.003 (down from US$0.01 in 3Q 2024). Revenue: US$196.0m (flat on 3Q 2024). Net income: US$1.12m (down 72% from 3Q 2024). Profit margin: 0.6% (down from 2.0% in 3Q 2024). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Healthcare Services industry in the US. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.分析記事 • Nov 01Investors Don't See Light At End Of GoodRx Holdings, Inc.'s (NASDAQ:GDRX) Tunnel And Push Stock Down 33%GoodRx Holdings, Inc. ( NASDAQ:GDRX ) shareholders won't be pleased to see that the share price has had a very rough...Valuation Update With 7 Day Price Move • Oct 31Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$3.36, the stock trades at a forward P/E ratio of 20x. Average trailing P/E is 58x in the Healthcare Services industry in the US. Total loss to shareholders of 34% over the past three years.Valuation Update With 7 Day Price Move • Oct 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$3.90, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 4x in the Healthcare Services industry in the US. Total loss to shareholders of 14% over the past three years.お知らせ • Oct 09GoodRx Holdings, Inc. to Report Q3, 2025 Results on Nov 04, 2025GoodRx Holdings, Inc. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025お知らせ • Oct 07GoodRx Expands Affordable Access to Repatha with Nearly 60% SavingsGoodRx announced the availability of Repatha®? (evolocumab), a cholesterol-lowering therapy, at a significantly reduced cash price. Starting October 6, 2025, patients can use GoodRx to access Repatha for $239 at more than 70,000 pharmacies nationwide, a savings of nearly 60% off the retail pharmacy list price. By making Repatha accessible at a lower cash price than was previously available at retail, GoodRx and Amgen are helping patients bypass traditional insurance hurdles, such as restrictive formularies and high deductibles, that often delay or prevent treatment. GoodRx is pioneering direct-to-consumer solutions that give brands a trusted, scalable channel to deliver real savings directly to patients.分析記事 • Oct 02Should You Think About Buying GoodRx Holdings, Inc. (NASDAQ:GDRX) Now?GoodRx Holdings, Inc. ( NASDAQ:GDRX ), is not the largest company out there, but it led the NASDAQGS gainers with a...Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 26%After last week's 26% share price gain to US$5.03, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 4x in the Healthcare Services industry in the US. Negligible returns to shareholders over past three years. Simply Wall St's valuation model estimates the intrinsic value at US$8.48 per share.お知らせ • Oct 01Goodrx Launches Brand Medication Savings Program At National Retail PharmacyGoodRx announced the availability of its brand medication savings solution, RxSmartSaver powered by GoodRx, at Kroger pharmacies nationwide. RxSmartSaver brings medication affordability directly to the pharmacy counter, improving the patient experience while delivering stronger economics for the retail partner. RxSmartSaver is now available at Kroger's 2,200 pharmacies across 35 states, giving Kroger customers instant access to GoodRx savings when they are picking up their medications, including copay cards, patient assistance programs, and 80+ unique cash prices for brand medications that often aren't covered by insurance or have poor coverage. Patients simply scan the code at the pharmacy counter with their smartphone, enter the RxSmartSaver portal, and then show the savings to the pharmacist during checkout to save on essential treatments such as Dexcom G7, Humira Biosimilar (ADBM), Lantus®?, Ozempic®? and Wegovy®?. A Turnkey Solution for Retail Pharmacies: RxSmartSaver is a turnkey, ready-to-deploy solution for retail pharmacies that brings medication affordable directly to the pharmacy counter. Each prescription filled helps strengthen the savings flywheel: manufacturers extend the reach of their affordability programs, pharmacies improve profitability while deepening patient relationships, and consumers gain easier access to more affordable prices for brand medications. GoodRx first launched this program earlier this year with Midwest-based retailer Hy-Vee and plans to expand with additional retailers in the coming months. The expansion of RxSmartSaver reflects GoodRx's broader commitment to helping retail pharmacies thrive in a rapidly evolving healthcare landscape. In 2025 alone, GoodRx launched multiple initiatives to support its retail partners, including an e-commerce experience that allows consumers to check inventory, validate prescriptions, and pay online before picking up in store, and Community Link, a cost-plus pricing model that provides independent pharmacies with predictable pricing and better economics. Together with RxSmartSaver, these solutions help pharmacies streamline daily workflows, enhance operational performance, and deliver stronger consumer engagement both in-store and online, while reinforcing their vital role in communities nationwide.Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 27%After last week's 27% share price gain to US$4.49, the stock trades at a forward P/E ratio of 27x. Average trailing P/E is 59x in the Healthcare Services industry in the US. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$8.58 per share.New Risk • Aug 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 14% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Large one-off items impacting financial results.分析記事 • Aug 15GoodRx Holdings' (NASDAQ:GDRX) Performance Is Even Better Than Its Earnings SuggestGoodRx Holdings, Inc.'s ( NASDAQ:GDRX ) earnings announcement last week was disappointing for investors, despite the...Price Target Changed • Aug 10Price target decreased by 11% to US$5.61Down from US$6.32, the current price target is an average from 15 analysts. New target price is 62% above last closing price of US$3.47. Stock is down 52% over the past year. The company is forecast to post earnings per share of US$0.15 for next year compared to US$0.042 last year.ナラティブ更新 • Aug 08Digital Health And Telemedicine Expansion Will Deepen Market OpportunityThe 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.Reported Earnings • Aug 08Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: US$0.036 (up from US$0.018 in 2Q 2024). Revenue: US$203.1m (up 1.2% from 2Q 2024). Net income: US$12.8m (up 92% from 2Q 2024). Profit margin: 6.3% (up from 3.3% in 2Q 2024). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 1.4%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Healthcare Services industry in the US. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.分析記事 • Aug 08Little Excitement Around GoodRx Holdings, Inc.'s (NASDAQ:GDRX) Revenues As Shares Take 28% PoundingGoodRx Holdings, Inc. ( NASDAQ:GDRX ) shareholders won't be pleased to see that the share price has had a very rough...Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to US$3.47, the stock trades at a forward P/E ratio of 20x. Average trailing P/E is 59x in the Healthcare Services industry in the US. Total loss to shareholders of 54% over the past three years.お知らせ • Aug 07Goodrx Holdings, Inc. Provides Earnings Guidance for Full Year 2025GoodRx Holdings, Inc. provided earnings guidance for full year 2025. For the full year 2025, the company expected revenue to be increased from 2024. Revenue in 2024 was $792.3 million.お知らせ • Jul 29GoodRx Holdings, Inc. Announces Appointment of Laura Jensen as Chief Commercial Officer and President of Pharma Solutions, Effective July 28, 2025GoodRx Holdings, Inc. announced the appointment of Laura Jensen as Chief Commercial Officer and President of Pharma Solutions, effective July 28, 2025. In this role, Laura will lead the company’s Pharma Manufacturer Solutions offering and oversee strategic initiatives aimed at growing and enhancing innovative partnerships across the pharmaceutical industry. Her deep cross-sector experience uniquely positions her to help revolutionize how patients access and afford their medications through the GoodRx platform. Laura joins GoodRx from Amazon Pharmacy, where she served as Head of Manufacturer & Prescriber Business Development. There, she led strategic partnerships that reimagined how patients access and manage their medications across both Amazon Pharmacy and PillPack. Her team was responsible for developing integrated experiences that connect prescribers and pharmacy workflows, driving innovation in patient engagement and health outcomes. Prior to her time at Amazon Pharmacy and PillPack, Laura held influential roles at several leading pharmaceutical companies, including UCB and GlaxoSmithKline, where she led initiatives focused on sales, marketing, operations, and commercial innovation. Her cross-functional industry expertise and holistic view of the healthcare ecosystem will help ensure GoodRx continues pioneering new ways to advance patient access and affordability.お知らせ • Jul 10GoodRx Holdings, Inc. to Report Q2, 2025 Results on Aug 06, 2025GoodRx Holdings, Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025分析記事 • Jun 24GoodRx Holdings, Inc. (NASDAQ:GDRX) Stock Rockets 25% As Investors Are Less Pessimistic Than ExpectedGoodRx Holdings, Inc. ( NASDAQ:GDRX ) shareholders would be excited to see that the share price has had a great month...Valuation Update With 7 Day Price Move • Jun 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$4.54, the stock trades at a forward P/E ratio of 27x. Average trailing P/E is 57x in the Healthcare Services industry in the US. Total loss to shareholders of 23% over the past three years.お知らせ • Jun 10+ 1 more updateGoodRx Launches New Erectile Dysfunction Subscription Service to Simplify Access and Eliminate Treatment BarriersGoodRx announced the launch of a new subscription service for erectile dysfunction (ED). Designed to meet consumers where they are and remove common barriers such as high costs, long wait times, and inconvenience, this all-in-one solution offers a fast, discreet, and affordable option for ED treatment. A new report from GoodRx reveals a clear gap in care: nearly 1 in 3 U.S. men report difficulty achieving or maintaining an erection without medication, yet fewer than 14% say they're using any form of treatment. This resonance is driven by inadequate coverage of ED treatments by many insurance plans, as well as concerns around the social stigma associated with seeking help for such conditions. While many existing options require an additional paid membership just to access a subscription service, come with exorbitant fees, or have inconsistent shipping speeds that can lead to delays, GoodRx's new ED subscription service offers a transparent alternative to help more men access needed treatments - quickly, discreetly, and on their terms. The GoodRx subscription service for ED starts as low as just $18/month, with final pricing dependent on the prescribed medication. The subscription combines three key benefits: Connect with a licensed healthcare professional: Customerscanchat directly with a healthcare professional online, often within the hour - no in-person visit required. Additionally, customers will have ongoing access to these licensed professionals if questions arise during their treatment. Access FDA-approved treatments: If clinically appropriate, customers receive a prescription for an FDA-approved medication. Discreet delivery: Medication is delivered directly to the customer's door for no additional fee, in GoodRx's standard packaging. GoodRx's subscription service for ED ensures a simple, user-friendly experience that meets the modern consumer's needs for transparency and streamlined healthcare access. By integrating quick digital consults with licensed healthcare professionals, transparent pricing, and home delivery into one seamless experience, GoodRx is proud to provide a stigma-free, convenient approach to ED care.お知らせ • Jun 07Goodrx Open Sources Lifecycle to Support Innovation in Software Development Velocity and Developer ProductivityGoodRx announced it is open-sourcing Lifecycle, a homegrown development tool designed to improve team velocity, streamline review workflows, and reduce infrastructure overhead. Lifecycle is now available to the public under the Apache 2.0 license, inviting developers and organizations to adopt, contribute to, and build upon the platform. The tool allows engineering, quality assurance, and platform teams to automatically spin up short-lived, isolated environments—known as ephemeral environments—for testing and reviewing code changes in real-world conditions. Internally, Lifecycle has helped GoodRx reduce deployment friction, improve cross-functional collaboration during code reviews, and lower costs tied to long-lived staging infrastructure. It reflects the company’s broader commitment to modern engineering practices and open collaboration. The open-source release is hosted on GitHub under the new GoodRxOSS organization. Developers can explore the code, access detailed documentation, and review contribution guidelines at https://github.com/GoodRxoss/lifecycle. GoodRx is also inviting developers, platform engineers, and contributors to join its growing community on Discord, where discussions and support around Lifecycle will be actively maintained. Join the conversation at https://discord.gg/E27ySEyrD5.