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.

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.

Why Amazon Pharmacy Is Bad News for GoodRx Investors

Shares of GoodRx continued to trade lower after Tuesday's sell-off.

GoodRx co-CEO sees Amazon Pharmacy as 'complementary,' rather than a competitor

Shares of GDRX stock are taking a beating on Wednesday after the company received its first downgrade since the Amazon Pharmacy announcement. The post GoodRx News: What a GDRX Stock Downgrade Means for Investors appeared first on InvestorPlace.

GoodRx News: What a GDRX Stock Downgrade Means for Investors

A formidable competitor is entering the healthcare arena.

Why CVS, Walgreens, Rite Aid, and Other Pharmacy Stocks Plunged Today

American Well Corporation

Snowflake

Baron Funds recently released its portfolio updates for the third quarter of 2020, which ended on Sept. 30.

Top New Buys of Ron Baron's Firm

The announcement sent shares of CVS tumbling 8.8 percent Tuesday afternoon, while Rite Aid plummeted 16 percent and Walgreens Boots Alliance was down 8.4 percent.

Amazon Pharmacy announcement sends stocks of drugstore chains tumbling

Drugstore stocks, such as CVS, Walgreens, Goodrx Holdings, and Rite Aid are taking a beating on Tuesday following news from Amazon. The post Drugstore Stocks News: Why CVS, WBA, GDRX and RAD Are Sinking Today appeared first on InvestorPlace.

Drugstore Stocks News: Why CVS, WBA, GDRX and RAD Are Sinking Today

An announcement from Amazon has investors in pharmaceutical stocks spooked.

Why GoodRx Stock Plummeted 20% Today

Amazon's foray into the prescription-medicine space deepened on Tuesday after the e-commerce giant launched a digital pharmacy store as a section within its retail website. Now, shoppers can buy their prescription medicines directly from Amazon's website, with the ability to pay with insurance or without. Amazon Prime members will receive discounts on certain medicines and two-day shipping, adding a few more perks to the list of Amazon Prime benefits.

Pharmacy stocks are getting Amazon'd as the consumer giant pushes into online prescriptions — and CVS and Walgreens are tanking

Consumer healthcare stocks are plummeting this morning on news that Amazon has finally launched its integrated pharmacy service. Amazon launches Amazon Pharmacy, a delivery service for prescription medications The news, which could dramatically reshape the healthcare landscape by offering deep discounts on prescription medication and two-day delivery services for Amazon Prime customers, has already taken […]

GoodRx, Walgreens, CVS shares all down on Amazon's Pharmacy news

The announcement also spooked investors in traditional pharmacy giants, such as CVS and Rite Aid.

Shares of GoodRx plunge after Amazon announces push into pharmacy

CVS, Rite Aid and other pharmacy stocks were under pressure on Tuesday morning after Amazon's newest venture was announced.

Walgreens drops 11% to lead drug store stocks lower after Amazon launches pharmacy business

Caesars Entertainment

Avantor Inc.

Expedia

Fortive

Microsoft

PG&E

Pinterest

Planet Fitness

TransDigm

In this article we'll take a closer look at the Top 10 Stocks Billionaire Daniel Loeb Just Bought. If you're impatient to see the pinnacle of the list, you can skip ahead to the  Top 5 Stocks Billionaire Daniel Loeb Just Bought .

Top 10 Stocks Billionaire Daniel Loeb Just Bought

Nintendo

Pfizer

GoodRx, Nintendo, and Roku are all great growth investments to hang on to for the long term.

The Pandemic's Still Not Over: 3 Stay-at-Home Stocks to Buy Right Now

Castlight Health

Global X Telemedicine & Digital Health ETF

Humana

iRhythm Technologies

Teladoc

Telehealth stocks have come to prominence in 2020 for obvious reasons. Read on for those that are positioned to thrive moving forward.

7 Telehealth Stocks To Buy Ahead Of Flu Season

GoodRx Holdings' (GDRX) Management on Q3 2020 Results - Earnings Call Transcript

SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx Holdings Inc. (Nasdaq: GDRX), a leading consumer-focused digital healthcare platform in the United States, has released its third quarter 2020 financial results and posted a letter to shareholders on the Overview page of its investor relations website at https://investors.goodrx.com. GoodRx management will host a conference call and webcast today at 5:30 a.m. Pacific Time (8:30 a.m. Eastern Time) to discuss the results and the Company's business out

GoodRx Releases Third Quarter 2020 Financial Results

Recent IPO GoodRx grows quickly in a large TAM with its core prescriptions, telehealth, and pharmaceutical manufacturer solutions offerings. GoodRx just started integrating its core and telehealth services. The platform has the potential to become a leading fully-integrated digital healthcare solution for consumers.

GoodRx: Long-Term Upside Potential From Platform Integration

Investors and analysts alike wonder what this company is worth.

Why GoodRx Stock Fell 13% in October

GoodRx's prescription drug coupons are popular with consumers, but that doesn't necessarily make this healthcare stock a good investment right now.

Why You Probably Shouldn't Buy GoodRx Stock

GoodRx stock rocketed 60% after its September IPO. With shares now back to a reasonable level, here's why investors should get in.

News for GoodRx Holdings Stock (GDRX)