Updated
The most significant concentration GoodRx Holdings discloses is prescription transactions offering at 68%, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: GoodRx Holdings’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
“10-K Item 1A: 'Revenue from our prescription transactions offering represented 68%, 73%, and 73% of our revenue for the years ended December 31, 2025, 2024, and 2023, respectively.'”
GoodRx's disclosed concentration is a single, structural one: revenue from its prescription transactions offering represented 68% of total revenue in 2025, down from 73% in both 2024 and 2023. This is a high-size share, but its character is structural rather than dependency-based — it reflects what the core business does (facilitating prescription discounts) rather than reliance on any single customer, supplier, or counterparty. The multi-year trend is worth noting: the declining share, from 73% to 68%, suggests the company's other offerings are growing as a proportion of the mix, a modest diversification away from this single largest revenue line. Because this concentration describes the fundamental nature of GoodRx's business rather than an exposure to a specific counterparty that could fail or walk away, it is less a risk to be monitored for a sudden shock and more a data point on how the revenue mix is evolving. No customer, geographic, or supplier concentration is disclosed alongside it in the sources provided.
For the engine’s reasoning on GDRX’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| GDRX● | GoodRx Holdings, Inc. | 1 | 0 | 0 | 1 |
| BTSG | BrightSpring Health Services, I | 0 | 2 | 0 | 2 |
| EVH | Evolent Health, Inc | 0 | 1 | 3 | 4 |
| CTEV | Claritev Corporation | 0 | 1 | 1 | 2 |
| DOCS | Doximity, Inc. | 0 | 1 | 1 | 2 |
| CERT | Certara, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.