GDRX Earnings Prediction
The chart below shows how GDRX performed 10 days before and after its earnings report, based on data from the past quarters. Typically, GDRX sees a +6.42% change in stock price 10 days leading up to the earnings, and a -7.58% change 10 days following the report. On the earnings day itself, the stock moves by -5.24%. This data can give you a slight idea of what to expect for the next quarter's release.
GDRX Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
198.58M
0.99%
1.71%
Gross Margin
84.24%
20.15%
-0.94%
Operating Margin
13.49%
272.29%
28.72%
Net Margin
3.39%
125.76%
67.00%
EPS
0.02
133.33%
100.00%
No Data Available
GDRX Earnings Analysis
GoodRx Holdings Inc Corporation (GDRX.O) Earnings Conference Call
Positive
Consumer Usage Surge: GoodRx saw a significant increase in consumer usage, with nearly 30 million consumers using the platform in 2024, up almost 5 million from 2023, saving nearly $17 billion on medications.
Prescription Discount Growth: The company's share of the prescription discount segment grew by 3% year-over-year in Q4, reinforcing its position as the leading platform for medication savings.
Pharmacy Profitability Surge: GoodRx's partner pharmacies experienced over 20% increase in profitability per script in January 2025 compared to the same period in 2024, indicating strong performance and alignment with pharmacy partners.
Partnership Expansion Growth: The company expanded its partnerships with pharma manufacturers, growing from 150 to over 200 brands in 2024, which enhances its offerings and market reach.
Strong Financial Performance: GoodRx's revenue for the full year 2024 was $792.3 million, a 6% year-over-year increase, with adjusted EBITDA growing by 20% to $260.2 million, showcasing strong financial performance.
EBITDA Margin Improvement: The adjusted EBITDA margin improved by 420 basis points year-over-year to 32.8%, indicating effective cost management and operational efficiency.
Operating Cash Flow Growth: GoodRx's cash flow from operating activities was robust at $183.9 million in 2024, compared to $138.3 million in 2023, reflecting strong operational health.
Strong Financial Position: The company has a strong balance sheet with $448.3 million in cash on hand and significant liquidity of approximately $540 million, providing a solid foundation for future growth.
Negative
Subscription Revenue Decline: Subscription revenue declined 8% to $86.5 million, largely due to the sunset of a retailer specific prescription savings program in July of 2024, which contributed approximately $8 million more in 2023 than in 2024.
Revenue Growth Slowdown: For full year 2025, revenue is expected to be in the range of $810 million to $840 million, representing only 4% growth at the midpoint of the range, indicating a slowdown compared to previous years.
Pharmacy Benefit Challenges: The company is facing challenges in the pharmacy benefit ecosystem, which may hinder its ability to expand its integrated savings program and reach deeper savings across generics, brands, and specialty drugs.
Top-Line Performance Analysis: Despite a 20% growth in adjusted EBITDA, the overall revenue growth of 6% year-over-year on a GAAP basis suggests that the company is not experiencing significant acceleration in its top-line performance.
Outstanding Debt Risks: The company has a significant amount of outstanding debt, totaling $500 million, which could pose risks to its financial stability and flexibility in the future.
GDRX FAQs
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GDRX Earning Call Sentiment
GoodRx Holdings, Inc. (GDRX) Q4 2024 Earnings Call Transcript
GDRX.O
-2.11%Positive
The earnings call presents a positive outlook with strong financial metrics, including a 6% revenue growth and a 20% increase in adjusted EBITDA. Despite a lack of share repurchase program, the company's robust cash position and ongoing partnerships indicate stability. The Q&A section reveals optimism in new initiatives and partnerships, particularly in pharma manufacturer solutions, with a projected 20% growth. The market cap suggests moderate volatility, aligning with a positive sentiment for short-term stock price movement.
