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OptimizeRx Corp (OPRX) Fundamental Analysis & AI Grade 2026

OPRX Nasdaq Services-Business Services, NEC NV CIK: 0001448431
Updated This Month • Analysis: May 14, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
68% Confidence
AGREEMENT
C
72% Conf
B
63% Conf

📊 OPRX Key Takeaways

Revenue: $19.8M
Net Margin: -2.5%
Free Cash Flow: $-488.0K
Current Ratio: 5.37x
Debt/Equity: 0.18x
EPS: $-0.03
AI Grade: C with 72% confidence
OptimizeRx Corp (OPRX) receives a C fundamental grade with 68% confidence from our AI analysis based on SEC 10-K filings. With revenue of $19.8M, net profit margin of -2.5%, and return on equity (ROE) of -0.4%, OptimizeRx Corp demonstrates mixed fundamentals in the Services sector. Below is our complete OPRX stock analysis for 2026.

Is OptimizeRx Corp (OPRX) a Good Investment?

Claude

OptimizeRx exhibits weak operational fundamentals with zero revenue growth and negative net income despite a 370% gross margin, indicating severe operational inefficiency or accounting anomalies. The company is burning cash operationally ($467K negative OCF) while carrying debt, with interest coverage below 1x, creating solvency risk despite a strong balance sheet.

ChatGPT

OptimizeRx exhibits strong gross margins, solid free cash flow, and a conservative balance sheet, signaling healthy underlying unit economics and disciplined capital structure. However, revenue is flat year over year and returns on capital remain modest, implying the business needs topline reacceleration to translate operating leverage into sustainably higher profitability. Near‑term outlook hinges on maintaining margin gains while reigniting growth.

OptimizeRx Corp Key Strengths (OPRX)

Claude
  • + Fortress balance sheet with 5.37x current ratio and 0.18x debt-to-equity ratio providing financial stability
  • + Substantial stockholders' equity of $129.6M relative to total assets of $167.3M indicating low bankruptcy risk
  • + Adequate cash reserves of $20.2M providing runway for operational adjustments
ChatGPT
  • + High gross margin (67.3%) indicating an asset-light, scalable model
  • + Strong liquidity and low leverage (3.04x current ratio; 0.20x D/E; 7.6x interest cover)
  • + Robust free cash flow (17% FCF margin) supporting reinvestment and resilience

OPRX Stock Risks: OptimizeRx Corp Investment Risks

Claude
  • ! Zero year-over-year revenue growth signals stagnant market position and lack of business expansion
  • ! Negative operating cash flow and free cash flow of -$467K and -$488K indicate the business is not self-sustaining
  • ! Interest coverage ratio of 0.3x is critically low; company cannot service debt from operating earnings, relying on cash reserves
  • ! Net loss of $495K despite positive gross profit reveals severe operational inefficiency or structural cost problems
  • ! Abnormally high 370% gross margin suggests potential data quality issues or unusual business model requiring verification
ChatGPT
  • ! Flat revenue growth (+0.0% YoY) suggests demand or execution headwinds
  • ! Modest profitability at the bottom line (4.7% net margin) and low ROE (4.0%)
  • ! Potential margin pressure if growth investments rise or mix shifts unfavorable

Key Metrics to Watch

Claude
  • * Revenue growth trajectory and customer acquisition trends in next two quarters
  • * Path to operating profitability and cash flow breakeven
  • * Operating expense management and gross margin normalization
ChatGPT
  • * Revenue growth (YoY)
  • * Operating margin

OptimizeRx Corp (OPRX) Financial Metrics & Key Ratios

Revenue
$19.8M
Net Income
$-495.0K
EPS (Diluted)
$-0.03
Free Cash Flow
$-488.0K
Total Assets
$167.3M
Cash Position
$20.2M

💡 AI Analyst Insight

Strong liquidity with a 5.37x current ratio provides a solid financial cushion.

OPRX Profit Margin, ROE & Profitability Analysis

Gross Margin 370.9%
Operating Margin 2.0%
Net Margin -2.5%
ROE -0.4%
ROA -0.3%
FCF Margin -2.5%

OPRX vs Services Sector: How OptimizeRx Corp Compares

How OptimizeRx Corp compares to Services sector averages

Net Margin
OPRX -2.5%
vs
Sector Avg 10.0%
OPRX Sector
ROE
OPRX -0.4%
vs
Sector Avg 16.0%
OPRX Sector
Current Ratio
OPRX 5.4x
vs
Sector Avg 1.5x
OPRX Sector
Debt/Equity
OPRX 0.2x
vs
Sector Avg 0.7x
OPRX Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is OptimizeRx Corp Stock Overvalued? OPRX Valuation Analysis 2026

Based on fundamental analysis, OptimizeRx Corp has mixed fundamental signals relative to the Services sector in 2026.

