GoodRx Holdings, Inc. (GDRX) vs Privia Health Group, Inc. (PRVA)

GoodRx Holdings, Inc. and Privia Health Group, Inc. are both Health Information Services companies. Privia Health Group, Inc. is the larger, with a market value of $2.5B against $1.2B — 2.2× the size. GoodRx Holdings, Inc. trades at the lower P/E: 62.5× against 89.6×. Privia Health Group, Inc. grew revenue faster over the last twelve months: 24.1% against −1.83%. GoodRx Holdings, Inc. has the higher net margin (2.07% vs 1.19%) and the lower return on invested capital (5.59% vs 6.59%). Across the 22 metrics below, GoodRx Holdings, Inc. leads on 12 and Privia Health Group, Inc. on 10.

Valuation

Metric GDRX PRVA Health Information Services median
P/E 62.50 89.59 39.52
P/S 1.45 1.05 2.65
P/B 1.76 2.97 2.32
Price to free cash flow 8.63 19.00 16.77
EV/EBITDA 8.02 36.52 12.35
EV/Sales 1.69 0.88 3.06
Earnings yield 1.60% 1.12% (1.68%)
Free cash flow yield 11.59% 5.26% 0.54%

Profitability

Metric GDRX PRVA Health Information Services median
Gross margin 90.83% 10.03% 63.38%
Operating margin 9.54% 1.90% (8.35%)
Net margin 2.07% 1.19% (14.70%)
Free cash flow margin 16.77% 5.56% 0.58%
Return on equity 2.52% 3.58% (6.82%)
Return on assets 0.89% 2.04% (6.02%)
Return on invested capital 5.59% 6.59% 0.00%

Growth

Metric GDRX PRVA Health Information Services median
Revenue growth (TTM) (1.83%) 24.10% 8.62%
EPS growth (last fiscal year) 125.00% 63.64% —
Revenue growth, 5-year CAGR 7.67% 21.04% 12.36%
Net income growth, 5-year CAGR 0.00% (6.01%) 0.00%

Health

Metric GDRX PRVA Health Information Services median
Debt to equity 0.75 0.00 0.01
Current ratio 1.38 1.62 2.37
Net debt to EBITDA 1.30 (10.87) 0.50

Dividend

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

Size

Metric GDRX PRVA Health Information Services median
Market cap 1.15b 2.48b 352.86m

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