GoodRx Holdings, Inc. Class A (GDRX)

Over the past six months, GoodRx's stock price has declined by 54.87%. Key events include a February 2026 earnings report with weaker-than-expected guidance, leading to analyst price target cuts. GoodRx announced strategic expansion into the employer market and a partnership with Viatris. The company also disclosed a routine auditor change, replacing PricewaterhouseCoopers with KPMG LLP. The company's total customer base declined to 5.4 million, down 300,000 customers in the last quarter of 2025.

GoodRx Holdings, Inc. exhibits some seasonal patterns, with July being the strongest month and November the weakest. July has an average return of 14.89% with a 60% win rate, while November averages a -10.78% return. March has a 33.33% probability of a positive return. However, past performance does not guarantee future results.

GoodRx Holdings, Inc. operates a digital healthcare platform focused on reducing healthcare costs in the United States. It provides a price comparison platform for brand and generic medications, generating revenue from pharmacy benefit managers (PBMs). GoodRx also offers pharma manufacturer solutions, subscription programs, and telehealth services through GoodRx Care, including online consultations and condition-specific plans. The platform also offers prescriptions for GLP-1 drugs for weight management through its telemedicine platform.

GoodRx Holdings, Inc. primarily serves the United States market, comparing prescription drug prices at over 75,000 pharmacies across the country.

GoodRx's brand reputation has been influenced by positive developments and challenges. Positive events include earning HITRUST i1 Certification, partnerships to expand access to medications, investor interest due to a potential collaboration with the White House, and the launch of "GoodRx Employer Direct". Challenges include a declining customer base, analyst concerns about weak customer trends, and competition from other prescription discount providers and digital healthcare platforms.

GoodRx Holdings, Inc. has a diverse ownership structure comprising institutional investors, its founders, and the public. Institutional owners hold 35.80% of the shares, insiders hold 15.98%, and retail investors own 48.22%. Major institutional owners include Francisco Partners Management, LP, Vanguard Group Inc, Silver Lake Group, L.L.C., and BlackRock, Inc. Significant individual and private company owners include Abdiel Capital Management LLC, co-founders Doug Hirsch and Trevor Bezdek, and private equity firms.