Goosehead Insurance, Inc. GSHD R2KR3KFINANCIAL
Company Overview
Goosehead Insurance, Inc. operates as a holding company for Goosehead Financial, LLC that engages in the provision of personal lines insurance agency services in the United States. The company offers insurance service for homeowner's; automotive; dwelling property; flood, wind, and earthquake; excess liability or umbrella; general liability, and property and auto insurance for small businesses; life insurance; and motorcycle, recreational vehicle, and other insurance policies. It distributes its products and services through corporate and franchise locations. Goosehead Insurance, Inc. was founded in 2003 and is headquartered in Westlake, Texas.
Why Investors Should Care
Return on capital employed stands at 19.4%.
Net profit has compounded at 24.6% per year over the last five years.
Revenue has grown at a 30.8% CAGR over the past five years.
Operating margin of 23.4% supports profitability.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Trailing 12 Months Year-on-year growth — revenue +20.7%, earnings +122.2%.
- 5-Year Trend Long-term compounding — revenue CAGR 30.8%, profit CAGR 24.6%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 30.77% |
| 1 Year: | 20.70% |
Compounded Profit Growth
| 5 Years: | 24.55% |
| 1 Year: | 122.20% |
Stock Price Performance
| 1 Year: | -28.09% |
| 6 Months: | +30.06% |
| 3 Months: | +70.04% |
| 1 Month: | -2.18% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- Golden Cross10d ago
- RSI (14)47.22 · Neutral
P/E of 47.60 is above the sector median of 14.52 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 30.8% over 5 years.
- Profit CAGR of 24.6% over 5 years.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
- Trading 28.1% below its 52-week high.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | GSHD Goosehead Insurance, Inc. R2KR3KFINANCIAL | 65.21 | 47.60 | $1.55B | 0.00% | 19.36% | -29.14% | 30.77% | 24.55% |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 358.64 | 15.37 | $953.34B | 1.68% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 506.03 | 15.07 | $707.59B | 0.00% | - | 10.50% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 374.00 | 31.86 | $637.34B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 579.21 | 31.82 | $503.60B | 0.60% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPXR3KFINANCIAL | 62.68 | 14.48 | $438.31B | 2.03% | - | 11.20% | 3.14% | 4.27% |
| 7 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 759,350.00 | 15.07 | $384.00B | 0.00% | - | 10.50% | 7.60% | 10.02% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 107.11 | 15.30 | $367.34B | 3.62% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 217.72 | 17.59 | $342.26B | 2.15% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Mar 2017 | Jun 2017 | Sep 2017 | Dec 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Dec 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Dec 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Dec 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 9.89M | 10.88M | 10.81M | 11.13M | 14.59M | 14.79M | 16.05M | 14.72M | 23.13M | 19.39M | 21.17M | 20.41M | 20.43M | 29.92M | 32.02M | - | 31.23M | 38.17M | 41.68M | 41.28M | 53.02M | 57.69M | 57.95M | 69.28M | 71.03M | 64.46M | 78.09M | 78.03M | 75.58M | 94.03M | 90.44M | 93.08M | 113.39M |
| Operating Income | 2.80M | 2.81M | 883.00K | 1.12M | 4.76M | -22.75M | 2.65M | 1.40M | 8.69M | 3.87M | 3.67M | 3.24M | 201.00K | 7.62M | 6.97M | - | -802.00K | 3.79M | 3.54M | -6.10M | 5.67M | 3.79M | 1.47M | 11.19M | 13.61M | 1.46M | 15.40M | 16.44M | 6.61M | 15.66M | 21.28M | 14.99M | 26.59M |
| Net Income | 2.27M | 0 | 0 | - | 0 | -9.23M | 241.00K | 90.00K | 2.47M | 903.00K | 998.00K | - | -156.00K | 3.38M | 3.27M | - | -396.00K | 1.49M | 4.04M | -2.26M | 342.00K | 1.98M | -81.00K | 3.67M | 6.93M | 1.81M | 6.20M | 7.56M | 2.34M | 5.15M | 7.91M | 4.89M | 10.06M |
| Diluted EPS | - | - | - | - | 0.08 | -0.68 | 0.02 | 0.01 | 0.16 | 0.06 | 0.06 | 0.05 | -0.01 | 0.19 | 0.17 | 0.15 | -0.02 | 0.07 | 0.19 | -0.11 | 0.02 | 0.09 | 0.00 | 0.15 | 0.28 | 0.05 | 0.24 | 0.29 | 0.09 | 0.18 | 0.29 | - | - |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 42.71M | 60.15M | 77.49M | 117.01M | 151.31M | 209.39M | 0 | 0 | 365.30M |
| Operating Income | 7.61M | -13.93M | 14.07M | 19.94M | 8.67M | 10.13M | 32.96M | 61.14M | 74.45M |
| Net Income | 0 | -8.90M | 3.57M | 9.29M | 5.40M | 565.00K | 14.14M | 30.43M | 27.83M |
