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what it is
GoodRx helps you compare prescription prices and find discounts at pharmacies.
how it gets paid
Last year Goodrx made $797M in revenue. Prescription price comparison was the main engine at $564.3M, or 71% of sales.
why it's growing
Revenue grew 0.6% last year. The $194.8M quarter kept revenue alive, but the 83.33% EPS miss says profits are still the messier part.
what just happened
GoodRx posted $194.8M in quarterly revenue, and EPS landed at $0.02.
At a glance
B balance sheet — gets the job done, barely
50/100 earnings predictability — expect surprises
0.2x trailing p/e — the market's not buying it — or you found a deal
10.9% return on capital — nothing to write home about
$0.34 fy2024 eps est
xvary composite: 48/100 — below average
What they do
GoodRx helps you compare prescription prices and find discounts at pharmacies.
Price comparison platform → compares drug prices → so what: your pharmacy bill gets shaved before you argue with the clerk. GoodRx reaches more than 70,000 pharmacies, while the company has 738 employees. That is a tiny staff standing in front of a giant checkout network.
How they make money
$797M
annual revenue · their business grew +0.6% last year
Prescription price comparison
$564.3M
Subscriptions
$135.1M
Pharma manufacturer solutions
$82.9M
Telehealth
$18.4M
The products that matter
coupon-driven prescription transactions
Prescription Transactions
$564M · 71% of revenue
This is the core engine. It did $564M and stayed flat. In human-speak: the biggest business is not helping the growth story yet.
core engine
subscriptions and adjacent revenue
Subscription & Other
$83M · +40%
The growth rate is real. The scale is still small. At $83M, this segment is the encouraging part of the story, not yet the dominant one.
fastest growth
enterprise healthcare sales channel
Employer & Health Plans
$18M · 2% of revenue
This is the bet people keep pointing to. At $18M, it matters more as evidence of a new path than as current financial weight.
the bet
Key numbers
$767M
market cap
You are paying less than one year of sales for the stock. That is what a 0.96x sales ratio looks like.
$797M
annual revenue
The company booked almost the same number in sales as its market value. That is a rare kind of humbling math.
$535M
long-term debt
Debt is 67.1% of annual revenue, so the balance sheet is part of the story.
11.0%
operating margin
An 11.0% operating margin leaves little room for a bad quarter.
Financial health
B
strength
- balance sheet grade B — adequate — nothing special
- risk rank 3 — safer than 50% of stocks
- price stability 5 / 100
- long-term debt $535M (41% of capital)
B — functional but not a standout on the balance sheet.
Total return vs. market
Return history isn't available for GDRX right now.
source: institutional data · return history unavailable
What just happened
missed estimates
GoodRx posted $194.8M in quarterly revenue, and EPS landed at $0.02.
Revenue came in at $194.8M for the quarter and $796.85M for the year. EPS was $0.02 against $0.12 expected, so the miss was loud even if the top line held up.
$194.8M
revenue
$0.02
eps
83.33%
surprise
the number that mattered
The $194.8M quarter kept revenue alive, but the 83.33% EPS miss says profits are still the messier part.
source: company earnings report, 2026
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What could go wrong
The core risk is simple: GoodRx still depends on a $564M prescription transaction business that is flat, while the newer growth pieces are too small to absorb a real hit. If the coupon machine weakens, the rest of the page starts looking a lot smaller.
med
Pharmacy network pushback
Prescription Transactions produced $564M, or 71% of revenue. If major pharmacy partners decide coupon traffic is not worth the economics, the largest business takes the hit first.
Impact: this risk sits directly on top of the 70,000-pharmacy network that makes the product useful in the first place.
med
The U.S. pricing mess gets less messy
GoodRx works because prescription pricing is fragmented and confusing. If consumers see fewer pricing gaps, the coupon value proposition gets weaker.
Impact: pressure would show up first in the transaction business that still accounts for 71% of revenue.
med
The new growth story stays too small
Employer & Health Plans is $18M, or 2% of revenue. Subscription & Other is $83M, or 10%. Even with 30% or 40% growth, the math takes time.
Impact: this is execution risk disguised as optionality. Great for the pitch. Not yet enough for the income statement.
Because Prescription Transactions is $564M of a $792M company, the downside still lives in the old engine, not the new story.
source: institutional data · regulatory filings · risk analysis
Pay attention to
calendar
Q1 2026 proof point on Employer & Health Plans
Management wants this segment to grow at least 30% in 2026. You need the first revenue proof, not just strategic framing.
metric
Prescription Transactions staying flat or turning down
The core segment is already flat at $564M. If it slips from here, the smaller growth pieces have to sprint just to keep the company level.
trend
Whether 40% subscription growth scales beyond a good headline
Fast growth looks best in small numbers. The question is whether $83M becomes meaningfully bigger, or stays the exciting side business.
risk
Any sign of pharmacy contract stress
With 70,000 pharmacies in the network, stability matters more than headlines. If major chains start pushing back, the market will notice fast.
Analyst rankings
earnings predictability
50 / 100
Middle of the road. In human-speak, analysts do not see this as a clean, steady earnings story.
analyst target gap
$3.98 vs. $2.28
The average target sits well above the stock. That tells you model sentiment is better than market trust.
source: institutional data
Institutional activity
institutional ownership data for GDRX is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$2
current price
n/a
target midpoint · n/a from current
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