Goosehead Insurance, Inc.

Informe acción NasdaqGS:GSHD

Capitalización de mercado: US$1.7b

Goosehead Insurance Resultados de beneficios anteriores

Pasado controles de criterios 2/6

Goosehead Insurance ha aumentado sus beneficios a una tasa media anual de 43.7%, mientras que los beneficios de la industria de Insurance han experimentado un crecimiento anual de 14.6%. Los ingresos han ido creciendo a una tasa media de 21% al año.

Información clave

43.73%

Tasa de crecimiento de los beneficios

38.14%

Tasa de crecimiento del BPA

Crecimiento de la industria Insurance 8.02%
Tasa de crecimiento de los ingresos21.03%
Rentabilidad financieran/a
Margen neto7.95%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización de narrativa Jun 23

GSHD: Organic Expansion And Buybacks Will Support Returns As Sector Winds Shift

Analysts have trimmed the fair value estimate for Goosehead Insurance to about $65 from roughly $68. This reflects a modest reset in price targets as they weigh recent stock performance, a slightly higher discount rate, and mixed sector preferences that currently lean more toward insurance carriers than brokers.
Artículo de análisis Jun 20

Goosehead Insurance (GSHD) Stock Could Be 45.4% Undervalued After Recent Volatility

Goosehead Insurance (GSHD) has drawn investor attention after recent share price volatility, with the stock closing at US$36.88. The move comes amid a backdrop of mixed short and longer term return figures. See our latest analysis for Goosehead Insurance. The recent 4.98% one-day share price gain to US$36.88 sits against a year-to-date share price return that is down 47.43%, while the one-year total shareholder return has declined 62.76%, suggesting recent strength is more of a short-term...
Actualización de narrativa Jun 05

GSHD: Execution On Margins And Buybacks Is Expected To Support Future Upside

Analysts have modestly adjusted their fair value estimate for Goosehead Insurance to $98.40, reflecting a slightly higher assumed revenue growth rate and profit margin, alongside a broadly mixed set of recent price target moves that include both reductions, such as Piper Sandler's cut to $52 and JPMorgan's to $55, and increases from firms like UBS, BofA, RBC Capital, and Keefe Bruyette. Analyst Commentary Bullish analysts have been active on Goosehead Insurance, adjusting price targets both up and down while reassessing the balance between growth prospects and margin pressures.
Actualización de narrativa May 21

GSHD: Organic Expansion And Buybacks Will Support Long Term Earnings Resilience

Analysts have trimmed the updated fair value estimate for Goosehead Insurance to about $98 from roughly $119, reflecting lower price targets across several firms as they factor in a slightly higher discount rate, somewhat softer projected revenue growth and profit margins, and a more conservative future P/E assumption. Analyst Commentary Recent Street research on Goosehead Insurance has been active, with several firms adjusting price targets and updating views following the latest earnings and AI related debates around the business model.
Actualización de narrativa May 01

GSHD: Organic Expansion And Buybacks Will Support Returns As AI Fears Ease

Analysts have increased the fair value estimate for Goosehead Insurance by $1 to $67.58, reflecting a balance of lower projected revenue growth, slightly higher profit margins, and a reduced future P/E assumption in light of recent price target resets and ongoing debate around AI related risks and growth headwinds. Analyst Commentary Recent Street research on Goosehead Insurance reflects a mix of optimism on long term growth potential and caution around execution risks, valuation, and the impact of AI related disruption on the insurance distribution model.
Seeking Alpha Apr 24

Goosehead Insurance: Secular Pressures Merit Caution

Summary Goosehead Insurance delivered strong Q1 results, with revenue up 23% and adjusted EBITDA up 57%, yet faces secular headwinds. AI-driven disintermediation and persistently weak customer retention (85%) pose significant long-term risks to GSHD’s agency model. NPS deterioration from 87 to 72 and slow retention improvement highlight potential service and satisfaction issues amid ongoing automation. I recommend a 'sell' rating on GSHD, citing secular pressures, AI risk, and an unattractive 23x earnings multiple despite recent operational gains. Read the full article on Seeking Alpha
Actualización de narrativa Apr 15

GSHD: Organic Expansion And Buybacks Will Support Returns Despite AI Concerns

Analysts have trimmed their average price target for Goosehead Insurance, with the fair value estimate moving from about $73.00 to roughly $66.58. They are factoring in lower price targets across the Street and a reduced future P/E assumption tied to concerns about growth headwinds and potential AI-related risks.
Actualización de narrativa Apr 01

GSHD: Organic Expansion And Buybacks Will Offset AI Disruption Concerns

Analysts have trimmed the fair value estimate for Goosehead Insurance by about $3.70 to $73.00 as they factor in softer projected growth, slightly lower margins and a modestly reduced future P/E multiple. They still see AI related disruption risks as more limited than some headlines suggest.
Actualización de narrativa Mar 17

