Head-To-Head Review: GoodRx (NASDAQ:GDRX) vs. iSpecimen (NASDAQ:ISPC)

GoodRx (NASDAQ:GDRX) and iSpecimen (NASDAQ:ISPC) are both small-cap medical companies, but which is the better business? We will compare the two businesses based on the strength of their profitability, dividends, institutional ownership, earnings, valuation, risk and analyst recommendations.

Analyst Recommendations

This is a summary of recent recommendations for GoodRx and iSpecimen, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
GoodRx	0	7	5	0	2.42
iSpecimen	1	0	0	0	1.00

GoodRx presently has a consensus target price of $5.80, indicating a potential upside of 35.83%. Given GoodRx’s stronger consensus rating and higher probable upside, equities research analysts clearly believe GoodRx is more favorable than iSpecimen.

Valuation and Earnings

This table compares GoodRx and iSpecimen”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
GoodRx	$792.32 million	1.87	$16.39 million	$0.10	42.70
iSpecimen	$9.29 million	0.52	-$12.50 million	($9.51)	-0.09

GoodRx has higher revenue and earnings than iSpecimen. iSpecimen is trading at a lower price-to-earnings ratio than GoodRx, indicating that it is currently the more affordable of the two stocks.

Institutional & Insider Ownership

63.8% of GoodRx shares are owned by institutional investors. Comparatively, 13.6% of iSpecimen shares are owned by institutional investors. 4.5% of GoodRx shares are owned by company insiders. Comparatively, 12.2% of iSpecimen shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Volatility and Risk

GoodRx has a beta of 1.23, meaning that its share price is 23% more volatile than the S&P 500. Comparatively, iSpecimen has a beta of 1.81, meaning that its share price is 81% more volatile than the S&P 500.

Profitability

This table compares GoodRx and iSpecimen’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
GoodRx	4.33%	8.86%	4.50%
iSpecimen	-172.48%	-395.15%	-121.72%

Summary

GoodRx beats iSpecimen on 12 of the 14 factors compared between the two stocks.

About GoodRx

GoodRx Holdings, Inc., together with its subsidiaries, offers information and tools that enable consumers to compare prices and save on their prescription drug purchases in the United States. The company operates a price comparison platform that provides consumers with curated, geographically relevant prescription pricing, and access to negotiated prices. It also offers other healthcare products and services, including subscriptions, and pharma manufacturer solutions, as well as telehealth services through the GoodRx Care platform. It serves pharmacy benefit managers who manage formularies and prescription transactions, including establishing pricing between consumers and pharmacies. The company was founded in 2011 and is headquartered in Santa Monica, California.

About iSpecimen

iSpecimen Inc. provides technology that connects life science researchers who need human biofluids, tissues, and living cells for their research with biospecimens available in healthcare provider organizations worldwide. Its cloud-based technology enables scientists to search for specimens and patients across a network of hospitals, clinics, private practice groups, laboratories, blood centers, biobanks, clinical research sites, and cadaveric donation centers. The company develops and operates iSpecimen Marketplace, a proprietary online marketplace platform that connects medical researchers who need access to subjects, samples, and data with hospitals, laboratories, and other organizations who have access to them. It serves biopharmaceutical companies, in vitro diagnostic companies, and government/academic institutions. iSpecimen Inc. was incorporated in 2009 and is headquartered in Lexington, Massachusetts.