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GoodRx Holdings

GDRX on Nasdaq. Computer processing & data preparation. Market value $423m.

Watch this stockFree. We tell you when something changes.

Price checks use the past 12 months to June 2026. Quality checks use five annual reports, the latest for the year to December 2025.

Should I look at this?

Not a fit for our list right now

Why it could be worth it

What to watch out for

See Technology stocks that passed both tests

This is not advice. Check the numbers below.

Compare with another stock

Cash yield
past 12 months to June 2026
11.0%very high

For every $100 of what the whole company costs, it produced $10.98 of spare cash in the past 12 months. A savings account pays about $4.

Price to profit
past 12 months to June 2026
18.5×full

You pay 18.5 years of operating profit for the business. The average large US company costs around 18.

Return on capital
five annual reports to December 2025
1.9%five-year median

Each dollar kept in the business earns 2 cents a year. Above 10 is good.

Quality score: 64 of 100. Price score: 62 of 100. Our list needs 70 on quality and 60 on price.

$3.36 a share, 90% above its 1-year low

Over the past year the price has ranged from $1.77 to $5.81.

Pays no dividend

Prices from Monday’s close (5 October).

Five years of cash, in billions

0.1
0.1
0.1
0.1
0.1
0.1
2021202220232024202512 monthsto Jun '26
Revenue
$745m$767m$750m$792m$797m
Operating margin
1.8%0.2%-3.6%8.3%11.0%
Debt to equity
0.810.820.860.690.80
Shares outstanding
0.41bn0.41bn0.41bn0.39bn0.36bn

Health checks

  • Free cash flow positive5 of 5 years
  • Accounting looks honest (Beneish)Nothing unusual
  • Financial strength (Piotroski)5 of 8 checks we could run
  • Profit backed by cash (accruals)Yes
  • Debt0.80× equity
  • Revenue growth, five yearsSlow, 7.7% a year
  • Buying back its own sharesYes, 13% fewer since 2021

The quarter to June 2026

How the business did, compared with the same quarter a year earlier.

  • Sales: $200 million last quarter, down 1% on a year ago.
  • Profit: $9 million, down 34% on a year ago.
  • It keeps 10 cents of each $1 of sales as operating profit, down from 11 cents a year earlier.
  • Spare cash over the past 12 months: $132 million, up from $118 million.
  • 3% fewer shares than a year ago. Each share owns a bit more of the company.
  • Debt is $190 million more than cash, down from $209 million a year ago.
  • Sales grew on a year ago in 1 of the last 4 quarters.
Sales by quarter
Sales by quarter
Quarter toAmount
September 2024$195m
December 2024$199m
March 2025$203m
June 2025$203m
September 2025$196m
December 2025$195m
March 2026$194m
June 2026$200m
Profit by quarter
Profit by quarter
Quarter toAmount
September 2024$4m
December 2024$7m
March 2025$11m
June 2025$13m
September 2025$1m
December 2025$5m
March 2026$1m
June 2026$9m

From the company's quarterly reports to the SEC.

Dates

Next results (estimated)
n/a
Last annual report (10-K)
26 February 2026
Next quarterly (estimated, 10-Q)
4 November 2026

Who owns it

3 long-term investors we follow own it, unchanged from 3 last quarter. 162 funds in all.

Jun '25
Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

7 investors own more than 5%.

  • at least 36.0%
    (filed with 2 related holders)
    Since 16 March 2025
    What they said

    Item 4 of the Original 13D is hereby amended to include the following at the end thereof: On March 16, 2025, Francisco Partners IV, L.P. and Francisco Partners IV-A, L.P. (collectively, the "Selling Stockholders") and the Issuer entered into a Stock Purchase Agreement (the…

    Read the filing
  • Francisco Partners GP IV, L.P.
    Passive investor
    at least 32.9%−3.1 pts
    (filed with 4 related holders)
    Since 19 August 2026
    What they said

    Item 4 of the Original 13D is hereby amended to include the following at the end thereof: On August 20, 2026, Francisco Partners IV, L.P. and Francisco Partners IV-A, L.P. converted 4,995,903 and 2,504,097 Class B Shares to Class A Shares and distributed in kind 3,596,648 and…

    Read the filing
  • Idea Men, LLC
    Insider or founder
    29.1%−3.2 pts
    Since 21 March 2025
    What they said

    March 2025 Repurchase On March 21, 2025 (the "Closing Date"), pursuant to the previously disclosed March 2025 Stock Purchase Agreement, the March 2025 Repurchase closed. As a result, the Issuer purchased from the Reporting Person 7,000,000 shares of Class A Common Stock, after…

    Read the filing
  • Douglas Joseph Hirsch
    Insider or founder
    5.2%
    Since 16 December 2024
    What they said

    Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Rule 10b5-1 Trading Plans On December 16, 2024, the Reporting Person terminated the DH 2024 GRAT Trading Plan and the Reporting Person's spouse terminated the CH 2024 GRAT Trading Plan.

    Read the filing
  • Trevor Bezdek
    Insider or founder
    5.2%
    Since 16 December 2024
    What they said

    Item 4 of the Schedule 13D is hereby amended and supplemented as follows: Rule 10b5-1 Trading Plans On December 16, 2024, the Reporting Person terminated the TB 2024 GRAT Trading Plan and the Reporting Person's spouse terminated the JB 2024 GRAT Trading Plan.

    Read the filing
  • at least 4.3%
    (filed with 1 related holder)
    Since 31 March 2025
  • at least 2.1%
    (filed with 2 related holders)
    Since 31 December 2024
  • The Vanguard Group
    Passive investor
    Sold down below 5%
    Since 13 March 2026
  • Spectrum Equity VII, L.P.
    Passive investor
    Sold down below 5%
    Since 14 October 2025
    What they said

    Item 4 of the Schedule 13D is hereby amended to include the following at the end thereof: On October 14, 2025, SE VII distributed 8,881,362 shares of the Issuer's Class A Common Stock pro rata to its limited partners for no consideration (the "October 2025 Distribution").…

    Read the filing
  • Sold down below 5%
    Since 31 March 2025

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

No insider bought or sold on the open market in the last 12 months.

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

None of the serious warning signs we check for were found. 1 thing worth knowing.

We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.

We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 26 Feb 2026, plus the 10-Q filed 5 Aug 2026 and 10 later 8-Ks.

  • Changed auditor

    Worth knowing

    The company changed its auditor (the firm that checks its books) in the last two years.

    “approved the appointment of KPMG LLP (“KPMG”) as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2026, and approved the dismissal of PricewaterhouseCoopers LLP (“PwC”) as the Company’s independent registered public accounting firm.”

    From an 8-K filed 18 March 2026: Change of auditor. Read it in the filing

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

What could go wrong

Cheap for a reason is the question the numbers cannot answer.

Whether the price already reflects the risks is what the deep dive is for.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.