GoodRx Holdings, Inc.

GoodRx Holdings, Inc. operates a consumer healthcare platform that helps Americans compare prescription prices, access discount pricing, and manage medication affordability. The company monetizes traffic through prescription transaction fees, subscription offerings, and pharma manufacturer solutions, while also expanding into telehealth and other healthcare services.

21,7 %

3,8 %

+0,6 %

2.61

2.61

— GoodRx Holdings, Inc.
%
Prescription transactions72% Consumer prescription pricing, discount codes, and transaction-based savings at pharmacies.
Subscription services10% Paid consumer plans such as GoodRx Gold that provide enhanced medication savings.
Pharma manufacturer solutions18% Commercial services for drug makers, including patient access and affordability programs.

GoodRx sells to consumers seeking lower out-of-pocket prescription costs, but its commercial relationships also span...

  • Consumersprimary

    Individuals using GoodRx to compare prices, access discount codes, and save on prescriptions.

  • Pharmacy Benefit Managers (PBMs)primary

    PBMs provide cash-network pricing and discounts that GoodRx routes to consumers to generate transactions.

  • Retail pharmaciesprimary

    Pharmacies partner with GoodRx to reduce walk-away patients and increase prescription volume.

  • Pharmaceutical manufacturerssecondary

    Drug makers buy access and affordability solutions to support patient uptake and adherence.

  • Healthcare providers and telehealth userssecondary

    Providers and patients use adjacent digital tools and telehealth offerings tied to the platform.

GoodRx generates all of its revenue in the United States, and its platform is built around U.S...

  • •All revenue is generated in the United States
  • •Business depends on U.S. pharmacy networks and PBM contracts
  • •Exposure is tied to U.S. healthcare pricing and reimbursement rules
  • •Retail pharmacy store closures can reduce transaction volume
  • •Regulatory changes in U.S. healthcare can affect pricing and demand

GoodRx is focused on expanding from prescription savings into a broader consumer healthcare platform while increasing...

01
Expand multi-product adoptionmedium-term

Using more offerings per consumer raises lifetime value without proportionate acquisition cost.

02
Strengthen partner ecosystemmedium-term

PBMs, pharmacies, and manufacturers are core to pricing, traffic, and monetization.

03
Grow pharma manufacturer solutionsshort-term

This segment is growing faster and can diversify revenue away from consumer transaction dependence.

04
Improve brand awarenesslong-term

Awareness is a key barrier to adoption in a consumer healthcare market with many alternatives.

GoodRx depends on a limited set of PBMs, pharmacies, and transaction-processing vendors, so partner concentration and...

high

PBM and partner concentration

A limited number of PBMs generate a significant portion of discounted prices and revenue.

Scope
Three largest PBM customers accounted for 22% of revenue in 2025
Materiality
high
high

Retail pharmacy disruption

Store closures and volume declines reduce prescription transactions processed through the platform.

Scope
Broader retail pharmacy landscape changes
Materiality
high
medium

U.S. healthcare regulation

Federal and state changes to healthcare spending and medication pricing can alter the economics of the platform.

Scope
Prescription affordability and pricing transparency business model
Materiality
high
medium

Competition and consumer awareness

The company says awareness is a primary barrier to adoption, so rivals can limit growth.

Scope
Consumer internet and healthcare savings tools
Materiality
medium
medium

Platform and cybersecurity risk

The business relies on apps, websites, pricing data, and transaction processing infrastructure.

Scope
Digital healthcare platform operations
Materiality
medium
Revenue recognition by stream
Prescription transactions, subscriptions, and pharma manufacturer solutions
Subscription churn and plan sunsets
GoodRx Gold and other subscription offerings
Business combination accounting
VCRx acquisition and future strategic acquisitions
Capitalized software development
Product development and technology spending
Debt and restricted net assets
Parent company liquidity and capital allocation

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: 28/04/2026