GoodRx Holdings, Inc. (GDRX) vs National Research Corporation (NRC)

GoodRx Holdings, Inc. and National Research Corporation are both Health Information Services companies. GoodRx Holdings, Inc. is the larger, with a market value of $1.2B against $563.6M — 2.1× the size. GoodRx Holdings, Inc. trades at the lower P/E: 65.7× against 87.6×. National Research Corporation grew revenue faster over the last twelve months: 3.37% against −1.83%. GoodRx Holdings, Inc. has the higher net margin (2.07% vs 0.00%) and the lower return on invested capital (5.59% vs 11.6%). Across the 21 metrics below, GoodRx Holdings, Inc. leads on 17 and National Research Corporation on 4.

Valuation

Metric GDRX NRC Health Information Services median
P/E 65.67 87.59 42.03
P/S 1.52 3.84 1.80
P/B 1.84 n/m 1.87
Price to free cash flow 9.07 29.91 16.74
EV/EBITDA 8.37 26.36 13.40
EV/Sales 1.76 4.49 2.63
Earnings yield 1.52% 1.14% (2.73%)
Free cash flow yield 11.03% 3.34% 0.00%

Profitability

Metric GDRX NRC Health Information Services median
Gross margin 90.83% 60.69% 59.61%
Operating margin 9.54% 11.06% (10.54%)
Net margin 2.07% 0.00% (16.14%)
Free cash flow margin 16.77% 12.83% 0.00%
Return on equity 2.52% 0.00% (3.15%)
Return on assets 0.89% 0.00% (5.62%)
Return on invested capital 5.59% 11.64% 0.00%

Growth

Metric GDRX NRC Health Information Services median
Revenue growth (TTM) (1.83%) 3.37% 6.48%
EPS growth (last fiscal year) 125.00% (51.92%) 63.46%
Revenue growth, 5-year CAGR 7.67% 0.53% 10.98%
Net income growth, 5-year CAGR 0.00% (21.22%) 0.00%

Health

Metric GDRX NRC Health Information Services median
Debt to equity 0.75 (10.76) 0.00
Current ratio 1.38 0.64 2.15
Net debt to EBITDA 1.30 2.34 0.71

Dividend

Metric GDRX NRC Health Information Services median
Dividend yield — 2.52% —
Payout ratio — 2.21 —

Size

Metric GDRX NRC Health Information Services median
Market cap 1.19b 563.61m 309.94m

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