GoodRx Holdings

GoodRx Holdings, Inc. operates a consumer-focused digital healthcare platform. The firm offers information and tools to help consumers compare prices for prescription drugs. It operates applications and websites that provide prices and discounts at local and mail-order pharmacies. The company was founded by in Trevor Bezdek and Douglas Hirsch Joseph in September 2015 and is headquartered in Santa Monica, CA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

GoodRx reports Q4 revenue decline but anticipates growth opportunities

GoodRx's Q4 2022 performance showed a decline in revenue but improvements in adjusted EBITDA. The company's focus on deepening relationships, increasing savings, and leveraging data presents strengths. Challenges include financial impacts from the grocer issue and decisions on revenue streams. Opportunities lie in non-grocery retailers, pharma manufacturer solutions, and sales optimization.

GoodRx reports strong Q1 performance and anticipates growth opportunities

GoodRx's Q1 performance reflects growth and positive outlook for managed solutions segment, despite challenges in revenue moderation and deal timelines.
The company's strengths lie in its strong foundation, talented team, and unique marketplace value proposition, with opportunities for further growth and innovation.
Challenges include potential revenue impact from program moderation and deal delays, but regulatory proposals are not expected to significantly affect business operations.
Overall, GoodRx remains focused on driving volume growth, maintaining market leadership, and providing affordable prescriptions to consumers.

GoodRx exceeds Q2 guidance, focuses on growth and partnerships

GoodRx's Q2 2023 earnings call showcased strong financial performance, exceeding guidance and reporting net income driven by a release of valuation allowance.
The company's focus on growth, profitability, and strategic realignment positions it well for compounding growth in 2024 and beyond, emphasizing proactive retail partnerships and efficient customer service strategies.
While challenges in deprioritizing certain solutions and balancing marketing spend efficiency exist, opportunities in optimizing retailer partnerships, leveraging data analytics, and attracting new members without incremental spend are key for future success.
Overall, GoodRx's innovative approach, unique value proposition, and financial and operational strengths highlight its resilience and potential for sustained growth and profitability.

GoodRx reports revenue growth and eyes pharma solutions expansion

GoodRx reported solid Q3 performance with revenue growth and strong cash generation, focusing on margin improvement and bottom-line profitability.
Despite challenges in subscription revenue and one-time payments, the company is eyeing growth opportunities in ISP, pharma solutions, and marketing efforts.
Analyst questions addressed key areas like retail stability, revenue growth expectations, and margin dynamics, indicating investor interest in future prospects.
GoodRx's strategic focus on expanding services, enhancing pricing strategies, and market access programs positions it for continued growth and value creation.

GoodRx exceeds Q4 expectations, eyes growth through strategic initiatives

GoodRx's Q4 '23 performance reflects strong financials, operational resilience, and strategic focus on growth initiatives.
The company's success in saving consumers billions and expanding market reach positions it well for future opportunities.
Challenges such as system issues and market competition require ongoing attention and strategic planning.
Opportunities in scaling solutions, targeted marketing, and strategic partnerships can drive sustained growth and market leadership.

GoodRx reports solid Q1 performance, eyes margin expansion opportunities

GoodRx's Q1 2024 performance showcased revenue growth and strong EBITDA margins, supported by strategic capital deployment and cash reserves.
Challenges include PTR per MAC decline and addressing analyst inquiries on ISP growth and margin concerns.
Opportunities lie in upcoming Analyst Day insights, ISP performance enhancements, and driving margin expansion through operational efficiencies.
Overall, GoodRx anticipates sustained growth, margin improvement, and continued ISP expansion throughout the year.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

GoodRx Holdings, Inc. engages in the business of a consumer-focused digital healthcare platform. The firm offers consumers free access to transparent and lower prices for brand and generic medications, affordable and convenient medical provider consultations via telehealth, and comprehensive healthcare research and information. The company was founded by Trevor Bezdek and Douglas Joseph Hirsch in September 2011 and is headquartered in Santa Monica, CA.

NEW YORK, Dec. 21, 2020 (GLOBE NEWSWIRE) -- Gainey McKenna & Egleston announces that a class action lawsuit has been filed against GoodRx Holdings, Inc. (“GoodRx” or the “Company”) (NASDAQ: GDRX) in the United States District Court for the Central District of California on behalf of those who purchased or acquired the securities of GoodRx between September 23, 2020 to November 16, 2020, inclusive (the “Class Period”). The lawsuit seeks to recover damages for GoodRx investors under the federal securities laws.

Gainey McKenna & Egleston Announces A Class Action Lawsuit Has Been Filed Against GoodRx Holdings, Inc. (GDRX)

NEW YORK--(BUSINESS WIRE)---- $GDRX--The law firm of Kirby McInerney LLP announces that a class action lawsuit has been filed in the U.S. District Court for the Central District of California on behalf of those who acquired GoodRx Holdings, Inc. (“GoodRx” or the “Company”) (NASDAQ: GDRX) securities during the period from September 23, 2020 through November 16, 2020 (the “Class Period”). Investors have until February 16, 2021 to apply to the Court to be appointed as lead plaintiff in the lawsuit. The laws

INVESTOR ALERT: Kirby McInerney LLP Announces the Filing of a Securities Class Action Lawsuit Against GoodRx Holdings, Inc.

LOS ANGELES--(BUSINESS WIRE)---- $GDRX #GDRX--SHAREHOLDER ACTION REMINDER: The Schall Law Firm Announces the Filing of a Class Action Lawsuit Against GoodRx Holdings, Inc.

SHAREHOLDER ACTION REMINDER: The Schall Law Firm Announces the Filing of a Class Action Lawsuit Against GoodRx Holdings, Inc. and Encourages Investors with Losses in Excess of $100,000 to Contact the Firm

NEW YORK, Dec. 21, 2020 /PRNewswire/ -- Bernstein Liebhard, a nationally acclaimed investor rights law firm, announces that a securities class action lawsuit has been filed on behalf of investors who purchased or acquired the securities of GoodRx Holdings, Inc. ("GoodRx" or the "Company")...

GDRX INVESTOR ALERT: Bernstein Liebhard LLP Announces that a Securities Class Action Lawsuit Has Been Filed Against GoodRx Holdings, Inc.

LOS ANGELES--(BUSINESS WIRE)---- $GDRX #GDRX--SHAREHOLDER ACTION ALERT: The Schall Law Firm Announces the Filing of a Class Action Lawsuit Against GoodRx Holdings, Inc.

SHAREHOLDER ACTION ALERT: The Schall Law Firm Announces the Filing of a Class Action Lawsuit Against GoodRx Holdings, Inc. and Encourages Investors with Losses in Excess of $100,000 to Contact the Firm

GoodRx is increasing its scope of services, becoming more established in the healthcare delivery and pharmaceuticals space.

GoodRx Is Quickly Expanding Into The Telehealth Market

SAN DIEGO, Dec. 20, 2020 /PRNewswire/ -- Johnson Fistel, LLP announces that a class action lawsuit has commenced on behalf of shareholders of GoodRx Holdings, Inc. (NASDAQ: GDRX) Class A common stock. The class action is on behalf of shareholders who purchased GoodRx between September 23,...

Johnson Fistel, LLP Files Class Action Suit Against GoodRx (GDRX)

LOS ANGELES--(BUSINESS WIRE)---- $GDRX #GDRX--INVESTIGATION REMINDER: The Schall Law Firm Announces it is Investigating Claims Against GoodRx Holdings, Inc.

INVESTIGATION REMINDER: The Schall Law Firm Announces it is Investigating Claims Against GoodRx Holdings, Inc. and Encourages Investors with Losses of $100,000 to Contact the Firm

PHILADELPHIA, Dec. 19, 2020 (GLOBE NEWSWIRE) -- Kehoe Law Firm, P.C. is investigating potential securities claims on behalf of investors of GoodRx Holdings, Inc. (“GoodRx” or the “Company”) ( NASDAQ: GDRX ) to determine whether the Company engaged in securities fraud or other unlawful business practices.

