Is Goosehead Insurance Stock a Good Investment?
Goosehead Insurance Investment Advice | GSHD |
- Examine Goosehead Insurance's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Goosehead Insurance's leadership team and their track record. Good management can help Goosehead Insurance navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Insurance Brokers space and any emerging trends that could impact Goosehead Insurance's business and its evolving consumer preferences.
- Compare Goosehead Insurance's performance and market position to its competitors. Analyze how Goosehead Insurance is positioned in terms of product offerings, innovation, and market share.
- Check if Goosehead Insurance pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Goosehead Insurance's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Goosehead Insurance stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Goosehead Insurance is a good investment.
Sell | Buy |
Strong Buy
Market Performance | Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Goosehead Insurance Stock
Researching Goosehead Insurance's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 96.0% of the company shares are owned by institutional investors. The company last dividend was issued on the 21st of January 2025.
To determine if Goosehead Insurance is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Goosehead Insurance's research are outlined below:
| Over 96.0% of the company shares are owned by institutional investors | |
| Latest headline from news.google.com: Bear of the Day Goosehead Insurance - Yahoo Finance |
Goosehead Insurance uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Goosehead Insurance. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Goosehead Insurance's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 28th of February 2024 Upcoming Quarterly Report | View | |
| 24th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 28th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Goosehead Insurance's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Goosehead Insurance's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2019-11-01 | 2019-09-30 | 0.08 | 0.07 | -0.01 | 12 | ||
2022-04-26 | 2022-03-31 | 0.02 | 0.04 | 0.02 | 100 | ||
2022-02-23 | 2021-12-31 | 0.08 | 0.06 | -0.02 | 25 | ||
2019-08-01 | 2019-06-30 | 0.09 | 0.07 | -0.02 | 22 | ||
2021-04-29 | 2021-03-31 | 0.06 | 0.03 | -0.03 | 50 | ||
2024-07-24 | 2024-06-30 | 0.39 | 0.43 | 0.04 | 10 | ||
2019-03-07 | 2018-12-31 | 0.05 | 0.01 | -0.04 | 80 | ||
2024-10-23 | 2024-09-30 | 0.45 | 0.5 | 0.05 | 11 |
Know Goosehead Insurance's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Goosehead Insurance is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Goosehead Insurance backward and forwards among themselves. Goosehead Insurance's institutional investor refers to the entity that pools money to purchase Goosehead Insurance's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Dimensional Fund Advisors, Inc. | 2024-09-30 | 411.5 K | Akre Capital Management, Llc | 2024-09-30 | 366.1 K | Riverbridge Partners Llc | 2024-12-31 | 303.8 K | 3g Capital Partners Ltd | 2024-09-30 | 290 K | Capital Research & Mgmt Co - Division 3 | 2024-09-30 | 267 K | Northern Trust Corp | 2024-09-30 | 241.3 K | Morgan Stanley - Brokerage Accounts | 2024-09-30 | 241.2 K | Charles Schwab Investment Management Inc | 2024-09-30 | 210.2 K | Motley Fool Wealth Management Llc | 2024-09-30 | 195.2 K | Blackrock Inc | 2024-09-30 | 3.5 M | Kayne Anderson Rudnick Investment Management Llc | 2024-09-30 | 3.2 M |
Goosehead Insurance's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 3.94 B.Market Cap |
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Goosehead Insurance's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.05 | 0.05 | |
| Return On Capital Employed | 0.12 | 0.13 | |
| Return On Assets | 0.05 | 0.04 | |
| Return On Equity | 0.23 | 0.24 |
Determining Goosehead Insurance's profitability involves analyzing its financial statements and using various financial metrics to determine if Goosehead Insurance is a good buy. For example, gross profit margin measures Goosehead Insurance's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Goosehead Insurance's profitability and make more informed investment decisions.
Please note, the presentation of Goosehead Insurance's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Goosehead Insurance's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Goosehead Insurance's management manipulating its earnings.
Evaluate Goosehead Insurance's management efficiency
Goosehead Insurance has return on total asset (ROA) of 0.0637 % which means that it generated a profit of $0.0637 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.7673 %, meaning that it created $0.7673 on every $100 dollars invested by stockholders. Goosehead Insurance's management efficiency ratios could be used to measure how well Goosehead Insurance manages its routine affairs as well as how well it operates its assets and liabilities. At present, Goosehead Insurance's Return On Equity is projected to slightly decrease based on the last few years of reporting. At present, Goosehead Insurance's Net Tangible Assets are projected to increase significantly based on the last few years of reporting. The current year's Non Current Assets Total is expected to grow to about 338.5 M, whereas Total Current Assets are forecasted to decline to about 49.5 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 0.63 | 0.66 | |
| Tangible Book Value Per Share | (0.02) | (0.02) | |
| Enterprise Value Over EBITDA | 37.61 | 45.91 | |
| Price Book Value Ratio | 36.88 | 38.73 | |
| Enterprise Value Multiple | 37.61 | 45.91 | |
| Price Fair Value | 36.88 | 38.73 | |
| Enterprise Value | 771.6 M | 790.8 M |
Examining the leadership quality of Goosehead Insurance offers valuable insights into its operational efficiency and financial health. This analysis assists investors in making informed decisions regarding the stock.
