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Goodrx Holdings, Inc. (GDRX) stock

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NASDAQ: GDRX Nasdaq Health Care Technology Next results ~November 3, 2026

C+ Fundamentals grade

Goodrx Holdings, Inc. is a US-listed company in the health care technology industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

Under review: share count (348m) is 3.2x the market-data count (107m).

Price vs value

Under review: share count (348m) is 3.2x the market-data count (107m). We'll show the comparison once resolved.

Goodrx Holdings, Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 2 selling0 purchases and 14 sales by directors and officers, last 12 monthsInsider trades
  • Funds65 adding, 77 cuttingOf 24 active managers that changed their stake, 12 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Goodrx Holdings files

Where Goodrx stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $785m, down 1.8% on a year earlier, a steeper fall than the 1.2% decline a quarter earlier. Free-cash-flow margin rose to 25.1% from 23.7% a year earlier. The diluted share count is down 9.8% on a year earlier, which lifts each remaining share. Against its peers on growth, profitability, cash generation and balance sheet, it grades C+. It passes 4 of our 7 financial-health checks.

Our model value for Goodrx Holdings is under review, so past values are not shown until it is resolved.

Source: 10-Q filed August 5, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 3, 2026 (estimated)

Goodrx Holdings, Inc.'s trailing-twelve-month revenue fell 1.8% year on year, with a free-cash-flow margin of 25.1%. Where it stands out: change in share count of -9.8% ranks 1 of 19 health care technology companies we cover.

Our discounted-cash-flow model values the business at ~$4.9 per share in the base case (~$3.5–$6.7 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Free cash flow diverging from earnings: TTM free cash flow grew 4.0% while net income fell 53.0%: a 57pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Strong cash generation. 25.1% of revenue turned into free cash flow, against a median of 10.6% for health care technology companies we cover.
  • Shrinking share count. Diluted shares fell 9.8% in a year, so each share owns more of the business.

Things to watch

  • Results due soon. Results are expected around 3 November; the share price can move sharply on the day.
  • Revenue shrinking. Revenue fell 1.8% over the last 12 months.
  • High earnings multiple. The shares trade at 75 times the last 12 months' earnings, so expectations are demanding.
  • Volatile shares. Over the past year the shares showed annualised volatility of 55% and a beta of 1.3 against the S&P 500.
  • Missing expectations. Earnings per share fell short of the consensus estimate in 3 of the last four quarters.

Latest results: FY2026 Q2

Filed August 5, 2026
Earnings per share
$0.08 against an average estimate of $0.08: beat by 0.4%
Revenue
$200m, down 1.3% on a year earlier
Share reaction
+11.4% in the first session after the results on August 5, 2026, against -0.4% for the S&P 500
Guidance given
revenue $790m to $805m (FY 2026); adjusted EBITDA $240m to $250m (FY 2026)
Next report
November 3, 2026; average EPS estimate $0.08

Goodrx Holdings' figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day-1.3%
  • 1 week+0.7%
  • 1 month+6.9%
  • This year+31.0%
  • 1 year+5.9%
  • 5 years-92.2%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$785M
Operating margin
9.5%
Net margin
2.1%
EPS (TTM, diluted)
$0.05

Growth

Revenue growth
−1.8%
Change in growth rate
−0.6 pts
Share count change
−9.8%

Cash

Free cash flow (TTM)
$197M
FCF margin
25.1%
Stock pay % of revenue
9.7%

Earnings

Last results
August 5, 2026
Next results (est.)
November 3, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Insider trade
  2. Insider trade
  3. Insider trade
  4. Leadership
  5. Results
  6. Guidance

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Goodrx Holdings, Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: share count (348m) is 3.2x the market-data count (107m): held for review.

Our value per share comes from a discounted-cash-flow model of Goodrx Holdings, Inc.'s free cash flow after stock-based pay ( $111M, FY2026 Q2 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.

