GoodRx Holdings (GDRX) Fair Value & Analysis

Healthcare · US · Market cap $1.1B

A solid business, but screening 49% overvalued on our models.

What matters now

• The price sits above even our optimistic bull case ($2.34). The favourable scenario is already priced in.
• Solid but not exceptional quality (69/100) and above fair value, neither a clear bargain nor a standout compounder.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 20, 2026.

How to read this chart

60‑month range $1.87 – $47.16 · fair‑value band $1.41 – $2.34 · the $3.68 price screens above the $1.88 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 20, 2026.

Full chart & analysis →

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Analysis

GoodRx Holdings (GDRX) currently trades at $3.68, while our model-based Fair Value estimate is $1.88, implying the stock looks roughly 48.9% overvalued today. The Quality Score stands at 69/100 (solid quality), in the Healthcare sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, GoodRx Holdings generated revenue of $788M at a net margin of 2.6%. Revenue declined 4.4% year over year. It earns a return on equity of 3.2%. The balance sheet holds a net cash position of $202M. Fundamentals as of Jul 20, 2026

Our scenario range runs from $1.41 (bear case) to $2.34 (bull case); at $3.68, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 37% below its 52-week high and 108% above its 52-week low, currently above its 200-day average. For context, the median of 10 Healthcare peers we cover trades at -53% fair-value upside, at -49%, GDRX screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Widest divergence: DCF Models ($5.97) versus Economic Profit ($1.17). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

GoodRx Holdings, Inc., together with its subsidiaries, offers information and tools that enable consumers to compare prices and save on their prescription drug purchases in the United States. The company operates a price comparison platform that provides consumers with curated, geographically relevant prescription pricing, and access to negotiated prices.

Full company description

GoodRx Holdings, Inc., together with its subsidiaries, offers information and tools that enable consumers to compare prices and save on their prescription drug purchases in the United States. The company operates a price comparison platform that provides consumers with curated, geographically relevant prescription pricing, and access to negotiated prices. It also offers other healthcare products and services, including subscription programs and pharma manufacturer solutions, as well as telehealth services through the GoodRx Care platform. In addition, the company provides healthcare products and solutions for dogs, cats, and other pets. It serves pharmacy benefit managers who manage formularies and prescription transactions, including establishing pricing between consumers and pharmacies. The company was founded in 2011 and is headquartered in Santa Monica, California.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

GoodRx Holdings reported revenue of $797M in FY2025 versus $745M in FY2021, a compound +1.7%/yr. Reported net income was $30.4M in FY2025.

GDRX screens 49% overvalued. Compare with Veeva Systems Inc →

Peer Group

Health Information Services · 127 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Valuation Multiples vs Health Information Services median · lower = cheaper

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

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Frequently asked questions

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.