Company Analysis

OptimizeRx Corporation (OPRX)

Nasdaq: OPRX · Services-Business Services, NEC · Waltham, MA · filing with the SEC since 2008
Grade5.0
◀ Past 5.6● Present 4.9▶ Future 4.8

The grade of OptimizeRx Corporation

Nine metrics read from its own filings, by tense
Headline grade
5.0/10
◀ Past5.625% of the headline
● Present4.935% of the headline
▶ Future4.840% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

5.6/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed
3.0/10

Has it survived what it has been through?

7 warning events since 2017; the latest 2026-03-30.

weight 22% of this tense · 30th percentile among 105 sector filers · read for itself

From the record

OptimizeRx Corporation's filings since 2017 show 7 warning events of 2 kinds: an auditor change (8-K item 4.01, 4 times, the latest 2026-03-30); a late-report notice (Form NT 10-K or NT 10-Q, 3 times, the latest 2024-08-15) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
7.1/10

What has it actually done, year after year?

+34.2% a year over 10 filed years; profitable in 3 of 10.

weight 45% of this tense · 71st percentile among 99 sector filers · read for its customers

From the record

OptimizeRx Corporation's 10 filed years say what it did: revenue went from $8 million in fiscal 2016 to $109 million in fiscal 2025, up 34.2% a year; it rose in 9 of 9 years; it never fell from a peak; net income was positive in 3 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span34.2%top 16% of its family
  • the share of years revenue rosetop 18% of its family
  • the share of filed years with a profitbottom 36% of its family
  • the deepest fall from a revenue peak0.0%top 18% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
5.3/10

How has it treated the people who own it?

Share count grew 1.4% a year. 46% of cash flow returned. Insiders: 2 sales, 0 purchases.

weight 33% of this tense · 53rd percentile among 70 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, OptimizeRx Corporation's diluted share count grew about 1.4% a year, and dividends and buybacks returned about 46% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 2 sales and 0 purchases of their own stock on the open market in the year to 2026-10-02 (their Form 4 filings).

What it rests on

  • the share count over the yearsbottom 49% of its family
  • cash returned against operating cash flowtop 44% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

4.9/1035% of the headline grade · 3 of 3 filed

Financial health

as filed
6.2/10

Is it financially healthy right now?

ROE 4%: 4¢ of profit per shareholder dollar. Leverage 27%: owes 27¢ per asset dollar.

weight 33% of this tense · 62nd percentile among 98 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, OptimizeRx Corporation earned about 4 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 42 cents per dollar of everything the company owns. Leverage: it owed about 27 cents per dollar of assets, and net share issuance: its share count grew 1.4% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 14% of its family
  • return on equitybottom 47% of its family
  • gross profit against assetstop 24% of its family
  • the share count against the year beforebottom 41% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
4.9/10

How strong is its position in its industry?

bottom 49% of 101 in its family; net margin 4.7%.

weight 45% of this tense · 49th percentile among 101 sector filers · read for its customers

From the record

OptimizeRx Corporation's standing among 101 graded names in its industry family: revenue of $109 million in fiscal 2025 ranks in the bottom 21% by size; a net margin of 4.7% ranks in the top 48%; revenue growth of 20.6% a year over the last 3 filed years ranks in the top 25% (its annual reports).

What it rests on

  • revenue against the family$109Mbottom 21% of its family
  • net margin4.7%top 48% of its family
  • three-year revenue growth20.6%top 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
2.8/10

What are the people in charge doing?

bottom 28% of 65 in its family for leadership; chief executive since 2025.

weight 22% of this tense · 28th percentile among 65 sector filers · read for its shareholders

From the record

OptimizeRx Corporation's leadership, from its insiders' filings and its current reports: the chief executive on the record is Silvestro, Stephen L (Chief Executive Officer, as filed), filing under that title since 2025-08-25, 1.2 years (bottom 21% of its family); the 13 officers and directors filing in the last fifteen months have been on the record a median of 5.1 years (bottom 46%); 11 officer or director changes were reported on Form 8-K since 2023-11-13, against the 13 people in charge now (bottom 18%; 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.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge11 in three years among 13 peoplebottom 18% of its family
  • the median years the people in charge have filed5.1 yearsbottom 46% of its family
  • the chief executive's years on the record1.2 yearsbottom 21% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

4.8/1040% of the headline grade · 3 of 3 filed

Room to expand

as filed
4.7/10

How much room does it have to grow?

bottom 47% of 99 in its family for room to expand.

weight 33% of this tense · 47th percentile among 99 sector filers · read for itself

From the record

OptimizeRx Corporation's room to grow, from the newest filed statements (fiscal 2025): cash of $23 million against debt of $26 million leaves -1.7% of its assets as net cash, bottom 42% of its family; cash from operations less capital spending is 17% of revenue (top 30%); a gross margin of 67.3% (top 27%); research spending of 0% of revenue (bottom 1%) (its annual report).

What it rests on

  • cash less debt against assets-1.7%bottom 42% of its family
  • cash from operations less capital spending against revenue17.0%top 30% of its family
  • gross margin67.3%top 27% of its family
  • research spending against revenue0.0%bottom 1% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
4.0/10

What could actually drive growth from here?

bottom 40% of 99 in its family for growth drivers.

weight 45% of this tense · 40th percentile among 99 sector filers · read for its customers

From the record

OptimizeRx Corporation's growth drivers, from the filed years to fiscal 2025: revenue grew 20.6% a year over the last three filed years against 34.2% over all 10, slowing (bottom 22% of its family); the newest year grew 18.8% (top 28%); capital spending grew -10.5% a year (bottom 27%) (its annual reports). OptimizeRx Corporation tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

What it rests on

  • three-year growth against the whole span-13.6 points a yearbottom 22% of its family
  • the newest year's revenue growth18.8%top 28% of its family
  • three-year growth of capital spending-10.5%bottom 27% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
6.8/10

Did its newest year beat what its own record pointed to?

top 32% of 93 in its family for expectations against reality.

weight 22% of this tense · 68th percentile among 93 sector filers · read for its shareholders

From the record

OptimizeRx Corporation's newest year against its own record: revenue of $109 million in fiscal 2025 came in 2.2% below the $112 million its prior three years' pace pointed to (bottom 48% of its family); net income of $5 million against a prior three-year average of $16 million (top 22%); a net margin of 4.7% against -21.6% before (top 23%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-2.2%bottom 48% of its family
  • net income against the prior three years' average+131%top 22% of its family
  • net margin against its prior average+26.3 pointstop 23% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton OPRX · research, not advice