COMP <GO>
GSHD vs JPM // NET PROFIT MARGIN
Goosehead Insurance Inc. (Class A) (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: GSHD 4
— JPM 6
▲ NET PROFIT MARGIN LEADER: JPM
LAST: $47.57 (+2.74%) • MKT CAP: $1.69B
net-margins
7.60%
LAST: $343.58 (+1.26%) • MKT CAP: $913.30B
net-margins
32.63%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (GSHD VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | GSHD | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 36.90% | 17.37% | +19.53 | GSHD | /roic <GO> |
| EV/EBITDA & P/E Valuation | 24.5x | 9.7x | +14.83 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 5.10% | -18.14% | +23.24 | GSHD | /fcf-yield <GO> |
| Operating Margin | 20.40% | 42.07% | -21.67 | JPM | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 7.60% | 32.63% | -25.03 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | — | 13.53% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 8.63% | 1.96% | +6.67 | GSHD | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 2/9 | +3.00 | GSHD | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.84% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.7 | 55.1 | -6.40 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.00 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 56.5x | 13.3x | +43.23 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.69B | $913.30B | -$911.61B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | GSHD REV | JPM REV | GSHD GROSS % | JPM GROSS % | GSHD FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $365.3M | $182.45B | — | — | $86.1M | -$147.78B |
| FY 2024 | $0 | $177.56B | — | — | $70.6M | -$42.01B |
| FY 2023 | $0 | $158.10B | — | — | $50.8M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
GSHD // BETA —
JPM // BETA 1.00