Valuation multiples over time Market data may be delayed

At fiscal year end 202020212022202320242025Now
Share price$40.34$32.68$4.66$6.70$4.65$2.71$3.55
Market value$11.1bn$13.4bn$1.9bn$2.7bn$1.8bn$967m$1.2bn
+ Net debt (− = net cash)−$288m−$267m−$90m−$16m$52m$233m$190m
Enterprise value$10.8bn$13.1bn$1.8bn$2.7bn$1.9bn$1.2bn$1.4bn
Multiples
Price / sales 20.1x18.0x2.5x3.7x2.3x1.2x1.6x
Price / earnings ————111.3x31.8x75.4x
Price / free cash flow 100.0x76.9x13.5x20.0x10.0x5.9x6.2x
EV / EBITDA —n/m32.8x33.9x13.9x7.0x8.7x

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

28 /100

Weak moat

How hard Goodrx Holdings's competitive advantage looks for rivals to wear away, judged from 7 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 0 / 20

    Net income has been a median -1.1% of total assets over 6 years.

  • Durability 0 / 20

    Operating margin has been a median 4.3%; its worst year was -58.1%.

  • Cash conversion 20 / 20

    Free cash flow was positive in 6 of 6 years, at a median 19.4% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (33 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 3, 2026, after the close. Analysts expect revenue of $202m and EPS of $0.08 (range $0.07 to $0.10) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $0.30 −13% $798m +0%
Next $0.35 +16% $836m +5%

Next year's EPS estimate has moved −1.5% in 90 days, across 11 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is −1.9% on 90 days ago. In the last 30 days, 4 analysts raised Goodrx Holdings, Inc.'s forecast and 5 cut it.

Consensus EPS forecast Goodrx Holdings, Inc., last 90 days
$0.30 $0.32 $0.34 $0.36 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $0.31 Current fiscal year, 60 days ago: $0.30 Current fiscal year, 30 days ago: $0.30 Current fiscal year, 7 days ago: $0.30 Current fiscal year, Now: $0.30 $0.30 Next fiscal year, 90 days ago: $0.36 Next fiscal year, 60 days ago: $0.36 Next fiscal year, 30 days ago: $0.35 Next fiscal year, 7 days ago: $0.35 Next fiscal year, Now: $0.35 $0.35

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $0.31$0.36
60 days ago $0.30$0.36
30 days ago $0.30$0.35
7 days ago $0.30$0.35
Now $0.30$0.35

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $0.08 $0.08 +0.4%
Mar 2026 $0.07 $0.07 −2.2%
Dec 2025 $0.09 $0.09 −1.7%
Sept 2025 $0.09 $0.08 −12.3%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, August 5, 2026
  • Revenue FY 2026 $790m to $805m Raised
    “Revenue $790 - $805 $796.9 (1%) - 1%” source
  • Adjusted EBITDA FY 2026 $240m to $250m Non-GAAP Raised
    “Adjusted EBITDA 2 $240 - $250” source

Figures and quotations are management's, copied from the company's own press release (SEC 8-K exhibit) and checked word for word against it. Forward-looking statements are the company's expectations, not ours and not advice; guidance can change or be missed.

How our valuation uses these forecasts

Our cash-flow model grows Goodrx Holdings, Inc.'s revenue by +3.5% next year and +2.9% the year after, then fades back toward its own record by year five. Next year's rate weighs analysts' consensus (+4.1%, weight 55%) , management guidance (+4.0%, weight 19%) and the company's own record (+2.0%, weight 26%) . How the weights are set.

Analyst recommendations

14 analysts, Oct 2026
Buy429%
Hold857%
Sell214%

Monthly trend

  1. Oct 2026138214
  2. Sep 2026138214
  3. Aug 202648215
  4. Jul 202648215

Counts of recommendations published by analysts covering Goodrx Holdings, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
3.8%
of tradable shares
Days to cover
4.43
at average volume
Short interest, 1 month
−22%
to October 15, 2026
Held by institutions
56%
of shares
Held by insiders
12.9%
of shares
Employees
697
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +5.3%

$3.37 on October 31, 2025 to $3.55

ThenNowEffect
Revenue (last 12 months) $800m $785m −1.8%
Net margin 4.3% 2.1% −52.2%
P/E multiple 37.3x 75.4x +102.3%
Share count 383m 345m +10.9%

Biggest factor: net margin.