| Diluted EPS | - | -0.66 | 0.22 | 0.51 | 0.26 | 0.03 | 0.55 | 1.16 | 1.04 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2016 | Dec 2017 | Mar 2018 | May 2018 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | 16.71M | - | - | 34.80M | 64.63M | 185.84M | 270.29M | 321.35M | 354.89M | 397.65M | 414.86M |
| Current Assets | - | - | - | - | - | - | - | - | - | - | - | - |
| Cash & Equivalents | 3.78M | 4.95M | - | - | 18.64M | 14.34M | 24.91M | 28.53M | 28.74M | 41.96M | 54.28M | 34.39M |
| Inventory | - | - | - | - | - | - | - | - | - | - | - | - |
| Receivables | - | - | - | - | - | - | - | - | 28.77M | 18.99M | 14.55M | 14.08M |
| Total Liabilities | - | 57.84M | - | - | 60.00M | 95.64M | 224.24M | 339.48M | 354.98M | 338.11M | 358.58M | 577.65M |
| Current Liabilities | - | 5.77M | - | - | 7.81M | 13.41M | 20.36M | 30.27M | - | - | - | - |
| Long Term Debt | - | 48.16M | - | - | 45.95M | 42.16M | 79.41M | 118.36M | 86.71M | 67.56M | 82.25M | 289.46M |
| Total Debt | - | - | - | - | - | - | - | - | 165.16M | 143.22M | 153.38M | 352.29M |
| Total Equity | -24.24M | -41.13M | -37.37M | -38.02M | -8.50M | -9.01M | -4.88M | -14.02M | 10.67M | 27.97M | 43.89M | -95.50M |
| Shares Outstanding | - | - | - | - | - | - | - | - | 23.03M | 24.97M | 24.67M | 24.65M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 13.54M | 10.28M | 21.24M | 24.64M | 35.44M | 36.03M | 50.83M | 71.54M | 91.76M |
| Investing Cash Flow | -6.13M | -2.22M | -4.08M | -10.33M | -15.38M | -12.57M | -19.18M | -12.42M | -23.54M |
| Financing Cash Flow | -6.24M | 5.59M | -20.91M | -3.33M | -15.83M | -23.55M | -17.99M | -45.20M | -88.25M |
| Capital Expenditure | -6.22M | -2.10M | -3.69M | -9.97M | -12.74M | -10.13M | -4.45M | -979.00K | -5.67M |
| Free Cash Flow | 7.33M | 8.18M | 17.55M | 14.67M | 22.71M | 25.90M | 46.38M | 70.56M | 86.09M |
| Share Buybacks | - | - | - | - | - | 0 | 0 | 63.18M | 81.72M |
| Dividends Paid | 25.52M | 80.06M | 18.74M | 44.70M | 60.00M | 0 | 0 | 0 | 145.79M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - | - | - |
| Operating Margin % | 17.8% | -23.2% | 18.2% | 17.0% | 5.7% | 4.8% | - | - | 20.4% |
| Net Margin % | 0.0% | -14.8% | 4.6% | 7.9% | 3.6% | 0.3% | - | - | 7.6% |
| ROE % | -0.0% | 104.7% | -39.6% | -190.5% | -38.5% | 5.3% | 50.6% | 69.3% | -29.1% |
| ROCE % | 69.6% | -51.6% | 27.5% | 12.1% | 3.6% | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 15.36% | 3.66M | $260.55M |
| 2 | Kayne Anderson Rudnick Investment Management LLC | 9.11% | 2.17M | $154.56M |
| 3 | Capital World Investors | 8.52% | 2.03M | $144.49M |
| 4 | Wasatch Advisors LP | 7.95% | 1.89M | $134.86M |
| 5 | Durable Capital Partners Lp | 7.72% | 1.84M | $130.92M |
| 6 | Vanguard Portfolio Management LLC | 5.44% | 1.29M | $92.20M |
| 7 | Vanguard Capital Management LLC | 4.21% | 1.00M | $71.42M |
| 8 | State Street Corporation | 3.86% | 919.00K | $65.49M |
| 9 | Df Dent & Co Inc | 3.26% | 775.41K | $55.26M |
| 10 | Langdon Equity Partners | 3.00% | 715.00K | $50.95M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for GSHD
Goosehead Insurance Stock (GSHD) Opinions on insider purchases - quiverquant.com
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134,954 Shares in Goosehead Insurance $GSHD Purchased by Bank of New York Mellon Corp - marketbeat.com
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Goosehead Insurance (NASDAQ:GSHD): A Quality Stock with Strong Fundamentals - ChartMill
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Goosehead (GSHD) Soars 6.6%: Is Further Upside Left in the Stock? - Yahoo Finance
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Goosehead (NASDAQ: GSHD) trust gifts 200,000 units and shares - Stock Titan
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GSHD - Finviz
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GSHD — Frequently Asked Questions
What is the current share price of Goosehead Insurance, Inc. (GSHD)?
As of 2026-09-07 16:24 PDT, Goosehead Insurance, Inc. (GSHD) trades at $65.21 on NasdaqGS. Its 52-week range is $34.37 to $90.68.
What is the market capitalisation of GSHD?
Goosehead Insurance, Inc. (GSHD) has a market capitalisation of $1.55B on NasdaqGS.
What is the P/E ratio of GSHD?
GSHD trades at a trailing price-to-earnings (P/E) ratio of 47.60. The industry average P/E is 14.52. Its price-to-book (P/B) ratio is -12.73.
What is the return on equity (ROE) of GSHD?
GSHD has a return on equity (ROE) of -29.14%. Its return on capital employed (ROCE) is 19.36%.
Is GSHD a good stock to buy?
This page provides a data-driven analysis of Goosehead Insurance, Inc. (GSHD), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.