CoverageForm 410-K10-Q8-K13D13G13F

GSHD · Goosehead Insurance, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · GSHD

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$93.08M-$90.44M$94.03M$75.58M-$78.03M$78.09M$64.46M-
Cost of Revenue----------
Gross Profit----------
R&D----------
SG&A$23.97M-$17.11M$24.65M$17.56M-$15.20M$16.86M$17.18M-
Total Operating Expenses$78.08M-$69.16M$78.37M$68.97M-$61.60M$62.69M$63.01M-
D&A$3.21M---$2.97M---$2.63M-
Operating Income$14.99M-$21.28M$15.66M$6.61M-$16.44M$15.40M$1.46M-
Interest Expense$5.47M-$5.97M$6.30M$1.49M-$2.06M$1.98M$1.49M-
Income Tax$1.75M-$2.40M$1.89M($1.69M)-$2.31M$2.98M($1.84M)-
Net Income$4.89M-$7.91M$5.15M$2.34M-$7.56M$6.20M$1.81M-
EPS - Basic--$0.31$0.20$0.09-$0.31$0.25$0.07-
EPS - Diluted--$0.29$0.18$0.09-$0.29$0.24$0.05-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$25.65M$34.39M$51.59M$92.39M$70.21M$54.28M$47.54M$23.64M$51.09M$41.96M
Accounts Receivable----------
Inventory----------
Accounts Payable----------
Current Assets$73.29M$93.24M$93.08M$135.17M$115.40M$108.56M$76.75M$52.70M$76.93M$74.56M
Total Assets$392.81M$414.86M$403.60M$436.59M$412.56M$397.65M$358.06M$338.21M$366.21M$354.89M
Current Liabilities$55.64M$58.31M$48.15M$46.23M$41.38M$46.46M$49.47M$46.43M$44.44M$40.89M
Long-term Debt$314.92M$289.46M$290.00M$289.78M$290.33M$82.25M$84.64M$87.03M$65.12M$67.56M
Total Liabilities$597.00M$577.65M$574.32M$567.18M$558.07M$358.58M$355.82M$357.94M$337.97M$338.11M
Stockholders' Equity($121.27M)($95.50M)($104.98M)($78.59M)($88.54M)$43.89M$58.35M$39.77M$67.35M$56.55M
Retained Earnings($128.47M)($133.36M)($145.79M)($153.69M)($158.84M)($15.40M)($31.03M)($38.35M)($45.46M)($47.06M)

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$22.87M---$15.48M---$11.86M-
Investing Cash Flow($7.14M)---($3.31M)---($2.88M)-
Financing Cash Flow($24.58M)---$2.43M---$91.0K-
CapEx$1.63M---$579.0K---$222.0K-
Free Cash Flow$21.23M---$14.90M---$11.64M-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin----------
Operating margin16.1%-23.5%16.7%8.8%-21.1%19.7%2.3%-
EBITDA margin19.6%---12.7%---6.3%-
Net margin5.3%-8.7%5.5%3.1%-9.7%7.9%2.8%-
Free cash flow margin22.8%---19.7%---18.1%-
FCF / Net income4.34---6.36---6.42-
R&D / Revenue----------
SG&A / Revenue25.8%-18.9%26.2%23.2%-19.5%21.6%26.7%-
Effective tax rate26.3%-23.3%26.8%-257.6%-23.4%32.5%--
Return on assets1.2%-2.0%1.2%0.6%-2.1%1.8%0.5%-
Return on equity-4.0%--7.5%-6.6%-2.6%-13.0%15.6%2.7%-
Return on invested capital5.7%-8.8%5.4%3.3%-8.8%8.2%0.9%-
Liquidity
Current ratio1.321.601.932.922.792.341.551.141.731.82
Quick ratio1.321.601.932.922.792.341.551.141.731.82
Cash ratio0.460.591.072.001.701.170.960.511.151.03
Leverage
Debt / Equity-2.60-3.03-2.76-3.69-3.281.871.452.190.971.19
Debt / Assets0.800.700.720.660.700.210.240.260.180.19
Debt / EBITDA17.30---30.30---15.93-
Interest coverage2.7x-3.6x2.5x4.4x-8.0x7.8x1.0x-
Equity multiplier-3.24-4.34-3.84-5.56-4.669.066.148.505.446.28
Liabilities / Assets1.521.391.421.301.350.900.991.060.920.95
Efficiency
Asset turnover0.24-0.220.220.18-0.220.230.18-
Inventory turnover----------
Days sales outstanding----------
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E--256.6x586.2x1311.8x-307.9x239.3x1332.4x-
P / B------58.1x54.9x38.4x-
P / S16.8x-31.3x43.3x40.5x-43.4x28.0x40.1x-
EV / EBITDA101.7x---342.7x---636.5x-
Growth
Revenue growth (YoY)23.1%-15.9%20.4%17.3%-9.9%12.7%11.2%-
Revenue CAGR (3y)17.1%-16.2%21.0%22.3%-23.2%26.9%27.3%-
Revenue CAGR (5y)24.4%-23.1%25.7%29.9%-29.8%32.1%22.7%-
Gross profit growth (YoY)----------
Operating income growth (YoY)126.7%-29.4%1.7%354.6%-20.7%37.6%-1.0%-
Net income growth (YoY)108.8%-4.6%-16.9%29.1%-9.0%69.1%--
EPS growth (YoY)--0.0%-25.0%80.0%-3.6%60.0%--
EPS CAGR (3y)--47.7%108.0%--15.1%50.8%--
EPS CAGR (5y)--11.3%-1.1%--37.0%32.0%-20.8%-
FCF growth (YoY)42.5%---28.1%-----
FCF CAGR (5y)29.0%-------83.9%-
Book value growth (YoY)-37.0%-----22.4%25.3%34.0%291.8%430.0%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Product / service

$729.94M total
Franchise$209.25M · 28.7%
Renewal Royalty Fees$170.77M · 23.4%
Commissions And Agency Fees$155.39M · 21.3%
Renewal Commissions$78.62M · 10.8%
Contingent Commissions$38.38M · 5.3%
New Business Royalty Fees$30.15M · 4.1%
New Business Commissions$27.98M · 3.8%
Agency Fees$10.40M · 1.4%
Initial Franchise Fees$5.59M · 0.8%
Other Franchise Revenues$2.73M · 0.4%
Interest Income1$670.0K · 0.1%

Peer comparison

Same SIC group: Insurance Agents, Brokers & Service

CompanyRevenue (last FY)Net marginROE
WTW$9.71B16.5%20.1%
ERIE$4.07B13.8%24.5%
ACT$1.24B55.7%12.8%
AJG$13.94B10.7%6.4%
MRSH$26.98B15.4%27.2%

Comparing Goosehead Insurance against the 5 most active filers in the same SIC group.

Dividends

$0.00/share trailing 12 months · -100.0% YoY

Ex-datePer share
Jan 21, 2025$5.9100
Aug 6, 2021$1.6300
Aug 7, 2020$1.1490
Mar 15, 2019$0.4100