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Posted by
Two Blokes Jun 6 -
Filed in
Stock
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6 views
I'm reiterating my Buy rating on GoodRx, as its valuation is compelling and the business is showing signs of stabilization under new leadership. GoodRx's recurring revenue base, expanding pharma partnerships, and robust EBITDA margins support the investment thesis for a rebound. Despite risks like Rite Aid's bankruptcy and flat consumer growth, GoodRx's direct pharma channel is growing double digits and offsetting headwinds.
