Goosehead Insurance Stock Buy Hold or Sell Recommendation
| GSHD Stock | USD 122.45 16.80 15.90% |
Given the investment horizon of 90 days and your complete indifference towards market risk, our recommendation regarding Goosehead Insurance is 'Strong Buy'. Macroaxis provides Goosehead Insurance buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding GSHD positions.
Check out Goosehead Insurance Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For information on how to trade Goosehead Stock refer to our How to Trade Goosehead Stock guide. Note, we conduct extensive research on individual companies such as Goosehead and provide practical buy, sell, or hold advice based on investors' constraints. 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.
Goosehead |
Execute Goosehead Insurance Buy or Sell Advice
The Goosehead recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Goosehead Insurance. Macroaxis does not own or have any residual interests in Goosehead Insurance or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Goosehead Insurance's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Goosehead Insurance Trading Alerts and Improvement Suggestions
| Goosehead Insurance had very high historical volatility over the last 90 days | |
| Over 96.0% of the company shares are owned by institutional investors | |
| Latest headline from finance.yahoo.com: Goosehead Q4 Earnings Snapshot |
Goosehead Insurance Returns Distribution Density
The distribution of Goosehead Insurance's historical returns is an attempt to chart the uncertainty of Goosehead Insurance's future price movements. The chart of the probability distribution of Goosehead Insurance daily returns describes the distribution of returns around its average expected value. We use Goosehead Insurance price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Goosehead Insurance returns is essential to provide solid investment advice for Goosehead Insurance.
| Mean Return | -0.07 | Value At Risk | -3.7 | Potential Upside | 4.15 | Standard Deviation | 2.40 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Goosehead Insurance historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Goosehead Stock Institutional Investors
| Shares | Dimensional Fund Advisors, Inc. | 2024-12-31 | 412.1 K | Akre Capital Management, Llc | 2024-12-31 | 366.1 K | Riverbridge Partners Llc | 2024-12-31 | 303.8 K | Capital Research & Mgmt Co - Division 3 | 2024-12-31 | 267 K | Northern Trust Corp | 2024-12-31 | 266.5 K | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 252.1 K | 3g Capital Partners Ltd | 2024-12-31 | 250 K | Charles Schwab Investment Management Inc | 2024-12-31 | 215.7 K | D. E. Shaw & Co Lp | 2024-12-31 | 204 K | Blackrock Inc | 2024-12-31 | 3.6 M | Kayne Anderson Rudnick Investment Management Llc | 2024-12-31 | 2.8 M |
Goosehead Insurance Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change To Inventory | (153K) | (1.2M) | (4.3M) | (1.9M) | (1.7M) | (1.8M) | |
| Investments | 35K | (15.4M) | (12.6M) | (10.3M) | (9.3M) | (8.8M) | |
| Change In Cash | 11.0M | 4.2M | (92K) | 13.7M | 15.7M | 16.5M | |
| Net Borrowings | (2.5M) | 36.3M | 40.3M | (29.4M) | (26.4M) | (25.1M) | |
| Free Cash Flow | 14.3M | 20.0M | 23.1M | 38.6M | 44.4M | 46.6M | |
| Depreciation | 3.6M | 5.1M | 7.1M | 9.5M | 10.9M | 11.4M | |
| Other Non Cash Items | 15.2M | 7.0M | 8.2M | 16.7M | 19.2M | 20.2M | |
| Dividends Paid | 44.7M | 60M | 5.2M | 10.9M | 9.8M | 9.4M | |
| Capital Expenditures | 10.4M | 15.4M | 12.6M | 12.2M | 14.0M | 8.8M | |
| Net Income | 18.8M | 8.3M | 2.6M | 14.1M | 16.3M | 17.1M | |
| End Period Cash Flow | 26.2M | 30.5M | 30.4M | 44.0M | 50.7M | 53.2M | |
| Change To Netincome | (9.1M) | (42.7M) | 16.6M | 32.1M | 36.9M | 38.8M |
Goosehead Insurance Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Goosehead Insurance or Insurance sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Goosehead Insurance's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Goosehead stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.07 | |
