OptimizeRx (OPRX)
Market Price (3/17/2026): $6.695 | Market Cap: $124.9 MilSector: Health Care | Industry: Health Care Technology
OptimizeRx (OPRX)
Market Price (3/17/2026): $6.695Market Cap: $124.9 MilSector: Health CareIndustry: Health Care Technology
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 17% | Weak multi-year price returns2Y Excs Rtn is -90%, 3Y Excs Rtn is -125% | Weak revenue growthRev Chg QQuarterly Revenue Change % is -0.2% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -68% | Key risksOPRX key risks include [1] its significant dependence on a concentrated customer base and [2] its reliance on maintaining critical partnerships with electronic health record (EHR) and e-prescription platforms. | |
| Attractive yieldFCF Yield is 15% | ||
| Megatrend and thematic driversMegatrends include Digital Health & Telemedicine. Themes include Health Data Analytics, AI in Healthcare Management, and Telehealth Platforms. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 17% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -68% |
| Attractive yieldFCF Yield is 15% |
| Megatrend and thematic driversMegatrends include Digital Health & Telemedicine. Themes include Health Data Analytics, AI in Healthcare Management, and Telehealth Platforms. |
| Weak multi-year price returns2Y Excs Rtn is -90%, 3Y Excs Rtn is -125% |
| Weak revenue growthRev Chg QQuarterly Revenue Change % is -0.2% |
| Key risksOPRX key risks include [1] its significant dependence on a concentrated customer base and [2] its reliance on maintaining critical partnerships with electronic health record (EHR) and e-prescription platforms. |
Qualitative Assessment
AI Analysis | Feedback
OptimizeRx (OPRX) stock has lost about 55% since 11/30/2025 because of the following key factors:
1. Lowered 2026 Revenue Guidance and Soft Contracted Revenue. OptimizeRx significantly reduced its fiscal year 2026 revenue guidance to a range of $109 million to $114 million, falling short of the consensus estimate of approximately $122 million. This downward revision was largely attributed to a softness observed in year-to-date contracted revenue compared to 2025, indicating slower near-term top-line momentum for the company due to factors like soft pharmaceutical marketing budgets.
2. Sharp Analyst Price Target Reductions. Following the cautious 2026 outlook, multiple analysts drastically cut their price targets for OptimizeRx. For example, Lake Street lowered its target from $24.00 to $20.00, Roth MKM reduced its target from $32.00 to $18.00, B. Riley Financial cut its target from $28.00 to $11.00, and Stephens & Co. decreased its target from $17.00 to $10.00. The average analyst price target saw a substantial decrease, with one assessment noting a 42.86% drop in the average target from previous levels.
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1. Lowered 2026 Revenue Guidance and Soft Contracted Revenue. OptimizeRx significantly reduced its fiscal year 2026 revenue guidance to a range of $109 million to $114 million, falling short of the consensus estimate of approximately $122 million. This downward revision was largely attributed to a softness observed in year-to-date contracted revenue compared to 2025, indicating slower near-term top-line momentum for the company due to factors like soft pharmaceutical marketing budgets.
2. Sharp Analyst Price Target Reductions. Following the cautious 2026 outlook, multiple analysts drastically cut their price targets for OptimizeRx. For example, Lake Street lowered its target from $24.00 to $20.00, Roth MKM reduced its target from $32.00 to $18.00, B. Riley Financial cut its target from $28.00 to $11.00, and Stephens & Co. decreased its target from $17.00 to $10.00. The average analyst price target saw a substantial decrease, with one assessment noting a 42.86% drop in the average target from previous levels.