分析記事 • May 23GoodRx Holdings (NASDAQ:GDRX) May Have Issues Allocating Its CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...お知らせ • May 22GoodRx to Launch Direct Contracting for Independent Community PharmaciesGoodRx announced that it will launch a new offering for independent community pharmacies - GoodRx Community Link - in June 2025. GoodRx Community Link will enable locally owned and operated pharmacies to directly contract with GoodRx on pricing and manage participation in the company's Integrated Savings Programs (ISP). Direct contracts leverage cost-plus models to provide independent pharmacies with more direct control over pricing and favorable margins. GoodRx is committed to helping independent pharmacies better manage pricing directly with GoodRx while continuing to provide consumers with affordable prices on their medications.Reported Earnings • May 09First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: US$0.029 (up from US$0.003 loss in 1Q 2024). Revenue: US$203.0m (up 2.6% from 1Q 2024). Net income: US$11.1m (up US$12.1m from 1Q 2024). Profit margin: 5.4% (up from net loss in 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 21%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Healthcare Services industry in the US. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.お知らせ • May 08GoodRx Holdings, Inc. Provides Earnings Guidance for Second Quarter and Full Year 2025GoodRx Holdings, Inc. provided earnings guidance for second quarter and full year 2025. For the second quarter, the company expected revenue to be up sequentially from the $203 million reported in the first quarter For the full year 2025, the company expected revenue of $810 million - $840 million.お知らせ • May 02GoodRx Holdings, Inc., Annual General Meeting, Jun 03, 2025GoodRx Holdings, Inc., Annual General Meeting, Jun 03, 2025.新しいナラティブ • May 01Pharma Manufacturer Solutions Expansion Will Improve Prescription Access GoodRx aims to boost revenue by expanding Pharma Manufacturer Solutions and enhancing the prescription marketplace, aligning with partners' economic needs. お知らせ • Apr 10GoodRx Holdings, Inc. to Report Q1, 2025 Results on May 07, 2025GoodRx Holdings, Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025お知らせ • Apr 03Goodrx Introduces New E-Commerce Experience for Retail PharmaciesGoodRx announced a new e-commerce experience for retail pharmacies that improves how consumers get their medications via the GoodRx platform. The company is launching the experience with Midwest-based retailer Hy-Vee. Now, when a person searches for their medication on GoodRx and selects Hy-Vee as their preferred pharmacy, the system will check for medication inventory, validate their prescription, and enable them to pay online before picking up their prescription in-store. This is part of GoodRx's broader strategy to deliver digital innovation that streamlines the prescription purchasing process for consumers while supporting retail pharmacy efficiency and profitability. How the e-commerce experience works: Checks inventory: When a consumer searches for a medication, GoodRx checks if it is available at the pharmacy and can be purchased online. Validates prescription: GoodRx confirms the consumer's prescription is on file and being filled to support a seamless pick-up experience at the pharmacy counter. For retail pharmacy partners, it streamlines pharmacists' workflows and offers a user-friendly online experience, with the goal of driving customer growth. GoodRx first announced its e-commerce solution last fall with the launch of a direct-to-consumer shopping experience with Opill, the first over-the-counter birth control pill. Consumer health and pharmaceutical brands looking to provide a frictionless experience for consumers can integrate their offerings directly within the GoodRx platform utilizing the functionality. GoodRx's e-commerce capability helps bridge online consumer engagement with prescription fulfillment, and shows GoodRx's commitment to removing friction from the system and simplifying the healthcare journey for patients throughout the U.S.Seeking Alpha • Mar 24GoodRx: Great Value For Patient Investors (Upgrade)Summary GoodRx is a great small-cap value stock to buy amid the recent downturn. I'm upgrading the stock to a buy. GoodRx showcases strong adjusted EBITDA despite slower growth, making it an attractive target for private equity deals as public equities become less appealing. The company's new CEO is driving a wholesale change in business strategy, chasing relationships directly with pharmaceutical manufacturers. Management is expecting an acceleration in revenue growth in FY25 (relative to just 1% growth in Q4), driven in part by the lapse of a tough Kroger comp midway through next year. Read the full article on Seeking Alphaお知らせ • Mar 18GoodRx Holdings, Inc. Announces Executive ChangesGoodRx Holdings, Inc. announced the appointment of Aaron Crittenden as President of Rx Marketplace and Scott Pope, PharmD, as Chief Pharmacy Officer and Head of Clinical Engagement, effective immediately. Aaron will be responsible for the management and financial performance of GoodRx’s Rx Marketplace offering, working with key retail pharmacy, pharmacy benefit manager (PBM), employer, and manufacturer partners. He will also play a critical role in shaping GoodRx’s long-term growth strategy and serve as a strategic advisor to the CEO and President, helping to guide the company’s broader vision and business priorities. Since joining GoodRx in 2020, Aaron has played a pivotal role in building and scaling the business across multiple leadership positions. As Head of Manufacturer Solutions and then Chief Revenue Officer, Aaron helped launch the company’s Pharma Manufacturer Solutions offering and played a key role in growing revenue to $100M+ in just a few years. Prior to GoodRx, he founded ReMy Health, where he developed automation solutions for affordability programs and specialty medication access, and contributed to developing the infrastructure behind the PillPack data network. Earlier in his career, he held leadership roles at Allscripts, where he was responsible for oversight of electronic prescribing, pharma and pharmacy benefits manager (PBM) innovation, and its patient portal business. Scott will be responsible for all aspects of GoodRx’s relationships with physicians, pharmacists, nurses, and all healthcare professionals, including marketing and product development. This includes pharmacy strategy, clinical engagement, and industry partnerships. By joining GoodRx, Scott will continue his nearly 30 years of successful service in the U.S. healthcare system. His diverse experience ranges from providing direct patient care to executive level leadership, growing revenue streams, enhancing patient care, scaling infrastructure, and forging industry partnerships for companies including Premier, Inc., Hitachi, In Scope Ventures, and more.Major Estimate Revision • Mar 09Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$0.19 to US$0.167 per share. Revenue forecast steady at US$824.7m. Net income forecast to grow 369% next year vs 26% growth forecast for Healthcare Services industry in the US. Consensus price target of US$6.71 unchanged from last update. Share price fell 7.4% to US$4.61 over the past week.Board Change • Mar 02Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Kelly Kennedy was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 28Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$0.042 (up from US$0.022 loss in FY 2023). Revenue: US$792.3m (up 5.6% from FY 2023). Net income: US$16.4m (up US$25.3m from FY 2023). Profit margin: 2.1% (up from net loss in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Healthcare Services industry in the US. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.お知らせ • Feb 27GoodRx Holdings, Inc. Provides Revenue Guidance for the First Quarter and Full Year of 2025GoodRx Holdings, Inc. provided revenue guidance for the first quarter and full year of 2025. For the first quarter, the company expects revenue of $201 million - $205 million. For the year, the company expects revenue of $810 million - $840 million.お知らせ • Feb 06GoodRx Appoints Christopher A. McGinnis as Chief Financial OfficerGoodRx announced that Christopher A. McGinnis has been appointed as Chief Financial Officer, effective February 4, 2025. Chris brings 30 years of extensive financial experience across the healthcare industry to his new role. Chris will join GoodRx following his role as CEO of CitizensRx, where he led the company in providing pharmacy benefit management services to commercial clients. Before that, Chris held various executive roles at Lumeris /Essence Healthcare, a Medicare Advantage plan and value-based healthcare operator, including serving as its Chief Financial Officer and Executive Vice President of Operations where he oversaw all aspects of health plan operations, value-based services, and technology. Prior to that, as Chief Accounting Officer at Express Scripts Holding Company, Chris had overall responsibility for accounting, SEC reporting and compliance, tax strategy and investor relations for one of the large pharmacy benefit managers in the country.お知らせ • Jan 31GoodRx Holdings, Inc. to Report Q4, 2024 Results on Feb 27, 2025GoodRx Holdings, Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 27, 2025お知らせ • Jan 23GoodRx Holdings, Inc. Announces Director and Committee ChangesJanuary 21, 2025, the Board of Directors of GoodRx Holdings, Inc., upon the recommendation of its Nominating and Corporate Governance Committee, appointed Scott Wagner as a Class II director of the Company. Mr. Wagner’s term will expire at the Company’s 2025 Annual Meeting of Stockholders and until his successor is elected and qualified or until his earlier death, resignation or removal. The Board also appointed Mr. Wagner as the Chair of the Board’s Compensation Committee, and appointed Mr. Wagner as a Co-Chair of the Board, to serve in such role together with the existing Chair (now to be referred to as Co-Chair), Trevor Bezdek. Mr. Wagner, 53, served as the Company’s Interim Chief Executive Officer from April 2023 to January 2025 . Mr. Wagner joins the Board with more than 25 years of executive leadership experience, including his tenure as Chief Executive Officer and President/Chief Operating Officer/Chief Financial Officer at GoDaddy, which saw the company expanded its services globally and tripling in revenue, reaching nearly $3 billion. Prior to GoDaddy, Mr. Wagner served as a Partner at KKR, a global investment company, where he worked from 2000 to 2012 as one of the leads of KKR’s Capstone team. Mr. Wagner holds a B.A. degree in Economics from Yale University and an M.B.A. degree from Harvard Business School. The Board believes Mr. Wagner is qualified to serve as a director due to his experience serving as Interim Chief Executive Officer of the Company, as well as his experience serving as a director and officer for high-growth tech companies. On January 21, 2025, Simon Patterson resigned as a member of the Board and as a member of the Board’s Nominating and Corporate Governance Committee and Innovation Committee. The vacancy created by Mr. Patterson’s resignation was filled by Mr. Wagner’s election. Mr. Patterson’s decision to resign is not the result of any disagreement with the Company or its management on any matter relating to the Company’s operations, policies or practices.お知らせ • Jan 16GoodRx Holdings, Inc. Announces CFO Changes, Effective January 17, 2025On January 7, 2025, Karsten Voermann submitted his resignation as Chief Financial Officer of GoodRx Holdings, Inc., effective January 17, 2025 (the “Effective Date”) for personal reasons. Mr. Voermann’s resignation was not a result of any disagreement between the Company and Mr. Voermann on any matter related to the operations, policies, or practices of the Company. On January 10, 2025, the Board of Directors (the “Board”) of the Company appointed Romin Nabiey, the Company’s current Chief Accounting Officer, as Interim Chief Financial Officer of the Company, effective as of the Effective Date, while the Company undertakes a search to identify a permanent successor. The Board designated Mr. Nabiey as principal financial officer, effective as of the Effective Date. For the avoidance of doubt, Mr. Nabiey will continue to serve as the Company’s Chief Accounting Officer and principal accounting officer. Romin Nabiey, 38, has served as the Company’s Chief Accounting Officer since April 2022. From May 2017 to April 2022, Mr. Nabiey served in various controllership roles at the Company, including as Senior Vice President, Corporate Controller from September 2020 to April 2022, Vice President, Finance & Corporate Controller from January 2019 to September 2020, and Controller from May 2017 to December 2019. Prior to joining the Company, Mr. Nabiey served in management-level accounting and finance roles at Doctor Evidence, LLC and NantWorks, LLC. Prior to those roles, Mr. Nabiey worked as an auditor at Ernst & Young. Mr. Nabiey is a licensed CPA and holds a B.A. in Accounting and a B.A. in Finance from California State University, Fullerton.お知らせ • Jan 08GoodRx Unleashes "GoodRx for Pets," Simplifying Access and Reducing Costs for Pet MedicationsGoodRx announced a new GoodRx for Pets experience that provides a more affordable and convenient way for Americans to access pet medications. Through GoodRx for Pets, pet owners can find savings and have pet medications delivered right to their door. GoodRx for Pets provides a seamless experience for pet owners, combining convenience, affordability, and accessibility in one place. With GoodRx for Pets, pet parents can now: Find savings on pet medications: Using GoodRx, pet owners can save up to 80% on medications for themselves and their pets, including pet medications for common pet conditions like allergies, anxiety, diabetes, pain, and seizures that are available at more than 70,000 retail pharmacies nationwide. Skip the trip to the pharmacy:GoodRx now offers an integrated e-commerce experience, powered by Allivet, that allows pet owners to order medications and have them delivered right to their door. For the first time, GoodRx users can access pet-specific medications that aren’t available in retail pharmacies via the platform. Keep up with ones pet’s health: GoodRx offers expert-created articles and videos on pet health so one can get the best care for ones dogs, cats, and other pets.Seeking Alpha • Jan 08GoodRx: A Business In Transition, But It Has Likely Reached Its Low (Rating Upgrade)Summary Shares of GoodRx have fallen ~20% over the past year. Amid hopes for growth via direct relationships with pharmaceutical manufacturers, the company may have hit a near-term bottom. GDRX returned to sequential growth in subscribers in Q3, showing potential for profit improvement and a near-term bottom. Adjusted EBITDA margins also continued to improve after the company's restructuring, and are expected to rise further in Q4. GDRX stock trades at just ~5.5x forward adjusted EBITDA, signaling a relatively low-risk entry point. Read the full article on Seeking Alpha分析記事 • Dec 21Capital Allocation Trends At GoodRx Holdings (NASDAQ:GDRX) Aren't IdealFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...お知らせ • Dec 19GoodRx Holdings, Inc. Appoints Wendy Barnes as CEO Starting January 1, 2025Wendy Barnes will become the new CEO of GoodRx Holdings, Inc. starting January 1, 2025. Wendy Barnes brings with her a wealth of experience from her time in pharmacy benefit management (PBM), pharmacies, and pharmaceutical companies. She previously held the position of CEO at RxBenefits, a company specializing in pharmacy benefit optimization, which supports over 2,000 self-insured clients and covers more than three million individuals. Before her tenure at RxBenefits, Barnes was President of Express Scripts Pharmacy and also served as Group Vice President at Rite Aid. GoodRx, known for its straightforward and user-friendly products, operates within a complex legal and regulatory framework. Barnes brings to GoodRx over three decades of leadership experience in the pharmacy and medical benefit sectors.Reported Earnings • Nov 08Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: US$0.01 (up from US$0.093 loss in 3Q 2023). Revenue: US$195.3m (up 8.5% from 3Q 2023). Net income: US$3.97m (up US$42.5m from 3Q 2023). Profit margin: 2.0% (up from net loss in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 59%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Healthcare Services industry in the US. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has fallen by 51% per year, which means it is significantly lagging earnings.Price Target Changed • Nov 08Price target decreased by 8.7% to US$8.65Down from US$9.47, the current price target is an average from 17 analysts. New target price is 77% above last closing price of US$4.89. Stock is up 2.1% over the past year. The company is forecast to post earnings per share of US$0.056 next year compared to a net loss per share of US$0.022 last year.お知らせ • Nov 07GoodRx Holdings, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2024GoodRx Holdings, Inc. provided earnings guidance for the fourth quarter and full year 2024. For the quarter, the company expects revenue of $200 million. For the full year 2024, the company expects revenue of $794 million.お知らせ • Oct 31GoodRx Unveils New E-Commerce Platform, Launches with OpillGoodRx Holdings, Inc. announced the rollout of its new e-commerce solution, with Opill® as its launch partner. This new seamless direct-to-consumer shopping experience allows consumers to order eligible health products and medications on the GoodRx platform and have them shipped directly to their door. Not only does this mark GoodRx’s entry into the over-the-counter (OTC) market, but it offers valuable partnership opportunities for consumer health and pharmaceutical brands looking to leverage GoodRx’s extensive reach and scale. The introduction of this new e-commerce service is part of GoodRx’s broader strategy to further integrate health and wellness brands into its platform, streamlining the purchasing process and increasing accessibility of essential products and medications. Now, consumers have another way of conveniently ordering Opill contraception directly to their doorsteps without the need for a doctor visit or prescription. This new GoodRx capability allows consumer health and pharmaceutical brands looking to provide a frictionless experience for consumers to integrate their offerings directly within the GoodRx platform. The GoodRx and Opill partnership addresses significant gaps in healthcare access, particularly for the more than 19 million women living in areas with limited contraceptive services. By removing major obstacles such as high costs and logistical challenges, this initiative provides another avenue for direct access to OTC birth control, empowering women to take control of their reproductive health with ease and without a visit to a doctor. Leveraging deep insights into consumer health behavior, GoodRx’s new e-commerce experience aligns with the surge in consumer demand for more autonomy over healthcare management, a trend accelerated by the global COVID-19 pandemic. By addressing traditional healthcare hurdles, GoodRx is empowering consumers to manage their healthcare more effectively and independently, and enabling partners to improve visibility and accessibility for their medications.お知らせ • Oct 29+ 1 more updateGoodRx Announces Exclusive Low Cash Price for QSYMIA, the Leading Branded Once-Daily Oral Weight Management Medication for AdultsGoodRx announced that QSYMIA (phentermine and topiramate extended-release capsules CIV) is available for a low cash price in more than 70,000 retail pharmacy locations nationwide exclusively via GoodRx. This initiative not only propels GoodRx’s momentum in weight loss solutions, but also broadens its portfolio in offering significant savings on brand-name medications, making obesity treatment more accessible and affordable for millions. According to the CDC, more than two in five U.S. adults have obesity, and untreated obesity increases the risk of type 2 diabetes, hypertension, heart disease, and mortality. While demand for weight-loss medications has soared in recent years, consumers often struggle to access them due to high costs and lack of insurance coverage. By making QSYMIA more accessible, GoodRx and Vivus are helping those struggling with weight and obesity find more affordable ways to access the treatments they need. Now, anyone with a valid prescription, regardless of insurance status, can use GoodRx to purchase a 30-day supply of QSYMIA at the exclusive cash price of $149. QSYMIA is designed to help patients manage hunger and reduce cravings throughout the day and, combined with a healthy diet and exercise, has been proven to help patients lose and maintain weight. Many individuals prefer oral medications over injectables, and the simplicity of taking a daily pill can make it easier to adhere to treatment regimens. GoodRx works with nearly 150 brands across pharmaceutical manufacturers, medical device companies and OTC medicines to surface their savings and patient support programs directly with high-intent audiences via the GoodRx platform. The company recently announced a partnership with Pfizer to offer its menopause hormone therapies at low prices in retail pharmacies exclusively via GoodRx. Similarly, the company launched an affordability program with ARS Pharmaceuticals to offer neffy at an exclusive low discounted cash price in retail pharmacies across the U.S.分析記事 • Oct 29GoodRx Holdings, Inc.'s (NASDAQ:GDRX) Shares May Have Run Too Fast Too SoonWhen you see that almost half of the companies in the Healthcare Services industry in the United States have...Seeking Alpha • Oct 26GoodRx: The Tide Is Turning The Wrong Way (Rating Downgrade)Summary Downgrading GoodRx to a sell rating on recent decline fundamentals. GoodRx's revenue growth is decelerating, with significant reliance on retail partnerships and cyclical transactional revenue, making it a risky investment. Q2 earnings showed minimal growth and a shrinking subscription base, with further challenges expected in Q3 due to store closures and program sunsets. Despite a reasonable valuation, GoodRx's ongoing struggles and lack of growth prospects make it advisable to sell and invest elsewhere. Read the full article on Seeking Alphaお知らせ • Oct 11GoodRx Holdings, Inc. to Report Q3, 2024 Results on Nov 07, 2024GoodRx Holdings, Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 07, 2024Recent Insider Transactions Derivative • Oct 09Key Executive exercised options and sold US$252k worth of stockOn the 8th of October, Scott Wagner exercised options to acquire 36k shares at no cost and sold these for an average price of US$7.05 per share. This trade did not impact their existing holding. For the year to December 2023, Scott's total compensation was 5% salary and 95% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Scott's direct individual holding has increased from 182.90k shares to 367.56k. Company insiders have collectively sold US$2.5m more than they bought, via options and on-market transactions in the last 12 months.株主還元GDRXUS Healthcare ServicesUS 市場7D6.4%1.4%-2.0%1Y-32.9%-35.8%17.2%株主還元を見る業界別リターン: GDRX過去 1 年間で-35.8 % の収益を上げたUS Healthcare Services業界を上回りました。リターン対市場: GDRXは、過去 1 年間で17.2 % のリターンを上げたUS市場を下回りました。価格変動Is GDRX's price volatile compared to industry and market?GDRX volatilityGDRX Average Weekly Movement7.5%Healthcare Services Industry Average Movement9.9%Market Average Movement7.2%10% most volatile stocks in US Market16.5%10% least volatile stocks in US Market3.2%安定した株価: GDRX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: GDRXの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2011697Wendy Barneswww.goodrx.comGoodRx Holdings, Inc.は、その子会社とともに、消費者が米国で処方薬を購入する際に価格を比較し、節約できるような情報やツールを提供している。同社は価格比較プラットフォームを運営し、消費者に厳選された地理的に関連性のある処方箋価格と交渉済み価格へのアクセスを提供している。また、定期購入プログラムや製薬メーカー向けソリューション、GoodRx Careプラットフォームによる遠隔医療サービスなど、その他のヘルスケア製品やサービスも提供している。さらに、犬や猫などのペット向けのヘルスケア製品やソリューションも提供している。同社は、消費者と薬局間の価格設定など、処方箋や処方取引を管理する薬局ベネフィット・マネージャーにサービスを提供している。同社は2011年に設立され、カリフォルニア州サンタモニカに本社を置いている。もっと見るGoodRx Holdings, Inc. 基礎のまとめGoodRx Holdings の収益と売上を時価総額と比較するとどうか。GDRX 基礎統計学時価総額US$1.06b収益（TTM）US$20.56m売上高(TTM)US$787.89m51.7xPER（株価収益率1.3xP/SレシオGDRX は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計GDRX 損益計算書（TTM）収益US$787.89m売上原価US$64.39m売上総利益US$723.50mその他の費用US$702.94m収益US$20.56m直近の収益報告Mar 31, 2026次回決算日Aug 05, 2026一株当たり利益（EPS）0.061グロス・マージン91.83%純利益率2.61%有利子負債／自己資本比率78.4%GDRX の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/17 23:19終値2026/07/17 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋GoodRx Holdings, Inc. 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24 アナリスト機関Glen SantangeloBarclaysAllen LutzBofA Global ResearchDaniel GrosslightCitigroup Inc21 その他のアナリストを表示
Recent Insider Transactions Derivative • Jul 17President exercised options and sold US$363k worth of stockOn the 15th of July, Wendy Barnes exercised options to acquire 120k shares at no cost and sold these for an average price of US$3.01 per share. This trade did not impact their existing holding. For the year to December 2025, Wendy's total compensation was 4% salary and 96% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Wendy currently holds less than 1% of total shares outstanding. Company insiders have collectively sold US$1.6m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Jul 10GoodRx Holdings, Inc. to Report Q2, 2026 Results on Aug 05, 2026GoodRx Holdings, Inc. announced that they will report Q2, 2026 results After-Market on Aug 05, 2026
ナラティブ更新 • Jul 07GDRX: Membership Expansion And Higher Margins Will Reset Prescription EconomicsAnalysts have increased their price target for GoodRx Holdings to $4.00 from $3.50, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that are consistent with recent research commentary from multiple firms. Analyst Commentary Recent research on GoodRx Holdings points to a more constructive tone, with several bullish analysts updating their assumptions and using higher price targets that align with the revised US$4.00 fair value estimate.
