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1. Company Snapshot

1.a. Company Description

OptimizeRx Corporation, a digital health technology company, provides various solutions to life sciences organizations, healthcare providers, and patients.The company's products and applications include financial messaging, a virtual patient support center that allows doctors and staff to access sample vouchers, co-pay coupons, and other patient support through their EMR and/or e-prescribe systems; and brand awareness and therapeutic support messaging services, such as brand awareness messages, reminder ads, and therapeutic support and unbranded messages.It also offers brand support services, which focuses on educating and working with pharmaceutical manufacturers on identifying, formulating, and implementing eRx media strategies, including drug file integration, sales force training, and strategy development services for promoting their products.


In addition, the company operates cloud based Mobile Health Messenger platform that provides interactive health messaging for enhanced medication adherence and care coordination; and HIPAA-compliant automated mobile messaging platform, which allows pharmaceutical manufactures and related entities to directly engage with patients to enhance regimen compliance.Further, it offers patient programs with treatment and affordability information, lifestyle and condition trackers, internet device connectivity, forms, and surveys.Additionally, the company provides evidence-based physician engagement solution applied to real-world data to assist healthcare providers in identifying patients who may be qualified for specific therapies, raise awareness of patient access pathways, and identify early indicators of non-adherence among patient populations.


It also offers therapy initiation workflow focused on accelerating patient access to treatments where time-consuming medical documentation is required of HCPs prior to pharmacies dispensing prescribed drugs.The company was found in 2006 and is headquartered in Rochester, Michigan.

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1.b. Last Insights on OPRX

OptimizeRx Corporation's recent performance was driven by strong Q4 2024 earnings and revenue beat, with a 14% year-over-year revenue growth to $32.32 million, exceeding the consensus estimate of $30.36 million. The company's ability to deliver double-digit revenue growth and forecast sales of at least $100 million is a testament to its expanding market presence and increasing demand for its healthcare technology solutions. Additionally, the appointment of Stephen Silvestro as Chief Executive Officer, with a proven track record of accelerating revenue growth and building a market-leading team, is expected to further drive the company's success.

1.c. Company Highlights

2. OptimizeRx's Strong Q3 Earnings and Promising 2026 Outlook

OptimizeRx reported a robust third quarter with revenues increasing 22% year-over-year to $26.1 million, and adjusted EBITDA of $5.1 million, a significant improvement from the same period last year. The company's earnings per share (EPS) came out at $0.2, beating estimates of $0.03. The strong financial performance was driven by the company's focus on operational excellence and deepening relationships with its customers and partners.

Publication Date: Nov -25

📋 Highlights
  • Q3 Revenue Growth:: Revenues rose 22% YoY to $26.1 million, exceeding both consensus and internal estimates.
  • Adjusted EBITDA Improvement:: Adjusted EBITDA reached $5.1 million, a $2 million increase over the same period in 2024.
  • 2025 Guidance Raised:: Revenue guidance updated to $105–$109 million, with adjusted EBITDA projecting $16–$19 million.
  • 2026 Preliminary Guidance:: Revenue expected at $118–$124 million, with adjusted EBITDA targeting $19–$22 million.
  • Customer Revenue Retention:: Net revenue retention held strong at 120%, while average revenue per top 20 pharma clients hit $3.1 million.

Revenue Growth and Guidance

The company is increasing its guidance for the year, expecting revenue to be between $105 million and $109 million, with adjusted EBITDA to be between $16 million and $19 million. Moreover, OptimizeRx is introducing initial fiscal year guidance for 2026, with revenue expected to be between $118 million and $124 million and adjusted EBITDA expected to be between $19 million and $22 million, implying a revenue growth rate of around 12.5% year-over-year, in line with analyst estimates.

Business Momentum and Competitive Advantage

OptimizeRx's contracted revenue remains ahead of last year's pace, driven by its focus on operational excellence and customer satisfaction. The company's average revenue per top 20 pharmaceutical manufacturer now stands at $3.1 million, and its net revenue retention rate remained strong at 120%. As the company noted, "our reach across both the point-of-care and direct-to-consumer channels provides a durable and defensible competitive advantage."

Valuation and Growth Prospects

With a P/S Ratio of 2.58 and an EV/EBITDA of 30.36, the market is pricing in significant growth expectations for OptimizeRx. While the company's ROE is currently low at 0.03%, the expected revenue growth and improving profitability metrics suggest potential for long-term value creation. The company's ROIC is currently negative, but this is expected to improve as the business continues to grow and expand its margins.

Outlook and Risks

The company's guidance for 2026 suggests a continued growth trajectory, driven by its business model shift and improving win rate in RFPs. However, investors should be aware of potential risks, including competition and changes in the regulatory environment. Overall, OptimizeRx's strong Q3 earnings and promising 2026 outlook suggest that the company is well-positioned for long-term growth and success.

