The headline numbers for GoodRx (GDRX) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
GoodRx Holdings, Inc. (GDRX) came out with quarterly earnings of $0.07 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.09 per share a year ago.
HIMS broadens digital-first care with Novo Nordisk GLP-1 access, new cancer detection and Labs tools, along with expansion into Canada and Europe.
GoodRx Holdings, Inc. (GDRX) Q4 2025 Earnings Call Transcript
The prescription experience has started to resemble other parts of digital commerce: shoppers want clear pricing, fewer handoffs and a quicker path from decision to fulfillment. That push toward self-service framed GoodRx's fourth-quarter earnings discussion Thursday (Feb.
While the top- and bottom-line numbers for GoodRx (GDRX) give a sense of how the business performed in the quarter ended December 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 ) 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.
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.
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.
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.
GoodRx Holdings, Inc.'s partnership with Novo Nordisk highlights its vital role in direct-to-consumer drug pricing, driving a 30% stock surge and validating its business model. Pharma Manufacturer Solutions is growing 30%+ annually, boosting profitability and positioning GoodRx as a key player as drug pricing shifts to point-of-sale affordability. Despite headwinds like Rite Aid's bankruptcy and competition, GoodRx maintains strong margins, robust cash flow, and an undervalued multiple versus peers and history.
Share prices of GoodRx (NASDAQ: GDRX), the American healthcare company and telemedicine service, are currently soaring after the company announced that it will partner with Novo Nordisk to offer the lowest-ever out-of-pocket prices for Ozempic and Wegovy.