ナラティブ更新 • Jun 23GDRX: Higher Fair Value Assumptions Will Strain Core Prescription EconomicsAnalysts have lifted their GoodRx Holdings price target by $0.25 to reflect updated views on fair value, discount rate, revenue growth, profit margin, and future P/E metrics, supported by recent target increases from major firms to around $4 per share. Analyst Commentary on GoodRx Holdings Recent research on GoodRx Holdings centers on how the current share price lines up with updated views on fair value, earnings power, and execution risks.
ナラティブ更新 • Jun 09GDRX: Pharma Direct Shift And New Offerings Will Support Future UpsideAnalysts have lifted their GoodRx Holdings price targets by about $0.50 to $1, with recent moves to $4 from $3.50 at Citi and similar $1 increases at TD Cowen and Goldman Sachs. These changes reflect updated views on the stock's risk, growth, profitability and future P/E assumptions.
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$3.08, the stock trades at a forward P/E ratio of 31x. Average trailing P/E is 31x in the Healthcare Services industry in the US. Total loss to shareholders of 43% over the past three years.
Recent Insider Transactions Derivative • Jul 17President exercised options and sold US$363k worth of stockOn the 15th of July, Wendy Barnes exercised options to acquire 120k shares at no cost and sold these for an average price of US$3.01 per share. This trade did not impact their existing holding. For the year to December 2025, Wendy's total compensation was 4% salary and 96% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Wendy currently holds less than 1% of total shares outstanding. Company insiders have collectively sold US$1.6m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Jul 10GoodRx Holdings, Inc. to Report Q2, 2026 Results on Aug 05, 2026GoodRx Holdings, Inc. announced that they will report Q2, 2026 results After-Market on Aug 05, 2026
ナラティブ更新 • Jul 07GDRX: Membership Expansion And Higher Margins Will Reset Prescription EconomicsAnalysts have increased their price target for GoodRx Holdings to $4.00 from $3.50, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that are consistent with recent research commentary from multiple firms. Analyst Commentary Recent research on GoodRx Holdings points to a more constructive tone, with several bullish analysts updating their assumptions and using higher price targets that align with the revised US$4.00 fair value estimate.
ナラティブ更新 • Jun 23GDRX: Higher Fair Value Assumptions Will Strain Core Prescription EconomicsAnalysts have lifted their GoodRx Holdings price target by $0.25 to reflect updated views on fair value, discount rate, revenue growth, profit margin, and future P/E metrics, supported by recent target increases from major firms to around $4 per share. Analyst Commentary on GoodRx Holdings Recent research on GoodRx Holdings centers on how the current share price lines up with updated views on fair value, earnings power, and execution risks.
ナラティブ更新 • Jun 09GDRX: Pharma Direct Shift And New Offerings Will Support Future UpsideAnalysts have lifted their GoodRx Holdings price targets by about $0.50 to $1, with recent moves to $4 from $3.50 at Citi and similar $1 increases at TD Cowen and Goldman Sachs. These changes reflect updated views on the stock's risk, growth, profitability and future P/E assumptions.
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$3.08, the stock trades at a forward P/E ratio of 31x. Average trailing P/E is 31x in the Healthcare Services industry in the US. Total loss to shareholders of 43% over the past three years.
ナラティブ更新 • May 26GDRX: Pharma Direct Shift Will Support Future Upside Despite Prescription ResetGoodRx Holdings' analyst price target has moved higher, with recent revisions pointing toward $4 as analysts factor in updated views on revenue growth, profit margins, and a lower discount rate following fresh research from Citi, TD Cowen, and Goldman Sachs. Analyst Commentary Recent research shows a split view on GoodRx Holdings, with some analysts lifting price targets toward US$4 while others trim expectations and ratings following updated guidance and business mix changes.
Seeking Alpha • May 20GoodRx: TrumpRx Exposes Legacy Moat Breach And Zero-Sum Strategy (Downgrade)Summary GoodRx Holdings, Inc. faces ongoing revenue and margin pressure as its legacy business declines and Pharma Direct grows but with lower profitability. GDRX’s Q1 results showed a 4% Y/Y revenue drop and EBITDA margin compression to 18.5%, with management expecting continued legacy erosion through 2026. Valuation sensitivity is highest to margin assumptions; the base DCF value is $2.49/share, near the current price, with scenario analysis skewed toward downside risk. I downgrade GDRX to Hold, citing the need for revenue stabilization and greater clarity on Pharma Direct margins before reconsidering a speculative position. Read the full article on Seeking Alpha
Major Estimate Revision • May 17Consensus EPS estimates fall by 21%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$0.109 to US$0.086 per share. Revenue forecast steady at US$775.9m. Net income forecast to grow 54% next year vs 41% growth forecast for Healthcare Services industry in the US. Consensus price target up from US$2.82 to US$3.18. Share price fell 17% to US$2.43 over the past week.
Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$2.43, the stock trades at a forward P/E ratio of 24x. Average trailing P/E is 28x in the Healthcare Services industry in the US. Total loss to shareholders of 52% over the past three years.
分析記事 • May 14Some May Be Optimistic About GoodRx Holdings' (NASDAQ:GDRX) EarningsThe market was pleased with the recent earnings report from GoodRx Holdings, Inc. ( NASDAQ:GDRX ), despite the profit...
Price Target Changed • May 11Price target increased by 8.9% to US$3.07Up from US$2.82, the current price target is an average from 13 analysts. New target price is 7.9% above last closing price of US$2.84. Stock is down 35% over the past year. The company is forecast to post earnings per share of US$0.083 for next year compared to US$0.085 last year.
New Risk • May 07New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.9x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results.
Reported Earnings • May 07First quarter 2026 earnings released: EPS: US$0.003 (vs US$0.029 in 1Q 2025)First quarter 2026 results: EPS: US$0.003 (down from US$0.029 in 1Q 2025). Revenue: US$194.0m (down 4.4% from 1Q 2025). Net income: US$1.17m (down 89% from 1Q 2025). Profit margin: 0.6% (down from 5.4% in 1Q 2025). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Healthcare Services industry in the US. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
ナラティブ更新 • May 06GDRX: Pharma Direct And Take Rate Reset Will Reframe Prescription EconomicsNarrative Update on GoodRx Holdings Analysts have reset the consensus price target for GoodRx to $3.50, down sharply from prior targets that ranged from $4 to $7, citing pressure on Prescription Transaction economics, a reset in take rates, and increased focus on the Pharma Direct business as key drivers of the change. Analyst Commentary Street research has shifted sharply lower on GoodRx's valuation, with price targets now clustered in a US$2 to US$3.50 range.
お知らせ • May 03Goodrx Expands Offerings to Include Ozempic Pill for Type 2 Diabetes PatientsGoodRx announced that it is providing access to self-pay pricing for Novo Nordisk’s Ozempic pill (oral semaglutide), helping eligible patients with type 2 diabetes obtain the medication for as low as $149 per month at pharmacies nationwide. The availability of an oral formulation under the Ozempic brand marks an important step forward, offering a convenient alternative to the established injectable. It also reflects GoodRx’s expanding work with Novo Nordisk across the entire semaglutide portfolio and its role in supporting patient access. The Ozempic pill is now available to eligible self-pay patients at a cash price of $149 per month for the 1.5mg dose, $199 per month for the 4mg dose, and $299 per month for the 9mg dose.
お知らせ • May 02GoodRx Holdings, Inc., Annual General Meeting, Jun 16, 2026GoodRx Holdings, Inc., Annual General Meeting, Jun 16, 2026.
ナラティブ更新 • Apr 22GDRX: Take Rate Reset Will Pressure Core Prescription Economics AheadAnalysts have reduced GoodRx's consensus price targets significantly to a range of $2 to $3.50, citing reset take rates in the core prescription business, pressure on near term growth and margins, and a greater focus on Pharma Direct and branded drugs. Analyst Commentary Street research on GoodRx has turned more cautious, with a series of reduced price targets clustering between $2 and $3.50.
お知らせ • Apr 19GoodRx Holdings, Inc. to Report Q1, 2026 Results on May 06, 2026GoodRx Holdings, Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026
お知らせ • Apr 16GoodRx Holdings, Inc. Announces Access to Wegovy HD At Self-Pay PriceGoodRx Holdings, Inc. announced that the new higher dose Wegovy HD (semaglutide) injection 7.2 mg is now available to eligible self-pay patients on GoodRx at $399 per month. Pricing scales with quantity, with a two-month supply available for $798 and a three-month supply available for $1,197, giving consumers flexibility and clear expectations around cost. Wegovy HD offers an additional FDA-approved step-up option within the Wegovy portfolio, potentially helping eligible patients achieve greater weight-loss benefit without requiring them to switch to a different brand or care pathway. As demand for GLP-1 treatments continues to grow, many consumers are navigating access outside of traditional insurance coverage. GoodRx simplifies that experience by surfacing upfront pricing and connecting it directly to nationwide pharmacy access, helping consumers understand their options before they reach the pharmacy counter. Wegovy HD adds another FDA-approved option to meet patients’ clinical needs. For those who need help getting started, GoodRx for Weight Loss offers a connected path to care. Through the subscription service, consumers can meet with licensed healthcare providers, complete an eligibility assessment, and, when appropriate, receive a prescription for FDA-approved GLP-1 treatments. This announcement builds on GoodRx’s ongoing efforts to expand access to GLP-1 medications, reflecting a broader shift toward self-pay models that provide more predictable and transparent pathways to treatment. GoodRx enables these programs to reach consumers at scale, helping ensure that pricing translates into real-world access from day-one.
