GoodRx Holdings, Inc. Class A Common Stock (GDRX)
NASDAQ (NGS) NASDAQ (NGS) Primary 
XFRA 
GoodRx: Novo Deal And TrumpRx Talks Point To Ebitda/FCF Upside
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: After A 30% Surge On The Novo News, Is The Story Just Beginning?
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.
Why is GDRX stock up 30% today? GoodRx strikes deal to sell Ozempic and Wegovy after Novo Nordisk's breakup with Hims
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.
Novo Nordisk expands access to Ozempic, Wegovy through GoodRx and other platforms
Novo Nordisk (NYSE:NVO) shares moved higher on Monday after it was announced that US patients can access its diabetes drug Ozempic at a cheaper price through several platforms, expanding access to the therapy for those who do not have insurance coverage. Patients can pay $499 in cash per month through the drug's website, Novo Nordisk's patient assistance program, the company's direct-to-consumer online pharmacy and via drug savings platform GoodRx.
GoodRx Holdings, Inc. (GDRX) Q2 2025 Earnings Call Transcript
GoodRx Holdings, Inc. (NASDAQ:GDRX ) Q2 2025 Earnings Call August 7, 2025 8:00 AM ET Company Participants Aubrey Reynolds - Director of Investor Relations Christopher A. McGinnis - CFO & Treasurer Wendy Barnes - President, CEO & Director Conference Call Participants Charles Rhyee - TD Cowen, Research Division Daniel R.
Compared to Estimates, GoodRx (GDRX) Q2 Earnings: A Look at Key Metrics
The headline numbers for GoodRx (GDRX) give insight into how the company performed in the quarter ended June 2025, 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) Q2 Earnings and Revenues Lag Estimates
GoodRx Holdings, Inc. (GDRX) came out with quarterly earnings of $0.09 per share, missing the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.08 per share a year ago.
GDRX vs. HQY: Which Stock Is the Better Value Option?
Investors with an interest in Medical Services stocks have likely encountered both GoodRx Holdings, Inc. (GDRX) and HealthEquity (HQY). But which of these two stocks is more attractive to value investors?
GoodRx: A One Big Beautiful Bill Act Beneficiary
GoodRx connects uninsured and underinsured consumers with prescription discounts, acting as a broker between consumers, PBMs, and pharmacies. Recent OBBBA legislation will significantly cut Medicaid spending, leaving millions more Americans uninsured or underinsured over the next decade. GoodRx stands to benefit as its platform becomes increasingly relevant for the growing population losing Medicaid coverage and seeking affordable prescriptions.
GoodRx: Stabilizing Revenue Amid Healthy Profit Gains
I'm reiterating my Buy rating on GoodRx, as its valuation is compelling and the business is showing signs of stabilization under new leadership. GoodRx's recurring revenue base, expanding pharma partnerships, and robust EBITDA margins support the investment thesis for a rebound. Despite risks like Rite Aid's bankruptcy and flat consumer growth, GoodRx's direct pharma channel is growing double digits and offsetting headwinds.
GDRX vs. PGNY: Which Stock Should Value Investors Buy Now?
Investors looking for stocks in the Medical Services sector might want to consider either GoodRx Holdings, Inc. (GDRX) or Progyny (PGNY). But which of these two stocks is more attractive to value investors?
GoodRx Holdings, Inc. (GDRX) Q1 2025 Earnings Call Transcript
GoodRx Holdings, Inc. (NASDAQ:GDRX ) Q1 2025 Earnings Conference Call May 8, 2025 8:00 AM ET Company Participants Aubrey Reynolds – Director-Investor Relations Wendy Barnes – President and Chief Executive Officer Chris McGinnis – Chief Financial Officer Conference Call Participants Lisa Gill – JPMorgan John Ransom – RJF Charles Rhyee – TD Cowen Jailendra Singh – Truist Securities Craig Hettenbach – Morgan Stanley George Hill – Deutsche Bank Steven Valiquette – Mizuho Securities Allen Lutz – Bank of America Michael Cherny – Leerink Partners Daniel Grosslight – Citi Operator Ladies and gentlemen, thank you for standing by and welcome to the GoodRx First Quarter 2025 Earnings Call. As a reminder, today's conference is being recorded.