GDRX INVESTOR ALERT: Investors Of GoodRx Holdings With Significant Losses Encouraged To Contact Kehoe Law Firm, P.C. – GoodRx Class Action Investigation

NEW YORK--(BUSINESS WIRE)--Rosen Law Firm, a global investor rights law firm, announces the filing of a class action lawsuit on behalf of purchasers of the securities of GoodRx Holdings, Inc. (NASDAQ: GDRX) between September 23, 2020 to November 16, 2020, inclusive (the "Class Period"). The lawsuit seeks to recover damages for GoodRx investors under the federal securities laws. To join the GoodRx class action, go to http://www.rosenlegal.com/cases-register-2011.html or call Phillip Kim, Esq. to

Rosen Law Firm Announces Filing of Securities Class Action Lawsuit Against GoodRx Holdings, Inc. – GDRX

LOS ANGELES--(BUSINESS WIRE)---- $GDRX #GDRX--INVESTIGATION ALERT: The Schall Law Firm Announces it is Investigating Claims Against GoodRx Holdings, Inc.

INVESTIGATION ALERT: The Schall Law Firm Announces it is Investigating Claims Against GoodRx Holdings, Inc. and Encourages Investors with Losses of $100,000 to Contact the Firm

SAN DIEGO--(BUSINESS WIRE)--The suit alleges defendants issued false statements concerning GoodRx business and prospects, resulting in its stock trading at inflated prices.

Robbins Geller Rudman & Dowd LLP Files Class Action Suit Against GoodRx Holdings, Inc.

Digital pharmacy startup GoodRx is expanding its telehealth programs and free mail-order pharmacy services for its GoodRx Gold subscribers. At its crux, GoodRx offers discount prescription services, but over the last year it's been casting a wider net across digital health by diving into telehealth: It launched its own virtual care platform after acquiring telehealth company HeyDoctor in 2019, and it debuted a telehealth cost transparency tool to allow patients to weigh prices of different virtual care options in March of this year. GoodRx also went public in August, which could have helped it amplify consumer mindshare.

GoodRx gains ground in telehealth as the Rx delivery space heats up

Teladoc

Vaxart

It's been a great ride for these three in 2020, but there are clouds on the horizon.

3 Healthcare Stocks to Sell Before 2021

SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx (Nasdaq: GDRX), America's leading source for healthcare savings, today announced expanded benefits for its subscription program, GoodRx Gold. Members can now receive exclusive discounts on online doctor visits and free mail delivery via the GoodRx app, in addition to the exclusive lower prices on prescription drugs that are already available. With these new offerings, GoodRx Gold now makes every step of a patient's healthcare journey easier and more

GoodRx Adds Telehealth and Mail Order to GoodRx Gold Savings Program

GoodRx stock got crushed during the past weeks, mostly due to the Amazon Pharmacy launch. Many analysts have provided their view on the potential business impact from Amazon, but there seem to be disagreements between Wall Street analysts.

GoodRx: Update On Q3 Results And Amazon Pharmacy Launch

One analyst believes the stock can return to previous highs.

Why GoodRx Holdings Stock Suddenly Jumped This Afternoon

GoodRx will be OK despite fears about Amazon Pharmacy. GoodRx stock looks like reasonable value, given its profitable business model and FCF.

GoodRx Will Be OK, Despite Fears About Amazon Pharmacy

It's understandable if you believe in GoodRx's vision of pharmacy-market disruption, but holding on to GoodRx stock is a risky proposition. The post Amazon's Pharmacy Push Is Bad News for GoodRx Stock appeared first on InvestorPlace.

Amazon's Pharmacy Push Is Bad News for GoodRx Stock

As GoodRx stock diversifies its platform monetization opportunities, GDRX shares could rebound to see new highs in the coming quarters. The post Wait for GoodRx Stock to Fall Below $35 appeared first on InvestorPlace.

Wait for GoodRx Stock to Fall Below $35

Airbnb

2020 will have the most IPOs since 1999, and these stocks could be among this year's best.

3 Top IPOs to Buy in December

Its earnings report was better than expected, but then Amazon strutted onto the playing field.

Why GoodRx Stock Was Down 22% in November

Shares of GoodRx Holdings Inc (NASDAQ: GDRX) have received a price target downgrade from $49 to $44 by Goldman Sachs. These are the details.

GDRX Stock Price: $49 Target By Goldman Sachs

CVS Health

Rite Aid

Walgreens

A few years ago, Amazon was supposed to disrupt the grocery industry. That didn't happen.

1 Big Reason Why Pharmacy Investors Shouldn't Fear Amazon

Amazon's latest plan to deliver prescription medicines takes a swipe at GoodRx's popular discount card model.

News for GoodRx Holdings Stock (GDRX)