ナラティブ更新 • Apr 07GDRX: Pharma Direct Pivot Will Reframe Prescription Headwinds Going ForwardAnalysts have reset GoodRx's fair value and price targets sharply lower, with the average target moving from about $7.00 toward $3.50 as they factor in a higher discount rate, softer revenue growth and margin expectations, and a higher assumed future P/E multiple driven by pressure on the core prescription business alongside potential support from Pharma Direct. Analyst Commentary Recent research updates cluster around a consistent message: lower fair value estimates for GoodRx, but with a split between cautious and more constructive views on the path forward.
お知らせ • Mar 28GoodRx Holdings, Inc. Announces the Resignation of Romin Nabiey as Chief Accounting Officer, Effective April 3, 2026On March 24, 2026, Romin Nabiey submitted his resignation as Chief Accounting Officer of GoodRx Holdings, Inc., effective April 3, 2026 in order to pursue other opportunities. Mr. Nabiey will remain an employee of the Company through June 8, 2026 to support the transition of his responsibilities.
ナラティブ更新 • Mar 23GDRX: Pharma Direct And Pharmacy Partnerships Will Drive Future UpsideAnalysts have cut their average price targets for GoodRx to a range of about $2 to $3.50, citing a take rate reset that pressures near term growth and margins in the core Prescription Transaction business, while pointing to Pharma Direct as a key source of potential upside. Analyst Commentary Recent Street research on GoodRx reflects a wide reset in expectations, with lower price targets across the board and mixed views on the company’s ability to execute through the take rate reset and business shift toward Pharma Direct and branded drugs.
ナラティブ更新 • Mar 09GDRX: Prescription Take-Rate Reset Will Drive A Tougher OutlookAnalysts cut their fair value estimate for GoodRx to $1.90 from $2.60 and lowered price targets into a $2 to $3.50 range, citing structural take-rate headwinds in the prescription business, pressure on near-term growth and margins, and an increased emphasis on Pharma Direct and branded drugs. Analyst Commentary Recent Street research on GoodRx highlights a clear reset in expectations, with multiple bearish analysts trimming price targets and shifting ratings in response to pressure on the core prescription discount business and uncertainty around the pivot to Pharma Direct and branded drugs.
New Risk • Mar 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results.
Major Estimate Revision • Mar 05Consensus EPS estimates fall by 53%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$814.8m to US$764.8m. EPS estimate also fell from US$0.192 per share to US$0.091 per share. Net income forecast to shrink 3.9% next year vs 19% growth forecast for Healthcare Services industry in the US . Consensus price target down from US$4.56 to US$2.97. Share price fell 11% to US$2.18 over the past week.
New Risk • Mar 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 26Third quarter 2025 earnings released: EPS: US$0.003 (vs US$0.01 in 3Q 2024)Third quarter 2025 results: EPS: US$0.003 (down from US$0.01 in 3Q 2024). Revenue: US$196.0m (flat on 3Q 2024). Net income: US$1.12m (down 72% from 3Q 2024). Profit margin: 0.6% (down from 2.0% in 3Q 2024). Revenue is forecast to grow 4.6% p.a. on average during the next 4 years, compared to a 11% growth forecast for the Healthcare Services industry in the US. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
Price Target Changed • Feb 26Price target decreased by 9.1% to US$4.31Down from US$4.74, the current price target is an average from 14 analysts. New target price is 116% above last closing price of US$1.99. Stock is down 60% over the past year. The company is forecast to post earnings per share of US$0.11 for next year compared to US$0.042 last year.
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$1.99, the stock trades at a forward P/E ratio of 12x. Average trailing P/E is 42x in the Healthcare Services industry in the US. Total loss to shareholders of 64% over the past three years.
お知らせ • Feb 26GoodRx Holdings, Inc. Provides Earnings Guidance for the Full Year 2026GoodRx Holdings, Inc. provided earnings guidance for the full year 2026. For the year 2026, the company expects revenue of $750 million to $780 million.
お知らせ • Feb 24GoodRx Holdings, Inc. Expands into Employer Market with Launch of "Goodrx Employer Direct"GoodRx Holdings, Inc. announced the launch of GoodRx Employer Direct. The new offering enables employers to directly lower the cost of high-impact brand medications, including GLP-1s, by applying targeted subsidies to discounted cash prices from pharmaceutical manufacturers. Employers can also deploy branded versions of GoodRx's condition-specific telemedicine solutions, integrating clinical care, prescribing, and pharmacy fulfillment to help employees access high-impact brand medications without traditional formulary blockers. Designed to complement, not replace, traditional health plans, Employer Direct gives employers a scalable, cost-conscious way to improve affordability without adding plan complexity. Through Employer Direct, employers can select high-impact brand medications, such as the popular weight loss drug Wegovy®?, and directly subsidize the manufacturer-sponsored price available on GoodRx, further lowering the employee's cost without adding the medication to the traditional insurance benefit. Employer contributions are applied seamlessly at the pharmacy counter, so employees automatically pay a reduced out-of-pocket amount. This approach provides targeted support for high-cost therapies without requiring changes to the core health plan structure. GoodRx launched this model at the start of the year with its first employer partners, including Midwestern grocery chain Hy-Vee, with an initial focus on GLP-1 medications - a category that has seen significant demand but variable insurance coverage. Customized Conditions Management Solutions for Employers: Employer Direct leverages the core capabilities of the GoodRx platform to unlock a potentially meaningful new growth opportunity for the company. By combining established pharmaceutical partnerships that enable low self-pay pricing with its nationwide pharmacy network and broad consumer reach, GoodRx is uniquely positioned to deliver affordable, transparent access solutions directly within employer health plans.
ナラティブ更新 • Feb 23GDRX: TrumpRx And Pharmacy Partnerships Will Support Future UpsideAnalysts have trimmed their price targets on GoodRx Holdings, with one key cut to $4.50 from $5. This reflects caution around near term TrumpRx monetization while still noting potential longer term upside for the health tech and distribution group.
ナラティブ更新 • Feb 08GDRX: Weight Loss Partnerships And PBM Role Will Support Future UpsideAnalysts have trimmed their price targets on GoodRx, and our updated fair value estimate reflects this shift with a move from about US$4.95 to roughly US$4.56. This change comes as they factor in a slightly higher discount rate, a modestly lower assumed future P/E multiple, and only small tweaks to revenue growth and profit margin assumptions.
お知らせ • Jan 29GoodRx Holdings, Inc. to Report Q4, 2025 Results on Feb 25, 2026GoodRx Holdings, Inc. announced that they will report Q4, 2025 results After-Market on Feb 25, 2026
ナラティブ更新 • Jan 24GDRX: Pharmacy Headwinds And Weight Loss Efforts Will Shape Fairly Balanced OutlookNarrative Update on GoodRx Holdings The analyst price target for GoodRx has been trimmed by a few dollars into the low single digits. Analysts generally point to ongoing headwinds in health tech, pharmacy closures, and reimbursement changes, while also acknowledging progress in new offerings and partnerships that could take years to fully influence results.
Recent Insider Transactions Derivative • Jan 16President exercised options and sold US$653k worth of stockOn the 15th of January, Wendy Barnes exercised options to acquire 237k shares at no cost and sold these for an average price of US$2.75 per share. This trade did not impact their existing holding. As of today, Wendy currently holds no shares directly. Company insiders have collectively sold US$733k more than they bought, via options and on-market transactions in the last 12 months.
ナラティブ更新 • Jan 10GDRX: Pharmacy Headwinds And Weight Loss Expansion Will Shape Balanced OutlookAnalysts have eased their price expectations for GoodRx, with the updated target range implied by recent cuts from US$7 to between US$3 and US$6, and an updated fair value input of 2.6, reflecting higher discount rates and more conservative P/E assumptions, even as they cite progress in partnerships and new offerings. Analyst Commentary Recent Street research around GoodRx has centered on lower price targets and a more cautious stance on how quickly new products and partnerships might translate into value for shareholders.
お知らせ • Jan 08GoodRx Launches RxSmartSaver at Giant Eagle PharmaciesGoodRx announced the launch of RxSmartSaver powered by GoodRx at Giant Eagle pharmacies, giving patients a fast and easy way to access lower prices on high-cost brand medications directly at the pharmacy counter. Launched earlier this year, RxSmartSaver is a turnkey solution that allows patients to instantly unlock meaningful savings on brand medications that are often not covered by insurance or come with high out-of-pocket costs. Through the program, Giant Eagle Pharmacy customers can access a wide range of affordability options, including manufacturer copay cards and nearly 80 unique cash prices across high-cost brand medications, including Farxiga®? and Repatha.ular FDA-approved GLP-1 medications are also available at discounted cash prices, including Ozempic and Wegovy injections for $199 per month, and the new Wegovy pill for $149 per month. Patients simply scan a QR code at the pharmacy counter using their smartphone, enter the RxSmartSaver portal, and present the available savings to the pharmacist at checkout. The experience is designed to require no operational lift for pharmacy staff, while providing immediate, tangible help for patients facing high prescription costs. The introduction of RxSmartSaver builds on GoodRx's broader efforts to support retail pharmacies by helping them improve profitability, reduce prescription abandonment, and drive innovation in the prescription experience. By making affordability tools readily accessible at the point of dispensing, the program helps Giant Eagle stores reduce prescription abandonment, streamline workflows, and deepen patient relationships. GoodRx is ultimately improving the patient experience while delivering stronger economics for retail pharmacy partners. RxSmartSaver is now available across more than 200 Giant Eagle pharmacies throughout Indiana, Maryland, Ohio, Pennsylvania, and West Virginia.
お知らせ • Jan 05GoodRx Now Offers Novo Nordisk's Cash Price for the Launch of the Wegovy PillGoodRx announced that the newly FDA-approved Wegovy®? pill (oral semaglutide) is now available at a cash price of $149 per month at more than 70,000 pharmacies nationwide via GoodRx. For consumers looking to easily evaluate their options for both treatment and access to the medication, they will soon be able to connect with a licensed healthcare provider through GoodRx for Weight Loss to determine eligibility and obtain a prescription when appropriate. The arrival of the Wegovy pill on GoodRx represents a significant step forward in making GLP-1 treatments more affordable and accessible for people looking to begin or advance their weight-loss journey. The Wegovy pill is now available on GoodRx to eligible self-pay patients at a cash price of $149 per month for the two lowest doses (1.5mg and 4mg). With industry-leading cash prices across all FDA-approved doses and availability at more than 70,000 retail pharmacies nationwide, GoodRx ensures that consumers can access the Wegovy pill quickly, reliably, and with meaningful savings. Consumers who need help determining whether the Wegovy pill is appropriate for them will soon be able to turn to GoodRx for Weight Loss, the company's telemedicine subscription that is designed specifically for people seeking weight management support. Through this offering, users can meet with licensed healthcare providers, discuss treatment options, complete eligibility assessments, and--when clinically appropriate--re receive a prescription for the Wegovy pill or other FDA-approved GLP-1 treatments. GoodRx for Weight Loss also provides ongoing support, clear pricing, and flexible fulfillment options. The introduction of these new lowest discounted cash prices for the Wegovy pill demonstrates how GoodRx can help pharmaceutical manufacturers bring new cash-pay programs to market quickly and at scale. With millions of consumers turning to GoodRx each month to evaluate medication affordability options, manufacturers can immediately surface clear, competitive pricing to patients on day one of availability. GoodRx's extensive pharmacy network, trusted brand, and established consumer engagement channels enable partners to rapidly scale awareness, streamline access, and accelerate adoption. The Wegovy pill are now available to eligible self-pay patients in a cash price of $149% for the two lowest doses (1.5mg and 4mg) through April 15, 2026, after which a $199 per month cash price will apply to the 4mg. The cash price for the Wegovy pill 9mg and 25mg is $299 per month. About GoodRx is the leading platform for medication savings in the U.S., used by nearly 30 million consumers and over one million healthcare professionals annually.
