COMP <GO>
GSHD vs MS // OPERATING MARGIN
Goosehead Insurance Inc. (Class A) (NASDAQ) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: GSHD 4
— MS 5
▲ OPERATING MARGIN LEADER: MS
LAST: $47.57 (+2.74%) • MKT CAP: $1.69B
operating-margins
20.40%
LAST: $190.00 (-0.07%) • MKT CAP: $298.41B
operating-margins
24.60%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (GSHD VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | GSHD | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 36.90% | 3.00% | +33.90 | GSHD | /roic <GO> |
| EV/EBITDA & P/E Valuation | 24.5x | 31.0x | -6.50 | GSHD | /valuation <GO> |
| Free Cash Flow Yield | 5.10% | -7.25% | +12.35 | GSHD | /fcf-yield <GO> |
| Operating Margin ACTIVE | 20.40% | 24.60% | -4.20 | MS | /operating-margins <GO> |
| Net Profit Margin | 7.60% | 20.20% | -12.60 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | — | 5.50% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 8.63% | 2.21% | +6.42 | GSHD | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 5/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.7 | 51.0 | -2.30 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.04 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 56.5x | 16.5x | +40.00 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.69B | $298.41B | -$296.72B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | GSHD REV | MS REV | GSHD GROSS % | MS GROSS % | GSHD FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $365.3M | $0 | — | — | $86.1M | -$17.89B |
| FY 2024 | $0 | $0 | — | — | $70.6M | $1.36B |
| FY 2023 | $0 | $0 | — | — | $50.8M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
GSHD // BETA —
MS // BETA 1.04