Franchises independent insurance agencies that sell personal auto and home insurance across many carriers to US consumers.
Franchises independent insurance agencies that sell personal auto and home insurance across many carriers to US consumers.
Earns a commission on each policy placed with an insurer, shares part of it with franchise owners and takes a royalty on policies they write, while renewals continue to pay a smaller share each year. It takes no claims risk, so results depend on policies written and kept.
Moat: narrow (distribution, brand, data). Multi-carrier comparison model and franchise network scale versus single-carrier captive agents.
Headquarters: Westlake, Texas, United States · Founded: 2003 · Employees: 1,600
Size Goosehead Insurance (GSHD) is a United States Financials company (Insurance Brokers/Services) with a market value of $1.97B, the 1798th largest of 3,117 United States companies the cockpit tracks. Shares closed at $55.55 on 6 Nov 2026.
Performance Over six months the shares gained 36.0%, against +26.3% for the median peer and -1.1% for the United States market (cap-weighted) — 5th highest of 10 in its peer set.
Growth Revenue grew 17.7% over the last twelve months (peer median +16.8%); the operating margin is 23.3% (peer median 15.9%).
Short interest Short interest is 10.1% of the free float (15 Oct 2026).
Next results Next results expected around 9 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $402M | $365M | $315M | $261M | $209M |
| Revenue growth | — | +16% | +20% | +25% | — |
| EBITDA | $106M | $90.4M | $71.9M | $45.8M | $17.0M |
| Net income | $35.3M | $27.8M | $30.4M | $14.1M | $565,000 |
| Free cash flow | $66.5M | $73.0M | $70.6M | $46.3M | $25.6M |
| Capital expenditure | $30.0M | $23.7M | $12.2M | $19.1M | $12.6M |
| Total debt | $373M | $352M | $153M | $143M | $165M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | GSHD | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +22.4% | +0.4% | highest of 10 |
| 6-month return | +36.0% | +26.3% | 5th highest of 10 |
| Trailing P/E | 40.5× | 30.9× | 3rd most expensive of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE | Delivered ROE |
|---|---|---|---|---|---|---|---|---|
| Goosehead Insurance GSHD | United States | $1.97B | +36% | +18% | n/a | n/a | n/a | n/a |
| TWFG TWFG | United States | $1.52B | +47% | +33% | 14% | 7.79× | 29.2% | 13.6% |
| AUB AUB.AX | Australia | $2.75B | +26% | +6% | 5% | 2.11× | 17.1% | 5.4% |
| Neptune Insurance NP | United States | $3.86B | -7% | +34% | n/a | n/a | n/a | n/a |
| CorVel CRVL | United States | $4.20B | +42% | +8% | 31% | 10.74× | 80.5% | 30.6% |
| Steadfast SDF.AX | Australia | $4.46B | +46% | +17% | 11% | 2.73× | 14.3% | 11.3% |
| Baldwin Insurance BWIN | United States | $4.48B | +58% | +19% | -11% | 3.48× | 26.6% | -10.7% |
| REVO Insurance REVO.MI | Italy | $745M | -5% | +27% | 9% | 2.41× | 11.1% | 9.4% |
| Root ROOT | United States | $672M | -23% | +15% | 15% | 2.05× | 37.6% | 15.4% |
| Crawford & CRD-A | United States | $539M | +15% | -4% | 14% | 2.96× | 21.0% | 14.0% |