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Stock Movement Drivers
Fundamental Drivers
The -57.2% change in OPRX stock from 11/30/2025 to 3/16/2026 was primarily driven by a -99.7% change in the company's P/E Multiple.| (LTM values as of) | 11302025 | 3162026 | Change |
|---|---|---|---|
| Stock Price ($) | 15.27 | 6.53 | -57.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 110 | 109 | -0.1% |
| Net Income Margin (%) | 0.0% | 4.7% | 15004.7% |
| P/E Multiple | 8,342.9 | 23.7 | -99.7% |
| Shares Outstanding (Mil) | 19 | 19 | -0.5% |
| Cumulative Contribution | -57.2% |
Market Drivers
11/30/2025 to 3/16/2026| Return | Correlation | |
|---|---|---|
| OPRX | -57.2% | |
| Market (SPY) | -2.1% | 41.8% |
| Sector (XLV) | -4.2% | 31.5% |
Fundamental Drivers
The -63.9% change in OPRX stock from 8/31/2025 to 3/16/2026 was primarily driven by a -65.1% change in the company's P/S Multiple.| (LTM values as of) | 8312025 | 3162026 | Change |
|---|---|---|---|
| Stock Price ($) | 18.07 | 6.53 | -63.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 105 | 109 | 4.5% |
| P/S Multiple | 3.2 | 1.1 | -65.1% |
| Shares Outstanding (Mil) | 19 | 19 | -0.8% |
| Cumulative Contribution | -63.9% |
Market Drivers
8/31/2025 to 3/16/2026| Return | Correlation | |
|---|---|---|
| OPRX | -63.9% | |
| Market (SPY) | 4.0% | 41.7% |
| Sector (XLV) | 10.4% | 25.6% |
Fundamental Drivers
The 26.1% change in OPRX stock from 2/28/2025 to 3/16/2026 was primarily driven by a 24.1% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 2282025 | 3162026 | Change |
|---|---|---|---|
| Stock Price ($) | 5.18 | 6.53 | 26.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 88 | 109 | 24.1% |
| P/S Multiple | 1.1 | 1.1 | 3.5% |
| Shares Outstanding (Mil) | 18 | 19 | -1.8% |
| Cumulative Contribution | 26.1% |
Market Drivers
2/28/2025 to 3/16/2026| Return | Correlation | |
|---|---|---|
| OPRX | 26.1% | |
| Market (SPY) | 13.6% | 28.9% |
| Sector (XLV) | 2.7% | 14.8% |
Fundamental Drivers
The -63.4% change in OPRX stock from 2/28/2023 to 3/16/2026 was primarily driven by a -78.1% change in the company's P/S Multiple.| (LTM values as of) | 2282023 | 3162026 | Change |
|---|---|---|---|
| Stock Price ($) | 17.85 | 6.53 | -63.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 63 | 109 | 73.4% |
| P/S Multiple | 5.1 | 1.1 | -78.1% |
| Shares Outstanding (Mil) | 18 | 19 | -3.7% |
| Cumulative Contribution | -63.4% |
Market Drivers
2/28/2023 to 3/16/2026| Return | Correlation | |
|---|---|---|
| OPRX | -63.4% | |
| Market (SPY) | 75.1% | 30.9% |
| Sector (XLV) | 24.3% | 18.7% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| OPRX Return | 99% | -73% | -15% | -66% | 152% | -48% | -79% |
| Peers Return | 1% | -41% | 6% | 13% | -14% | -29% | -57% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -3% | 77% |
Monthly Win Rates [3] | |||||||
| OPRX Win Rate | 58% | 33% | 50% | 33% | 58% | 0% | |
| Peers Win Rate | 52% | 35% | 48% | 47% | 40% | 13% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| OPRX Max Drawdown | 0% | -78% | -58% | -73% | -15% | -52% | |
| Peers Max Drawdown | -17% | -57% | -25% | -21% | -26% | -33% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -3% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: VEEV, IQV, DOCS, PHR, GDRX. See OPRX Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 3/16/2026 (YTD)
How Low Can It Go
| Event | OPRX | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -92.8% | -25.4% |
| % Gain to Breakeven | 1288.1% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -41.1% | -33.9% |
| % Gain to Breakeven | 69.9% | 51.3% |
| Time to Breakeven | 67 days | 148 days |
| 2018 Correction | ||
| % Loss | -51.2% | -19.8% |
| % Gain to Breakeven | 105.1% | 24.7% |
| Time to Breakeven | 263 days | 120 days |
Compare to VEEV, IQV, DOCS, PHR, GDRX
In The Past
OptimizeRx's stock fell -92.8% during the 2022 Inflation Shock from a high on 10/21/2021. A -92.8% loss requires a 1288.1% gain to breakeven.
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About OptimizeRx (OPRX)
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.
AI Analysis | Feedback
Here are a few analogies to describe OptimizeRx:
- A 'Salesforce' for the pharmaceutical industry, helping drug companies digitally connect with and support doctors and patients throughout the treatment journey.
