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v0.1
GSHD$36.65+6.57%
Fair $36.65+0.0%

GSHD

Goosehead Insurance, Inc.

Financial Services / Insurance BrokersNasdaqGS

$36.65

+2.26 (+6.57%)

Fairly Valued+0.0%Fair Value $36.65Fund rank 38/100 · Data gapFallback financials|
SA 34/D
F-Score: 5/9
Low Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 21.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 82/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

34/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 9Warnings: 1unknown: 9
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. ROE is -29.1%, below the 5% threshold
Thesis & Journal · GSHDLocal privado en este navegador · Goosehead Insurance, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.3B

P/E

32.1x

↑

EV/EBITDA

N/A

•

ROE

-29.1%

↓

Gross Margin

N/A

•

Debt/Equity

-3.69

↓
52-Week Range$37
$34$113

TradingView lightweight chart

GSHD price, volumen y niveles de valoración

Último $36.65Periodo +132.7%
Fair value: $36.65

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2017–2025 · 8 años de histórico normalizado

Revenue CAGR

+30.8%

FCF CAGR

+33.3%

FCF margin

20.0%

FCF / Net income

2.62x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $365.3M · net income $27.8M · FCF $73.0M

2017-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

7.6%+7.6% pts

FCF margin

20.0%+2.8% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
Income Statement
Revenue$365.3M$365.3M$314.5M$261.3M$209.4M$151.3M$117.0M$77.5M$60.1M$42.7M
Net Income$27.8M$27.8M$30.4M$14.1M$565000.00$5.4M$9.3M$3.6M$-8.9M$0.00
EBITDA—————$13.8M$23.5M$16.2M$-11.4M$8.5M
EPS1.041.041.150.550.030.260.510.22-0.66—
Operating Margin—————5.7%17.0%18.2%-23.2%17.8%
Net Margin7.6%7.6%9.7%5.4%0.3%3.6%7.9%4.6%-14.8%0.0%
Balance Sheet
Debt/Equity-3.69-3.693.495.1215.48-8.44-16.29-4.68-5.41-1.17
Current Ratio1.321.32————————
Cash Flow
Free Cash Flow$73.0M$73.0M$59.4M$38.7M$23.4M$22.7M$14.7M$17.5M$8.2M$7.3M
Returns
ROE-29.1%-29.1%69.3%50.6%5.3%-38.5%-190.5%-39.6%104.7%0.0%
Valuation
P/E32.1532.1592.88126.601080.33—————
P/B——93.2195.5066.14—————
Growth & Yield
Revenue Growth16.2%16.2%20.4%24.8%—29.3%51.0%28.8%40.8%—
EPS Growth-9.6%-9.6%109.1%1733.3%—-49.0%131.8%133.3%——

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

46.2%

muy exigente

EPS terminal req.

$3.25

Spread vs growth

-55.8%

5Y implied EPS CAGR

30.5%

muy exigente

EPS terminal req.

$3.94

Spread vs growth

-40.1%

10Y implied EPS CAGR

19.8%

exigente

EPS terminal req.

$6.34

Spread vs growth

-29.4%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -66.1%

Total return

-66.1%

Start / end P/E

94.1x → 35.2x

EPS bridge

1.15 → 1.04

Residual

+6.0%

EPS growth-9.6%
Multiple rerating-62.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term+6.0%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.