GoodRx Holdings Inc. Class A Common Stock (GDRX)

FairStock Score: 34/100 — RISKY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look for durable earnings power and a price that offers a margin of safety. GoodRx operates a prescription-price comparison platform, but the figures show a mixed picture. In fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $200.4M and net income was $8.5M. In fiscal Q2 2025, the quarter ended 2025-06-30, revenue was $203.1M and net income was $12.8M, so sales slipped and profit fell sharply. For fiscal year 2025, revenue was $796.9M and net income was $30.4M; fiscal year 2024 had revenue of $792.3M and net income of $16.4M; fiscal year 2023 had a net loss of $8.9M. The company fits the computed TURNAROUND category, returned to profit after a loss within the last three years, but turnarounds require durable improvement, not just one good year. The cash flow is the strongest feature: trailing twelve-month free cash flow was $131.7M, an 11.0% FCF yield. EV/EBITDA of 8.45 sounds reasonable. But at the 2026-10-13 close of $3.45, FairStock's P/E is 57.50, P/B is 1.82, ROE is 2.52%, ROCE is 3.05%, and debt-to-equity is 0.83. The Graham Number is $1.60, implying a -115.63% margin of safety, and the Altman Z-Score is -0.07. Piotroski is 5/9 and the FairStock Score is 34/100. I would want to see revenue stabilize and profits hold before calling this a bargain. The price may reflect turnaround hope, but the current numbers do not yet provide a clear margin of safety.

In plain English: GoodRx helps people compare prescription drug prices in the U.S. through its platform. Sales have been roughly flat and profit has shrunk recently, though the business still produces cash. At $3.45, the stock looks expensive compared with its recent earnings and accounting value, while the cash generation is a positive.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer