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WebsiteIntroduction to GOODRX HLDGS INC
GoodRx Holdings Inc. (NASDAQ: GDRX), known in Korean as 굿알엑스 홀딩스, operates a consumer-focused digital healthcare platform aimed at lowering the cost of prescription medications in the United States. Since its founding in 2011 and headquartered in Santa Monica, California, GoodRx aggregates pricing data from pharmacy benefit managers to guide consumers toward pharmacies offering negotiated discounts. Its core offerings include a free price comparison tool and a subscription service, GoodRx Gold, which provides additional savings through a monthly membership.
Corporate Structure and Leadership
GoodRx employs between 501 and 1,000 people across technology, marketing, legal, and customer support functions. Its leadership team includes executives with backgrounds at major technology and healthcare firms. In July 2025, Laura Jensen joined as Chief Commercial Officer and President of Pharma Solutions, bringing experience from Amazon Pharmacy to enhance GoodRx’s partnerships with pharmaceutical manufacturers.
A filing on July 3, 2025 (Schedule 13D/A) indicates that Spectrum Equity VII, L.P. beneficially owns 14,865,346 Class A shares, representing 12.9% of the outstanding Class A stock. This stake highlights the presence of institutional investors in GoodRx’s governance.
GoodRx by Marija Zaric
Recent Developments and News
On August 18, 2025, GoodRx shares closed at $4.9012, reflecting a 31.40% increase on a volume of 14,358,932 shares. Earlier in August, the company filed its Form 10-Q for the quarter ending June 30, 2025, with the U.S. Securities and Exchange Commission on August 6, 2025. This quarterly report detailed operational progress, cash balances, and subscription revenue trends.
In February 2023, the Federal Trade Commission took enforcement action under its Health Breach Notification Rule, resulting in a $1.5 million civil penalty and restrictions on sharing user health data with third-party advertisers. GoodRx subsequently updated its privacy practices to align with HIPAA standards and FTC regulations.
Financial and Strategic Analysis
According to Yahoo Finance as of August 18, 2025:
- Market capitalization is approximately $1.68 billion.
- Trailing twelve-month revenue was $799.87 million, with net income of $34.6 million (profit margin of 4.33%).
- Diluted EPS for the period was $0.09, resulting in a trailing P/E ratio of 53.78 and a forward P/E of 10.08.
- The balance sheet showed $281.32 million in cash and a total debt-to-equity ratio of 85.15%. Levered free cash flow for the past year reached $124.38 million.
Strategically, GoodRx continues to diversify revenue through its GoodRx Gold subscription model and telehealth services launched in 2020. The company’s technology investments aim to expand data analytics capabilities and strengthen relationships with over 70,000 pharmacies and major PBMs.
Market Position and Industry Context
GoodRx serves over six million active monthly users, directing consumers through more than 200 billion daily pricing data points. In the broader U.S. prescription drug market, which exceeds $500 billion annually, GoodRx competes with various discount platforms and traditional pharmacy chains. Its beta of 1.24 indicates moderate volatility relative to the S&P 500 (^GSPC). Ongoing regulatory scrutiny of digital health data privacy and changes to PBM practices shape the competitive landscape. GoodRx’s focus on transparency and strategic partnerships positions it to capture market share as consumers seek cost-saving tools amid rising drug prices.
tl;dr
– On August 18, 2025, GDRX shares increased 31.40% to $4.9012, with a trading volume of 14.4 million.
– The Form 10-Q filed August 6, 2025, reported $799.9 million in revenue and $124.4 million in levered free cash flow.
– Spectrum Equity’s July 3 Schedule 13D/A disclosed a 12.9% stake in Class A shares.
– Forward P/E stands at 10.08, with a one-year target estimate of $5.37. Future catalysts include the expansion of the GoodRx Gold service and ongoing partnerships with pharmaceutical manufacturers.