- It's like GoodRx, but seamlessly embedded within doctors' e-prescribing systems, connecting pharma's patient support and savings programs directly to the point of care.
- Imagine a digital 'App Store' for pharmaceutical companies, where they can deploy various patient support programs, financial aid, and educational tools directly into doctors' workflows and patients' mobile devices.
AI Analysis | Feedback
OptimizeRx (OPRX) provides the following major products and services:
- Financial Messaging: Delivers digital patient support, such as co-pay coupons and sample vouchers, directly to doctors and staff through EMR and e-prescribe systems.
- Brand Awareness and Therapeutic Support Messaging: Provides healthcare providers with brand awareness messages, reminder ads, and therapeutic support information within their workflows.
- Brand Support Services: Assists pharmaceutical manufacturers in developing and implementing eRx media strategies, including drug file integration and sales force training.
- Mobile Health Messenger Platform: Offers a HIPAA-compliant platform for interactive and automated mobile messaging to enhance patient medication adherence and care coordination.
- Patient Programs: Provides patients with digital resources including treatment and affordability information, lifestyle trackers, and surveys to support their health journey.
- Evidence-Based Physician Engagement Solution: Leverages real-world data to help healthcare providers identify eligible patients for specific therapies and potential non-adherence issues.
- Therapy Initiation Workflow: Accelerates patient access to treatments by streamlining the necessary medical documentation required from healthcare providers.
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Major Customers
OptimizeRx (OPRX) primarily sells its digital health technology solutions to other companies.
Its major customers are Life Sciences Organizations, particularly Pharmaceutical Manufacturers. These organizations utilize OptimizeRx's platforms and services for various purposes, including:
- Providing financial messaging (e.g., sample vouchers, co-pay coupons) to patients via healthcare providers.
- Implementing brand awareness and therapeutic support messaging services.
- Educating and collaborating on eRx media strategies.
- Operating mobile health messaging platforms for enhanced medication adherence and patient engagement.
- Offering patient programs with treatment information and support.
- Deploying physician engagement solutions to identify qualified patients for specific therapies and improve patient access.
- Streamlining therapy initiation workflows for prescribed drugs.
While OptimizeRx's solutions are designed to impact and benefit healthcare providers and patients, these groups are the end-users or beneficiaries, with the pharmaceutical manufacturers and other life sciences organizations being the direct paying clients for OptimizeRx's services.
The provided company description does not list the names of specific customer companies.
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Symbol: AMZN - Surescripts, LLC
AI Analysis | Feedback
OptimizeRx (OPRX) is a digital health technology company that provides solutions to life sciences organizations, healthcare providers, and patients. Its offerings include financial messaging, virtual patient support, brand awareness, therapeutic support, and evidence-based physician engagement solutions. The company, founded in 2006, is headquartered in Rochester, Michigan. Here is the management team for OptimizeRx:Steve Silvestro, Chief Executive Officer
Steve Silvestro was appointed Chief Executive Officer of OptimizeRx in March 2025, having previously served as Chief Commercial Officer and President since joining the company in 2019. He brings over 20 years of experience in building and managing health technology and services companies. Before his tenure at OptimizeRx, Silvestro held leadership positions at Prognos and CCH Tagetik, a division of Wolters Kluwer. Notably, during his time at Decision Resources Group, he played a key role in growing the company's revenue from $30 million to $180 million. His career encompasses strategic development, sales leadership, technology and product innovation, and M&A within various leadership roles.Edward Stelmakh, Chief Financial & Strategic Officer
Edward Stelmakh joined OptimizeRx in October 2021 and was appointed Chief Financial & Strategic Officer in Q3 2025, expanding his responsibilities from his previous role as Chief Financial Officer and Chief Operating Officer to include broader corporate strategy alongside financial leadership. With over 30 years of experience, he is a seasoned financial leader with a strong background in healthcare and capital markets. His prior experience includes senior roles at Otsuka America Pharmaceuticals, where he served as SVP, CFO & COO, and Covance (LabCorp) as VP Finance. Stelmakh also held various finance positions at major pharmaceutical companies such as Johnson & Johnson, Sanofi-Aventis, Organon/Schering-Plough, and Mylan.Theresa Greco, Chief Commercial Officer
Theresa Greco continues to serve as the Chief Commercial Officer, overseeing the commercial team, including sales, account management, and marketing. She is focused on driving OptimizeRx's growth plan and sustainable revenue by working towards transitioning to a recurring revenue model. Her leadership has been a key factor in the company's strong revenue performance.Marion Odence-Ford, Chief Legal & Administrative Officer
Marion Odence-Ford was appointed Chief Legal & Administrative Officer, expanding her responsibilities to include administrative functions in addition to legal, compliance, and governance matters.Doug Besch, Chief Product Officer & Chief Technology Officer
Doug Besch serves as Chief Product Officer and Chief Technology Officer, with added responsibility for data and partnership efforts.AI Analysis | Feedback
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- Dependence on Pharmaceutical Manufacturer Spending and Engagement Strategies: OptimizeRx's revenue is highly reliant on the marketing, patient support, and digital engagement budgets of pharmaceutical manufacturers. Changes in pharmaceutical companies' strategic priorities, increased regulatory scrutiny on drug promotion, or a downturn in industry spending could significantly impact the demand for OptimizeRx's solutions.
