GDRX · NASDAQ · Medical - Healthcare Information Services

GoodRx (GDRX)

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

$3.40
vs last close+0.00 (+0.15%)
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GoodRx Holdings, Inc.GDRX
Health Care

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

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

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

Company facts

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

Market cap$1.18B
EPS (ttm)$0.0425
P/E (ttm)79.76
ROE2.6%
P/B1.81
P/S1.50
Dividend yieldDiv yield
Beta1.38vs XLV 0.29

Price target$4.00+18.0%Average of 24 analysts
ConsensusHold13 of 24 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 20, 2026BarclaysReiterate
Rating: Target: $3
Rating: UnderweightTarget: $4
Aug 13, 2026UBSReiterate
Rating: Target:
Rating: NeutralTarget: $3.75
Aug 7, 2026Goldman SachsReiterate
Rating: Target: $3.50
Rating: NeutralTarget: $4
Aug 6, 2026Leerink PartnersTarget
Target: $3
Target: $5
May 8, 2026Goldman SachsTarget
Target: $3
Target: $3.50

Next report
Nov 3, 26
in 42 days
EPS estimate
$0.08
Revenue estimate
$202.4M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$0.09$0.09$0.09$0.08$0.09$0.07$0.08Pending
Estimate$0.10$0.09$0.10$0.09$0.09$0.07$0.08$0.08
Surprise−10.0%0.0%−10.0%−11.1%0.0%0.0%+0.4%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$198.6M$203.0M$203.1M$196.0M$194.8M$194.0M$200.4MPending
Estimate$199.7M$202.2M$205.3M$193.3M$193.3M$185.4M$193.2M$202.4M
Surprise−0.6%+0.4%−1.1%+1.4%+0.8%+4.6%+3.7%
Estimate$0.08
ReportedDue Nov 3, 2026
Estimate$202.4M
ReportedDue Nov 3, 2026
View details

Debt to equity83.20%
Current ratio138.10%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$195.3M$198.6M$203.0M$203.1M$196.0M$194.8M$194.0M$200.4M
Net income$12.3M$6.7M$11.1M$12.8M$1.1M$5.4M$1.2M$8.5M
Net margin6.3%3.4%5.4%6.3%0.6%2.8%0.6%4.3%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$20.4M$18.2M$23.4M$27.7M$14.6M$22.7M$19.5M$23.6M
YoY growthTurned profitTurned profit+216.8%+39.4%−28.4%+24.8%−16.4%−14.7%

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

Revenue
$200.4M
Operating income
$23.6M
Net income
$8.5M
View details

No dividends on record.

Institutions34.98%119.32M shares
169 holders · as of Jun 30, 2026
Insiders3.73%12.73M shares
15 holders · as of Sep 15, 2026
Strategic holders12.78%43.60M shares
2 holders · as of Aug 26, 2026
Other48.51%165.49M shares
remainder

341.15M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This company has 2 share classes; every stake here is a share of the whole company.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Francisco Partners Management, LPInstitution
17.61%60.08M Aas of Jun 30, 2026
Idea Men, LLCStrategicdirector, 10 percent owner
12.65%43.16M Bfiled Mar 21, 2025
Douglas HirschInsider
2.65%9.04Mfiled Aug 31, 2023
LSV Asset ManagementInstitution
1.51%5.16M Aas of Jun 30, 2026
The Bank of Nova ScotiaInstitution
1.39%4.75Mfiled Oct 10, 2024

Insider tradesForm 4

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

  • CVS Health

    Retail pharmacy and PBM rival in prescription access and savings

  • Amazon

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

  • Cigna

    PBM owner with consumer coupons and manufacturer access services

  • Walmart

    Retail-pharmacy rival in discount prescriptions and convenient delivery

  • Hims & Hers Health

    Digital-health rival in online consultations and prescription access

Compare

CompanyPriceChange
GoodRx$3.40+0.15%$1.18B79.810.01.5−1.3%
CVS Health$87.65+0.06%$111.77B23.210.80.3+7.3%
Amazon$254.56−1.50%$2.78T20.827.33.6+19.6%
Cigna$274.39−0.03%$72.53B11.48.70.3+6.6%
Walmart$109.62+2.03%$855.02B38.836.61.2+5.9%
Hims & Hers Health$31.30+6.64%$6.55B145.62.5+38.3%
Median22.027.31.2+7.3%