GDRX Share Price Performance
US$2.23
-2.25 (-50.22%)
51.1% undervalued intrinsic discount
US$4.56
Fair Value
Price US$2.23
AnalystConsensusTarget US$4.56
AnalystLowTarget US$1.90
AnalystHighTarget US$7.00
Fair ValueUS$4.56
Share Pricen/a
GoodRx Holdings, Inc. Stock Price
- 3 Narratives written by author
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- 29 Fair Values set on narratives written by author
GDRX Community Narratives
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Fair Value US$4.56 51.1% undervalued intrinsic discount
Digital Health And Telemedicine Expansion Will Deepen Market Opportunity
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Fair Value US$1.9 17.4% overvalued intrinsic discount
Government Pricing Reforms And Tech Rivalries Will Reduce Future Prospects
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3users have followed this narrative
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Fair Value US$7 68.1% undervalued intrinsic discount
Digital Transformation And Aging Trends Will Expand Affordable Prescription Access
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1users have followed this narrative
Government Pricing Reforms And Tech Rivalries Will Reduce Future Prospects
Key Takeaways Regulatory changes and industry consolidation threaten GoodRx's core business model and long-term growth prospects by shrinking its addressable market and eroding revenue streams. Rising competition from large tech and retail platforms, along with stricter data privacy rules, risks reducing user engagement and limiting monetization options.Read more
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3users have followed this narrative
AN
US$1.9
17.4% overvalued intrinsic discount
Fair Value
Revenue
1.77% p.a.
Profit Margin
2.14%
Future PE
42.58x
Price in 2029
US$2.54
Digital Health And Telemedicine Expansion Will Deepen Market Opportunity
Key Takeaways Expanding uninsured populations and rising drug prices are increasing demand for GoodRx's affordable prescription solutions and growing its user base. New pharma partnerships, digital health integrations, and targeted subscription services are boosting higher-margin, recurring, and diversified revenue streams.Read more
129
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AN
US$4.56
51.1% undervalued intrinsic discount
Fair Value
Revenue
5.52% p.a.
Profit Margin
10.33%
Future PE
18.1x
Price in 2029
US$6.04
Digital Transformation And Aging Trends Will Expand Affordable Prescription Access
Key Takeaways Deeper integration into pharmacy systems and expanded direct-to-consumer offerings are expected to drive higher user retention, transaction frequency, and operating leverage. Rapid growth in the subscription market and unique pharmacy partnerships position GoodRx for outsized revenue and margin expansion with recurring and defensible income streams.Read more
9
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AN
US$7
68.1% undervalued intrinsic discount
Fair Value
Revenue
7.22% p.a.
Profit Margin
20.97%
Future PE
12.16x
Price in 2028
US$8.99
Trending Discussion
Recently Updated Narratives
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GDRX: Prescription Take-Rate Reset Will Drive A Tougher Outlook
Fair Value: US$1.9 17.4% overvalued intrinsic discount
3 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
GDRX: TrumpRx And Pharmacy Partnerships Will Support Future Upside
Fair Value: US$4.56 51.1% undervalued intrinsic discount
13 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Digital Transformation And Aging Trends Will Expand Affordable Prescription Access
Fair Value: US$7 68.1% undervalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
GoodRx Holdings, Inc. Key Details
About GDRX
- Founded
- 2011
- Employees
- 697
- CEO
- WebsiteView website
GoodRx Holdings, Inc., together with its subsidiaries, offers information and tools that enable consumers to compare prices and save on their prescription drug purchases in the United States. The company operates a price comparison platform that provides consumers with curated, geographically relevant prescription pricing, and access to negotiated prices. It also offers other healthcare products and services, including subscription programs and pharma manufacturer solutions, as well as telehealth services through the GoodRx Care platform. In addition, the company provides healthcare products and solutions for dogs, cats, and other pets. It serves pharmacy benefit managers who manage formularies and prescription transactions, including establishing pricing between consumers and pharmacies. The company was founded in 2011 and is headquartered in Santa Monica, California.
