COMP <GO>
GSHD vs TWFG // EV/EBITDA & P/E VALUATION
Goosehead Insurance Inc. (Class A) (NASDAQ) VS. TWFG Inc. (Class A) (NASDAQ) • 15-METRIC TALLY: GSHD 6
— TWFG 2
▲ EV/EBITDA & P/E VALUATION LEADER: GSHD
LAST: $47.57 (+2.74%) • MKT CAP: $1.69B
valuation
24.5x
LAST: $27.15 (-0.48%) • MKT CAP: $1.47B
valuation
35.2x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (GSHD VS. TWFG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | GSHD | TWFG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 36.90% | 39.80% | -2.90 | TWFG | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 24.5x | 35.2x | -10.70 | GSHD | /valuation <GO> |
| Free Cash Flow Yield | 5.10% | 3.62% | +1.48 | GSHD | /fcf-yield <GO> |
| Operating Margin | 20.40% | 14.90% | +5.50 | GSHD | /operating-margins <GO> |
| Net Profit Margin | 7.60% | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | 22.00% | — | 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 | 4/9 | +1.00 | GSHD | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.8 | 54.0 | -5.19 | TWFG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 56.5x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.69B | $1.47B | $222.0M | GSHD | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | GSHD REV | TWFG REV | GSHD GROSS % | TWFG GROSS % | GSHD FCF | TWFG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $365.3M | $248.5M | — | — | $86.1M | $53.1M |
| FY 2024 | $0 | $203.8M | — | — | $70.6M | $37.3M |
| FY 2023 | $0 | $172.0M | — | — | $50.8M | $30.2M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
GSHD // BETA —
TWFG // BETA —