- Intense Competition and Rapid Technological Evolution in Digital Health: The digital health technology sector is highly competitive and characterized by rapid innovation. OptimizeRx faces ongoing challenges from existing competitors and new entrants offering similar or more advanced solutions, necessitating continuous product development and adaptation to evolving market demands and technological standards.
- Evolving Regulatory Landscape and Data Privacy Concerns: Operating within the healthcare and pharmaceutical industries, OptimizeRx is subject to complex and evolving regulations, particularly concerning patient data privacy (e.g., HIPAA) and pharmaceutical marketing practices. Non-compliance, data breaches, or significant changes in these regulations could result in substantial fines, legal challenges, reputational damage, and operational disruption.
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The most clear emerging threat for OptimizeRx (OPRX) stems from the potential for major Electronic Medical Record (EMR) systems and e-prescribing networks (such as Surescripts), which currently serve as critical integration points and distribution channels for OptimizeRx's services, to internalize and directly offer comprehensive suites of competing solutions. These powerful entities control the fundamental infrastructure and direct access to healthcare providers and, increasingly, patients. If they opt to build and directly provide their own financial messaging (e.g., co-pay coupons), virtual patient support centers, brand awareness and therapeutic support messaging, and advanced patient engagement and adherence tools to pharmaceutical companies, it would effectively disintermediate OptimizeRx. This shift would leverage their existing deep integration into clinical workflows and direct relationships, presenting a significant competitive challenge to OptimizeRx's position as an intermediary digital health technology provider.AI Analysis | Feedback
The addressable markets for OptimizeRx's main products and services are significant, primarily within the U.S. and globally, covering various aspects of digital health, patient engagement, medication adherence, pharmaceutical marketing, e-prescribing, and patient access solutions. The key addressable markets include: * **Digital Health Market (U.S.):** The U.S. digital health market was estimated at USD 92.08 billion in 2025 and is projected to reach approximately USD 266.47 billion by 2035, growing at a CAGR of 11.21% from 2026 to 2035. Another report valued it at USD 82 billion in 2023 and expects it to hit USD 277 billion by the end of 2032 with a CAGR of nearly 13% between 2024 and 2032. * **Patient Engagement Solutions Market (U.S.):** The U.S. patient engagement solutions market size was USD 7.40 billion in 2025 and is predicted to grow to approximately USD 25.21 billion by 2034, expanding at a CAGR of 14.68% from 2025 to 2034. Globally, this market was valued at USD 33.95 billion in 2025 and is projected to reach USD 194.18 billion by 2034, exhibiting a CAGR of 21.38% during the forecast period. North America holds approximately 40% of the global market share. * **Medication Adherence Market (Global):** The global medication adherence market is estimated to grow from USD 4.5 billion in 2025 to USD 14.8 billion by 2035, representing a CAGR of 12.7% during the forecast period. Another estimate places the global market size at USD 6.01 billion in 2025, poised to grow to USD 19.02 billion by 2033, with a CAGR of 15.5% from 2026–2033. North America holds the largest market share in medication adherence. * **Pharmaceutical Marketing Digital Platform Market (Global):** The global Pharmaceutical Marketing Digital Platform Market was valued at USD 7.59 billion in 2025 and is expected to reach USD 65.59 billion by 2035, expanding at a CAGR of 24.35%. North America leads this market with over 45% share. The broader pharmaceutical marketing market was estimated at USD 31.10 billion in 2025 and is expected to reach USD 56.37 billion by 2032, at a CAGR of 8.86%. * **E-Prescribing Market (Global and U.S.):** The global e-prescribing market size was valued at USD 5.98 billion in 2025 and is projected to reach USD 59.92 billion by 2035, with a CAGR of 25.92% from 2026 to 