Last 3 years −33.9%

$5.37 on November 3, 2023 to $3.55

ThenNowEffect
Revenue (last 12 months) $745m $785m +5.4%
Net margin 1.6% 2.1% +30.8%
P/E multiple 186.6x 75.4x −59.6%
Share count 410m 345m +18.7%

Biggest factor: p/e multiple.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
GDRX−19%−86%+44%−31%−42%+31%
Industry peers (median)−9%−60%−25%−8%−27%−27%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
GDRX42%33%58%25%33%64%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
GDRX−50%−88%−52%−54%−49%−36%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since September 23, 2020: 97% from October 6, 2020 to February 27, 2026. Getting back needed a 2957% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$1.87 – $3.80
From 52-week high
−6.6%
vs 50-day average
+3.4%
vs 200-day average
+25.7%
Volatility (1 year)
55%
Beta vs S&P 500
1.28

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
6 up, 6 down
typical move ±13.0%
After a week
6 up, 6 down
typical move ±11.0%
After a month
5 up, 7 down
typical move ±10.8%
Results releasedNext dayS&P 500 next day5 days21 days
August 5, 2026 +11.4% −0.4% +7.5% +5.7%
May 6, 2026 +10.9% +1.1% +2.0% +3.5%
February 25, 2026 −16.0% +0.3% −8.0% −13.9%
November 4, 2025 +0.6% −0.8% −8.5% −16.9%
August 6, 2025 −21.0% +0.7% −18.9% −8.9%
May 7, 2025 −0.5% +1.1% +0.2% −4.2%
February 27, 2025 +1.8% −0.1% −5.1% −8.0%
November 7, 2024 −20.0% +1.2% −25.4% −18.8%
August 8, 2024 −16.3% +2.8% −19.6% −9.2%
May 9, 2024 −13.3% +0.7% +5.9% +17.1%
February 29, 2024 +29.1% +1.3% +16.5% +9.7%
January 10, 2024 +15.1% +0.5% +13.8% +14.0%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Goodrx Holdings, Inc. in five measures

