Schrodinger (NASDAQ:SDGR – Get Free Report) and GoodRx (NASDAQ:GDRX – Get Free Report) are both small-cap healthcare companies, but which is the superior business? We will compare the two companies based on the strength of their dividends, risk, analyst recommendations, earnings, valuation, profitability and institutional ownership.
Insider & Institutional Ownership
79.0% of Schrodinger shares are owned by institutional investors. Comparatively, 63.8% of GoodRx shares are owned by institutional investors. 10.1% of Schrodinger shares are owned by insiders. Comparatively, 5.9% of GoodRx shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.
Analyst Ratings
This is a breakdown of current ratings and price targets for Schrodinger and GoodRx, as provided by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Schrodinger | 1 | 3 | 3 | 0 | 2.29 |
| GoodRx | 3 | 6 | 4 | 0 | 2.08 |
Earnings & Valuation
This table compares Schrodinger and GoodRx”s top-line revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Schrodinger | $255.87 million | 5.69 | -$103.26 million | ($0.74) | -26.64 |
| GoodRx | $796.85 million | 1.48 | $30.44 million | $0.04 | 86.25 |
GoodRx has higher revenue and earnings than Schrodinger. Schrodinger is trading at a lower price-to-earnings ratio than GoodRx, indicating that it is currently the more affordable of the two stocks.
Volatility and Risk
Schrodinger has a beta of 1.63, suggesting that its share price is 63% more volatile than the S&P 500. Comparatively, GoodRx has a beta of 1.6, suggesting that its share price is 60% more volatile than the S&P 500.
Profitability
This table compares Schrodinger and GoodRx’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Schrodinger | -20.98% | -16.37% | -8.19% |
| GoodRx | 2.07% | 7.22% | 2.53% |
Summary
GoodRx beats Schrodinger on 9 of the 14 factors compared between the two stocks.
About Schrodinger
Schrödinger, Inc., together with its subsidiaries, develops physics-based computational platform that enables discovery of novel molecules for drug development and materials applications. The company operates in two segments, Software and Drug Discovery. The Software segment is focused on licensing its software to transform molecular discovery for life sciences and materials science industries. The Drug Discovery segment focuses on building a portfolio of preclinical and clinical programs, internally and through collaborations. The company serves biopharmaceutical and industrial companies, academic institutions, and government laboratories worldwide. Schrödinger, Inc. was incorporated in 1990 and is based in New York, New York.
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.
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