COMP <GO>
GSHD vs BAC // OPERATING MARGIN
Goosehead Insurance Inc. (Class A) (NASDAQ) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: GSHD 5
— BAC 5
▲ OPERATING MARGIN LEADER: BAC
LAST: $47.57 (+2.74%) • MKT CAP: $1.69B
operating-margins
20.40%
LAST: $51.14 (+0.57%) • MKT CAP: $357.61B
operating-margins
32.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (GSHD VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | GSHD | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 36.90% | 2.50% | +34.40 | GSHD | /roic <GO> |
| EV/EBITDA & P/E Valuation | 24.5x | 30.2x | -5.70 | GSHD | /valuation <GO> |
| Free Cash Flow Yield | 5.10% | 2.10% | +3.00 | GSHD | /fcf-yield <GO> |
| Operating Margin ACTIVE | 20.40% | 32.90% | -12.50 | BAC | /operating-margins <GO> |
| Net Profit Margin | 7.60% | 27.00% | -19.40 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | — | 6.80% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 8.63% | 0.00% | +8.63 | GSHD | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 7/9 | -2.00 | BAC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.8 | 38.3 | +10.50 | GSHD | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.90 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 56.5x | 10.9x | +45.60 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.69B | $357.61B | -$355.92B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | GSHD REV | BAC REV | GSHD GROSS % | BAC GROSS % | GSHD FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $365.3M | $113.10B | — | — | $86.1M | $7.52B |
| FY 2024 | $0 | $105.86B | — | — | $70.6M | -$13.57B |
| FY 2023 | $0 | $102.77B | — | — | $50.8M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
GSHD // BETA —
BAC // BETA 0.90