GoodRx Holdings, Inc. (GDRX) vs Omada Health, Inc. (OMDA)

GoodRx Holdings, Inc. and Omada Health, Inc. are both Health Information Services companies. GoodRx Holdings, Inc. and Omada Health, Inc. are of similar size ($1.2B and $1.2B). GoodRx Holdings, Inc. trades at the lower P/E: 62.5× against 281×. Omada Health, Inc. grew revenue faster over the last twelve months: 52.5% against −1.83%. GoodRx Holdings, Inc. has the higher net margin (2.07% vs 1.39%) and the higher return on invested capital (5.59% vs −0.93%). Across the 20 metrics below, GoodRx Holdings, Inc. leads on 16 and Omada Health, Inc. on 4.

Valuation

Metric GDRX OMDA Health Information Services median
P/E 62.50 280.86 39.52
P/S 1.45 3.79 2.65
P/B 1.76 4.64 2.32
Price to free cash flow 8.63 68.50 16.77
EV/EBITDA 8.02 107.07 12.35
EV/Sales 1.69 3.17 3.06
Earnings yield 1.60% 0.36% (1.68%)
Free cash flow yield 11.59% 1.46% 0.54%

Profitability

Metric GDRX OMDA Health Information Services median
Gross margin 90.83% 68.19% 63.38%
Operating margin 9.54% (0.15%) (8.35%)
Net margin 2.07% 1.39% (14.70%)
Free cash flow margin 16.77% 5.53% 0.58%
Return on equity 2.52% 1.84% (6.82%)
Return on assets 0.89% 1.36% (6.02%)
Return on invested capital 5.59% (0.93%) 0.00%

Growth

Metric GDRX OMDA Health Information Services median
Revenue growth (TTM) (1.83%) 52.54% 8.62%
EPS growth (last fiscal year) 125.00% 94.27% —
Revenue growth, 5-year CAGR 7.67% — 12.36%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric GDRX OMDA Health Information Services median
Debt to equity 0.75 0.00 0.01
Current ratio 1.38 3.91 2.37
Net debt to EBITDA 1.30 77.72 0.50

Dividend

Metric GDRX OMDA Health Information Services median
Dividend yield — — 0.85%
Payout ratio 0.00 — 0.00

Size

Metric GDRX OMDA Health Information Services median
Market cap 1.15b 1.22b 352.86m

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