Goosehead Insurance, Inc. GSHD R2K
Financial Services · Insurance Brokers · United States
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.
READ MORE ›$34.39
-68.23% 1Y
Market & Price
Market Cap
$1.22B
Current Price
$34.39
High / Low (52W)
$112.21 / $34.39
Beta
1.62
Valuation
Stock P/E
30.17
Industry PE
12.01
Forward P/E
12.57
PEG Ratio
-
Book Value
$-5.12
Price to Book
-6.71
P/S
3.20
EV/EBITDA
10.96
Dividend Yield
-
Profitability & Returns
ROCE
-
ROE
-
ROA
13.49%
Profit Margin
7.95%
Op Margin
16.00%
EPS (Latest Qtr)
$0.19
EPS (TTM)
$1.14
Balance Sheet & Liquidity
Debt/Equity
-
Quick Ratio
1.01
Current Ratio
1.32
Debt
$375.73M
Total Assets
$414.86M
Current Assets
-
Working Capital
-
Ownership
Promoter Holding
3.78%
Chg in Prom Hold
-
FII / Inst Holding
115.78%
Chg in FII Hold
-0.09%
Financial Snapshot
Enterprise Value
$1.08B
Total Revenue (TTM)
$382.20M
EBITDA
$98.68M
Free Cash Flow
$56.86M
Operating Cash Flow
$99.14M
Shares Outstanding
23.67M
Gross Margin
48.05%
Payout Ratio
0.00%
Growth (CAGR)
Revenue 5Y
20.38%
Profit 5Y
266.57%
Revenue (YoY)
23.30%
Earnings (YoY)
111.90%
PROS
- Compounding revenue at 20.4% over 5 years.
- Profit CAGR of 266.6% over 5 years.
- Generates positive free cash flow.
CONS
- Trading 69.3% below its 52-week high.
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
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
No fundamental data available for this stock.
Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).
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. R2K | 34.39 | 30.17 | $1.22B | - | - | - | 20.38% | 266.57% |
| 2 | JPM JPMorgan Chase & Co. SPX | 299.31 | 14.33 | $802.00B | 2.00% | - | 16.47% | 12.50% | 14.83% |
| 3 | V Visa Inc. SPX | 326.36 | 28.48 | $620.65B | 0.82% | 38.38% | 60.35% | 10.92% | 10.28% |
| 4 | MA Mastercard Incorporated SPX | 493.98 | 28.57 | $436.47B | 0.70% | 61.47% | - | 13.82% | 14.66% |
| 5 | MS Morgan Stanley SPX | 208.00 | 18.84 | $328.08B | 1.92% | - | 16.39% | 9.52% | 15.20% |
| 6 | GS The Goldman Sachs Group, Inc. SPX | 1,025.56 | 18.73 | $302.55B | 1.76% | - | 14.55% | 7.16% | 15.11% |
| 7 | WFC Wells Fargo & Company SPX | 77.54 | 11.98 | $237.29B | 2.32% | - | 12.03% | 4.02% | 15.98% |
| 8 | BLK BlackRock, Inc. SPX | 1,046.88 | 26.32 | $162.51B | 2.19% | 4.89% | 11.90% | 10.65% | 2.36% |
| 9 | SCHW The Charles Schwab Corporation SPX | 87.35 | 17.37 | $151.91B | 1.47% | - | 19.08% | 4.83% | 7.21% |
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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 | Dec 2025 | Mar 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 | - | 75.58M | 94.03M | 90.44M | 105.26M | 93.08M |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| 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 | - | 6.78M | 16.48M | 21.07M | 30.32M | 15.26M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 5.82M | 6.30M | 5.97M | 5.69M | 5.47M |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 959.00K | 10.17M | 15.09M | 24.62M | 9.79M |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -1.69M | 1.89M | 2.40M | 3.79M | 1.75M |
| 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 | - | 2.34M | 5.15M | 7.91M | 12.43M | 4.89M |
| 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 | - | 0.09 | 0.18 | 0.29 | 0.48 | 0.19 |
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 | - | - | - | - | - | 209.39M | 261.28M | 314.50M | 365.30M |
| Cost of Revenue | - | - | - | - | - | - | - | - | - |
| Gross Profit | - | - | - | - | - | - | - | - | - |
| Operating Expenses | - | - | - | - | - | - | - | - | - |
| Operating Income | 7.61M | -13.93M | 14.07M | 19.94M | 8.67M | 10.13M | 32.96M | 54.04M | 74.64M |
| EBITDA | - | - | - | - | - | - | - | - | - |
| Interest Expense | - | - | - | - | - | 5.00M | 6.57M | 7.34M | 23.79M |
| Pretax Income | - | - | - | - | - | 5.13M | 26.39M | 46.70M | 50.85M |
| Tax Provision | - | - | - | - | - | 2.50M | 2.69M | -2.41M | 6.40M |
| 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 | 1.15 | 1.04 |
Compounded Sales Growth
| 5 Years: | 20.38% |
| 1 Year: | 23.30% |
Compounded Profit Growth
| 5 Years: | 266.57% |
| 1 Year: | 111.90% |
Stock Price Performance
| 1 Year: | -68.23% |
| 6 Months: | -51.33% |
| 3 Months: | -36.55% |
| 1 Month: | -27.17% |
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 | - | -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 | - | 36.03M | 50.83M | 71.54M | 91.76M |
| Investing Cash Flow | -6.13M | -2.22M | -4.08M | -10.33M | - | -12.57M | -19.18M | -12.42M | -23.54M |
| Financing Cash Flow | -6.24M | 5.59M | -20.91M | -3.33M | - | -23.55M | -17.99M | -45.20M | -88.25M |
| Capital Expenditure | -6.22M | -2.10M | -3.69M | -9.97M | - | -12.61M | -12.16M | -12.19M | -18.77M |
| Free Cash Flow | 7.33M | 8.18M | 17.55M | 14.67M | - | 23.42M | 38.68M | 59.36M | 72.99M |
| Net Change in Cash | - | - | - | - | - | -92.00K | 13.66M | 13.93M | -20.04M |
| 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 % | - | - | - | - | - | 4.8% | 12.6% | 17.2% | 20.4% |
| Net Margin % | - | - | - | - | - | 0.3% | 5.4% | 9.7% | 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
Insiders
3.78%
Institutions
115.78%
Public Float
120.33%
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 15.58% | 3.69M | $126.79M |
| 2 | Wasatch Advisors LP | 9.68% | 2.29M | $78.83M |
| 3 | Kayne Anderson Rudnick Investment Management LLC | 9.54% | 2.26M | $77.66M |
| 4 | Capital World Investors | 8.33% | 1.97M | $67.83M |
| 5 | Durable Capital Partners Lp | 6.60% | 1.56M | $53.75M |
| 6 | Vanguard Portfolio Management LLC | 5.57% | 1.32M | $45.36M |
| 7 | T. Rowe Price Investment Management, Inc. | 5.05% | 1.19M | $41.10M |
| 8 | State Street Corporation | 4.58% | 1.08M | $37.25M |
| 9 | Vanguard Capital Management LLC | 4.53% | 1.07M | $36.86M |
| 10 | Langdon Equity Partners | 3.76% | 889.50K | $30.59M |
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Analyst aggregate. Targets and ratings update periodically; not investment advice.
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