2035. North America dominated the market with the largest share of 46% in 2025. The U.S. e-prescribing market alone was valued at USD 1.07 billion in 2024 and is expected to reach USD 6.76 billion by 2032, growing at a CAGR of 24.89%. * **Real-World Data (RWD) Solutions Market (U.S.):** The U.S. real-world evidence solutions market size was valued at USD 6.35 billion in 2023. The U.S. real-world data (RWD) market size was exhibited at USD 530 million in 2024 and is projected to be worth around USD 2.09 billion by 2034, growing at a CAGR of 14.70% from 2025 to 2034. * **Patient Access Solutions Market (Global and U.S.):** The global patient access solutions market size was valued at USD 2.23 billion in 2025 and is projected to reach USD 4.43 billion by 2034, exhibiting a CAGR of 7.94%. The U.S. patient access solutions market dominated the global market with a share of 44.18% in 2024. In 2024, the North America patient access solutions market was valued at USD 921.91 million.AI Analysis | Feedback
OptimizeRx (OPRX) is expected to drive future revenue growth over the next 2-3 years through several key initiatives and market trends:
- Expansion and Increased Adoption of the Dynamic Audience Activation Platform (DAAP): OptimizeRx's AI-enabled platform, DAAP, is a significant growth engine. The company reported strong demand for DAAP, securing 9 deals in the first quarter of 2024, building on 24 deals in 2023, which was a substantial increase from six deals in 2022. This platform is crucial for improving the reach of pharmaceutical companies to healthcare professionals and patients through AI-based and direct messaging technologies.
- Synergies and Cross-Selling Opportunities from the Medicx Health Acquisition: The successful integration of Medicx Health is contributing to revenue growth and expanding OptimizeRx's customer base with minimal overlap. This acquisition enhances the company's market position, facilitating cross-selling and upselling opportunities across its expanded offerings.
- Continued Shift Towards Digital Engagement and Precision Offerings in Pharmaceutical Marketing: The accelerating digital adoption within the pharmaceutical industry provides a substantial market opportunity for OptimizeRx. Pharma companies are increasingly seeking partners with integrated precision offerings that provide scalability in reaching healthcare professionals and direct-to-consumer audiences, alongside enhanced interoperability and timely insight reporting.
- Growth in Engagement with Mid-Tier and "Long-Tail" Pharmaceutical Manufacturers: OptimizeRx has demonstrated stronger-than-expected growth among mid-tier and "long-tail" life sciences companies. This indicates a successful strategy in expanding its client base beyond the largest pharmaceutical manufacturers, tapping into a broader segment of the market.
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Share Repurchases
- OptimizeRx authorized a share repurchase program for up to $20 million of its outstanding common stock on May 17, 2022.
- On March 14, 2023, the company's Board of Directors authorized a share repurchase program allowing for the repurchase of up to $15 million of its common stock.
- A new share repurchase program for up to $10 million of outstanding common stock was authorized on March 5, 2026, effective March 12, 2026, and set to expire by March 15, 2027, or when the $10 million limit is reached.
Share Issuance
- OptimizeRx paid $7 million in stock-based compensation in 2025, which exceeded its net income of $5.1 million for that year.
- Shares were withheld by the company to satisfy tax obligations related to equity compensation for an officer, for example, 414 shares at $18.98 on October 1, 2025, and 794 shares at $18.75 on October 3, 2025.
- The number of outstanding shares was 18.29 million as of March 15, 2026, with no change from the previous year, suggesting that share issuance and repurchases were largely offsetting in terms of the total count during that specific year.
Inbound Investments
- CenterBook Partners LP invested $6.33 million in OptimizeRx Corp in February 2026.
- Vanguard Group Inc acquired 138,224 shares of OptimizeRx Corp at $20.50 per share on September 30, 2025, representing an approximate investment of $2.83 million.
