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Operator of a consumer platform providing prescription drug price comparisons, discount coupons and telehealth services.
Operator of a consumer platform providing prescription drug price comparisons, discount coupons and telehealth services.
When a customer uses a coupon at the pharmacy, the pharmacy benefit manager that processes the claim pays GoodRx a fee, so its main income is per prescription filled, not what the consumer pays. Subscriptions and drug-maker advertising and savings programmes add smaller streams.
Moat: narrow (network effects, brand, data). Large consumer brand and pharmacy network create a two-sided marketplace effect, though PBMs can undercut pricing.
Headquarters: Santa Monica, California · Founded: 2011 · Employees: 697
Size GoodRx (GDRX) is a United States Health Care company (Medical/Nursing Services) with a market value of $1.20B, the 2141st largest of 3,117 United States companies the cockpit tracks. Shares closed at $3.51 on 6 Nov 2026.
Performance Over six months the shares gained 20.2%, against +16.7% for the median peer and -1.1% for the United States market (cap-weighted) — 11th highest of 21 in its peer set.
Growth Revenue fell 1.8% over the last twelve months (peer median +7.3%); the operating margin is 12.0% (peer median 6.2%).
Valuation It trades at 10.4× forward earnings against a peer median of 24.0× (3rd cheapest of 16).
Price implies For today's price to make sense, revenue must grow about 7% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is -1 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.4 points below its cost of capital (10.8% WACC).
Short interest Short interest is 3.4% of the free float (15 Oct 2026).
Next results Next results expected around 10 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $785M | $797M | $792M | $750M | $767M |
| Revenue growth | — | +1% | +6% | -2% | — |
| Gross profit | $625M | $654M | $675M | $580M | $648M |
| EBITDA | $183M | $192M | $159M | $163M | $94.7M |
| Net income | $16.2M | $30.4M | $16.4M | -$8.87M | -$32.8M |
| Free cash flow | $197M | $164M | $183M | $137M | $143M |
| Capital expenditure | $69.9M | $74.0M | $70.3M | $55.8M | $55.2M |
| Total debt | $539M | $543M | $543M | $711M | $717M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| GoodRx GDRX | $1.20B | +20% | -2% | 12% | 10.4× | 6.8% |
| Amazon AMZN | $2.80T | -5% | +15% | 13% | 26.3× | n/a |
| UnitedHealth UNH | $353B | +4% | +3% | 5% | 17.4× | 4.3% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | GDRX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +4.5% | +2.1% | 10th highest of 21 |
| 6-month return | +20.2% | +16.7% | 11th highest of 21 |
| Distance from 52-week high | -9.8% | -18.6% | 7th highest of 21 |
| Revenue growth (TTM) | -1.8% | +7.3% | 6th lowest of 21 |
| Operating margin | 12.0% | 6.2% | 5th highest of 21 |
| Forward P/E | 10.4× | 24.0× | 3rd cheapest of 16 |
| Growth the price implies (Req g, 7 yrs) | 6.8% | 12.4% | 7th least demanding of 17 |
| Growth delivered (Del g) | +7.7% | +11.8% | 6th lowest of 17 |
| Hurdle (Req g minus delivered) | -0.9 pp | +0.2 pp | 8th least demanding of 17 |
| ROIC minus cost of capital | -2.4 pp | -3.1 pp | 10th highest of 20 |
| EV / EBITDA | 7.9× | 10.1× | 6th cheapest of 17 |
| Net debt / EBITDA | 1.3× | 2.0× | 9th least indebted of 18 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| GoodRx GDRX | United States | $1.20B | +20% | -2% | 12% | 10.4× | 6.8% | +7.7% |
| Novogene 688315.SS | China | $1.16B | +31% | +6% | 7% | 35.7× | 17.1% | +8.2% |
| Nutex Health NUTX | United States | $1.24B | +32% | +7% | 43% | 7.2× | -19.5% | +253.5% |
| Metropolis Healthcare METROPOLIS.NS | India | $1.25B | +12% | +20% | 18% | 45.6× | 32.4% | +10.5% |
| Pennant PNTG | United States | $1.27B | +1% | +38% | 6% | 24.0× | 21.1% | +19.4% |
| Lumexa Imaging LMRI | United States | $1.29B | +29% | +8% | 3% | 18.6× | n/a | n/a |
| OPKO Health OPK | United States | $1.29B | +52% | -11% | -29% | n/a | n/a | n/a |
| Diagnostyka DIA.WA | Poland | $1.29B | -5% | +19% | 15% | 18.4× | 6.9% | +18.9% |
| H.U.Group 4544.T | Japan | $1.35B | +24% | +1% | 2% | 41.0× | 10.1% | +2.1% |
| Regis Healthcare REG.AX | Australia | $1.05B | -17% | +17% | 4% | 25.1× | 14.6% | +14.4% |
| Clariane CLARI.PA | France | $1.40B | -20% | +1% | 6% | 8.6× | 6.7% | +6.5% |
| AdaptHealth AHCO | United States | $1.00B | +8% | -3% | 3% | n/a | 16.3% | +25.2% |
| U.S. Physical Therapy USPH | United States | $1.48B | +68% | +11% | 10% | 30.4× | 19.9% | +13.0% |
| Sonida Senior Living SNDA | United States | $1.58B | -14% | +49% | -11% | n/a | n/a | n/a |
| Teladoc Health TDOC | United States | $1.60B | +21% | -2% | -5% | n/a | -5.2% | +18.3% |
| Vijaya Diagnostic Centre VIJAYA.NS | India | $1.60B | +22% | +24% | 32% | 64.3× | 39.3% | +16.7% |
| BML 4694.T | Japan | $887M | -2% | +4% | 7% | 18.6× | -9.7% | +1.6% |
| Terveystalo Oy TTALO.HE | Finland | $883M | -19% | -8% | 8% | 11.1× | -4.6% | +5.3% |
| Ambea AMBEA.ST | Sweden | $1.63B | +30% | +13% | 8% | 15.8× | 1.7% | +7.7% |
| Ping An Healthcare and Technology 1833.HK | Hong Kong | $1.63B | -47% | +8% | 3% | 40.1× | 15.0% | -5.1% |
| Personalis PSNL | United States | $1.71B | +164% | -13% | -164% | n/a | n/a | n/a |