Fundamentals grade C+
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Goodrx Holdings, Inc.
$720M $740M $760M $780M $800M $820M FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $737.7M Revenue (TTM), FY23 Q4: $750.3M Revenue (TTM), FY24 Q1: $764.2M Revenue (TTM), FY24 Q2: $775.1M Revenue (TTM), FY24 Q3: $790.4M Revenue (TTM), FY24 Q4: $792.3M Revenue (TTM), FY25 Q1: $797.4M Revenue (TTM), FY25 Q2: $799.9M Revenue (TTM), FY25 Q3: $800.7M Revenue (TTM), FY25 Q4: $796.9M Revenue (TTM), FY26 Q1: $787.9M Revenue (TTM), FY26 Q2: $785.2M $785.2M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $737.7M
FY23 Q4 $750.3M
FY24 Q1 $764.2M
FY24 Q2 $775.1M
FY24 Q3 $790.4M
FY24 Q4 $792.3M
FY25 Q1 $797.4M
FY25 Q2 $799.9M
FY25 Q3 $800.7M
FY25 Q4 $796.9M
FY26 Q1 $787.9M
FY26 Q2 $785.2M
Revenue growth, TTM YoY Goodrx Holdings, Inc.
-10% -5% 0% 5% 10% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: -7.3% Revenue growth, TTM YoY, FY23 Q4: -2.1% Revenue growth, TTM YoY, FY24 Q1: 2.3% Revenue growth, TTM YoY, FY24 Q2: 4.0% Revenue growth, TTM YoY, FY24 Q3: 7.1% Revenue growth, TTM YoY, FY24 Q4: 5.6% Revenue growth, TTM YoY, FY25 Q1: 4.4% Revenue growth, TTM YoY, FY25 Q2: 3.2% Revenue growth, TTM YoY, FY25 Q3: 1.3% Revenue growth, TTM YoY, FY25 Q4: 0.6% Revenue growth, TTM YoY, FY26 Q1: -1.2% Revenue growth, TTM YoY, FY26 Q2: -1.8% -1.8%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 -7.3%
FY23 Q4 -2.1%
FY24 Q1 2.3%
FY24 Q2 4.0%
FY24 Q3 7.1%
FY24 Q4 5.6%
FY25 Q1 4.4%
FY25 Q2 3.2%
FY25 Q3 1.3%
FY25 Q4 0.6%
FY26 Q1 -1.2%
FY26 Q2 -1.8%
Operating margin (TTM) Goodrx Holdings, Inc.
-5% 0% 5% 10% 15% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: -0.9% Operating margin (TTM), FY23 Q4: -3.6% Operating margin (TTM), FY24 Q1: -4.0% Operating margin (TTM), FY24 Q2: -3.8% Operating margin (TTM), FY24 Q3: 3.7% Operating margin (TTM), FY24 Q4: 8.3% Operating margin (TTM), FY25 Q1: 10.3% Operating margin (TTM), FY25 Q2: 11.1% Operating margin (TTM), FY25 Q3: 10.4% Operating margin (TTM), FY25 Q4: 11.0% Operating margin (TTM), FY26 Q1: 9.9% Operating margin (TTM), FY26 Q2: 9.5% 9.5%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 -0.9%
FY23 Q4 -3.6%
FY24 Q1 -4.0%
FY24 Q2 -3.8%
FY24 Q3 3.7%
FY24 Q4 8.3%
FY25 Q1 10.3%
FY25 Q2 11.1%
FY25 Q3 10.4%
FY25 Q4 11.0%
FY26 Q1 9.9%
FY26 Q2 9.5%
FCF margin (TTM) Goodrx Holdings, Inc.
15% 20% 25% 30% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: 20.8% FCF margin (TTM), FY23 Q4: 18.3% FCF margin (TTM), FY24 Q1: 19.3% FCF margin (TTM), FY24 Q2: 16.4% FCF margin (TTM), FY24 Q3: 19.4% FCF margin (TTM), FY24 Q4: 23.1% FCF margin (TTM), FY25 Q1: 18.8% FCF margin (TTM), FY25 Q2: 23.7% FCF margin (TTM), FY25 Q3: 22.1% FCF margin (TTM), FY25 Q4: 20.6% FCF margin (TTM), FY26 Q1: 21.0% FCF margin (TTM), FY26 Q2: 25.1% 25.1%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 20.8%
FY23 Q4 18.3%
FY24 Q1 19.3%
FY24 Q2 16.4%
FY24 Q3 19.4%
FY24 Q4 23.1%
FY25 Q1 18.8%
FY25 Q2 23.7%
FY25 Q3 22.1%
FY25 Q4 20.6%
FY26 Q1 21.0%
FY26 Q2 25.1%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Where the money goes

FY2025, from the 10-K

Each dollar Goodrx Holdings took in during FY2025, followed through to profit: what it cost to make, what went on research and running the business, and what was left after tax.

  1. Revenue $797M
  2. Research and development $121M · 15.2%
  3. Selling, general and admin $446M · 55.9%
  4. Other operating costs $143M · 17.9%
  5. Operating income $87.5M · 11.0%
  6. Income tax $26.1M · 3.3%
  7. Interest and other $31M · 3.9%
  8. Net income $30.4M · 3.8%