Return on Equity
-0.4%
Sector avg: 16%
Net Profit Margin
-2.5%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.18x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

OptimizeRx Corp Balance Sheet: OPRX Debt, Cash & Liquidity

Current Ratio
5.37x
Quick Ratio
5.37x
Debt/Equity
0.18x
Debt/Assets
22.5%
Interest Coverage
0.26x
Long-term Debt
$23.6M

OPRX Revenue & Earnings Growth: 5-Year Financial Trend

OPRX 5-year financial data: Year 2022: Revenue $4.5M, Net Income $378.1K, EPS $0.02. Year 2025: Revenue $109.4M, Net Income -$20.1M, EPS $-1.10.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: OptimizeRx Corp's revenue has grown significantly by 2,323% over the 5-year period, indicating strong business expansion. The most recent EPS of $-1.10 indicates the company is currently unprofitable.

OPRX Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-2.5%
Free cash flow / Revenue

OPRX Quarterly Earnings & Performance

Quarterly financial performance data for OptimizeRx Corp including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $19.8M -$495.0K $-0.03
Q3 2025 $21.3M $112.0K $0.01
Q2 2025 $18.8M -$667.0K $-0.04
Q1 2025 $19.7M -$2.2M $-0.12
Q3 2024 $16.3M -$2.9M $-0.17
Q2 2024 $13.8M -$4.0M $-0.22
Q1 2024 $13.0M -$6.4M $-0.37
Q3 2023 $15.1M -$2.9M $-0.17

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

OptimizeRx Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$467.0K
Cash generated from operations
Stock Buybacks
$7.5M
Shares repurchased (TTM)
Capital Expenditures
$21.0K
Investment in assets
Dividends
None
No dividend program

OPRX SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for OptimizeRx Corp (CIK: 0001448431)

📋 Recent SEC Filings

Date Form Document Action
May 18, 2026 4 xslF345X06/wk-form4_1779137072.xml View →
May 18, 2026 4 xslF345X06/wk-form4_1779137014.xml View →
May 13, 2026 10-Q oprx-20260331.htm View →
May 12, 2026 8-K oprx-20260512.htm View →
Apr 30, 2026 DEF 14A ea0287361-03.htm View →

Frequently Asked Questions about OPRX

What is the AI rating for OPRX?

OptimizeRx Corp (OPRX) has a Combined AI Grade of C from Claude (C) and ChatGPT (B) with 68% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are OPRX's key strengths?

Claude: Fortress balance sheet with 5.37x current ratio and 0.18x debt-to-equity ratio providing financial stability. Substantial stockholders' equity of $129.6M relative to total assets of $167.3M indicating low bankruptcy risk. ChatGPT: High gross margin (67.3%) indicating an asset-light, scalable model. Strong liquidity and low leverage (3.04x current ratio; 0.20x D/E; 7.6x interest cover).

What are the risks of investing in OPRX?

Claude: Zero year-over-year revenue growth signals stagnant market position and lack of business expansion. Negative operating cash flow and free cash flow of -$467K and -$488K indicate the business is not self-sustaining. ChatGPT: Flat revenue growth (+0.0% YoY) suggests demand or execution headwinds. Modest profitability at the bottom line (4.7% net margin) and low ROE (4.0%).

What is OPRX's revenue and growth?

OptimizeRx Corp reported revenue of $19.8M.

Does OPRX pay dividends?

OptimizeRx Corp does not currently pay dividends.

Where can I find OPRX SEC filings?

Official SEC filings for OptimizeRx Corp (CIK: 0001448431) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is OPRX's EPS?

OptimizeRx Corp has a diluted EPS of $-0.03.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is OPRX's fundamental grade?

Based on our AI fundamental analysis in May 2026, OptimizeRx Corp has a C grade with 68% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is OPRX stock overvalued or undervalued?

Valuation metrics for OPRX: ROE of -0.4% (sector avg: 16%), net margin of -2.5% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

What is OPRX's AI grade for 2026?

Our dual AI analysis gives OptimizeRx Corp a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is OPRX's free cash flow?

OptimizeRx Corp's operating cash flow is $-467.0K, with capital expenditures of $21.0K. FCF margin is -2.5%.

How does OPRX compare to other Services stocks?

Vs Services sector averages: Net margin -2.5% (avg: 10%), ROE -0.4% (avg: 16%), current ratio 5.37 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 14, 2026 | Data as of: 2026-03-31 | Powered by Claude AI