ナラティブ更新 • Dec 16GDRX: Expanding Weight Loss Collaborations Will Drive Future Upside Despite Pharmacy HeadwindsAnalysts have modestly trimmed their average price target on GoodRx, reflecting a slightly lower fair value estimate of about $4.95 per share. They are balancing cautious views on pharmacy headwinds and reimbursement changes against emerging, but longer-dated, upside from new partnerships, including weight-loss and PBM initiatives.
ナラティブ更新 • Dec 02GDRX: Expanding Partnerships Will Drive Share Upside Amid Evolving Pharmacy LandscapeAnalysts have lowered their price targets for GoodRx Holdings, with recent reductions from $7 to $6, $5 to $4, and $3.40 to $3. This reflects cautious sentiment about headwinds in the pharmacy ecosystem, even though there is some optimism over new partnerships and offerings.
ナラティブ更新 • Nov 18GDRX: Future Partnerships Will Drive Long-Term Upside Despite Industry UncertaintyThe analyst price target for GoodRx Holdings has been reduced from approximately $5.37 to $5.09 per share. Analysts cite ongoing headwinds in the pharmacy ecosystem but acknowledge some positive developments in new partnerships and offerings.
Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: US$0.003 (vs US$0.01 in 3Q 2024)Third quarter 2025 results: EPS: US$0.003 (down from US$0.01 in 3Q 2024). Revenue: US$196.0m (flat on 3Q 2024). Net income: US$1.12m (down 72% from 3Q 2024). Profit margin: 0.6% (down from 2.0% in 3Q 2024). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Healthcare Services industry in the US. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
分析記事 • Nov 01Investors Don't See Light At End Of GoodRx Holdings, Inc.'s (NASDAQ:GDRX) Tunnel And Push Stock Down 33%GoodRx Holdings, Inc. ( NASDAQ:GDRX ) shareholders won't be pleased to see that the share price has had a very rough...
Valuation Update With 7 Day Price Move • Oct 31Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$3.36, the stock trades at a forward P/E ratio of 20x. Average trailing P/E is 58x in the Healthcare Services industry in the US. Total loss to shareholders of 34% over the past three years.
Valuation Update With 7 Day Price Move • Oct 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$3.90, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 4x in the Healthcare Services industry in the US. Total loss to shareholders of 14% over the past three years.
お知らせ • Oct 09GoodRx Holdings, Inc. to Report Q3, 2025 Results on Nov 04, 2025GoodRx Holdings, Inc. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025
お知らせ • Oct 07GoodRx Expands Affordable Access to Repatha with Nearly 60% SavingsGoodRx announced the availability of Repatha®? (evolocumab), a cholesterol-lowering therapy, at a significantly reduced cash price. Starting October 6, 2025, patients can use GoodRx to access Repatha for $239 at more than 70,000 pharmacies nationwide, a savings of nearly 60% off the retail pharmacy list price. By making Repatha accessible at a lower cash price than was previously available at retail, GoodRx and Amgen are helping patients bypass traditional insurance hurdles, such as restrictive formularies and high deductibles, that often delay or prevent treatment. GoodRx is pioneering direct-to-consumer solutions that give brands a trusted, scalable channel to deliver real savings directly to patients.
分析記事 • Oct 02Should You Think About Buying GoodRx Holdings, Inc. (NASDAQ:GDRX) Now?GoodRx Holdings, Inc. ( NASDAQ:GDRX ), is not the largest company out there, but it led the NASDAQGS gainers with a...
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 26%After last week's 26% share price gain to US$5.03, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 4x in the Healthcare Services industry in the US. Negligible returns to shareholders over past three years. Simply Wall St's valuation model estimates the intrinsic value at US$8.48 per share.
お知らせ • Oct 01Goodrx Launches Brand Medication Savings Program At National Retail PharmacyGoodRx announced the availability of its brand medication savings solution, RxSmartSaver powered by GoodRx, at Kroger pharmacies nationwide. RxSmartSaver brings medication affordability directly to the pharmacy counter, improving the patient experience while delivering stronger economics for the retail partner. RxSmartSaver is now available at Kroger's 2,200 pharmacies across 35 states, giving Kroger customers instant access to GoodRx savings when they are picking up their medications, including copay cards, patient assistance programs, and 80+ unique cash prices for brand medications that often aren't covered by insurance or have poor coverage. Patients simply scan the code at the pharmacy counter with their smartphone, enter the RxSmartSaver portal, and then show the savings to the pharmacist during checkout to save on essential treatments such as Dexcom G7, Humira Biosimilar (ADBM), Lantus®?, Ozempic®? and Wegovy®?. A Turnkey Solution for Retail Pharmacies: RxSmartSaver is a turnkey, ready-to-deploy solution for retail pharmacies that brings medication affordable directly to the pharmacy counter. Each prescription filled helps strengthen the savings flywheel: manufacturers extend the reach of their affordability programs, pharmacies improve profitability while deepening patient relationships, and consumers gain easier access to more affordable prices for brand medications. GoodRx first launched this program earlier this year with Midwest-based retailer Hy-Vee and plans to expand with additional retailers in the coming months. The expansion of RxSmartSaver reflects GoodRx's broader commitment to helping retail pharmacies thrive in a rapidly evolving healthcare landscape. In 2025 alone, GoodRx launched multiple initiatives to support its retail partners, including an e-commerce experience that allows consumers to check inventory, validate prescriptions, and pay online before picking up in store, and Community Link, a cost-plus pricing model that provides independent pharmacies with predictable pricing and better economics. Together with RxSmartSaver, these solutions help pharmacies streamline daily workflows, enhance operational performance, and deliver stronger consumer engagement both in-store and online, while reinforcing their vital role in communities nationwide.
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 27%After last week's 27% share price gain to US$4.49, the stock trades at a forward P/E ratio of 27x. Average trailing P/E is 59x in the Healthcare Services industry in the US. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$8.58 per share.
New Risk • Aug 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 14% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Large one-off items impacting financial results.
分析記事 • Aug 15GoodRx Holdings' (NASDAQ:GDRX) Performance Is Even Better Than Its Earnings SuggestGoodRx Holdings, Inc.'s ( NASDAQ:GDRX ) earnings announcement last week was disappointing for investors, despite the...
Price Target Changed • Aug 10Price target decreased by 11% to US$5.61Down from US$6.32, the current price target is an average from 15 analysts. New target price is 62% above last closing price of US$3.47. Stock is down 52% over the past year. The company is forecast to post earnings per share of US$0.15 for next year compared to US$0.042 last year.
ナラティブ更新 • Aug 08Digital Health And Telemedicine Expansion Will Deepen Market OpportunityThe 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.
Reported Earnings • Aug 08Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: US$0.036 (up from US$0.018 in 2Q 2024). Revenue: US$203.1m (up 1.2% from 2Q 2024). Net income: US$12.8m (up 92% from 2Q 2024). Profit margin: 6.3% (up from 3.3% in 2Q 2024). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 1.4%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Healthcare Services industry in the US. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
分析記事 • Aug 08Little Excitement Around GoodRx Holdings, Inc.'s (NASDAQ:GDRX) Revenues As Shares Take 28% PoundingGoodRx Holdings, Inc. ( NASDAQ:GDRX ) shareholders won't be pleased to see that the share price has had a very rough...
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to US$3.47, the stock trades at a forward P/E ratio of 20x. Average trailing P/E is 59x in the Healthcare Services industry in the US. Total loss to shareholders of 54% over the past three years.
お知らせ • Aug 07Goodrx Holdings, Inc. Provides Earnings Guidance for Full Year 2025GoodRx Holdings, Inc. provided earnings guidance for full year 2025. For the full year 2025, the company expected revenue to be increased from 2024. Revenue in 2024 was $792.3 million.
お知らせ • Jul 29GoodRx Holdings, Inc. Announces Appointment of Laura Jensen as Chief Commercial Officer and President of Pharma Solutions, Effective July 28, 2025GoodRx Holdings, Inc. announced the appointment of Laura Jensen as Chief Commercial Officer and President of Pharma Solutions, effective July 28, 2025. In this role, Laura will lead the company’s Pharma Manufacturer Solutions offering and oversee strategic initiatives aimed at growing and enhancing innovative partnerships across the pharmaceutical industry. Her deep cross-sector experience uniquely positions her to help revolutionize how patients access and afford their medications through the GoodRx platform. Laura joins GoodRx from Amazon Pharmacy, where she served as Head of Manufacturer & Prescriber Business Development. There, she led strategic partnerships that reimagined how patients access and manage their medications across both Amazon Pharmacy and PillPack. Her team was responsible for developing integrated experiences that connect prescribers and pharmacy workflows, driving innovation in patient engagement and health outcomes. Prior to her time at Amazon Pharmacy and PillPack, Laura held influential roles at several leading pharmaceutical companies, including UCB and GlaxoSmithKline, where she led initiatives focused on sales, marketing, operations, and commercial innovation. Her cross-functional industry expertise and holistic view of the healthcare ecosystem will help ensure GoodRx continues pioneering new ways to advance patient access and affordability.
お知らせ • Jul 10GoodRx Holdings, Inc. to Report Q2, 2025 Results on Aug 06, 2025GoodRx Holdings, Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025
分析記事 • Jun 24GoodRx Holdings, Inc. (NASDAQ:GDRX) Stock Rockets 25% As Investors Are Less Pessimistic Than ExpectedGoodRx Holdings, Inc. ( NASDAQ:GDRX ) shareholders would be excited to see that the share price has had a great month...
Valuation Update With 7 Day Price Move • Jun 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$4.54, the stock trades at a forward P/E ratio of 27x. Average trailing P/E is 57x in the Healthcare Services industry in the US. Total loss to shareholders of 23% over the past three years.