β | Beta against Dow Jones | 1.24 | |
σ | Overall volatility | 3.21 | |
Ir | Information ratio | -0.03 |
Goosehead Insurance Volatility Alert
Goosehead Insurance exhibits very low volatility with skewness of 0.22 and kurtosis of -0.17. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Goosehead Insurance's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Goosehead Insurance's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Goosehead Insurance Fundamentals Vs Peers
Comparing Goosehead Insurance's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Goosehead Insurance's direct or indirect competition across all of the common fundamentals between Goosehead Insurance and the related equities. This way, we can detect undervalued stocks with similar characteristics as Goosehead Insurance or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Goosehead Insurance's fundamental indicators could also be used in its relative valuation, which is a method of valuing Goosehead Insurance by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Goosehead Insurance to competition |
| Fundamentals | Goosehead Insurance | Peer Average |
| Return On Equity | 0.77 | -0.31 |
| Return On Asset | 0.0637 | -0.14 |
| Profit Margin | 0.07 % | (1.27) % |
| Operating Margin | 0.21 % | (5.51) % |
| Current Valuation | 2.68 B | 16.62 B |
| Shares Outstanding | 24.39 M | 571.82 M |
| Shares Owned By Insiders | 3.70 % | 10.09 % |
| Shares Owned By Institutions | 96.30 % | 39.21 % |
| Number Of Shares Shorted | 2.95 M | 4.71 M |
| Price To Earning | 82.75 X | 28.72 X |
| Price To Book | 44.08 X | 9.51 X |
| Price To Sales | 13.87 X | 11.42 X |
| Revenue | 261.28 M | 9.43 B |
| Gross Profit | 115.86 M | 27.38 B |
| EBITDA | 45.83 M | 3.9 B |
| Net Income | 14.14 M | 570.98 M |
| Cash And Equivalents | 46.11 M | 2.7 B |
| Cash Per Share | 2.18 X | 5.01 X |
| Total Debt | 143.22 M | 5.32 B |
| Debt To Equity | (1.22) % | 48.70 % |
| Current Ratio | 1.95 X | 2.16 X |
| Book Value Per Share | 2.39 X | 1.93 K |
| Cash Flow From Operations | 50.76 M | 971.22 M |
| Short Ratio | 12.29 X | 4.00 X |
| Earnings Per Share | 0.70 X | 3.12 X |
| Price To Earnings To Growth | 3.64 X | 4.89 X |
| Target Price | 110.1 | |
| Number Of Employees | 1.42 K | 18.84 K |
| Beta | 1.42 | -0.15 |
| Market Capitalization | 3.92 B | 19.03 B |
| Total Asset | 354.89 M | 29.47 B |
| Retained Earnings | (47.06 M) | 9.33 B |
| Working Capital | 5.37 M | 1.48 B |
Note: Acquisition by Mark Miller of 80000 shares of Goosehead Insurance at 115.72 subject to Rule 16b-3 [view details]
Goosehead Insurance Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Goosehead . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 149475.0 | |||
| Daily Balance Of Power | 0.7689 | |||
| Rate Of Daily Change | 1.16 | |||
| Day Median Price | 116.58 | |||
| Day Typical Price | 118.53 | |||
| Price Action Indicator | 14.27 | |||
| Period Momentum Indicator | 16.8 | |||
| Relative Strength Index | 56.9 |
About Goosehead Insurance Buy or Sell Advice
When is the right time to buy or sell Goosehead Insurance? Buying financial instruments such as Goosehead Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Goosehead Insurance in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Consumer Discretionary ETFs Thematic Idea Now
Consumer Discretionary ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Consumer Discretionary ETFs theme has 29 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Consumer Discretionary ETFs Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Goosehead Insurance Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For information on how to trade Goosehead Stock refer to our How to Trade Goosehead Stock guide.You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.
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.
Please note, there is a significant difference between Goosehead Insurance's value and its price as these two are different measures arrived at by different 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.