Outbound Investments
- OptimizeRx acquired Medicx Health in January 2022.
- The company acquired CareSpeak Communications in January 2021.
- OptimizeRx acquired RMDY Health in December 2020.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| OptimizeRx Earnings Notes | 12/16/2025 | |
| Is OptimizeRx Stock Built to Withstand More Downside? | 10/17/2025 | |
| Time To Buy OptimizeRx Stock? | 09/14/2025 | |
| OptimizeRx (OPRX) EBITDA Comparison | 09/13/2025 | |
| OptimizeRx (OPRX) Debt Comparison | 09/13/2025 | |
| OptimizeRx (OPRX) Operating Cash Flow Comparison | 09/13/2025 | |
| OptimizeRx (OPRX) Net Income Comparison | 09/13/2025 | |
| OptimizeRx (OPRX) Revenue Comparison | 09/13/2025 | |
| OptimizeRx (OPRX) Operating Income Comparison | 09/13/2025 | |
| OptimizeRx (OPRX) Tax Expense Comparison | 09/13/2025 |
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|---|---|
| ARTICLES |
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Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 17.79 |
| Mkt Cap | 2.7 |
| Rev LTM | 717 |
| Op Inc LTM | 163 |
| FCF LTM | 201 |
| FCF 3Y Avg | 165 |
| CFO LTM | 242 |
| CFO 3Y Avg | 202 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 15.1% |
| Rev Chg 3Y Avg | 15.4% |
| Rev Chg Q | 10.0% |
| QoQ Delta Rev Chg LTM | 2.6% |
| Op Mgn LTM | 12.5% |
| Op Mgn 3Y Avg | 9.7% |
| QoQ Delta Op Mgn LTM | 0.8% |
| CFO/Rev LTM | 19.1% |
| CFO/Rev 3Y Avg | 18.5% |
| FCF/Rev LTM | 14.8% |
| FCF/Rev 3Y Avg | 12.2% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 2.7 |
| P/S | 1.6 |
| P/EBIT | 11.0 |
| P/E | 22.2 |
| P/CFO | 10.6 |
| Total Yield | 4.1% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 3.2% |
| D/E | 0.1 |
| Net D/E | -0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -1.5% |
| 3M Rtn | -30.2% |
| 6M Rtn | -49.3% |
| 12M Rtn | -35.3% |
| 3Y Rtn | -34.3% |
| 1M Excs Rtn | 0.5% |
| 3M Excs Rtn | -26.3% |
| 6M Excs Rtn | -52.5% |
| 12M Excs Rtn | -55.8% |
| 3Y Excs Rtn | -108.5% |
Comparison Analyses
Price Behavior
Price Behavior
| Market Price | $6.53 | |
| Market Cap ($ Bil) | 0.1 | |
| First Trading Date | 10/29/2009 | |
| Distance from 52W High | -69.9% | |
| 50 Days | 200 Days | |
| DMA Price | $9.90 | $14.27 |
| DMA Trend | down | down |
| Distance from DMA | -34.0% | -54.2% |
| 3M | 1YR | |
| Volatility | 73.7% | 80.1% |
| Downside Capture | 477.51 | 275.66 |
| Upside Capture | 107.05 | 207.58 |
| Correlation (SPY) | 40.2% | 34.0% |
OPRX Betas & Captures as of 2/28/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 3.08 | 2.26 | 2.10 | 2.39 | 1.37 | 1.58 |
| Up Beta | 1.60 | 0.15 | 0.45 | 3.91 | 0.95 | 1.38 |
| Down Beta | 5.86 | 1.76 | 1.37 | 1.48 | 0.56 | 1.03 |
| Up Capture | 36% | 111% | 60% | 83% | 544% | 522% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 9 | 18 | 24 | 52 | 113 | 342 |
| Down Capture | 462% | 423% | 391% | 261% | 152% | 113% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 12 | 23 | 37 | 71 | 134 | 396 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with OPRX | |
