Goodrx Holdings vs Phreesia
Goodrx Holdings is the larger business, with $797m of revenue in fiscal 2025 against $481m for Phreesia (1.7 times as much). Phreesia grew faster (14.5% against 0.6%). Goodrx Holdings kept more of each dollar of sales as profit: a net margin of 3.8% against 0.5%.
| Latest fiscal year | Goodrx HoldingsGDRX, 2025 | PhreesiaPHR, 2026 |
|---|---|---|
| Revenue | $797m | $481m |
| Revenue growth | 0.6% | 14.5% |
| Net income | $30.4m | $2.3m |
| Operating margin | 11.0% | — |
| Net margin | 3.8% | 0.5% |
| Return on equity | 4.5% | 0.8% |
| Free cash flow | $164m | $67.7m |
| Cash | $262m | $73.8m |
| Total debt | $495m | $2.7m |
| Debt to equity | 80.3% | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $216m | — |
| Employees | 697 | 1,789 |
| Market value | $1.22bn | $769m |
| Price vs our value range | Below our value range | — |
| Moat score | 28 (Weak) | 11 (Weak) |
| Insider trades, 12 months | 0 buys, 14 sales | 8 buys, 37 sales |