Financial PerformanceThe company's first quarter performance, highlighted by another quarter of margin expansion and strong EBITDA generation, increases our conviction on this front.
Leadership And PartnershipsNew CEO Wendy Barnes appears to have a strong grasp on the business and is deepening partnerships with pharmacies, PBMs, and manufacturers - improving the durability and value proposition of the company.
Market PositionGoodRx's marketplace is evolving into more of a utility, reducing competitive risks and strengthening its staying power.