GDRX

GoodRx (GDRX) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Investors interested in Medical Services stocks are likely familiar with GoodRx Holdings, Inc. (GDRX) and HealthEquity (HQY). But which of these two stocks offers value investors a better bang for their buck right now?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx (Nasdaq: GDRX), the leading platform for prescription savings in the U.S., today launched GoodRx Companion, a new $14.99-per-month subscription that brings together free and low-cost generic medications, affordable online care visits, and savings on additional healthcare services in one simple program. Built for a healthcare environment where consumers are increasingly shouldering more out-of-pocket costs, even when they have insurance, Companion tu.

GoodRx Holdings, Inc. faces ongoing revenue and margin pressure as its legacy business declines and Pharma Direct grows but with lower profitability. GDRX's Q1 results showed a 4% Y/Y revenue drop and EBITDA margin compression to 18.5%, with management expecting continued legacy erosion through 2026. Valuation sensitivity is highest to margin assumptions; the base DCF value is $2.49/share, near the current price, with scenario analysis skewed toward downside risk.

GoodRx Holdings, Inc. (GDRX) Q1 2026 Earnings Call Transcript

Out-of-pocket drug costs are rising for millions of Americans. Coverage gaps are widening.

OptimizeRx nears Q1 earnings amid declining revenue forecasts, softer trends and a cautious outlook, raising questions on near-term upside.

SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx Holdings, Inc. (Nasdaq: GDRX) ("we," "us," "our," “GoodRx,” or the “Company”), the leading platform for medication savings in the U.S., has released its financial results for the first quarter of 2026. First Quarter 2026 Highlights Revenue of $194.0 million Net income of $1.2 million; Net income margin of 0.6% Adjusted Net Income1 of $23.0 million; Adjusted Net Income Margin1 of 11.9% Adjusted EBITDA1 of $58.3 million; Adjusted EBITDA Margin1 of 30.

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