TGM's two-stage DCF values GoodRx Holdings, Inc. (GDRX) between $2.70 and $4.69 depending on assumptions, with a base case of $3.55. Growth is taken from the company's own record (blend of 5-year revenue and FCF growth), fading to 2.5% long-run; the discount rate (11.5%) reflects its beta.
What would today's price require?
$3.27 is justified only if free cash flow grows about +6.4% a year (fading to 2.5% long-run) at a 11.5% required return — slower than the company has actually grown.
| Scenario | FCF growth (fading to 2.5%) | Discount | Value / share |
|---|---|---|---|
| Conservative | 5.1%/yr | 12.5% | $2.70 |
| Base case | 8.1%/yr | 11.5% | $3.55 |
| Optimistic | 11.1%/yr | 10.5% | $4.69 |
| Third-party model estimate (FMP) | independent reference · retrieved Oct 6, 2026 · assumptions not provided | $5.15 | |
The FMP figure is a third-party point estimate. Its cash-flow forecast, discount rate, terminal growth, and valuation date are not included in the stored response, so TGMCharts presents it only as a reference—not as an intrinsic-value conclusion or price target.
Current Price
$3.27
Market-Implied Growth
+6.4%/yr
vs +11.7% 5Y actual
Model Scenario Range
$2.70 – $4.69
model output — not a price target
Edit the assumptions to see how they change the estimated fair value. Opens seeded with TGM's data-driven base case for GDRX (growth from its own 5-year record, discount from its beta), so the sandbox starts where the scenarios above leave off. Illustrative model — not investment advice.
Base inputs: FCF $102.6M · 0.35B shares · net debt $226.4M
Estimated Fair Value
$3.55
+8.4% vs $3.27
How the estimated fair value shifts with the discount rate (WACC) and terminal growth, holding your 8.1%/yr FCF growth and 10-year horizon fixed. Green = above today's $3.27; red = below. Your current case is outlined.
| WACC ↓ / Terminal → | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
|---|---|---|---|---|---|
| 9.5% | $4.25 | $4.50 | $4.79 | $5.13 | $5.52 |
| 10.5% | $3.68 | $3.87 | $4.09 | $4.34 | $4.62 |
| 11.5% | $3.23 | $3.38 | $3.55 | $3.73 | $3.94 |
| 12.5% | $2.86 | $2.98 | $3.11 | $3.26 | $3.42 |
| 13.5% | $2.55 | $2.65 | $2.75 | $2.87 | $3.00 |