Shares of revenue. Source: Goodrx Holdings's 10-K for FY2025, as filed with the SEC. "Other" lines are what the reported lines leave unexplained.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 250 388 551 745 767 750 792 797 785
EBITDA 87 153 −257 48 56 81 135 173 164
Operating income 77 140 −276 13 2 −27 66 87 75
Net income 44 66 −294 −25 −33 −9 16 30 16
Diluted EPS $0.06 $0.18 −$1.07 −$0.06 −$0.08 −$0.02 $0.04 $0.09 $0.05
Growth (year on year)
Revenue — +55.6% +41.9% +35.4% +2.8% −2.1% +5.6% +0.6% −1.8%
EBITDA — +76.0% −267.9% — +16.6% +44.3% +67.8% +27.6% −1.5%
Operating income — +80.8% −297.4% — — — — +32.9% −15.6%
Net income — +50.8% −544.6% — — — — +85.7% −53.0%
Diluted EPS — +200.0% −694.4% — — — — +125.0% −47.9%
Margins
EBITDA margin 34.9% 39.5% −46.7% 6.4% 7.3% 10.8% 17.1% 21.7% 20.8%
Operating margin 31.0% 36.0% −50.1% 1.8% 0.2% −3.6% 8.3% 11.0% 9.5%
Net margin 17.6% 17.0% −53.3% −3.4% −4.3% −1.2% 2.1% 3.8% 2.1%
Free-cash-flow margin 17.8% 21.1% 20.1% 23.4% 18.6% 18.3% 23.1% 20.6% 25.1%
Cash flow
Cash from operations 45 83 131 179 147 138 184 168 202
Capital spending 1 1 21 5 4 1 1 4 4
Free cash flow 44 82 111 174 143 137 183 164 197
Stock-based pay 2 4 397 160 120 105 99 77 76
Free cash flow after stock pay 43 78 −286 14 23 32 84 88 121
Balance sheet
Cash 35 26 969 941 757 672 448 262 296
Total debt 0 671 681 674 667 656 500 495 487
Net debt (negative = net cash) −35 645 −288 −267 −90 −16 52 233 190
Diluted shares 237m 231m 275m 410m 413m 410m 392m 357m 345m
Returned to shareholders
Dividends 1,346 — — — — — — — —
Buybacks — — 0 0 102 104 159 216 85
Total returned 1,346 — 0 0 102 104 159 216 85

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

4 of 7 checks passed · June 30, 2026
What it owns · $2.3bn
Short-term assets $1.6bnLonger-term assets $744m
What it owes, and who funded it · $2.3bn
Short-term liabilities $1.2bnLonger-term liabilities $537mShareholders' equity $648m
  • Short-term assets cover short-term liabilities $1.6bn of assets due within a year against $1.2bn of liabilities due within a year.
  • Short-term assets cover long-term liabilities $1.6bn short-term assets against $537m of longer-dated liabilities.
  • More cash than debt $296m of cash against $487m of debt.
  • Debt below 40% of shareholders' equity Debt is 75% of equity.
  • Debt burden no higher than five years ago Debt to equity moved from 79% to 75% over five years.
  • A year's operating cash flow covers at least 20% of debt $202m of operating cash flow against $487m of debt.
  • Operating profit covers interest at least five times over Operating income of $75m against $41m of interest.

From Goodrx Holdings, Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2026 Q2 TTM
Buybacks (TTM)
$85M
Returned to shareholders
43%
of free cash flow
Buybacks, last 3 fiscal years
$479M
Diluted share count
−9.8%
year over year
Total shareholder yield
6.9%
dividends 0.0% + buybacks 6.9% of market value
R&D spending
14.9%
of revenue
Days sales outstanding
85 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in health care technology
Last 12 months unless stated GDRX DOCS PHR OMCL WAY WGS Median
Revenue, last 12 months $785m $656m $508m $1.2bn $1.3bn $454m $292m
Revenue growth, last 12 months −1.8% 11.2% 12.9% 8.5% 21.4% 25.4% 8.8%
Revenue growth, 3-year average 1.8% 14.5% 16.7% 0.3% — 24.3% 0.8%
Revenue growth, latest quarter −1.3% 7.3% 10.4% 7.4% 21.2% 11.4% 7.4%
Gross margin — 88.1% — 44.8% — 69.4% 58.6%
Operating margin 9.5% 29.6% 2.5% 4.6% 21.9% −20.3% −12.5%
Operating margin, 3-year average 5.6% 35.4% −9.5% 0.8% 19.1% −19.0% −18.8%
Net margin 2.1% 25.5% 2.1% 3.1% 10.7% −23.4% −12.5%
Cash from operations / revenue 25.7% 46.7% 18.0% 14.6% 24.9% −10.7% 9.7%
Free-cash-flow margin 25.1% 46.7% 15.9% 11.4% 20.9% −16.7% 9.2%
Free-cash-flow margin, 3-year average 21.7% 43.6% 7.8% 12.0% 19.4% −18.7% 8.2%
Stock pay / revenue 9.7% 20.8% 11.7% 3.6% 4.9% 7.9% 9.5%
Change in share count −9.8% −2.5% 5.5% −1.5% 9.7% 2.6% 2.9%

