Goosehead Stock Buy Hold or Sell Recommendation

GSHD
 Stock
  

USD 40.07  0.35  0.88%   

Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Goosehead Insurance is 'Hold'. 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. The advice algorithm takes into account all of Goosehead Insurance's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from Goosehead Insurance's buy-and-hold perspective. Please check 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. We conduct extensive research on individual companies such as Goosehead and provide practical buy, sell, or hold advice based on selected investing horizon and risk tolerance towards Goosehead Insurance.

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

Execute Advice
Sell Goosehead InsuranceBuy Goosehead Insurance
Hold

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Details

Financial Strenth (F Score)

Details

Financial Leverage

Inapplicable
Details

Reporting Quality (M-Score)

Details
For the selected time horizon Goosehead Insurance has a Risk Adjusted Performance of (0.11), Jensen Alpha of (0.60), Total Risk Alpha of (0.73) and Treynor Ratio of (0.25)
Goosehead Insurance investment recommendation module can be used to check and cross-verify current trade recommendations provided by analysts evaluating the entity's potential to grow using all of fundamental, technical, data market data available at the time. To make sure Goosehead Insurance is not overpriced, please check out all Goosehead Insurance fundamentals, including its price to earning, net income, book value per share, as well as the relationship between the revenue and total debt . Given that Goosehead Insurance has a price to earning of 82.62 X, we strongly advise you to confirm Goosehead Insurance market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your regular risk tolerance and investing horizon.

Goosehead Insurance Trading Alerts and Improvement Suggestions

Goosehead Insurance generated a negative expected return over the last 90 days
Goosehead Insurance has high historical volatility and very poor performance
Goosehead Insurance is unlikely to experience financial distress in the next 2 years
Goosehead Insurance has a strong financial position based on the latest SEC filings
Latest headline from news.google.com: SHAREHOLDER ALERT Purcell Lefkowitz LLP Is Investigating Goosehead Insurance, Inc. for Potential Breaches of Fiduciary Duty By Its Board of Directors - Marketscreener.com

Goosehead Insurance current analysts advice

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Goosehead analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Goosehead analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target Mean Price62.00
Target Median Price57.00
Target High Price100.00
Recommendation Mean2.60
Number Of Analyst Opinions7
Target Low Price29.00
Average Consensus Hold
The consensus estimates and target price estimation comprises individual analyst assessments, and may or may not mutch the Macroaxis buy or sell advice. It is determined by taking an average of all analyst recommendations and classifying them as Strong Buy, Buy, Hold, or Sell.

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 stock 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-0.47Value At Risk-6.98
Potential Upside7.49Standard Deviation5.73
   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

Have you ever been surprised when a price of an equity instrument such as Goosehead Insurance is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Goosehead Insurance backward and forwards among themselves. Goosehead Insurance's institutional investor refers to the entity that pools money to purchase Goosehead Insurance's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Zurcher Kantonalbank Zurich CantonalbankCommon Shares2.3 K107 K
Zurcher Kantonalbank Zurich CantonalbankCommon Shares2.3 K183 K
Zurcher Kantonalbank Zurich CantonalbankCommon Shares2.3 K304 K
Zurcher Kantonalbank Zurich CantonalbankCommon Shares1.9 K295 K
Zurcher Kantonalbank Zurich CantonalbankCommon Shares1.9 K247 K
Zurcher Kantonalbank Zurich CantonalbankCommon Shares1.9 K208 K
Zurcher Kantonalbank Zurich CantonalbankCommon Shares1.9 K242 K
Note, although Goosehead Insurance's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Goosehead Insurance Cash Flow Accounts

201720182019202020212022 (projected)
Capital Expenditure(6.45 M)(2.24 M)(4.1 M)(10.37 M)(15.41 M)(15.81 M)
Depreciation Amortization and Accretion876 K2.52 M2.15 M17.19 M11.07 M9.13 M
Net Cash Flow or Change in Cash and Cash Equivalents1.17 M13.64 M(3.75 M)10.98 M4.24 M5.03 M
Issuance Repayment of Debt Securities19.62 M(1.26 M)(2.5 M)36.32 M39.58 M32.45 M
Net Cash Flow from Financing(6.24 M)5.59 M(20.91 M)(3.33 M)(15.83 M)(16.24 M)
Net Cash Flow from Investing(6.13 M)(2.18 M)(4.08 M)(10.33 M)(15.38 M)(15.78 M)
Net Cash Flow Investment Acquisitions and Disposals434 K22 K19 K35 K32 K32.84 K
Net Cash Flow from Operations13.54 M10.28 M21.24 M24.64 M35.44 M38.24 M

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 Financial Services 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
-0.6
β
Beta against DOW1.92
σ
Overall volatility
5.60
Ir
Information ratio -0.09

Goosehead Insurance Volatility Alert

Goosehead Insurance exhibits very low volatility with skewness of -0.11 and kurtosis of 3.61. However, we advise investors to further study Goosehead Insurance technical indicators to ensure that all market info is available and is reliable. 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 stocks 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
FundamentalsGoosehead InsurancePeer Average
Return On Equity0.0011 %(0.31) %
Return On Asset0.91 %(0.14) %
Profit Margin0.18 %(1.27) %
Operating Margin2.19 %(5.51) %
Current Valuation934.3 M16.62 B
Shares Outstanding20.12 M571.82 M
Shares Owned by Insiders5.45 %10.09 %
Shares Owned by Institutions109.76 %39.21 %
Number of Shares Shorted2.1 M4.71 M
Price to Earning82.62 X28.72 X
Price to Book798.82 X9.51 X
Price to Sales7.76 X11.42 X
Revenue190.89 M9.43 B
Gross Profit57.12 M27.38 B
EBITDA10.6 M3.9 B
Net Income340 K570.98 M
Cash and Equivalents46.11 M2.7 B
Cash per Share2.18 X5.01 X
Total Debt190.74 M5.32 B
Debt to Equity(1.22) %48.70 %
Current Ratio1.95 X2.16 X
Book Value Per Share(0.13) X1.93 K
Cash Flow from Operations41.66 M971.22 M
Short Ratio5.74 X4.00 X
Earnings Per Share0.48 X3.12 X
Price to Earnings To Growth3.64 X4.89 X
Number of Employees1.24 K18.84 K
Beta1.18-0.15
Market Capitalization1.48 B19.03 B
Total Asset16.88 M29.47 B
Retained Earnings(25.69 M)9.33 B
Working Capital5.37 M1.48 B
Current Asset10.76 M9.34 B
   Purchase by Cruzado Waded of tradable shares of Goosehead Insurance [view details]

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.
 2019 2020 2021 2022 (projected)
Total Assets64.63 M185.84 M267.8 M288.94 M
Long Term Debt42.16 M79.41 M118.36 M127.71 M

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.

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Real Estate Theme
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Please check 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. Note that the Goosehead Insurance information on this page should be used as a complementary analysis to other Goosehead Insurance's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.

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Is Goosehead Insurance's industry 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 YOY
(0.53) 
Market Capitalization
1.5 B
Quarterly Revenue Growth YOY
0.39
Return On Assets
0.0091
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 Goosehead Insurance value 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.