GSHD: Organic Expansion And Buybacks Will Support Stronger Long-Term Earnings Power

Analysts have lowered the fair value estimate for Goosehead Insurance by about $14.82 to $76.73 as they factor in revised price targets, modestly higher discount rates, slightly softer margin expectations, and updated views on growth resilience and AI related risks. Analyst Commentary Recent Street research shows a mixed but engaged analyst view on Goosehead Insurance, with several firms trimming price targets while maintaining generally constructive ratings.
Actualización de narrativa Mar 03

GSHD: Organic Expansion And Buybacks Will Support Long Term Earnings Power

Analysts have trimmed their price target on Goosehead Insurance by about $21 to $118.94. This reflects refreshed assumptions around growth, profitability, and valuation multiples following recent research updates that highlight both AI-related competitive questions and ongoing expectations for solid organic expansion.
Actualización de narrativa Feb 17

GSHD: Refined Assumptions And Franchise Expansion Will Support Long Term Earnings Power

Analysts have trimmed their price target on Goosehead Insurance by $14, reflecting updated assumptions around revenue growth, profit margins, and a slightly higher discount rate. Analyst Commentary Even with the $14 reduction to the price target, bullish analysts see the revised figure as consistent with a constructive view on Goosehead Insurance, with the change described more as a recalibration of assumptions than a shift in overall stance.
Artículo de análisis Feb 11

The Price Is Right For Goosehead Insurance, Inc. (NASDAQ:GSHD) Even After Diving 33%

The Goosehead Insurance, Inc. ( NASDAQ:GSHD ) share price has fared very poorly over the last month, falling by a...
Actualización de narrativa Feb 03

GSHD: Reset Expectations And Consistent Execution Will Support Long Term Earnings Power

Analysts have lowered their price target on Goosehead Insurance by $14, reflecting updated views on the company’s growth, margins, and future P/E assumptions. Analyst Commentary Bullish analysts are treating the lower price target as a reset rather than a loss of confidence, with recent commentary focusing on how updated growth and margin assumptions feed into new P/E expectations.
Actualización de narrativa Jan 20

GSHD: Higher Investment Spend And Buybacks Will Support Long Term Earnings Power

Analysts have reduced their fair value estimate for Goosehead Insurance to $140 from $150, citing lower price targets, trimmed long term growth and margin expectations, and higher assumed discount rates following recent research updates. Analyst Commentary Recent research on Goosehead Insurance highlights a more cautious stance on near term earnings and investment spending, but there are still several points that more optimistic voices are watching closely.
Actualización de narrativa Jan 05

GSHD: Increased Investment Spending Will Drive Stronger Long-Term Earnings Power

Analysts have modestly reduced their price targets on Goosehead Insurance, trimming expectations by roughly $10 to $15 per share as they factor in higher investment spending, softer renewal commission retention, and near term margin pressure, while maintaining unchanged long term growth and profitability assumptions. Analyst Commentary Street research reflects a more balanced stance on Goosehead Insurance, with modestly lower price targets but generally constructive long term views on growth and execution.
Actualización de narrativa Dec 21

GSHD: Incremental Investment Spending Will Set Up Stronger Long-Term Earnings Power

Analysts have modestly raised their fair value estimate for Goosehead Insurance to approximately $91.55 from about $90.82. This reflects expectations for slightly faster top line growth, offset by near term margin pressure and elevated investment spending that has led to a series of reduced but still generally constructive price targets across the Street.
Actualización de narrativa Dec 07

GSHD: Increased Investment And Buybacks Will Support Long-Term Earnings Power

Analysts have modestly reduced their price target on Goosehead Insurance, as slightly lower projected revenue growth and margins, along with increased investment spending and softer renewal commission retention, have led to a trimmed fair value estimate from about $93.70 to roughly $90.82 per share. Analyst Commentary Recent Street research reflects a mixed but generally constructive stance on Goosehead Insurance, with valuation adjustments driven more by updated assumptions on growth, retention, and spending than by a fundamental change in the long term narrative.
Actualización de narrativa Nov 22

GSHD: New Investment Spend Will Support Long-Term Earnings Stability

Analysts have lowered price targets for Goosehead Insurance, citing incremental expenses from new investments and softer commission retention. Recent target cuts have ranged from a reduction of $10 to $23 per share.
Actualización de narrativa Nov 06

GSHD: Market Share Expansion Will Support Resilient Performance Amid Sector Headwinds

Goosehead Insurance's fair value estimate has been revised downward to $93.70 from $98.10. Analysts cite lower renewal commission retention, increased investment-related expenses, and reduced revenue growth and profit margin projections following recent price target cuts.
Actualización de narrativa Oct 22

Analysts Offer Mixed Outlook on Goosehead Insurance Amid Modest Growth and Valuation Adjustments

