| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 72 | 67.8x | 17.8x | Top tier | |
Growth | 23 | -1.8% | 7.1% | Bottom tier | |
Quality | 79 | 4.2% | 4.5% | Top tier | |
Safety | 60 | 1.7x | 2.6x | Around median | |
Capital Return | 75 | — | 2.12% | Top tier | |
Momentum | 61 | -18.4% | 2.9% | Around median | |
Sentiment | 39 | 8 | 3 | Bottom tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
GoodRx operates a platform that makes medications more accessible and affordable, benefiting from a well-known brand, a high-intent audience, and a nationwide pharmacy network. It generates revenue through prescription transactions in the Rx Marketplace, Pharma Direct programs that connect pharmaceutical companies with consumers, and subscriptions such as GoodRx Companion and GoodRx for weight loss; the platform has also recorded more than 280 million annual visits, and e-commerce capabilities have become available at approximately 6,000 pharmacies.
In fiscal Q2 2026, revenue reached $200.4 million, and adjusted earnings before interest, taxes, depreciation, and amortization reached $63.7 million at a 31.8% margin. Prescription transactions accounted for $106.4 million, while Pharma Direct generated approximately $61.6 million, equivalent to nearly 31% of revenue, and subscriptions generated $28.5 million; consequently, Pharma Direct and subscriptions together represented approximately 45% of quarterly revenue.
EDGAR filings show that fiscal 2025 revenue reached $796.9 million and net income reached $30.4 million, compared with revenue of $787.9 million and net income of $20.6 million in the 2026 trailing-twelve-month data. Fiscal Q2 2026 results reflect a shift in the business mix toward the faster-growing Pharma Direct and subscription businesses, while the contribution from traditional prescription transactions and the number of monthly active consumers decline.
Automated analysis for informational purposes only — not investment advice.
The average analyst price target is $4.19, within a relatively narrow range of $3.75 to $5, against a Neutral consensus. The highest target of $5 is below the 52-week range high of $5.81, while the annual range extends to a low of $1.77, reflecting a broad reassessment amid declining active consumers and prescription transactions versus rapid growth in Pharma Direct and subscriptions.
Figures in the text are as of 2026-09-02; the live price is shown at the top of the page.
Growth is centered on Pharma Direct and subscriptions, whose revenue increased by 76% and 39%, respectively, in fiscal Q2 2026. Pharma Direct generated revenue of $61.6 million, while subscription revenue reached $28.5 million. Based on performance in the first half of fiscal 2026, management raised annual revenue guidance to a range of $790 million to $805 million.
GLP-1 medications represent an important part of Pharma Direct's growth and the GoodRx for weight loss subscription, and in fiscal Q2 2026 the company supported products including Ozempic pill, Wegovy HD, Foundayo, and Zepbound KwikPen. At the same time, management said on August 6, 2026, that non-GLP-1 partnerships also delivered strong growth. In its initial phase, Employer Direct also aims to help employers provide access to GLP-1 medications through manufacturer pricing and consumer-directed care.
GoodRx Companion was launched in May 2026 at $14.99 per month or $9.99 per month with an annual subscription. It includes 200 free generic medications and hundreds of other medications for less than $10, in addition to online care visits and dental, vision, laboratory, and imaging benefits. The company is positioning it as its core subscription offering instead of discontinuing GoodRx Gold, with a broader pharmacy network and more benefits, while also redirecting marketing and pricing pages toward subscriptions.
The number of monthly active consumers reached 5 million in fiscal Q2 2026, down 12% year over year. Management attributed this to normal seasonality in the integrated savings program and to shifting marketing and product investment toward subscriptions. This metric does not measure users of branded drug pages or all Pharma Direct participants, so the company is considering alternative metrics such as prescription volume, but it had not adopted a new metric as of the August 6, 2026, earnings call.
The company expects fiscal 2026 revenue of between $790 million and $805 million. It also expects adjusted earnings before interest, taxes, depreciation, and amortization of between $240 million and $250 million, and growth of more than 70% in Pharma Direct. The plan assumes that growth in Pharma Direct and subscriptions will offset declining prescription transaction revenue during the second half of fiscal 2026.
The clearest operational risk is the 12% year-over-year decline in monthly active consumers and the expected continued moderation in prescription transaction revenue during fiscal 2026. Cost of revenue also increased year over year partly because of the cost of providing subscription services, and management did not specify a numerical path for gross margin. The reliance of a significant portion of Pharma Direct's growth on the GLP-1 category, where coverage and pricing are changing, combined with the Neutral analyst consensus, also creates a clear need to demonstrate the sustainability of growth.
