GoodRx Holdings Inc. (Class A) (GDRX) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

Per the Roarable RQD rating, GDRX carries an RQD Score of 60, graded C-, with a verdict of "Roarable Hold — Cautious Neutral." The five pillars are: Fundamental Cash Engine 8/20 (ROIC 8.3%; FCF yield 13.61%); Whale 13F Flow 14/20 (institutional accumulation and options positioning); Insider Conviction 14/20 (SEC Form 4 and Congressional PTR cluster flow); Macro Regime Fit 15/20 (Beta 1.0; sector sensitivity); and Forensic Balance Sheet 9/20 (Altman Z 0.63; Piotroski F 7/9; Debt/Equity 0.78).

For a prospective investor, the weakest pillar is the Fundamental Cash Engine, which is paired with a FCF yield of 13.61% that looks high on its face but must be weighed against an ROIC of 8.3% and a trailing P/E of 39.7. The Forensic Balance Sheet pillar is also weak: a Altman Z of 0.63 sits in the range the source data places as a distress signal relative to the rest of the dossier, even though the Piotroski F of 7/9 indicates reasonable internal financial health. Insider and institutional pillars are mid-range and do not offer strong conviction in either direction. Taken together, the score frames GDRX as a name where the upside case depends on converting reported cash generation into sustained earnings and deleveraging, while the valuation tradeoff (39.7x trailing earnings, 15.8x EV/EBITDA) leaves limited margin for error. The score is a cautious, educational read of the source data, not a recommendation.

Per the SEC financials, revenue rose from $750.3M in FY 2023 to $796.9M in FY 2025, and net income moved from $-8.9M to $30.4M over the same span. Operating margin is reported as 11% and net margin as 3.8% in the market data. ROIC is 8.3%. Per the Roarable RQD rating, the Altman Z-Score is 0.63 and the Piotroski F-Score is 7/9, with Debt/Equity at 0.78. Reported cash declined from $448.3M in FY 2024 to $261.8M in FY 2025 while debt was broadly stable ($486.7M to $483.3M).

Per the news wire, the six items are: "3 Reasons to Avoid GDRX and 1 Stock to Buy Instead" (Yahoo Finance, YELLOW); "GoodRx Holdings Is Going Through A Painful Transition That Will Pay Off" (Seeking Alpha, YELLOW); "GoodRx Holdings And 2 Penny Stocks With Strong Balance Sheets" (Yahoo Finance, YELLOW); "Full Transcript: GoodRx Holdings Q2 2026 Earnings Call" (Benzinga, YELLOW); "Employers can tailor a weight-loss drug benefit in as little as 30 days" (Stock Titan, RED, RISK WATCH); and "3 Penny Stocks Trading Up To 66% Below Fair Value" (Simply Wall St, YELLOW). Five items carry a YELLOW flag and one carries a RED RISK WATCH flag. The Stock Titan item is the only one flagged as a risk watch. No proprietary signals are present in the Butterfly graph, and the headlines themselves are not substantiated by further detail in the source data.

• What specific revenue drivers and customer relationships underlie the $796.9M FY 2025 revenue, given the source data omits the business model?
• What explains the drop in reported cash from $448.3M to $261.8M between FY 2024 and FY 2025, and what are the terms of the $483.3M in debt?
• Does the FY 2025 FCF of $164.4M reconcile with the 13.61% FCF yield and the 8.3% ROIC shown in the market data?
• What is the basis for the 0.63 Altman Z-Score, and how does it reconcile with the 7/9 Piotroski F-Score?
• What are the analyst consensus rating and price targets, and who holds the shares, since both <analyst_data> and <holders> are empty?