Median of all 23 companies we cover in health care technology. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

23 health care technology companies
Measure Company Peer median Rank
Revenue growth Growth -1.8% 8.8% 17 of 23
Change in growth rate Growth -0.6pp -0.3pp 14 of 23
Operating margin Profitability 9.5% -6.6% 6 of 22
Net margin Profitability 2.1% -12.5% 9 of 23
Free-cash-flow margin Cash generation 25.1% 10.6% 3 of 22
Stock pay as % of revenue Cash generation 9.7% 9.7% 12 of 22
Long-term debt as % of assets Balance sheet 20.6% 20.1% 9 of 15
Change in share count Balance sheet -9.8% 2.6% 1 of 19
Days sales outstanding Balance sheet 85 days 58 days 15 of 21

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Products and services
Line of business Revenue Share YoY
Prescription Transactions Revenue $544M 68.3% ▼ 5.8%
Pharma Direct Revenue $151M 19.0% ▲ 41.2%
Subscription Revenue $83.8M 10.5% ▼ 3.2%
Other Revenue $17.7M 2.2% ▼ 15.8%

From Goodrx Holdings, Inc.'s 10-K filed February 26, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$342M
Institutions reporting
160
Shares held vs prior quarter
▲ 0.4%
Positions opened / closed
15 / 27

Top buyers and sellers, Q2 2026: 65 institutions bought and 77 sold ; the biggest buyer was Jane Street Group, LLC (+1.7M shares) and the biggest seller Pacer Advisors, Inc (−744K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Francisco Partners Management, LP $173M 60.1M 50.6% 0.0%
LSV Asset Management $14.9M 5.2M 4.3% ▲ 3.5%
Ameriprise Financial Inc $13.7M 4.7M 4.0% ▲ 6.5%
Vanguard Capital Management LLC $11.8M 4.1M 3.4% ▼ 4.1%
Silver Lake Group, L.L.C. $10.2M 3.5M 3.0% 0.0%
Renaissance Technologies LLC $9.3M 3.2M 2.7% ▼ 0.4%
Vanguard Portfolio Management LLC $9.2M 3.2M 2.7% ▼ 4.6%
Petrus Trust Company, Lta $8.9M 3.1M 2.6% 0.0%
Dimensional Fund Advisors LP $7.4M 2.6M 2.2% ▲ 4.5%
AQR Capital Management LLC $6.7M 2.3M 2.0% ▲ 29.1%
Jane Street Group, LLC $6.7M 2.3M 1.9% ▲ 257.1%
Prescott Group Capital Management, L.L.C. $6.1M 2.1M 1.8% 0.0%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Goodrx Holdings, Inc.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $9.7M 14 trades by 2 insiders · 0% under pre-set plans
Net ▼ $9.7M net selling
Insider Date Trade Shares Price Value
Francisco Partners Iv-A, L.P. 10% owner August 26, 2026 Sell 213,401 $3.51 $749,038
Francisco Partners Iv-A, L.P. 10% owner August 26, 2026 Sell 439,310 $3.50 $1.5M
Francisco Partners Iv-A, L.P. 10% owner August 26, 2026 Sell 210,378 $3.51 $738,427
Francisco Partners Iv-A, L.P. 10% owner August 26, 2026 Sell 433,088 $3.50 $1.5M
Francisco Partners Iv-A, L.P. 10% owner August 25, 2026 Sell 64,090 $3.44 $220,470
Francisco Partners Iv-A, L.P. 10% owner August 25, 2026 Sell 63,183 $3.44 $217,350
Francisco Partners Iv-A, L.P. 10% owner August 24, 2026 Sell 72,309 $3.46 $250,189
Francisco Partners Iv-A, L.P. 10% owner August 24, 2026 Sell 71,285 $3.46 $246,646
Francisco Partners Gp Iv Management Ltd 10% owner August 21, 2026 Sell 138,338 $3.50 $484,183
Francisco Partners Gp Iv Management Ltd 10% owner August 21, 2026 Sell 136,379 $3.50 $477,326
Francisco Partners Gp Iv Management Ltd 10% owner August 20, 2026 Sell 233,415 $3.52 $821,621
Francisco Partners Gp Iv Management Ltd 10% owner August 20, 2026 Sell 213,844 $3.52 $752,731

