OptimizeRx Corporation (OPRX) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

OPRX scores 71 out of 100, graded B- and labeled "Roarable Buy — Sound Institutional Accumulation." The five pillars are:

• Fundamental Cash Engine: 14 / 20. Per the RQD rating, this reflects ROIC of 7.3% and an FCF yield of 10.57%. For an investor, the FCF yield signals that the business generates meaningful cash relative to its market value, while the modest ROIC indicates capital is not yet compounding at a high rate.
• Whale 13F Flow: 12 / 20. Per the RQD rating, this pillar captures institutional accumulation and options positioning. The score is the lowest of the five, so institutional support is present but not the strongest signal in the rating.
• Insider Conviction: 15 / 20. Per the RQD rating, this reflects SEC Form 4 and Congressional PTR cluster flow.
• Macro Regime Fit: 16 / 20. Per the RQD rating, beta is 1.0 with sector sensitivity noted. This is the strongest pillar, suggesting market-level risk is roughly in line with the broader market.
• Forensic Balance Sheet: 14 / 20. Per the RQD rating, Altman Z is 2.68, Piotroski F is 9/9, and Debt/Equity is 0.17. The strong Piotroski reading and low leverage are supportive; the Altman Z sits in a range that warrants monitoring rather than comfort.

Investor implications, framed analytically: upside drivers in the data include the high FCF yield, strong Piotroski reading, low leverage, and the recent turn to positive FY 2025 net income. The valuation tradeoff is visible in the multiples: P/E (TTM) of 34.4 and EV/EBITDA of 14.9 against an EPS (TTM) of 0.27 and a 52-week range of $4.54 to $21.09, which shows the stock has moved sharply in both directions over the past year. The price of 9.37 sits well below the 52-week high, which is a fact about price history and not a judgment on value.

Sector is Consumer Discretionary and industry is Business Services, listed on NASDAQ. The profile section does not describe the company's products, customers, or revenue model. Gross margin is 67.3%, operating margin is 10.7%, and net margin is 4.7%.

Section:

Revenue grew from $71.5M in FY 2023 to $109.4M in FY 2025, and the company moved from operating losses to positive operating income of $11.7M in FY 2025. Operating margin is 10.7% and net margin is 4.7%. Per the RQD rating, ROIC is 7.3%, Altman Z is 2.68, and Piotroski F is 9/9. Debt fell from $30.8M to $21.4M over FY 2024 to FY 2025, and Debt/Equity is 0.17 per the RQD rating.

• 🐂 Primary Bull Case: Revenue rose from $71.5M in FY 2023 to $109.4M in FY 2025 while operating income turned positive at $11.7M, supported by a 10.57% FCF yield and a Piotroski F-Score of 9/9. With Fundamental Cash Engine at 14/20 (ROIC 7.3%, FCF yield 10.57%) and Institutional Whale Flow at 12/20, sustained execution supports upside toward the top of the $4.54 – $21.09 52-week range.
• 🐻 Primary Bear Case: The stock trades at a P/E (TTM) of 34.4 and EV/EBITDA of 14.9 on EPS (TTM) of 0.27, with an Altman Z-Score of 2.68 and ROIC of only 7.3%. Investors must weigh 34.4x trailing P/E and 14.9x EV/EBITDA against 10.7% operating margins and a 1.00 macro beta if sector demand softens.

Operating in Business Services (Consumer Discretionary), OPRX carries a macro regime beta of 1.00 and gross margin of 67.3%.

• Key Question #1: What specific products and customers generate the $109.4M of FY 2025 revenue, and what drove the swing from operating losses to operating income?
• Key Question #2: What were the results of the third-quarter report referenced in the news wire, and how do they compare with the FY 2025 trend?
• Key Question #3: What does the Trade Desk integration mean for revenue, and is it expected to contribute materially?