GoodRx Holdings, Inc. GDRX

Competitive advantage analysis · healthcare

Corporate Default
Overall moat score
74/100
Moderate

About GoodRx Holdings, Inc.

GoodRx Holdings, Inc., together with its subsidiaries, offers information and tools that enable consumers to compare prices and save on their prescription drug purchases in the United States. The company operates a price comparison platform that provides consumers with curated, geographically relevant prescription pricing, and access to negotiated prices. It also offers other healthcare products and services, including subscriptions and … Full GDRX analysis →

Competitive advantage assessment

Key strengths

  • Margins Consistently Above Peers Gross margin at 92.8% (top 2%) and operating margin at 11.0% (top 13%) indicate strong pricing power.
  • Margins Stable Across Cycles Operating margin volatility is low (stability score 0.82), demonstrating pricing resilience across cycles.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Strong
88

Where GDRX ranks in Health Information Services

GoodRx Holdings, Inc. ranks #7 of 68 scored companies in Health Information Services by moat score — the top 10%. The widest moat in the group is Veeva Systems Inc. (VEEV) at 88/100.

Moat scores for companies ranked near GDRX in Health Information Services
# Company Moat score Rating
3 HealthEquity, Inc. HQY 83/100 Strong
4 Spok Holdings, Inc. SPOK 79/100 Strong
5 Waystar Holding Corp. WAY 76/100 Strong
6 HealthStream, Inc. HSTM 74/100 Moderate
7 GoodRx Holdings, Inc. GDRX 74/100 Moderate
8 National Research Corporation NRC 73/100 Moderate
9 Solventum Corporation SOLV 72/100 Moderate
10 GE HealthCare Technologies Inc. GEHC 72/100 Moderate
11 Progyny, Inc. PGNY 71/100 Moderate

See every General Corporate company ranked by moat score →

How GDRX scores on the Corporate Default defenses

Pricing Power

Score 88 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 68 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 71 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 66 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 65 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 84 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding GDRX's moat

What is GoodRx Holdings, Inc.'s moat score?

GoodRx Holdings, Inc. (GDRX) scores 74 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #7 of 68 scored companies in Health Information Services, the top 10%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 67 companies in Health Information Services. Its strongest defense is Pricing Power (88/100) and its weakest is Resilience (65/100).

How does GoodRx Holdings, Inc. compare with other Health Information Services companies?

GoodRx Holdings, Inc. ranks #7 of 68 scored companies in Health Information Services by moat score. The widest moat in Health Information Services is Veeva Systems Inc. (VEEV) at 88/100. The companies ranked closest are HealthStream, Inc. (HSTM) at 74 just above it and National Research Corporation (NRC) at 73 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 67 companies in Health Information Services. The defenses are then weighted to produce the overall score out of 100.

Why is GoodRx Holdings, Inc. scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for GoodRx Holdings, Inc.?

The Corporate Default template measures 6 defenses, and GDRX scores: Pricing Power (88), Cost Advantage (68), Customer Stickiness (71), Capital Efficiency (66), Resilience (65), Scale & Market Position (84). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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