Analysts have modestly reduced their price targets for Goosehead Insurance, citing slightly softer expectations for growth and profitability. Targets have dropped by as much as $10 to $150 and $5 to $85, reflecting concerns about slower sales growth and a more competitive pricing environment in the sector.
Actualización de narrativa Oct 08

AI And Digital Platforms Will Fuel Insurance Excellence

Analysts have reduced their fair value estimate for Goosehead Insurance from $109.70 to $101.30. They cite softer forecasts for new sales growth and commission retention expectations, despite improvements in profit margin and future earnings projections.
Artículo de análisis Jul 08

Goosehead Insurance, Inc's (NASDAQ:GSHD) Price In Tune With Revenues

When you see that almost half of the companies in the Insurance industry in the United States have price-to-sales...
Seeking Alpha Apr 28

Goosehead Insurance: Balancing Franchise Reacceleration, Mixed Industry Outlook

Summary Goosehead Insurance's franchise health. The franchise size is nearing stabilization and reacceleration, and productivity has rapidly increased. The outlook for personal line insurers remains uncertain. Auto insurance profitability is expected to remain subdued for 2025, and home sales have remained pressured. I estimate GSHD to have a fair value of roughly $86.5. Read the full article on Seeking Alpha
Artículo de análisis Feb 02

Here's Why Goosehead Insurance (NASDAQ:GSHD) Has Caught The Eye Of Investors

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Artículo de análisis Nov 12

Revenues Tell The Story For Goosehead Insurance, Inc (NASDAQ:GSHD) As Its Stock Soars 31%

Goosehead Insurance, Inc ( NASDAQ:GSHD ) shares have continued their recent momentum with a 31% gain in the last month...
Artículo de análisis Oct 24

We Ran A Stock Scan For Earnings Growth And Goosehead Insurance (NASDAQ:GSHD) Passed With Ease

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
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Nueva narrativa Sep 24

Leveraging Technology And Expansion To Surge In The Personal Insurance Market

Goosehead Insurance's focus on technology-enhanced productivity and strategic workforce expansion signals strong potential for accelerated revenue growth.
Artículo de análisis Jul 26

Why Investors Shouldn't Be Surprised By Goosehead Insurance, Inc's (NASDAQ:GSHD) 53% Share Price Surge

The Goosehead Insurance, Inc ( NASDAQ:GSHD ) share price has done very well over the last month, posting an excellent...
Artículo de análisis Jul 24

If EPS Growth Is Important To You, Goosehead Insurance (NASDAQ:GSHD) Presents An Opportunity

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Artículo de análisis Apr 28

Getting In Cheap On Goosehead Insurance, Inc (NASDAQ:GSHD) Might Be Difficult

Goosehead Insurance, Inc's ( NASDAQ:GSHD ) price-to-sales (or "P/S") ratio of 5.3x may look like a poor investment...

Desglose de ingresos y gastos

Cómo gana y gasta dinero Goosehead Insurance. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NasdaqGS:GSHD Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 2638230850
31 Dec 2536528790
30 Sep 2535330740
30 Jun 2534130730
31 Mar 2532531700
31 Dec 2431430700
30 Sep 2428319660
30 Jun 2427519660
31 Mar 2426616630
31 Dec 2326014630
30 Sep 2325411630
30 Jun 232416630
31 Mar 232253620
31 Dec 222081590
30 Sep 221910560
30 Jun 221752510
31 Mar 221604470
31 Dec 211505430
30 Sep 211458400
30 Jun 211357360
31 Mar 211279310
31 Dec 201169270
30 Sep 20956230
30 Jun 20853220
31 Mar 20741210
31 Dec 19774200
30 Sep 19784190
30 Jun 19734180
31 Mar 1968-6170
31 Dec 1860-9140
30 Sep 1856-9130
30 Jun 1851-9110
31 Mar 18470100
31 Dec 17420100
31 Dec 1631560

Ingresos de calidad: GSHD tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio(7.9%) de GSHD son inferiores a los del año pasado (9.5%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: En los últimos 5 años, los beneficios de lGSHD han crecido significativamente en un 43.7% al año.

Acelerando crecimiento: GSHD ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.

Beneficios vs. Industria: GSHD tuvo un crecimiento negativo de los beneficios (-1.9%) durante el año pasado, lo que dificulta la comparación con la media de la industria Insurance (36.2%).


Rentabilidad financiera

Alta ROE: El pasivo de GSHD supera su activo, por lo que es difícil calcular su rentabilidad financiera.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/01 10:21
Precio de las acciones al final del día2026/07/01 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Goosehead Insurance, Inc. está cubierta por 15 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Michael ZaremskiBMO Capital Markets Equity Research
Joshua ShankerBofA Global Research
Ryan TunisCantor Fitzgerald & Co.