Goosehead Insurance, Inc.

NasdaqGS:GSHD 주식 리포트

시가총액: US$1.3b

Goosehead Insurance 경영진

경영진 기준 점검 3/4

Goosehead Insurance CEO는 Mark Miller, Jul2024 에 임명되었습니다 의 임기는 1.92 년입니다. 총 연간 보상은 $4.85M, 15.5% 급여 및 84.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $2.22M 가치에 해당하는 회사 주식의 0.17% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 0.9 년과 8.3 년입니다.

핵심 정보

Mark Miller

최고경영자

US$4.9m

총 보수

CEO 급여 비율15.46%
CEO 재임 기간1.9yrs
CEO 지분 보유율0.2%
경영진 평균 재임 기간less than a year
이사회 평균 재임 기간8.3yrs

최근 경영진 업데이트

Recent updates

분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
User avatar
새로운 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...

CEO 보수 분석

Mark Miller의 보수는 Goosehead Insurance의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$30m

Dec 31 2025US$5mUS$750k

US$28m

Sep 30 2025n/an/a

US$30m

Jun 30 2025n/an/a

US$30m

Mar 31 2025n/an/a

US$31m

Dec 31 2024US$5mUS$700k

US$30m

Sep 30 2024n/an/a

US$19m

Jun 30 2024n/an/a

US$19m

Mar 31 2024n/an/a

US$16m

Dec 31 2023US$2mUS$550k

US$14m

Sep 30 2023n/an/a

US$11m

Jun 30 2023n/an/a

US$6m

Mar 31 2023n/an/a

US$3m

Dec 31 2022US$5mUS$277k

US$565k

Sep 30 2022n/an/a

US$340k

Jun 30 2022n/an/a

US$2m

Mar 31 2022n/an/a

US$4m

Dec 31 2021US$848kn/a

US$5m

보상 대 시장: Mark의 총 보수(USD4.85M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.28M) 수준입니다.

보상과 수익: Mark의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Mark Miller (60 yo)

1.9yrs
재임 기간
US$4,850,272
보수

Mr. Mark K. Miller is Director of Goosehead Insurance, Inc since May 10, 2022 and serves as Chief Executive Officer since July 1, 2024 and was its President since May 10, 2022. He served as Chief Operating...


리더십 팀

이름직위재임 기간보수지분
Mark Jones
Co-Founder & Executive Chairman8.3yrsUS$4.52m0.16%
$ 2.2m
Mark Miller
CEO & Director1.9yrsUS$4.85m0.17%
$ 2.2m
Robyn Mary Jones
Co-Founder & Vice Chairman8.3yrsUS$299.99k0.30%
$ 4.0m
Mark Jones
President & COOless than a yearUS$3.40m0.030%
$ 389.1k
John O'Connor
Consultantless than a yearUS$1.31m0.016%
$ 214.7k
John Martin
Chief Financial Officerless than a year데이터 없음0.021%
$ 277.3k
Eben Hewitt
Chief Technology Officerno data데이터 없음데이터 없음
Maddie Middleton
Senior Director of Investor Relationsless than a year데이터 없음데이터 없음
Martin Thornthwaite
General Counsel & Corporate Secretaryless than a year데이터 없음0.021%
$ 277.3k
Angela Kervin
Chief Human Resources Officer1yr데이터 없음데이터 없음
Brian Pattillo
Executive Vice President2.7yrs데이터 없음데이터 없음
Dan Jacobs
Vice President of Revenue Operations1.5yrs데이터 없음데이터 없음
0.9yrs
평균 재임 기간
55yo
평균 나이

경험이 풍부한 관리: GSHD의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 0.9 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Mark Jones
Co-Founder & Executive Chairman8.3yrsUS$4.52m0.16%
$ 2.2m
Mark Miller
CEO & Director8.3yrsUS$4.85m0.17%
$ 2.2m
Robyn Mary Jones
Co-Founder & Vice Chairman8.3yrsUS$299.99k0.30%
$ 4.0m
James Reid
Independent Director8.3yrsUS$324.99k0.48%
$ 6.3m
Louis Goldberg
Independent Directorless than a year데이터 없음0.024%
$ 309.2k
Waded Cruzado
Independent Director4.3yrsUS$314.99k0.13%
$ 1.8m
Peter Lane
Lead Independent Director8.3yrsUS$354.99k0.53%
$ 6.9m
William Wade
Independent Director1.2yrsUS$299.99k0.0093%
$ 121.9k
8.3yrs
평균 재임 기간
62.5yo
평균 나이

경험이 풍부한 이사회: GSHD의 이사회경험이 있음으로 간주됩니다(평균 재임 8.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/22 10:15
종가2026/06/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Goosehead Insurance, Inc.는 15명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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