Goosehead Insurance stock
GSHDNASDAQGoosehead Insurance, Inc, Financial ServicesISIN US38267D1090
70Score 70 out of 100, Strong
Price and trend
57 / 100
Price history
−35% in one yearThe chart shows daily closes over 9 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Below the 200-day line: the price is 8.7% below it.
Since November 2026 the 50-day line has been below the 200-day line; the trend has turned down.
Normal: the price is neither overheated nor sold off (RSI 44).
The price is 42% below its 52-week high. Largest decline in 9 years: 83% (October 2021 to October 2022).
Chart figures for advanced users
- SMA 50$49.78
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$49.99
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)44
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDbelow the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$34.37
- The lowest closing price of the last twelve months.
- Resistance$78.37
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- Goosehead Insurance, Inc belongs to the Insurance (Brokers) industry (United States) and, with a market value of $1.66B, is number 11 of 14 companies in its industry on MEQIRI.
- In fiscal 2025 it reported revenue of $365.3M (up 16.2% year on year) and earnings of $27.83M (down 8.5%).
- For fiscal 2026, analysts expect on average revenue of $425.81M (up 16.6%) and adjusted earnings per share of $2.09 (up 13%).
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- MEQIRI Score 70 out of 100 (Strong): rank 417 of 976 in Financial Services, median 68.
- The P/E is 46.8 (Insurance (Brokers) median 24.5, own median of recent years 76.8).
- Our model puts fair value at $46.49, with the price 1% below it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- High return on capitalReturn on invested capital 44.9% in fiscal 2025, Insurance (Brokers) median 9.1%.Profitability 80
- Growing faster than its industryRevenue up 25.6% a year since 2020, Insurance (Brokers) median 13.2%.Growth 96
- Earnings turn into cashFree cash flow 234% of earnings over the last 12 months.Fundamentals 96
Weaknesses
- DilutionShare count up 49% since 2020.Capital allocation 53
- Margin may fall backOperating margin 20.4%, average of the prior years 10.1%, which ranged from 2.4% to 19.4%. After peaks like this, the margin was more than a quarter lower two years later in 44 of 100 cases, against 24 of 100 for other companies with high margins.
- Volatile share priceVolatility 67% a year over the last 12 months.Stability 44
Its standout strengths are fundamentals and growth, while valuation and stability hold the score back.
Daily figure as of 12 Nov 2026
How the score is calculatedScore overview
Fundamentals are strong, with stable profits and strong cash generation.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk high
How well MEQIRI warnsOne of the 30% with the highest crash risk among smaller stocks.
From 2016 to 2025, 36 in 100 such stocks fell 30% or more within a year, against a group average of 23 in 100.
What drives the risk
- high price swings
- price far below its 52-week high
- high growth grade (crashed more often in the backtest)
What lowers it
- solid fundamentals
- price not overheated over the past year
Valuation
Valuation signal
Fairly valuedClosing price of 11 Nov 2026, used by the daily score.
In our model the price counts as cheap below $30.99 and expensive above $92.98 (uncertainty very high, based on the price swings of the past year).
The two parts of the fair value come to $69.04 (cash-flow model) and $23.93 (industry comparison), and the gap between them shows how uncertain the estimate is.
Calculated with a cost of equity of 8.8%. At 9.8% the fair value would be $40.59, at 7.8% it would be $55.34.
Valuation metrics
Half from the cash-flow model, half from earnings times the industry P/E (24.5).
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 30 Jun 2026, revenue rose 17.7% on the twelve months before. Revenue has grown strongly since 2016, at around 31% per year.
Margins
- Gross margin
- Operating margin
- Net margin
In fiscal 2025: gross 46%, operating 20%, net 8%.
Debt & balance sheet
latest quarterDebt is elevated. Keep an eye on the interest burden and refinancing.
Earnings
- Next earnings
- 24 Feb 2027in 104 days
- Last reported
- 9 Nov 2026EPS reported $0.52 (expected $0.51)in line with expectations
Analyst estimates
Earnings estimates have barely changed since 15 Oct 2026.
- Earnings per share
- $2.09−0.7%
- Revenue
- $425.81M0.0%
- Earnings per share
- $2.62−0.7%
- Revenue
- $491.59M0.0%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Company outlook raised
Share price after the results: +0.3%2026 revenue outlook raised: organic growth now 12% to 19% (low end raised) due to contingent commissions tracking ahead of prior expectations.
“We now expect total revenues to grow organically in the range of 12% to 19% year over year. This increase to the bottom end of our revenue range reflects a more favorable outlook around contingent commissions.”The outlook is not part of the score and not a recommendation to buy or sell.
From the earnings call on 22 Jul 2026 (fiscal Q2 2026), read by AI.
Insiders
Open-market purchases and sales by executives, board members and major holders
5 insiders bought on the open market between 14 May 2026 and 29 May 2026, $764,543 in total. 4 insiders sold, $27.69M in total.
Sales say less than purchases: many insiders sell on a fixed plan, for taxes or to diversify.
