Latest news with #GDRX
Yahoo
2 days ago
- Business
- Yahoo
Jim Cramer Holds Back on GoodRx (GDRX)
We recently published a list of . In this article, we are going to take a look at where GoodRx Holdings, Inc. (NASDAQ:GDRX) stands against other stocks that Jim Cramer discusses. Noting that Cramer has not said anything about GoodRx Holdings, Inc. (NASDAQ:GDRX) in a long time, a caller asked about the company. In response, Cramer said: 'Sometimes, like my Nana Mary said, if you don't have anything good to say about someone, don't say it at all.' A pharmacist assisting elderly customers with their GoodRX codes at a local pharmacy. GoodRx (NASDAQ:GDRX) provides tools that help people find lower prices on prescription drugs, along with subscriptions, telehealth services, and healthcare solutions for both humans and pets. In 2022, when a caller asked about the company during a lightning round, Cramer said, 'These are all no-go. They're in a no-fly zone. You've just got to look at it like that.' For context, GDRX stock has gone down more than 82% since the comment was aired. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
3 days ago
- Business
- Yahoo
Jim Cramer Holds Back on GoodRx (GDRX)
We recently published a list of . In this article, we are going to take a look at where GoodRx Holdings, Inc. (NASDAQ:GDRX) stands against other stocks that Jim Cramer discusses. Noting that Cramer has not said anything about GoodRx Holdings, Inc. (NASDAQ:GDRX) in a long time, a caller asked about the company. In response, Cramer said: 'Sometimes, like my Nana Mary said, if you don't have anything good to say about someone, don't say it at all.' A pharmacist assisting elderly customers with their GoodRX codes at a local pharmacy. GoodRx (NASDAQ:GDRX) provides tools that help people find lower prices on prescription drugs, along with subscriptions, telehealth services, and healthcare solutions for both humans and pets. In 2022, when a caller asked about the company during a lightning round, Cramer said, 'These are all no-go. They're in a no-fly zone. You've just got to look at it like that.' For context, GDRX stock has gone down more than 82% since the comment was aired. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
30-05-2025
- Business
- Yahoo
Is GoodRx Holdings, Inc. (NASDAQ:GDRX) Potentially Undervalued?
GoodRx Holdings, Inc. (NASDAQ:GDRX), is not the largest company out there, but it saw significant share price movement during recent months on the NASDAQGS, rising to highs of US$5.13 and falling to the lows of US$3.74. Some share price movements can give investors a better opportunity to enter into the stock, and potentially buy at a lower price. A question to answer is whether GoodRx Holdings' current trading price of US$3.81 reflective of the actual value of the small-cap? Or is it currently undervalued, providing us with the opportunity to buy? Let's take a look at GoodRx Holdings's outlook and value based on the most recent financial data to see if there are any catalysts for a price change. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. According to our price multiple model, which makes a comparison between the company's price-to-earnings ratio and the industry average, the stock price seems to be justfied. We've used the price-to-earnings ratio in this instance because there's not enough visibility to forecast its cash flows. The stock's ratio of 51.37x is currently trading slightly below its industry peers' ratio of 54.81x, which means if you buy GoodRx Holdings today, you'd be paying a decent price for it. And if you believe GoodRx Holdings should be trading in this range, then there isn't much room for the share price to grow beyond the levels of other industry peers over the long-term. Although, there may be an opportunity to buy in the future. This is because GoodRx Holdings's beta (a measure of share price volatility) is high, meaning its price movements will be exaggerated relative to the rest of the market. If the market is bearish, the company's shares will likely fall by more than the rest of the market, providing a prime buying opportunity. View our latest analysis for GoodRx Holdings Investors looking for growth in their portfolio may want to consider the prospects of a company before buying its shares. Buying a great company with a robust outlook at a cheap price is always a good investment, so let's also take a look at the company's future expectations. With profit expected to more than double over the next couple of years, the future seems bright for GoodRx Holdings. It looks like higher cash flow is on the cards for the stock, which should feed into a higher share valuation. Are you a shareholder? GDRX's optimistic future growth appears to have been factored into the current share price, with shares trading around industry price multiples. However, there are also other important factors which we haven't considered today, such as the track record of its management team. Have these factors changed since the last time you looked at GDRX? Will you have enough confidence to invest in the company should the price drop below the industry PE ratio? Are you a potential investor? If you've been keeping tabs on GDRX, now may not be the most advantageous time to buy, given it is trading around industry price multiples. However, the positive outlook is encouraging for GDRX, which means it's worth diving deeper into other factors such as the strength of its balance sheet, in order to take advantage of the next price drop. So while earnings quality is important, it's equally important to consider the risks facing GoodRx Holdings at this point in time. For example - GoodRx Holdings has 1 warning sign we think you should be aware of. If you are no longer interested in GoodRx Holdings, you can use our free platform to see our list of over 50 other stocks with a high growth potential. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
19-05-2025
- Business
- Yahoo
GoodRx Offers Value Proposition As Pharmacy Costs Shifts To Consumers: Analyst
JP Morgan analyst Lisa C. Gill revised her 2025 outlook on GoodRx Holdings (NASDAQ:GDRX) following the company's first-quarter earnings. Gill reaffirmed an Overweight rating on the stock and maintained her $7 price forecast. The company reported first-quarter 2025 revenue of $203 million (above the $202.21 million estimate), up 3% year-over-year. Adjusted EBITDA rose to $69.8 million, with margins improving to 34.4% from 31.7%. Net income came in at $11.1 million, reversing a $1 million loss in the prior year. Pharma Manufacturer Solutions' revenue climbed 17%, while subscription revenue declined 7%, primarily due to the phaseout of the Kroger Savings reaffirmed its full-year 2025 revenue outlook of $810-$840 million and raised its adjusted EBITDA forecast to $273–$287 million, compared to $260.2 million in 2024. The analyst revised her 2025 revenue estimate slightly downward to $817 million (3% year-over-year growth), citing added ~$5 million in Rite Aid (RAD) headwinds, offset by strength in Pharma Manufacturer Solutions and improved margins. She increased her adjusted EBITDA projection to $279 million (7% growth), with a 135 basis-point margin expansion to 34.2%. Despite a slight increase in sales and marketing expenses in the second half of 2025, margin strength is expected to persist. Gill noted the trend of pharmacy costs shifting to consumers and the efforts of pharmacies/PBMs to capture abandoned scripts create a favorable environment for GoodRx's value proposition. The analyst anticipates solid growth, execution, and margin expansion with benefits from ISP adoption and increased consumerism in healthcare in 2025 and beyond. JP Morgan maintained its December 2025 price target of $7, based on a 9x EV/EBITDA multiple on the 2026 forecast of $298 million and a sustained mid-to-high-single-digit EBITDA growth trajectory. Price Action: GDRX shares are trading lower by 0.88% to $3.93 at last check Monday. Image by Aria Armoko via Shutterstock Date Firm Action From To Mar 2022 Barclays Maintains Overweight Mar 2022 Morgan Stanley Maintains Equal-Weight Mar 2022 Raymond James Maintains Outperform View More Analyst Ratings for GDRX View the Latest Analyst Ratings UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools and strategies to gain an edge in the markets. Get the latest stock analysis from Benzinga? This article GoodRx Offers Value Proposition As Pharmacy Costs Shifts To Consumers: Analyst originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved.
