3 models fit GoodRx Holdings Inc. Class A Common Stock and they disagree: 1 of 3 land within 15% of the average. The price is below every model.
Two or more of our models back this value.
Large discount(i)Bronze50
Valued as a growth company: Discounted cash flow, P/E comparison, and EV/EBITDA comparison.
ACCE opinionGoodRx Holdings Inc. Class A Common Stock (GDRX)
Fair value (3 models)
$5.43
ACCE price target
$3.60
Rating
Undervalued
Horizon
12 months
Fair value published on 17 Oct 2026, 00:00 CEST; previously $5.33 since 12 Oct 2026, 00:00 CEST.
ACCE price target published on 12 Oct 2026, 00:00 CEST.
Rating published on 21 Oct 2026, 13:04 CEST.
Price used: $3.54 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, EV/EBITDA comparison, and P/E comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
34.8% below
+53.4% to fair value
ACCE score
51
out of 100
Analysts
29% buy
14 covering
P/E
70.8x
forward 10.1x
1-year return
-8.3%
Dividend yield
0.00%
GoodRx Holdings Inc. Class A Common Stock in four questions
Plain answers, details below
Free accounts get 5 full stock pages a month, including the four answers.
Overview
ACCE thesis
GoodRx operates a consumer platform that lets patients find and compare prescription drug prices at retail pharmacies, uses its GoodRx Gold membership and telehealth-adjacent services, and earns most of its revenue from pharmaceutical manufacturers and pharmacy benefit partners that pay for prescription referrals and advertising. The business carries a 90.8% gross margin and an 11.8% operating margin, which reflects a largely digital cost base once the platform is built. Revenue is shrinking slightly, down 1.3%, so the investment case rests on margin durability and cash generation rather than top-line momentum. The stock trades at 70.1 times trailing earnings but only 10.3 times forward earnings, a gap that signals the market expects a sharp swing in reported profit that has not yet appeared in the numbers. With a 2.5% return on equity and a score of 49/100, the name is a candidate for a deeper look only if the forward earnings estimate can be verified against the cost actions management has described.
⚠ Investor warnings · 3 flagsAI-assisted·How I use AI
high
Earnings falling sharply
Earnings are down 44.5% year on year while revenue slipped 1.3%, so margin pressure is real. Net margin of 2.1% leaves little cushion if it persists.
moderate
Insider selling without buying
Insiders sold $9.68M across the last 10 disclosed transactions and bought nothing, a one-directional signal worth noting.
moderate
Leverage and thin returns
Debt to equity sits at 0.88 with ROE of only 2.5%, so the balance sheet carries borrowing without generating much return on equity.
AI research notes
AI-assisted·How I use AIWritten Oct 20, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Free cash flow over the last twelve months reached $164M, a real cash cushion for a company trading at a low share price.
The share count fell 9.0% last fiscal year, so each remaining share now carries a larger slice of the business.
On forward earnings the stock trades at 10.3x, well below the sector median of 24.2x, and the consensus model fair value sits at $5.43, which is 34.8% below the stock price of $3.54.
Why it could disappoint
Revenue shrank 1.3% year over year, and trailing earnings are still weak, with a trailing P/E of 67.2x.
A net margin of 2.1% and return on equity of 2.5% leave almost no cushion if pricing pressure from pharmacy benefit managers returns.
Debt equals 0.88 of shareholder equity, and only 4 of 14 analysts rate the stock Buy or Strong Buy, so the cheap multiple is not widely endorsed.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Nov 3, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
Walk me through this stock
Plain-English pros, cons, and what to watch. Pro feature.
PRO
Ask ACCE
Valuation
INVESTOR
Where GDRX's valuation models land
Price
$3.54
Model fair value
$5.43
Model range
$3.63 to $7.43
Fair value $5.43
Price $3.54
The price is below the whole model range.
Model
Fair value
Upside
Discounted cash flow
EV/EBITDA comparison
P/E comparison
Create a free account: 5 full stock pages a month, no card.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
+A plain reason under every score
+Conviction breakdown and growth / value / quality / momentum scores