Obermatt

GoodRx

NSQ:GDRX · US38246G1085
Health Care TechnologyMedium

360

35
EV / EBIT89
Price / Owner Earnings24
Owner Earnings Yield54
Dividend Yield1
Price/Sales57
EV / Gross Profit95
Price/Book68
Return on Capital68
Cash Return on Capital54
Return on Equity45
EBIT Margin74
Gross Profitability72
Cash Conversion97
Accruals67
Owner Earnings Margin52
Sales growth12
Profit Growth45
Long-Term EPS Growth1
Owner Earnings Growth15
Reinvestment85
Price momentum24
Debt load40
Refinancing90
Debt Payback30
Liquidity38
Analyst ratings21
Opinion Changes50
Price Target Upside29
Market mood13
Value Creation8/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

GoodRx clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryHealth Care Technology
SizeMedium
TypePublic Company
ExchangeNASDAQGS
Founded2015
ISINUS38246G1085
Last UpdateApr 2, 2026
Themes
Digital Wellness

Description

GoodRx Holdings, Inc. (GoodRx) operates as a consumer-focused digital healthcare platform in the United States. The company expanded platform improves the health and financial well-being of American families by providing easy access to price transpa…

Analysis

Quality compounder

GoodRx Holdings, Inc. earns the quality_compounder label: good underlying economics priced fairly, with no obvious bargain or excess.

On valuation, the picture is expensive. The owner-earnings multiple stands at 26.9×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 10% a year, against analyst forecasts of -3%. The market is pricing in far more than analysts expect: heroic expectations.

Growth is weak; the safety picture is stretched. The company scores 8/20 on our value-creation score: creating some value.

Flags to be aware of: The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
29
2026

All-time high

29

Jun 2026

All-time low

19

Mar 2026

Average rank

24

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
57
Price/Earnings
60
Price/Book
68
Dividend Yield
1
Value (overall)
54

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →