GoodRx Holdings, Inc. (GDRX) Stock

GoodRx Holdings, Inc. (GDRX) is a Technology stock trading at $3.59 (as of 2026-08-20), with a market capitalization of $1.25B and a trailing P/E of 104.2. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

GoodRx Holdings, Inc., through its subsidiaries, provides tools and information for consumers in the United States to compare prescription drug prices and access savings through negotiated offers. It also offers related healthcare services such as subscriptions and telehealth, and supports pharmacy benefit managers and other healthcare partners with pricing and pharmacy transaction-related information.

Understand GoodRx Holdings, Inc.: how it makes money

GoodRx helps U.S. consumers compare prescription drug prices and save using negotiated GoodRx codes, and it also monetizes healthcare subscription services plus pharma manufacturer solutions.

GoodRx’s profit model is driven by consumer activity on its price comparison platform (which supports prescription-related revenue) and then supplemented by higher-margin recurring demand signals from its Gold subscription and partner solutions.

Revenue by segment (latest quarter)
Rx Txn	$0.1B
PharmaDirect	$0.1B
Manufacturing Sol	$0.0B

Business quality (Weak): The company has an information and tools platform that ties revenue to consumer usage and prescription-related activity, and the latest quarter shows operating margin of 7.2%. The main limit for investors is that only a few operating metrics are provided here, and it is not shown how revenue from subscriptions and Gold is mapped to the selected segment breakdown.

Valuation: Trades at 44× trailing earnings · $1B market cap.

Bull case

Large consumer engagement: Monthly Active Consumers were 5.3 million, supporting the core prescription price comparison and savings use case.
Recurring subscription stickiness: Gold Subscription Count was 708,000, and Net Revenue Retention was 150%, indicating strong expansion or repeat value in the subscription base.
Positive operating profitability in the quarter provided: Operating margin was 7.2% in the latest reported period.

Bear case

Revenue concentration risk to prescription-related activity: The selected prescription-related revenue segment (Rx Txn) is 0.11B out of 0.2B total reported revenue, so declines in consumer usage could disproportionately impact results.
Subscription growth dependency: Gold Subscription Count is a key metric provided, so if it stops growing, the company may lose a lever that helps drive Net Revenue Retention.
Operating margin may be sensitive to mix: Operating margin is provided only as 7.2% for the latest quarter, and results could change if the revenue mix shifts away from the categories that support profitability.

Valuation — source: SEC EDGAR (first-party)
Price	$3.59
Market Cap	$1.25B
P/E Ratio	104.2
EV / EBITDA	9.4
Price / Book	1.93
Price / Sales	1.59
FCF Yield	19.6%
DCF Value (model)	$0.35
DCF Upside vs Price	-90.3%

Profitability & Growth — source: SEC EDGAR
Revenue (TTM)	$796.85M
Net Margin	3.8%
Revenue Growth (YoY)	0.6%
EPS Growth (YoY)	125.0%
FCF Growth (YoY)	-10.0%

Financial Health — source: SEC EDGAR
Altman Z-Score	0.68 (distress)

Valuation vs Sector & Industry
Stock P/E	104.2
Sector P/E (Technology)	33.9
Industry P/E (Business Services)	30.0
vs Sector	207.1%
vs Industry	247.8%

Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional Holder	Francisco Partners Management, LP ($117.75M)
Institutional Holders Tracked	10

Company
Sector	Technology
Industry	Business Services
CEO	Wendy Barnes
Employees	738
Country	US
IPO Date	2020-09-23

Related Companies (Business model: SaaS / Subscription Software (Enterprise); 8 closest by market cap; US-domiciled)

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.