GoodRx Holdings, Inc. (GDRX)

From the record

GoodRx Holdings, Inc.'s filings since 2020 show 4 warning events of 4 kinds: a notice about its exchange listing (8-K item 3.01, the latest 2023-06-06); a warning not to rely on past financial statements (8-K item 4.02, the latest 2026-11-02); an auditor change (8-K item 4.01, the latest 2026-03-18); a late-report notice (Form NT 10-K or NT 10-Q, the latest 2026-11-10) (its current reports).

From the record

GoodRx Holdings, Inc.'s 8 filed years say what it did: revenue went from $250 million in fiscal 2018 to $797 million in fiscal 2025, up 18% a year; it rose in 6 of 7 years; the deepest fall was 2% from fiscal 2022 to fiscal 2023; net income was positive in 4 of 8 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, GoodRx Holdings, Inc.'s diluted share count shrank about 4.7% a year, and dividends and buybacks returned about 98% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 0 sales and 0 purchases of their own stock on the open market in the year to 2026-11-09 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, GoodRx Holdings, Inc. earned about 5 cents of profit for every dollar of shareholders' money. Leverage: it owed about 56 cents per dollar of assets, and net share issuance: its share count shrank 9.0% over the year (the filed statements).

From the record

GoodRx Holdings, Inc.'s standing among 68 graded names in its industry family: revenue of $797 million in fiscal 2025 ranks in the top 36% by size; a net margin of 3.8% ranks in the top 46%; revenue growth of 1.3% a year over the last 3 filed years ranks in the bottom 34% (its annual reports).

From the record

GoodRx Holdings, Inc.'s leadership, from its insiders' filings and its current reports: no one files under a chief executive's title, so that part is not read; the 11 officers and directors filing in the last fifteen months have been on the record a median of 2.9 years (bottom 27%); 20 officer or director changes were reported on Form 8-K since 2023-11-13, against the 11 people in charge now (bottom 5%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

GoodRx Holdings, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $262 million against debt of $483 million leaves -15.8% of its assets as net cash, bottom 14% of its family; cash from operations less capital spending is 20.6% of revenue (top 20%); research spending of 15.2% of revenue (bottom 44%) (its annual report).

From the record

GoodRx Holdings, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 1.3% a year over the last three filed years against 18% over all 8, slowing (bottom 12% of its family); the newest year grew 0.6% (bottom 25%); research spending grew -5.4% a year (bottom 34%); capital spending grew -3.9% a year (bottom 46%) (its annual reports). GoodRx Holdings, Inc. reported 4 product lines in fiscal 2025: Prescription Transactions Revenue at $544 million (68%), Pharma Direct Revenue at $151 million (19%), Subscription Revenue at $84 million (11%), and 1 more; 1 of 4 grew against the year before (its annual report).

From the record

GoodRx Holdings, Inc.'s newest year against its own record: revenue of $797 million in fiscal 2025 came in 1.1% below the $806 million its prior three years' pace pointed to (bottom 38% of its family); net income of $30 million against a prior three-year average of $8 million (top 17%); a net margin of 3.8% against -1.1% before (bottom 49%) (its annual reports).