GSHD

Financial Services

Goosehead Insurance, Inc · Insurance - Diversified · $2B

UQS Score — Balanced Preset
51.5
Good

Goosehead Insurance, Inc scores 51.5/100 using the Balanced preset.

UQS vs Financial Services Sector
GSHD
51.5
Sector avg
39.7
Quality
Weak
Moat
Weak
Growth
Good
Risk
Good
Valuation
Good

What is Goosehead Insurance, Inc?

Goosehead Insurance is a personal lines insurance agency operating across the United States through both a corporate channel and a rapidly expanding franchise network. Founded in 2003 and headquartered in Westlake, Texas, the company went public in 2018.

Goosehead Insurance acts as an independent agency, connecting consumers with a broad range of personal insurance products from multiple carriers rather than underwriting policies itself. Revenue flows primarily through commissions and franchise fees. The franchise channel allows independent agents to operate under the Goosehead brand, extending reach without proportional corporate overhead. The corporate channel employs agents directly. This dual-channel model drives geographic expansion while keeping the company asset-light relative to traditional insurers.

Goosehead Insurance was founded in 2003 and is headquartered in Westlake, Texas.

  • Homeowners and dwelling property insurance
  • Auto and motorcycle insurance
  • Flood, wind, and earthquake coverage
  • Excess liability and umbrella policies
  • Life insurance products

Is GSHD a Good Stock to Buy?

UQS Score rates GSHD as Below Average overall, reflecting meaningful gaps in quality and competitive positioning despite brighter spots elsewhere.

The Growth pillar stands out as a relative bright spot, supported by the company's expanding franchise network and increasing premium volumes. The Risk and Valuation pillars also register positively, suggesting the stock does not carry extreme downside risk or an obviously stretched price relative to its profile.

The Quality and Moat pillars are both rated Weak, pointing to thin underlying business quality and limited durable competitive advantages — concerns that matter significantly for long-term holders.

See the exact pillar breakdown and full financial metrics by signing up for a UQS Pro account. Sign up free →

Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.

Does GSHD pay dividends?

Yes — Goosehead Insurance, Inc pays a dividend.

Goosehead Insurance pays a regular dividend, which is somewhat uncommon for a growth-oriented small-cap agency. The dividend reflects a degree of capital discipline, though investors should weigh it alongside the company's ongoing investment in franchise expansion. Payout sustainability depends on continued commission and fee growth across both channels.

When does GSHD report earnings?

Goosehead Insurance reports earnings on a quarterly cadence, typical for US-listed equities.

Results in recent periods have reflected the tension between franchise growth momentum and pressure on underlying profitability metrics. Revenue trends have generally trended upward, but cost management and retention rates across the franchise network remain key variables that investors watch closely each quarter.

For the most recent quarter's results and guidance commentary, visit Goosehead Insurance's investor relations page directly.

GSHD Price History

-46.8% over 5Y

Monthly close, adjusted for stock splits and dividend reinvestment.

Return Calculator

What if I invested in Goosehead Insurance, Inc?

$
Today it would be worth
$4,696
That's a -53.0% total return, or -14.0% annualized.

Based on Goosehead Insurance, Inc's historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.

GSHD Long-term Outlook

The fundamental outlook for GSHD is shaped by its Good Growth profile set against Weak Quality and Moat ratings. Franchise network expansion could continue to drive top-line momentum, but the absence of strong competitive moats means that growth may be harder to defend over time. The Good Risk rating suggests the near-term financial structure is not under acute stress, which provides some runway for the business model to mature.

Growth drivers

  • Continued franchise network expansion across new geographies
  • Rising homeowner insurance demand driven by property market activity
  • Cross-selling additional personal lines products to existing clients

Key risks

  • Weak moat leaves the agency model exposed to competition from larger, better-capitalized peers
  • Franchise agent retention and productivity are difficult to control at scale
  • Valuation could compress if growth momentum slows or carrier relationships shift

GSHD vs Peers

Goosehead Insurance operates in a competitive personal lines distribution landscape alongside a range of specialty and diversified insurance peers.

RZCGSHD scores higher
7.125% Fixed-Rate Reset Subordinated Debentures due 2052

Represents debt-capital market instruments rather than an equity agency model, reflecting a different risk-return profile for capital allocators in the insurance space.

XZOGSHD scores lower
Exzeo Group, Inc.

Exzeo focuses on technology-driven insurance solutions, competing with Goosehead on the digital distribution and platform side of the market.

FIHLSimilar UQS
Fidelis Insurance Holdings Limited

Fidelis operates as an underwriter across specialty and reinsurance lines, contrasting with Goosehead's pure-play agency and distribution model.

Frequently Asked Questions

What does Goosehead Insurance do?

Goosehead Insurance is an independent personal lines insurance agency. Rather than underwriting policies, it connects consumers with coverage from multiple carriers across homeowners, auto, flood, life, and other lines. It operates through both company-employed agents and a growing network of independently owned franchises across the United States.

Does GSHD pay dividends?

Yes, Goosehead Insurance pays a regular dividend. This is relatively uncommon among growth-stage small-cap agencies. Investors should review the current dividend rate and payout history on the company's investor relations page, as amounts can change with business conditions.

When does GSHD report earnings?

Goosehead Insurance follows a standard quarterly earnings cadence for US-listed companies. Specific dates for upcoming reports are not available through this platform. Check the company's investor relations page or financial calendar services for confirmed reporting dates.

Is GSHD a good stock to buy?

The UQS Score rates GSHD as Below Average, driven by Weak Quality and Moat pillars. Growth and Risk profiles are more favorable, but the overall composite suggests meaningful concerns. Whether it fits a portfolio depends on individual risk tolerance and investment horizon. The full pillar breakdown is available to Pro members.

Is GSHD overvalued?

The Valuation pillar for GSHD is rated Good, suggesting the stock does not appear obviously overpriced relative to its profile at the time of scoring. However, valuation is one of five pillars — and weak quality and moat scores can affect how much premium a stock deserves. View the complete analysis with a Pro account.

How does GSHD compare to its competitors?

Goosehead's dual-channel agency model differentiates it from pure underwriters like Fidelis Insurance Holdings and technology-platform peers like Exzeo. Its franchise-driven growth strategy allows broader geographic reach, but its Weak Moat rating suggests the competitive advantages that model creates are not yet deeply entrenched.

What is GSHD's market cap bracket?

Goosehead Insurance is classified as a small-cap company. Small-cap stocks generally carry higher volatility and liquidity risk than large- or mega-cap peers, but can also offer greater growth potential if the underlying business model scales successfully.

Who founded Goosehead Insurance?

Goosehead Insurance was founded in 2003. The company's founding history and leadership background are publicly available through its investor relations materials and corporate filings on the SEC's EDGAR database.

Is GSHD a long-term quality indicator?

From a long-term quality perspective, GSHD's Below Average UQS Score — anchored by Weak Quality and Moat ratings — raises questions about durability. The Good Growth pillar shows expansion potential, but sustained long-term compounding typically requires stronger competitive positioning. Pro members can access the full multi-pillar breakdown to assess fit.

What is the main competitive advantage of Goosehead Insurance?

Goosehead's primary differentiator is its franchise distribution model, which allows rapid geographic expansion with lower fixed costs than a fully corporate agency. Access to multiple carriers also lets agents shop coverage for clients. However, the UQS Moat pillar rates these advantages as Weak, suggesting they are not yet deeply defensible.

What sector does GSHD belong to?

Goosehead Insurance operates in the Financial Services sector, specifically within insurance distribution and agency services. It does not underwrite risk itself, which makes its financial profile distinct from traditional insurance carriers and more similar to fee- and commission-based financial intermediaries.

Is GSHD a growth stock or value stock?

GSHD leans toward growth, with a Good Growth pillar reflecting franchise network expansion and rising premium volumes. The Valuation pillar is also rated Good, meaning it does not carry a heavy growth premium at current levels. It sits in a middle ground — growth-oriented but not priced at a significant premium relative to its UQS profile.

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Pro Analysis

GSHD — Score History

4045505560Apr 2Apr 12Apr 22May 2May 12May 22May 24v5
Score changes· 23 most recent
DateUQSQualityMoatGrowthRiskValueChange
May 22, 202651.539.423.070.777.267.8-0.1
May 21, 202651.639.523.070.777.268.1-0.8
May 15, 202652.441.023.070.777.271.2-0.7
May 14, 202653.142.123.070.777.273.8+1.1
May 12, 202652.040.123.070.777.270.0+1.8
May 7, 202650.235.523.070.776.466.2+0.3
May 3, 202649.935.523.070.776.464.6+0.3
Apr 26, 202649.635.523.070.776.462.2-0.3
Apr 25, 202649.935.523.070.776.464.30.0
Apr 24, 202649.935.523.070.776.464.1+0.1

GSHD — Pillar Breakdown

Quality

39.4/100 (25%)

Goosehead Insurance, Inc has average quality metrics, with room for improvement in margins or capital efficiency.

Return on EquityWeak

Profitability relative to shareholders' equity.

Operating ProfitabilityModerate

Ability to convert revenue into operating profit.

Net ProfitabilityWeak

Bottom-line profit as a share of revenue.

Cash GenerationStrong

Free cash flow relative to market value.

Growth

70.7/100 (20%)

Goosehead Insurance, Inc demonstrates healthy growth trends across revenue and earnings.

Recent Revenue TrendModerate

Revenue trajectory over the last twelve months.

3Y Revenue CAGRModerate

Compound annual revenue growth rate over 3 years.

EPS GrowthWeak

Year-over-year earnings per share growth.

Forward Revenue OutlookStrong

Analyst consensus for future revenue growth.

Forward EPS GrowthStrong

Analyst consensus for future earnings growth.

Risk

77.2/100 (15%)

Goosehead Insurance, Inc carries minimal financial risk with conservative leverage and strong solvency.

Debt/EquityStrong

Total debt relative to shareholder equity.

Current RatioStrong

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageWeak

Earnings capacity relative to interest payments.

Valuation

67.9/100 (15%)

Goosehead Insurance, Inc trades at a reasonable valuation with decent earnings yield and FCF multiples.

Earnings YieldModerate

Inverse of forward P/E — higher yield means cheaper stock.

Price to Free Cash FlowStrong

How many years of FCF the market cap represents.

PEG RatioStrong

P/E relative to earnings growth — lower is more attractive.

EV/EBITDA vs SectorWeak

Enterprise value multiple relative to sector median.

Moat

23/100 (25%)

Goosehead Insurance, Inc operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for GSHD.

Score Composition

Quality
39.4×25%9.8
Growth
70.7×20%14.1
Risk
77.2×15%11.6
Valuation
67.9×15%10.2
Moat
23.0×25%5.8
Total
51.5Good

Financial Data

More Stock Analysis

How is the GSHD UQS Score Calculated?

The UQS (Unified Quality Score) for Goosehead Insurance, Inc is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses Goosehead Insurance, Inc's competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether Goosehead Insurance, Inc is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.