Forward Dividend Yield 0.0572 | Beta 1.324 |
Basic technical analysis of Goosehead Stock
As of the 30th of January, Goosehead Insurance retains the Risk Adjusted Performance of 0.0914, market risk adjusted performance of 0.4967, and Downside Deviation of 1.96. Goosehead Insurance technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices. Please check out Goosehead Insurance value at risk, and the relationship between the jensen alpha and semi variance to decide if Goosehead Insurance is priced fairly, providing market reflects its last-minute price of 106.27 per share. Given that Goosehead Insurance has jensen alpha of 0.2219, we strongly advise you to confirm Goosehead Insurance's regular market performance to make sure the company can sustain itself at a future point.Goosehead Insurance's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Goosehead Insurance insiders, such as employees or executives, is commonly permitted as long as it does not rely on Goosehead Insurance's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Goosehead Insurance insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Goosehead Insurance's Outstanding Corporate Bonds
Goosehead Insurance issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Goosehead Insurance uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Goosehead bonds can be classified according to their maturity, which is the date when Goosehead Insurance has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View |
Understand Goosehead Insurance's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Goosehead Insurance's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0914 | |||
| Market Risk Adjusted Performance | 0.4967 | |||
| Mean Deviation | 1.93 | |||
| Semi Deviation | 1.83 | |||
| Downside Deviation | 1.96 | |||
| Coefficient Of Variation | 993.2 | |||
| Standard Deviation | 2.7 | |||
| Variance | 7.31 | |||
| Information Ratio | 0.0693 | |||
| Jensen Alpha | 0.2219 | |||
| Total Risk Alpha | 0.0209 | |||
| Sortino Ratio | 0.0956 | |||
| Treynor Ratio | 0.4867 | |||
| Maximum Drawdown | 18.3 | |||
| Value At Risk | (3.32) | |||
| Potential Upside | 4.15 | |||
| Downside Variance | 3.84 | |||
| Semi Variance | 3.36 | |||
| Expected Short fall | (2.63) | |||
| Skewness | 1.4 | |||
| Kurtosis | 5.71 |
| Risk Adjusted Performance | 0.0914 | |||
| Market Risk Adjusted Performance | 0.4967 | |||
| Mean Deviation | 1.93 | |||
| Semi Deviation | 1.83 | |||
| Downside Deviation | 1.96 | |||
| Coefficient Of Variation | 993.2 | |||
| Standard Deviation | 2.7 | |||
| Variance | 7.31 | |||
| Information Ratio | 0.0693 | |||
| Jensen Alpha | 0.2219 | |||
| Total Risk Alpha | 0.0209 | |||
| Sortino Ratio | 0.0956 | |||
| Treynor Ratio | 0.4867 | |||
| Maximum Drawdown | 18.3 | |||
| Value At Risk | (3.32) | |||
| Potential Upside | 4.15 | |||
| Downside Variance | 3.84 | |||
| Semi Variance | 3.36 | |||
| Expected Short fall | (2.63) | |||
| Skewness | 1.4 | |||
| Kurtosis | 5.71 |
Consider Goosehead Insurance's intraday indicators
Goosehead Insurance intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Goosehead Insurance stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 4080.78 | |||
| Daily Balance Of Power | (0.63) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 106.89 | |||
| Day Typical Price | 106.68 | |||
| Price Action Indicator | (1.37) | |||
| Period Momentum Indicator | (1.50) |
Goosehead Insurance Corporate Filings
8K | 10th of January 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 6th of January 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
13A | 14th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
13A | 13th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
Goosehead Stock media impact
Far too much social signal, news, headlines, and media speculation about Goosehead Insurance that are available to investors today. That information is available publicly through Goosehead media outlets and privately through word of mouth or via Goosehead internal channels. However, regardless of the origin, that massive amount of Goosehead data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Goosehead Insurance news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Goosehead Insurance relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Goosehead Insurance's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Goosehead Insurance alpha.
Goosehead Insurance Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Goosehead Insurance can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Goosehead Insurance Maximum Pain Price Across March 21st 2025 Option Contracts
Goosehead Insurance's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of Goosehead Insurance close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of Goosehead Insurance's options.
Goosehead Insurance Corporate Management
| David Lakamp | Chief Officer | Profile | |
| Patrick Langston | VP, Officer | Profile | |
| Dan Jacobs | Vice Operations | Profile | |
| Matt Walker | Managing Compliance | Profile |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Goosehead Insurance. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in rate. For information on how to trade Goosehead Stock refer to our How to Trade Goosehead Stock guide.You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..
Is Insurance Brokers space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Goosehead Insurance. If investors know Goosehead will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Goosehead Insurance listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.051 | Earnings Share 0.7 | Revenue Per Share | Quarterly Revenue Growth 0.1 | Return On Assets |
The market value of Goosehead Insurance is measured differently than its book value, which is the value of Goosehead that is recorded on the company's balance sheet. Investors also form their own opinion of Goosehead Insurance's value that differs from its market value or its book value, called intrinsic value, which is Goosehead Insurance's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Goosehead Insurance's market value can be influenced by many factors that don't directly affect Goosehead Insurance's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Goosehead Insurance's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Goosehead Insurance is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Goosehead Insurance's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.