3. NewsRoom

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New Strong Buy Stocks for Nov. 17: ROKU, AVPT, and More

Nov -17

Source: zacks.com

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OptimizeRx Corporation (OPRX) Q3 2025 Earnings Call Transcript

Nov -07

Source: seekingalpha.com

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OptimizeRx Corp. (OPRX) Tops Q3 Earnings and Revenue Estimates

Nov -07

Source: zacks.com

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OptimizeRx Reports Third Quarter 2025 Financial Results and Increases Fiscal Year 2025 Guidance

Nov -06

Source: globenewswire.com

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OptimizeRx Sets Third Quarter 2025 Conference Call for November 6, 2025, at 4:30 p.m. ET

Oct -20

Source: globenewswire.com

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4 Top AI-Powered Healthcare Stocks

Oct -09

Source: seekingalpha.com

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OptimizeRx: How The Stock Is Changing Pharma Marketing

Oct -08

Source: seekingalpha.com

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OptimizeRx Bets on AI and Workflow Integration - Will This Pay Off?

Sep -30

Source: zacks.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (23.10%)

6. Segments

Intelligent Technology Platform

Expected Growth: 23.1%

OptimizeRx's Intelligent Technology Platform growth is driven by increasing adoption of digital health solutions, rising demand for patient engagement and adherence tools, and expansion into new therapeutic areas. The platform's ability to provide real-time benefits verification, prior authorization, and patient affordability solutions also contributes to its growth.

7. Detailed Products

Digital Therapeutics

OptimizeRx's digital therapeutics provide personalized, evidence-based treatment plans for patients, leveraging AI-driven insights to improve health outcomes.

Patient Engagement Platform

OptimizeRx's patient engagement platform enables healthcare providers to educate and engage patients in their care, improving adherence and outcomes.

Point of Care Messaging

OptimizeRx's point of care messaging solutions enable healthcare providers to deliver targeted, personalized messages to patients at the point of care.

Electronic Health Records (EHR) Integration

OptimizeRx's EHR integration enables seamless communication between healthcare providers, patients, and pharmacies, streamlining care coordination and improving patient outcomes.

Medication Therapy Management (MTM) Solutions

OptimizeRx's MTM solutions enable healthcare providers to identify and address medication-related issues, improving patient safety and reducing healthcare costs.

8. OptimizeRx Corporation's Porter Forces

Forces Ranking

Threat Of Substitutes

OptimizeRx Corporation operates in a niche market with limited substitutes, but the threat of substitutes is still present due to the evolving nature of the healthcare industry.

Bargaining Power Of Customers

OptimizeRx Corporation's customers are primarily healthcare providers and pharmaceutical companies, which have limited bargaining power due to the company's specialized services.

Bargaining Power Of Suppliers

OptimizeRx Corporation relies on a network of suppliers for its services, but the company's diversified supplier base mitigates the bargaining power of individual suppliers.

Threat Of New Entrants

The healthcare technology industry is rapidly evolving, and new entrants can easily disrupt the market, posing a significant threat to OptimizeRx Corporation's market share.

Intensity Of Rivalry

OptimizeRx Corporation operates in a competitive market, but the company's specialized services and established customer base help to mitigate the intensity of rivalry.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 22.36%
Debt Cost 5.66%
Equity Weight 77.64%
Equity Cost 9.16%
WACC 8.37%
Leverage 28.80%

11. Quality Control: OptimizeRx Corporation passed 4 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Privia Health Group

A-Score: 5.1/10

Value: 1.9

Growth: 8.0

Quality: 5.6

Yield: 0.0

Momentum: 9.0

Volatility: 6.3

1-Year Total Return ->

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Accolade

A-Score: 4.6/10

Value: 8.0

Growth: 5.8

Quality: 3.8

Yield: 0.0

Momentum: 9.5

Volatility: 0.7

1-Year Total Return ->

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Stock-Card
OptimizeRx

A-Score: 4.3/10

Value: 3.5

Growth: 6.0

Quality: 5.2

Yield: 0.0

Momentum: 10.0

Volatility: 1.0

1-Year Total Return ->

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Phreesia

A-Score: 4.0/10

Value: 3.3

Growth: 5.9

Quality: 5.0

Yield: 0.0

Momentum: 6.0

Volatility: 3.7

1-Year Total Return ->

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Stock-Card
Health Catalyst

A-Score: 3.6/10

Value: 9.2

Growth: 5.6

Quality: 4.3

Yield: 0.0

Momentum: 0.5

Volatility: 2.0

1-Year Total Return ->

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Omnicell

A-Score: 3.1/10

Value: 4.7

Growth: 3.3

Quality: 5.2

Yield: 0.0

Momentum: 1.0

Volatility: 4.3

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

14.36$

Current Price

14.36$

Potential

-0.00%

Expected Cash-Flows