GoodRx Holdings, Inc. (GDRX) – Potential competitive threat from Amazon

During Q2FY21, GDRX increased the reach to over 7.5mn Americans through prescription related offerings. The company is targeting the top 20 pharma manufacture as they represent half of the $30mn of total addressable market. The strength of market will drive growth in long term.

Highlights 

Valuation

– Enterprise Value
– CrispIdea Forecast
– P/E Analysis
– Peer Valuation
– CrispIdea Forecast Relative to Consensus
– Consensus History and Surprise
– Consensus Momentum

Actual & Historical Performance

– Income Statement
– Balance Sheet
– Cash Flow
– 10 Year Historical Performance
– Ratio Analysis
– ROIC & ROCE Analysis
– Segment Performance
– Key Metrics
– M&A Deals

Peer Performance

– Summary
– Profitability
– Growth
– Price Performance

Ownership

Stock Price Performance

No of Pages : 30