GoodRx Q2 Earnings Preview
GDRXGoodRx(GDRX) Seeking Alpha·2024-07-31 15:44
Luis Alvarez I am updating my analysis on GoodRx Holdings (NASDAQ:GDRX) in advance of Q2 2024 earnings, which will be released pre-market on Thursday, August 8th, 2024. In my previous analysis, I rated GoodRx a sell for the following reasons:  GoodRx was facing industry headwinds across every part of the business Cost growth was rapidly outpacing revenue The business needed a 10%+ growth rate just to justify the price at the time.  Since then, the stock has yielded 46% while the S&P 500 has yielded 18%. ...