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 1 trade and filings

No trades in Goodrx Holdings, Inc. disclosed in the last 12 months; 1 earlier trade on record.

  • Anthony Gonzalez(R-OH 16):Purchase, $100,001 - $250,000, traded March 25, 2021, filed April 23, 2021

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around November 3, 2026 estimated from the company's past filing pattern, not announced

  • August 5, 2026
  • May 6, 2026
  • February 25, 2026
  • November 4, 2025
  • August 6, 2025
  • May 7, 2025

Recent SEC filings

Data status

When each part of this page on Goodrx Holdings, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Goodrx Holdings, Inc. in brief

What does Goodrx Holdings, Inc. do?
Goodrx Holdings, Inc. is a US-listed company in the health care technology industry. Its financial year ends in December.
What is Goodrx Holdings, Inc.'s stock ticker?
Goodrx Holdings, Inc. trades under the ticker GDRX on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Goodrx Holdings, Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Goodrx Holdings, Inc. reported revenue of $785M, 1.8% lower than a year earlier, according to its SEC filings.
What is Goodrx Holdings, Inc.'s free cash flow?
Goodrx Holdings, Inc.'s free-cash-flow margin is 25.1% of revenue over the trailing twelve months, ranking 3 of the 22 health care technology companies we cover.
Who are Goodrx Holdings, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Francisco Partners Management, LP, LSV Asset Management and Ameriprise Financial Inc. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Goodrx Holdings, Inc. buying back stock, and does it pay a dividend?
Goodrx Holdings, Inc. spent $85M on share repurchases over the trailing twelve months, and its diluted share count fell 9.8% over the year.
What is Goodrx Holdings, Inc.'s market cap?
On November 2, 2026, Goodrx Holdings, Inc.'s market capitalisation was about $1.2B, with a price-to-earnings ratio of 75.4 and net debt of $190M. Market figures come from third-party market data and may be delayed.
How much debt does Goodrx Holdings, Inc. have?
Goodrx Holdings, Inc.'s debt-to-equity ratio is 75.1%, from its latest balance sheet (78.9% five years earlier). The financial health section below sets out its other solvency checks.
Who are Goodrx Holdings, Inc.'s competitors?
In our Health Care Technology peer group, the companies closest to Goodrx Holdings, Inc. are Doximity, Inc., Phreesia, Inc., Omnicell, Inc., Waystar Holding Corp. and Genedx Holdings Corp. The side-by-side comparison below sets their revenue, margins and growth against Goodrx Holdings, Inc.'s.
Are insiders buying or selling Goodrx Holdings, Inc. stock?
Over the last 12 months, Goodrx Holdings, Inc.'s directors and officers reported 0 open-market purchases and 14 sales on Form 4. The insider trading page charts every trade.
When is Goodrx Holdings, Inc.'s next earnings date?
Around November 3, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Goodrx Holdings, Inc. announces its own schedule.