GoodRx Holdings

GDRX

Market cap $910M

Hims & Hers and GoodRx are reshaping virtual care, but which one leads in platform strategy and patient engagement? Let's dive in.

SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx (Nasdaq: GDRX), the leading platform for medication savings in the U.S., today announced two major initiatives to make FDA-approved GLP-1 medications more widely available. First, the launch of GoodRx for Weight Loss, a telemedicine subscription that connects consumers to licensed healthcare providers for affordable weight management treatment. Second, in partnership with Novo Nordisk, a new introductory cash price of $199 per month for Ozempic® (se.

GoodRx Holdings, Inc. ( GDRX ) Q3 2025 Earnings Call November 5, 2025 8:00 AM EST Company Participants Aubrey Reynolds - Director of Investor Relations Wendy Barnes - President, CEO & Director Christopher McGinnis - CFO & Treasurer Conference Call Participants Michael Cherny - Leerink Partners LLC, Research Division Daniel Grosslight - Citigroup Inc., Research Division Lisa Gill - JPMorgan Chase & Co, Research Division Jailendra Singh - Truist Securities, Inc., Research Division John Ransom - Raymond James & Associates, Inc., Research Division Steven Valiquette - Mizuho Securities USA LLC, Research Division Stanislav Berenshteyn - Wells Fargo Securities, LLC, Research Division Craig Hettenbach - Morgan Stanley, Research Division Brian Tanquilut - Jefferies LLC, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by, and welcome to the GoodRx Third Quarter 2025 Earnings Call. As a reminder, today's conference call is being recorded.

GoodRx CEO Wendy Barnes sees a “profound transformation” happening in prescription drug pricing. The catalyst, Barnes said during an earnings call Wednesday (Nov. 3), is the pending launch of TrumpRx, the planned government-run prescription drug website.

While the top- and bottom-line numbers for GoodRx (GDRX) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

GoodRx Holdings, Inc. (GDRX) came out with quarterly earnings of $0.08 per share, missing the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.08 per share a year ago.

SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx Holdings, Inc. (Nasdaq: GDRX) ("we," "us," "our," “GoodRx,” or the “Company”), the leading platform for medication savings in the U.S., has released its financial results for the third quarter of 2025. Third Quarter 2025 Highlights Revenue of $196.0 million Net income of $1.1 million; Net income margin of 0.6% Adjusted Net Income1 of $28.8 million; Adjusted Net Income Margin1 of 14.7% Adjusted EBITDA1 of $66.3 million; Adjusted EBITDA Margin1 of 33.

Here's why we believe GoodRx (GDRX) stock is worth considering: It is expanding, generating cash, and is available at a notable valuation discount. Let's examine the figures.

SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx (Nasdaq: GDRX), the leading platform for medication savings in the U.S., today announced the launch of a new subscription for hair loss treatment. Built for simplicity and transparency, GoodRx for Hair Loss helps men access affordable treatments that are clinically proven to slow hair loss and support regrowth. Hair loss is one of the most common health concerns among men. By age 50, about half of all men in the U.S. experience some degree of thinni.

GoodRx is leveraging partnerships with Novo Nordisk and potential TrumpRx involvement to offset stagnating user growth and drive higher-margin revenue. Despite a 14% decline in Monthly Active Consumers, GDRX improved average revenue per user and maintains high gross margins above 90%. Valuation appears modestly undervalued, with scenario analysis showing upside if collaborations materialize, but competition and shrinking user base remain concerns.