GoodRx Holdings (GDRX)

• Market cap: $1.68B
• 1 day: -2.50%
• 5 days: 5.41%
• 1 month: 2.86%
• 3 months: -3.51%
• 6 months: -24.64%
• Year to date: 2.63%
• 1 year: -33.90%
• 5 years: -90.73%
• 10 years: -90.73%
• Sector: Healthcare
• Industry: Health Information Services

About: GoodRx Holdings Inc is a consumer-focused digital healthcare platform that aims to lower the cost of healthcare in the United States. It operates a price comparison platform that provides consumers with curated, geographically relevant prescription pricing, and provides access to negotiated prices through codes that can be used to save money on prescriptions across the United States. GoodRx generates revenue from core business from pharmacy benefit managers (PBMs) that manage formularies and prescription transactions including establishing pricing between consumers and pharmacies. It also offers various healthcare products and services, including pharma manufacturer solutions, subscriptions, and telehealth services.

Employees: 738

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

253% more call options, than puts

Call options by funds: $4.22M | Put options by funds: $1.2M

35% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 34

33% more funds holding in top 10

Funds holding in top 10: 3 [Q3] → 4 (+1) [Q4]

11% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 46

1% more funds holding

Funds holding: 165 [Q3] → 166 (+1) [Q4]

13.69% less ownership

Funds ownership: 144.08% [Q3] → 130.39% (-13.69%) [Q4]

36% less capital invested

Capital invested by funds: $986M [Q3] → $632M (-$354M) [Q4]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $5.50 18% upside
• Avg. target: $6.75 44% upside
• High target: $8 71% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

Truist Securities Jailendra Singh 31% 1-year accuracy 11 / 35 met price target	18% upside $5.50	Hold Maintained	10 Apr 2025
Wells Fargo Stan Berenshteyn 22% 1-year accuracy 2 / 9 met price target	71% upside $8	Overweight Maintained	28 Feb 2025