お知らせ • Jun 10+ 1 more updateGoodRx Launches New Erectile Dysfunction Subscription Service to Simplify Access and Eliminate Treatment BarriersGoodRx announced the launch of a new subscription service for erectile dysfunction (ED). Designed to meet consumers where they are and remove common barriers such as high costs, long wait times, and inconvenience, this all-in-one solution offers a fast, discreet, and affordable option for ED treatment. A new report from GoodRx reveals a clear gap in care: nearly 1 in 3 U.S. men report difficulty achieving or maintaining an erection without medication, yet fewer than 14% say they're using any form of treatment. This resonance is driven by inadequate coverage of ED treatments by many insurance plans, as well as concerns around the social stigma associated with seeking help for such conditions. While many existing options require an additional paid membership just to access a subscription service, come with exorbitant fees, or have inconsistent shipping speeds that can lead to delays, GoodRx's new ED subscription service offers a transparent alternative to help more men access needed treatments - quickly, discreetly, and on their terms. The GoodRx subscription service for ED starts as low as just $18/month, with final pricing dependent on the prescribed medication. The subscription combines three key benefits: Connect with a licensed healthcare professional: Customerscanchat directly with a healthcare professional online, often within the hour - no in-person visit required. Additionally, customers will have ongoing access to these licensed professionals if questions arise during their treatment. Access FDA-approved treatments: If clinically appropriate, customers receive a prescription for an FDA-approved medication. Discreet delivery: Medication is delivered directly to the customer's door for no additional fee, in GoodRx's standard packaging. GoodRx's subscription service for ED ensures a simple, user-friendly experience that meets the modern consumer's needs for transparency and streamlined healthcare access. By integrating quick digital consults with licensed healthcare professionals, transparent pricing, and home delivery into one seamless experience, GoodRx is proud to provide a stigma-free, convenient approach to ED care.
お知らせ • Jun 07Goodrx Open Sources Lifecycle to Support Innovation in Software Development Velocity and Developer ProductivityGoodRx announced it is open-sourcing Lifecycle, a homegrown development tool designed to improve team velocity, streamline review workflows, and reduce infrastructure overhead. Lifecycle is now available to the public under the Apache 2.0 license, inviting developers and organizations to adopt, contribute to, and build upon the platform. The tool allows engineering, quality assurance, and platform teams to automatically spin up short-lived, isolated environments—known as ephemeral environments—for testing and reviewing code changes in real-world conditions. Internally, Lifecycle has helped GoodRx reduce deployment friction, improve cross-functional collaboration during code reviews, and lower costs tied to long-lived staging infrastructure. It reflects the company’s broader commitment to modern engineering practices and open collaboration. The open-source release is hosted on GitHub under the new GoodRxOSS organization. Developers can explore the code, access detailed documentation, and review contribution guidelines at https://github.com/GoodRxoss/lifecycle. GoodRx is also inviting developers, platform engineers, and contributors to join its growing community on Discord, where discussions and support around Lifecycle will be actively maintained. Join the conversation at https://discord.gg/E27ySEyrD5.
分析記事 • May 23GoodRx Holdings (NASDAQ:GDRX) May Have Issues Allocating Its CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
お知らせ • May 22GoodRx to Launch Direct Contracting for Independent Community PharmaciesGoodRx announced that it will launch a new offering for independent community pharmacies - GoodRx Community Link - in June 2025. GoodRx Community Link will enable locally owned and operated pharmacies to directly contract with GoodRx on pricing and manage participation in the company's Integrated Savings Programs (ISP). Direct contracts leverage cost-plus models to provide independent pharmacies with more direct control over pricing and favorable margins. GoodRx is committed to helping independent pharmacies better manage pricing directly with GoodRx while continuing to provide consumers with affordable prices on their medications.
Reported Earnings • May 09First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: US$0.029 (up from US$0.003 loss in 1Q 2024). Revenue: US$203.0m (up 2.6% from 1Q 2024). Net income: US$11.1m (up US$12.1m from 1Q 2024). Profit margin: 5.4% (up from net loss in 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 21%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Healthcare Services industry in the US. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
お知らせ • May 08GoodRx Holdings, Inc. Provides Earnings Guidance for Second Quarter and Full Year 2025GoodRx Holdings, Inc. provided earnings guidance for second quarter and full year 2025. For the second quarter, the company expected revenue to be up sequentially from the $203 million reported in the first quarter For the full year 2025, the company expected revenue of $810 million - $840 million.
お知らせ • May 02GoodRx Holdings, Inc., Annual General Meeting, Jun 03, 2025GoodRx Holdings, Inc., Annual General Meeting, Jun 03, 2025.
新しいナラティブ • May 01Pharma Manufacturer Solutions Expansion Will Improve Prescription Access GoodRx aims to boost revenue by expanding Pharma Manufacturer Solutions and enhancing the prescription marketplace, aligning with partners' economic needs.
お知らせ • Apr 10GoodRx Holdings, Inc. to Report Q1, 2025 Results on May 07, 2025GoodRx Holdings, Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025
お知らせ • Apr 03Goodrx Introduces New E-Commerce Experience for Retail PharmaciesGoodRx announced a new e-commerce experience for retail pharmacies that improves how consumers get their medications via the GoodRx platform. The company is launching the experience with Midwest-based retailer Hy-Vee. Now, when a person searches for their medication on GoodRx and selects Hy-Vee as their preferred pharmacy, the system will check for medication inventory, validate their prescription, and enable them to pay online before picking up their prescription in-store. This is part of GoodRx's broader strategy to deliver digital innovation that streamlines the prescription purchasing process for consumers while supporting retail pharmacy efficiency and profitability. How the e-commerce experience works: Checks inventory: When a consumer searches for a medication, GoodRx checks if it is available at the pharmacy and can be purchased online. Validates prescription: GoodRx confirms the consumer's prescription is on file and being filled to support a seamless pick-up experience at the pharmacy counter. For retail pharmacy partners, it streamlines pharmacists' workflows and offers a user-friendly online experience, with the goal of driving customer growth. GoodRx first announced its e-commerce solution last fall with the launch of a direct-to-consumer shopping experience with Opill, the first over-the-counter birth control pill. Consumer health and pharmaceutical brands looking to provide a frictionless experience for consumers can integrate their offerings directly within the GoodRx platform utilizing the functionality. GoodRx's e-commerce capability helps bridge online consumer engagement with prescription fulfillment, and shows GoodRx's commitment to removing friction from the system and simplifying the healthcare journey for patients throughout the U.S.
Seeking Alpha • Mar 24GoodRx: Great Value For Patient Investors (Upgrade)Summary GoodRx is a great small-cap value stock to buy amid the recent downturn. I'm upgrading the stock to a buy. GoodRx showcases strong adjusted EBITDA despite slower growth, making it an attractive target for private equity deals as public equities become less appealing. The company's new CEO is driving a wholesale change in business strategy, chasing relationships directly with pharmaceutical manufacturers. Management is expecting an acceleration in revenue growth in FY25 (relative to just 1% growth in Q4), driven in part by the lapse of a tough Kroger comp midway through next year. Read the full article on Seeking Alpha
お知らせ • Mar 18GoodRx Holdings, Inc. Announces Executive ChangesGoodRx Holdings, Inc. announced the appointment of Aaron Crittenden as President of Rx Marketplace and Scott Pope, PharmD, as Chief Pharmacy Officer and Head of Clinical Engagement, effective immediately. Aaron will be responsible for the management and financial performance of GoodRx’s Rx Marketplace offering, working with key retail pharmacy, pharmacy benefit manager (PBM), employer, and manufacturer partners. He will also play a critical role in shaping GoodRx’s long-term growth strategy and serve as a strategic advisor to the CEO and President, helping to guide the company’s broader vision and business priorities. Since joining GoodRx in 2020, Aaron has played a pivotal role in building and scaling the business across multiple leadership positions. As Head of Manufacturer Solutions and then Chief Revenue Officer, Aaron helped launch the company’s Pharma Manufacturer Solutions offering and played a key role in growing revenue to $100M+ in just a few years. Prior to GoodRx, he founded ReMy Health, where he developed automation solutions for affordability programs and specialty medication access, and contributed to developing the infrastructure behind the PillPack data network. Earlier in his career, he held leadership roles at Allscripts, where he was responsible for oversight of electronic prescribing, pharma and pharmacy benefits manager (PBM) innovation, and its patient portal business. Scott will be responsible for all aspects of GoodRx’s relationships with physicians, pharmacists, nurses, and all healthcare professionals, including marketing and product development. This includes pharmacy strategy, clinical engagement, and industry partnerships. By joining GoodRx, Scott will continue his nearly 30 years of successful service in the U.S. healthcare system. His diverse experience ranges from providing direct patient care to executive level leadership, growing revenue streams, enhancing patient care, scaling infrastructure, and forging industry partnerships for companies including Premier, Inc., Hitachi, In Scope Ventures, and more.
Major Estimate Revision • Mar 09Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$0.19 to US$0.167 per share. Revenue forecast steady at US$824.7m. Net income forecast to grow 369% next year vs 26% growth forecast for Healthcare Services industry in the US. Consensus price target of US$6.71 unchanged from last update. Share price fell 7.4% to US$4.61 over the past week.
Board Change • Mar 02Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Kelly Kennedy was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 28Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$0.042 (up from US$0.022 loss in FY 2023). Revenue: US$792.3m (up 5.6% from FY 2023). Net income: US$16.4m (up US$25.3m from FY 2023). Profit margin: 2.1% (up from net loss in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Healthcare Services industry in the US. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.
お知らせ • Feb 27GoodRx Holdings, Inc. Provides Revenue Guidance for the First Quarter and Full Year of 2025GoodRx Holdings, Inc. provided revenue guidance for the first quarter and full year of 2025. For the first quarter, the company expects revenue of $201 million - $205 million. For the year, the company expects revenue of $810 million - $840 million.
お知らせ • Feb 06GoodRx Appoints Christopher A. McGinnis as Chief Financial OfficerGoodRx announced that Christopher A. McGinnis has been appointed as Chief Financial Officer, effective February 4, 2025. Chris brings 30 years of extensive financial experience across the healthcare industry to his new role. Chris will join GoodRx following his role as CEO of CitizensRx, where he led the company in providing pharmacy benefit management services to commercial clients. Before that, Chris held various executive roles at Lumeris /Essence Healthcare, a Medicare Advantage plan and value-based healthcare operator, including serving as its Chief Financial Officer and Executive Vice President of Operations where he oversaw all aspects of health plan operations, value-based services, and technology. Prior to that, as Chief Accounting Officer at Express Scripts Holding Company, Chris had overall responsibility for accounting, SEC reporting and compliance, tax strategy and investor relations for one of the large pharmacy benefit managers in the country.
お知らせ • Jan 31GoodRx Holdings, Inc. to Report Q4, 2024 Results on Feb 27, 2025GoodRx Holdings, Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 27, 2025
お知らせ • Jan 23GoodRx Holdings, Inc. Announces Director and Committee ChangesJanuary 21, 2025, the Board of Directors of GoodRx Holdings, Inc., upon the recommendation of its Nominating and Corporate Governance Committee, appointed Scott Wagner as a Class II director of the Company. Mr. Wagner’s term will expire at the Company’s 2025 Annual Meeting of Stockholders and until his successor is elected and qualified or until his earlier death, resignation or removal. The Board also appointed Mr. Wagner as the Chair of the Board’s Compensation Committee, and appointed Mr. Wagner as a Co-Chair of the Board, to serve in such role together with the existing Chair (now to be referred to as Co-Chair), Trevor Bezdek. Mr. Wagner, 53, served as the Company’s Interim Chief Executive Officer from April 2023 to January 2025 . Mr. Wagner joins the Board with more than 25 years of executive leadership experience, including his tenure as Chief Executive Officer and President/Chief Operating Officer/Chief Financial Officer at GoDaddy, which saw the company expanded its services globally and tripling in revenue, reaching nearly $3 billion. Prior to GoDaddy, Mr. Wagner served as a Partner at KKR, a global investment company, where he worked from 2000 to 2012 as one of the leads of KKR’s Capstone team. Mr. Wagner holds a B.A. degree in Economics from Yale University and an M.B.A. degree from Harvard Business School. The Board believes Mr. Wagner is qualified to serve as a director due to his experience serving as Interim Chief Executive Officer of the Company, as well as his experience serving as a director and officer for high-growth tech companies. On January 21, 2025, Simon Patterson resigned as a member of the Board and as a member of the Board’s Nominating and Corporate Governance Committee and Innovation Committee. The vacancy created by Mr. Patterson’s resignation was filled by Mr. Wagner’s election. Mr. Patterson’s decision to resign is not the result of any disagreement with the Company or its management on any matter relating to the Company’s operations, policies or practices.