- Durable Capital Partners LPPurchase
22 Sept 2026, Major holder
- Shares
- 150,000
- Price
- $47.32
- Value
- $7.1M
- Kebodeaux AdrienneSale
20 Aug 2026, Major holder
- Shares
- 7,000
- Price
- $70.00
- Value
- $490,000
- Jones SerenaSale
20 Aug 2026, Major holder
- Shares
- 10,000
- Price
- $69.50
- Value
- $694,990
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- Jones SerenaSale
19 Aug 2026, Major holder
- Shares
- 4,875
- Price
- $67.71
- Value
- $330,086
- Jones SerenaSale
13 Aug 2026, Major holder
- Shares
- 125
- Price
- $67.50
- Value
- $8,438
- Mark & Robyn Jones Descendants Trust 2014Sale
4 Aug 2026, Major holder
- Shares
- 22,481
- Price
- $66.87
- Value
- $1.5M
- Mark & Robyn Jones Descendants Trust 2014Sale
3 Aug 2026, Major holder
- Shares
- 100,000
- Price
- $65.31
- Value
- $6.53M
- Durable Capital Partners LPPurchase
31 Jul 2026, Major holder
- Shares
- 36,256
- Price
- $61.92
- Value
- $2.25M
- Lane Peter R.Purchase
31 Jul 2026, Board
- Shares
- 1,600
- Price
- $63.14
- Value
- $101,024
- Mark & Robyn Jones Descendants Trust 2014Sale
30 Jul 2026, Major holder
- Shares
- 2,519
- Price
- $66.27
- Value
- $166,926
- Mark & Robyn Jones Descendants Trust 2014Sale
29 Jul 2026, Major holder
- Shares
- 125,000
- Price
- $69.71
- Value
- $8.71M
- Chick & The Bear Irrevocable TrustSale
28 Jul 2026, Major holder
- Shares
- 5,000
- Price
- $65.03
- Value
- $325,150
- Kebodeaux AdrienneSale
28 Jul 2026, Major holder
- Shares
- 5,000
- Price
- $65.20
- Value
- $326,000
- Durable Capital Partners LPPurchase
27 Jul 2026, Major holder
- Shares
- 40,077
- Price
- $61.72
- Value
- $2.47M
- Durable Capital Partners LPPurchase
24 Jul 2026, Major holder
- Shares
- 113,646
- Price
- $58.34
- Value
- $6.63M
- Langston Patrick RyanPurchase
29 May 2026, Major holder
- Shares
- 2,800
- Price
- $35.56
- Value
- $99,568
- Martin John ArthurPurchase
28 May 2026, Chief Financial Officer
- Shares
- 5,000
- Price
- $34.73
- Value
- $173,650
- Mark & Robyn Jones Descendants Trust 2014Sale
27 May 2026, Major holder
- Shares
- 9,588
- Price
- $40.76
- Value
- $390,814
- Mark & Robyn Jones Descendants Trust 2014Sale
26 May 2026, Major holder
- Shares
- 45,588
- Price
- $40.07
- Value
- $1.83M
- Mark & Robyn Jones Descendants Trust 2014Sale
22 May 2026, Major holder
- Shares
- 82,689
- Price
- $41.77
- Value
- $3.45M
- Mark & Robyn Jones Descendants Trust 2014Sale
21 May 2026, Major holder
- Shares
- 70,751
- Price
- $41.36
- Value
- $2.93M
- Thornthwaite Martin EllisPurchase
18 May 2026, General Counsel
- Shares
- 5,000
- Price
- $41.50
- Value
- $207,500
- Jones Mark E. Jr.Purchase
15 May 2026, 10 percent owner, officer, other: President & COO
- Shares
- 2,650
- Price
- $37.50
- Value
- $99,375
- Miller MarkPurchase
14 May 2026, President and CEO
- Shares
- 5,000
- Price
- $36.89
- Value
- $184,450
Partial trades from one filing are shown in one row, with the average price.
Source: Form 4 filings with the US Securities and Exchange Commission. Grants, option exercises, gifts and tax withholdings are hidden. Not a recommendation to buy.
What happened at Goosehead Insurance
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
976 rated companies in Financial Services
- This company
- 70
- Sector median
- 68
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Insurance (Brokers)
The next larger and next smaller companies by market value
- Ryan Specialty HoldingsRYAN $5.61B65
- CorVelCRVL $4.24B79
- Neptune Insurance HoldingsNP $3.91B66
- Baldwin Insurance GroupBWIN $2.98B48
- Ethos TechnologiesLIFE $2.45B43
- CrawfordCRD-A $569.52M63
- WaterdropWDH $361.72M54
- TWFGTWFG $348.77M78
ETFs that hold Goosehead Insurance
Held by 13 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| L&G Russell 2000 US Small Cap Quality UCITS ETFETLZ | 0.12% | 0.30% | €185.82M |
| iShares Ageing Population UCITS ETF2B77 | 0.12% | 0.40% | €807M |
| iShares S&P SmallCap 600 UCITS ETFIUS3 | 0.08% | 0.30% | €2.28B |
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| Xtrackers Russell 2000 UCITS ETF 1CXRS2 | 0.04% | 0.30% | €2.17B |
| State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc)ZPRR | 0.04% | 0.30% | €4.22B |
| Invesco Global Buyback Achievers UCITS ETFBBCK | 0.02% | 0.39% | €188.08M |
| iShares MSCI World Small Cap UCITS ETFIUSN | 0.01% | 0.35% | €8.19B |
| iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETFSXRG | 0.01% | 0.43% | €2.48B |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 12 Nov 2026, recalculated nightly
- Price
- Closing price of 12 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 31 Dec 2025
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Strong, published since 7 Nov 2026 (in the score history since 3 Nov 2026)
- Valuation signal Fairly valued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.