|---|---|---|---|---|
| OPRX | -8.2% | 80.7% | 0.23 | - |
| Sector ETF (XLV) | 6.4% | 17.5% | 0.20 | 22.7% |
| Equity (SPY) | 22.5% | 18.9% | 0.94 | 34.1% |
| Gold (GLD) | 68.7% | 26.2% | 1.98 | 2.5% |
| Commodities (DBC) | 19.7% | 17.3% | 0.91 | 2.8% |
| Real Estate (VNQ) | 9.3% | 16.2% | 0.37 | 20.5% |
| Bitcoin (BTCUSD) | -9.2% | 44.2% | -0.09 | 20.7% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with OPRX | |
|---|---|---|---|---|
| OPRX | -31.8% | 75.8% | -0.18 | - |
| Sector ETF (XLV) | 7.5% | 14.5% | 0.33 | 22.9% |
| Equity (SPY) | 13.1% | 17.0% | 0.60 | 34.6% |
| Gold (GLD) | 23.6% | 17.2% | 1.12 | 6.7% |
| Commodities (DBC) | 11.2% | 19.0% | 0.47 | 4.8% |
| Real Estate (VNQ) | 4.9% | 18.8% | 0.16 | 24.9% |
| Bitcoin (BTCUSD) | 6.1% | 56.7% | 0.33 | 18.4% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with OPRX | |
|---|---|---|---|---|
| OPRX | -4.1% | 73.8% | 0.25 | - |
| Sector ETF (XLV) | 10.1% | 16.5% | 0.50 | 25.9% |
| Equity (SPY) | 14.7% | 17.9% | 0.70 | 33.9% |
| Gold (GLD) | 14.4% | 15.6% | 0.76 | 6.3% |
| Commodities (DBC) | 8.4% | 17.6% | 0.39 | 8.2% |
| Real Estate (VNQ) | 5.6% | 20.7% | 0.24 | 24.8% |
| Bitcoin (BTCUSD) | 67.9% | 66.8% | 1.07 | 16.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 3/5/2026 | -10.5% | -21.2% | |
| 11/6/2025 | -17.4% | -18.4% | -26.6% |
| 8/7/2025 | 34.7% | 37.0% | 42.4% |
| 3/12/2025 | 51.7% | 117.9% | 100.2% |
| 11/13/2024 | -34.0% | -28.1% | -18.9% |
| 8/8/2024 | -5.3% | -5.1% | -18.6% |
| 3/11/2024 | -14.1% | -22.7% | -30.7% |
| 11/6/2023 | 15.3% | 7.4% | 15.1% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 9 | 7 | 9 |
| # Negative | 12 | 14 | 11 |
| Median Positive | 12.2% | 12.2% | 25.3% |
| Median Negative | -11.1% | -19.4% | -18.9% |
| Max Positive | 51.7% | 117.9% | 100.2% |
| Max Negative | -34.0% | -36.4% | -37.5% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 03/12/2026 | 10-K |
| 09/30/2025 | 11/07/2025 | 10-Q |
| 06/30/2025 | 08/08/2025 | 10-Q |
| 03/31/2025 | 05/13/2025 | 10-Q |
| 12/31/2024 | 03/20/2025 | 10-K |
| 09/30/2024 | 11/14/2024 | 10-Q |
| 06/30/2024 | 08/15/2024 | 10-Q |
| 03/31/2024 | 05/15/2024 | 10-Q |
| 12/31/2023 | 04/15/2024 | 10-K |
| 09/30/2023 | 11/14/2023 | 10-Q |
| 06/30/2023 | 08/14/2023 | 10-Q |
| 03/31/2023 | 05/12/2023 | 10-Q |
| 12/31/2022 | 03/10/2023 | 10-K |
| 09/30/2022 | 11/08/2022 | 10-Q |
| 06/30/2022 | 08/09/2022 | 10-Q |
| 03/31/2022 | 05/09/2022 | 10-Q |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Stelmakh, Edward | Chief Finance & Strat Officer | Direct | Sell | 12222025 | 13.51 | 1,388 | 18,752 | 1,713,473 | Form |
| 2 | Silvestro, Stephen L | Chief Executive Officer | Direct | Sell | 10072025 | 18.75 | 1,620 | 30,375 | 3,542,175 | Form |
| 3 | Spangler, Patrick D | Direct | Sell | 9112025 | 17.49 | 11,120 | 194,489 | 773,320 | Form | |
| 4 | Lang, James Paul | Direct | Buy | 3192025 | 7.60 | 321,408 | 2,443,761 | 2,961,120 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.