お知らせ • Jan 16GoodRx Holdings, Inc. Announces CFO Changes, Effective January 17, 2025On January 7, 2025, Karsten Voermann submitted his resignation as Chief Financial Officer of GoodRx Holdings, Inc., effective January 17, 2025 (the “Effective Date”) for personal reasons. Mr. Voermann’s resignation was not a result of any disagreement between the Company and Mr. Voermann on any matter related to the operations, policies, or practices of the Company. On January 10, 2025, the Board of Directors (the “Board”) of the Company appointed Romin Nabiey, the Company’s current Chief Accounting Officer, as Interim Chief Financial Officer of the Company, effective as of the Effective Date, while the Company undertakes a search to identify a permanent successor. The Board designated Mr. Nabiey as principal financial officer, effective as of the Effective Date. For the avoidance of doubt, Mr. Nabiey will continue to serve as the Company’s Chief Accounting Officer and principal accounting officer. Romin Nabiey, 38, has served as the Company’s Chief Accounting Officer since April 2022. From May 2017 to April 2022, Mr. Nabiey served in various controllership roles at the Company, including as Senior Vice President, Corporate Controller from September 2020 to April 2022, Vice President, Finance & Corporate Controller from January 2019 to September 2020, and Controller from May 2017 to December 2019. Prior to joining the Company, Mr. Nabiey served in management-level accounting and finance roles at Doctor Evidence, LLC and NantWorks, LLC. Prior to those roles, Mr. Nabiey worked as an auditor at Ernst & Young. Mr. Nabiey is a licensed CPA and holds a B.A. in Accounting and a B.A. in Finance from California State University, Fullerton.
お知らせ • Jan 08GoodRx Unleashes "GoodRx for Pets," Simplifying Access and Reducing Costs for Pet MedicationsGoodRx announced a new GoodRx for Pets experience that provides a more affordable and convenient way for Americans to access pet medications. Through GoodRx for Pets, pet owners can find savings and have pet medications delivered right to their door. GoodRx for Pets provides a seamless experience for pet owners, combining convenience, affordability, and accessibility in one place. With GoodRx for Pets, pet parents can now: Find savings on pet medications: Using GoodRx, pet owners can save up to 80% on medications for themselves and their pets, including pet medications for common pet conditions like allergies, anxiety, diabetes, pain, and seizures that are available at more than 70,000 retail pharmacies nationwide. Skip the trip to the pharmacy:GoodRx now offers an integrated e-commerce experience, powered by Allivet, that allows pet owners to order medications and have them delivered right to their door. For the first time, GoodRx users can access pet-specific medications that aren’t available in retail pharmacies via the platform. Keep up with ones pet’s health: GoodRx offers expert-created articles and videos on pet health so one can get the best care for ones dogs, cats, and other pets.
Seeking Alpha • Jan 08GoodRx: A Business In Transition, But It Has Likely Reached Its Low (Rating Upgrade)Summary Shares of GoodRx have fallen ~20% over the past year. Amid hopes for growth via direct relationships with pharmaceutical manufacturers, the company may have hit a near-term bottom. GDRX returned to sequential growth in subscribers in Q3, showing potential for profit improvement and a near-term bottom. Adjusted EBITDA margins also continued to improve after the company's restructuring, and are expected to rise further in Q4. GDRX stock trades at just ~5.5x forward adjusted EBITDA, signaling a relatively low-risk entry point. Read the full article on Seeking Alpha
分析記事 • Dec 21Capital Allocation Trends At GoodRx Holdings (NASDAQ:GDRX) Aren't IdealFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
お知らせ • Dec 19GoodRx Holdings, Inc. Appoints Wendy Barnes as CEO Starting January 1, 2025Wendy Barnes will become the new CEO of GoodRx Holdings, Inc. starting January 1, 2025. Wendy Barnes brings with her a wealth of experience from her time in pharmacy benefit management (PBM), pharmacies, and pharmaceutical companies. She previously held the position of CEO at RxBenefits, a company specializing in pharmacy benefit optimization, which supports over 2,000 self-insured clients and covers more than three million individuals. Before her tenure at RxBenefits, Barnes was President of Express Scripts Pharmacy and also served as Group Vice President at Rite Aid. GoodRx, known for its straightforward and user-friendly products, operates within a complex legal and regulatory framework. Barnes brings to GoodRx over three decades of leadership experience in the pharmacy and medical benefit sectors.
Reported Earnings • Nov 08Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: US$0.01 (up from US$0.093 loss in 3Q 2023). Revenue: US$195.3m (up 8.5% from 3Q 2023). Net income: US$3.97m (up US$42.5m from 3Q 2023). Profit margin: 2.0% (up from net loss in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 59%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Healthcare Services industry in the US. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has fallen by 51% per year, which means it is significantly lagging earnings.
Price Target Changed • Nov 08Price target decreased by 8.7% to US$8.65Down from US$9.47, the current price target is an average from 17 analysts. New target price is 77% above last closing price of US$4.89. Stock is up 2.1% over the past year. The company is forecast to post earnings per share of US$0.056 next year compared to a net loss per share of US$0.022 last year.
お知らせ • Nov 07GoodRx Holdings, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2024GoodRx Holdings, Inc. provided earnings guidance for the fourth quarter and full year 2024. For the quarter, the company expects revenue of $200 million. For the full year 2024, the company expects revenue of $794 million.
お知らせ • Oct 31GoodRx Unveils New E-Commerce Platform, Launches with OpillGoodRx Holdings, Inc. announced the rollout of its new e-commerce solution, with Opill® as its launch partner. This new seamless direct-to-consumer shopping experience allows consumers to order eligible health products and medications on the GoodRx platform and have them shipped directly to their door. Not only does this mark GoodRx’s entry into the over-the-counter (OTC) market, but it offers valuable partnership opportunities for consumer health and pharmaceutical brands looking to leverage GoodRx’s extensive reach and scale. The introduction of this new e-commerce service is part of GoodRx’s broader strategy to further integrate health and wellness brands into its platform, streamlining the purchasing process and increasing accessibility of essential products and medications. Now, consumers have another way of conveniently ordering Opill contraception directly to their doorsteps without the need for a doctor visit or prescription. This new GoodRx capability allows consumer health and pharmaceutical brands looking to provide a frictionless experience for consumers to integrate their offerings directly within the GoodRx platform. The GoodRx and Opill partnership addresses significant gaps in healthcare access, particularly for the more than 19 million women living in areas with limited contraceptive services. By removing major obstacles such as high costs and logistical challenges, this initiative provides another avenue for direct access to OTC birth control, empowering women to take control of their reproductive health with ease and without a visit to a doctor. Leveraging deep insights into consumer health behavior, GoodRx’s new e-commerce experience aligns with the surge in consumer demand for more autonomy over healthcare management, a trend accelerated by the global COVID-19 pandemic. By addressing traditional healthcare hurdles, GoodRx is empowering consumers to manage their healthcare more effectively and independently, and enabling partners to improve visibility and accessibility for their medications.
お知らせ • Oct 29+ 1 more updateGoodRx Announces Exclusive Low Cash Price for QSYMIA, the Leading Branded Once-Daily Oral Weight Management Medication for AdultsGoodRx announced that QSYMIA (phentermine and topiramate extended-release capsules CIV) is available for a low cash price in more than 70,000 retail pharmacy locations nationwide exclusively via GoodRx. This initiative not only propels GoodRx’s momentum in weight loss solutions, but also broadens its portfolio in offering significant savings on brand-name medications, making obesity treatment more accessible and affordable for millions. According to the CDC, more than two in five U.S. adults have obesity, and untreated obesity increases the risk of type 2 diabetes, hypertension, heart disease, and mortality. While demand for weight-loss medications has soared in recent years, consumers often struggle to access them due to high costs and lack of insurance coverage. By making QSYMIA more accessible, GoodRx and Vivus are helping those struggling with weight and obesity find more affordable ways to access the treatments they need. Now, anyone with a valid prescription, regardless of insurance status, can use GoodRx to purchase a 30-day supply of QSYMIA at the exclusive cash price of $149. QSYMIA is designed to help patients manage hunger and reduce cravings throughout the day and, combined with a healthy diet and exercise, has been proven to help patients lose and maintain weight. Many individuals prefer oral medications over injectables, and the simplicity of taking a daily pill can make it easier to adhere to treatment regimens. GoodRx works with nearly 150 brands across pharmaceutical manufacturers, medical device companies and OTC medicines to surface their savings and patient support programs directly with high-intent audiences via the GoodRx platform. The company recently announced a partnership with Pfizer to offer its menopause hormone therapies at low prices in retail pharmacies exclusively via GoodRx. Similarly, the company launched an affordability program with ARS Pharmaceuticals to offer neffy at an exclusive low discounted cash price in retail pharmacies across the U.S.
分析記事 • Oct 29GoodRx Holdings, Inc.'s (NASDAQ:GDRX) Shares May Have Run Too Fast Too SoonWhen you see that almost half of the companies in the Healthcare Services industry in the United States have...
Seeking Alpha • Oct 26GoodRx: The Tide Is Turning The Wrong Way (Rating Downgrade)Summary Downgrading GoodRx to a sell rating on recent decline fundamentals. GoodRx's revenue growth is decelerating, with significant reliance on retail partnerships and cyclical transactional revenue, making it a risky investment. Q2 earnings showed minimal growth and a shrinking subscription base, with further challenges expected in Q3 due to store closures and program sunsets. Despite a reasonable valuation, GoodRx's ongoing struggles and lack of growth prospects make it advisable to sell and invest elsewhere. Read the full article on Seeking Alpha
お知らせ • Oct 11GoodRx Holdings, Inc. to Report Q3, 2024 Results on Nov 07, 2024GoodRx Holdings, Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 07, 2024
Recent Insider Transactions Derivative • Oct 09Key Executive exercised options and sold US$252k worth of stockOn the 8th of October, Scott Wagner exercised options to acquire 36k shares at no cost and sold these for an average price of US$7.05 per share. This trade did not impact their existing holding. For the year to December 2023, Scott's total compensation was 5% salary and 95% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Scott's direct individual holding has increased from 182.90k shares to 367.56k. Company insiders have collectively sold US$2.5m more than they bought, via options and on-market transactions in the last 12 months.
