Goodrx Holdings Inc (GDRX)vsR1 RCM Inc (RCM)
GDRX
Goodrx Holdings Inc
$3.22
+3.21%
HEALTHCARE · Cap: $1.00B
RCM
R1 RCM Inc
$14.31
0.00%
HEALTHCARE · Cap: $6.04B
Smart Verdict
WallStSmart Research — data-driven comparison
R1 RCM Inc generates 213% more annual revenue ($2.46B vs $787.89M). GDRX leads profitability with a 2.6% profit margin vs -2.5%. RCM earns a higher WallStSmart Score of 39/100 (F).
GDRX
Avoid35
out of 100
Grade: F
RCM
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GDRX.
Margin of Safety
+26.9%
Fair Value
$19.57
Current Price
$14.31
$5.26 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
Smaller company, higher risk/reward
ROE of 3.3% — below average capital efficiency
2.6% margin — thin
Premium valuation, high expectations priced in
Expensive relative to growth rate
Operating margin of 3.8%
ROE of -2.2% — below average capital efficiency
Earnings declined 99.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : GDRX
The strongest argument for GDRX centers on Price/Book.
Bull Case : RCM
The strongest argument for RCM centers on Price/Book. Revenue growth of 14.7% demonstrates continued momentum.
Bear Case : GDRX
The primary concerns for GDRX are Market Cap, Return on Equity, Profit Margin. A P/E of 49.3x leaves little room for execution misses. Thin 2.6% margins leave little buffer for downturns.
Bear Case : RCM
The primary concerns for RCM are PEG Ratio, Operating Margin, Return on Equity.
Key Dynamics to Monitor
GDRX profiles as a value stock while RCM is a turnaround play — different risk/reward profiles.
GDRX carries more volatility with a beta of 1.61 — expect wider price swings.
RCM is growing revenue faster at 14.7% — sustainability is the question.
RCM generates stronger free cash flow (60M), providing more financial flexibility.
Bottom Line
RCM scores higher overall (39/100 vs 35/100) and 14.7% revenue growth. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Goodrx Holdings Inc
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
GoodRx Holdings, Inc. provides information and tools that allow consumers to compare prices and save when buying prescription drugs in the United States. The company is headquartered in Santa Monica, California.
Visit Website →R1 RCM Inc
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
R1 RCM Inc (RCM) stands out as a leading provider of technology-driven revenue cycle management solutions, specifically designed to enhance the financial performance of healthcare organizations across the United States. Leveraging cutting-edge analytics and deep industry insights, R1 RCM optimizes billing processes and boosts operational efficiency for hospitals and outpatient facilities. By maximizing revenue capture while improving patient experiences, the company solidifies its position within a rapidly evolving healthcare landscape. With strategic initiatives aimed at expanding its service offerings and increasing market presence, R1 RCM is poised for sustained growth and a competitive edge in the increasingly complex revenue cycle management sector.
Compare with Other HEALTH INFORMATION SERVICES Stocks
Want to dig deeper into these stocks?