OptimizeRx Corporation is classed by the SEC under Services-Business Services, NEC (industry code 7389), based in Waltham, MA. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $109 million and a profit of $5 million (its filed statements).
Marketplace businessServices-Business Services, NECWaltham, MAfilings since 20089 of 9 filed
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a marketplace business: prior from its industry code (SEC 7389, Services-Business Services, NEC); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 5.0 out of ten, 9 of 9 metrics filed: past 5.5 out of ten, present 4.9 out of ten, future 4.9 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
Surviving crises (past): 2.8 out of ten. 7 warning events since 2017; the latest 2026-03-30. 28th percentile among 105 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Track record (past): 7.1 out of ten. +34.2% a year over 10 filed years; profitable in 3 of 10. 71st percentile among 99 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Shareholder treatment (past): 5.2 out of ten. Share count grew 1.4% a year. 46% of cash flow returned. Insiders: 2 sales, 0 purchases. 52nd percentile among 70 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Financial health (present): 6.2 out of ten. ROE 4%: 4¢ of profit per shareholder dollar. Leverage 27%: owes 27¢ per asset dollar. 62nd percentile among 98 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 4.9 out of ten. bottom 49% of 101 in its family; net margin 4.7%. 49th percentile among 101 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 2.6 out of ten. bottom 26% of 67 in its family for leadership; chief executive since 2025. 26th percentile among 67 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
Room to expand (future): 4.6 out of ten. bottom 46% of 99 in its family for room to expand. 46th percentile among 99 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Growth drivers (future): 4.1 out of ten. bottom 41% of 99 in its family for growth drivers. 41st percentile among 99 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Expectations vs reality (future): 6.8 out of ten. top 32% of 93 in its family for expectations against reality. 68th percentile among 93 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-03-12 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-13 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-12 for the period ended 2026-08-07 (on EDGAR). Newest filing: Form 4, 2026-10-02. Filings on record since 2008. Read from EDGAR 2026-10-12.
Who runs it
Silvestro, Stephen L (Chief Executive Officer); Merrell, Brendan W. (CHIEF OPERATING OFFICER); D'Silva, Andrew J. (Chief Business Officer); Odence-Ford, Marion (Chief Legal & Admin Officer); Stelmakh, Edward (Chief Finance & Strat Officer); Greco, Theresa (Chief Commercial Officer); Besch, Doug (Chief Product & Tech Officer); Spangler, Patrick D (SVP of Product & Strategy); Klema, Cathy (director); Lang, James Paul (director); and 3 more. 13 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-02.
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