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GDRX

GoodRx vs. Hims & Hers Health: Stagnation vs. Growth in Revenue

May 10, 2026 — 08:44 am EDT

Written by

Cory Renauer for

The Motley Fool->

Key Points

- Hims & Hers Health currently leads the revenue comparison against GoodRx, displaying continuous upward momentum across recent reporting periods.

- GoodRx has experienced a relatively flat quarter-over-quarter revenue pattern throughout the observed period, whereas Hims & Hers Health has shown consistent, sequential growth.

- Investors should watch whether the widening revenue gap between the two companies continues to expand or begins to stabilize in upcoming quarters.

- 10 stocks we like better than GoodRx ›

GoodRx: Flat Revenue Trends

GoodRx (NASDAQ:GDRX) primarily generates revenue by offering a price comparison tool that helps consumers find geographically relevant pricing and access negotiated discounts on prescription drugs across the United States.

While expanding its offerings to include new weight-loss medications and navigating a rejected privacy settlement in federal court, it reported about 21% EBIT margin for the quarter ended Dec. 31, 2025.

Hims & Hers Health: Sequential Revenue Growth

Hims & Hers Health (NYSE:HIMS) earns its revenue by operating a telehealth network that connects consumers to licensed healthcare professionals, providing medical consultations and ongoing prescription medication subscriptions directly to customers.

It shifted its strategy to collaborate with a major pharmaceutical manufacturer and faced several shareholder investigations, while generating approximately 72% gross margin for the quarter ended Dec. 31, 2025.

Why Revenue Matters for Retail Investors

Revenue here refers to the data provider's standardized income-statement revenue line item, and it serves as a straightforward indicator of overall consumer demand that helps investors evaluate whether a business is successfully attracting and retaining users.

Quarterly Revenue for GoodRx and Hims & Hers Health

Quarter (Period End)GoodRx RevenueHims & Hers Health RevenueQ1 2024 (March 2024)$197.9 million$278.2 millionQ2 2024 (June 2024)$200.6 million$315.6 millionQ3 2024 (Sept. 2024)$195.3 million$401.6 millionQ4 2024 (Dec. 2024)$198.6 million$481.1 millionQ1 2025 (March 2025)$203.0 million$586.0 millionQ2 2025 (June 2025)$203.1 million$544.8 millionQ3 2025 (Sept. 2025)$196.0 million$599.0 millionQ4 2025 (Dec. 2025)$194.8 million$617.8 millionData source: Company filings.

Foolish Take

The top-line stagnation that has been frustrating GoodRX investors did not improve during the first three months of 2026. On May 6, the medication savings platform reported first-quarter sales that declined by 4.4% year over year to $194 million.

Revenue dropped, but GoodRx’s pharma direct business is encouraging investors. The stock rose more than 10% following its first-quarter report. Shareholders seem pleased with an 82% year-to-year gain for the company’s Pharma Direct business. At $52 million, the Pharma Direct business is responsible for about 27% of total revenue.

With the average annual cost for a family health plan reaching $27,000 in 2026, fewer Americans have access to a primary care physician. The rising cost of traditional access to prescription drugs has been a strong tailwind for Hims & Hers Health’s alternative platform.

His & Hers will announce first-quarter results on May 11, 2026. In the fourth quarter of 2025, the company reported 13% year over year subscriber growth. With fourth-quarter revenue that surged 59% year over year, it’s clearly outperforming GoodRx.

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Cory Renauer has no position in any of the stocks mentioned. The Motley Fool has positions in and recommend