BLK
BlackRock, Inc.
BLK has slightly lower modeled downside risk, despite its lower overall score.
GSHD
Goosehead Insurance, Inc
GSHD has the edge over BLK overall, supported by stronger valuation and stronger modeled upside.
BLK Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| N/A | |
| N/A |
BLK's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like BLK.
GSHD Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| N/A | |
| N/A |
GSHD's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like GSHD.
BLK PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 19x | $848 | -30% |
| Fair | 22x | $973 | -20% |
| Expensive | 26x | $1,149 | -5.5% |
| Current | 28x | $1,217 | — |
Historical ranges are pointers, not guarantees.
BLK's PE is in its expensive range at 28x.
GSHD PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 19x | $45.66 | — |
| Current | 33x | $45.66 | — |
| Cheap | 70x | $95.30 | +109% |
| Fair | 187x | $256 | +461% |
| Expensive | 400x | $548 | +1100% |
Historical ranges are pointers, not guarantees.
GSHD has the edge over BLK in the historical PE scenario, which offers more potential upside but is not a forecast.
BLK Forward outlook
There aren't enough analyst estimates for BLK to show an outlook.
GSHD Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for GSHD, with profitability improving.
BLK Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $43.87 | +11% |
| Q2 2026 | $41.73 | -0.4% |
| Q1 2026 | $39.73 | -4.7% |
| Q4 2025 | $35.31 | -17% |
| Q3 2025 | $39.42 | -2.7% |
| Q2 2025 | $41.89 | +4% |
| Q1 2025 | $41.69 | +5.9% |
| Q4 2024 | $42.53 | +16% |
BLK earned $43.87 per share over the past year, up 11% from the year before.
GSHD Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.35 | +71% |
| Q2 2026 | $1.37 | +20% |
| Q1 2026 | $1.14 | -5% |
| Q4 2025 | $1.04 | -10% |
| Q3 2025 | $1.14 | +63% |
| Q2 2025 | $1.14 | +65% |
| Q1 2025 | $1.20 | +100% |
| Q4 2024 | $1.16 | +111% |
| Q3 2024 | $0.70 | +52% |
GSHD has the edge over BLK on earnings, with more consistent year-over-year improvement.
BLK Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $7.8B | +19% |
| Q2 2026 | $7.1B | +31% |
| Q1 2026 | $6.7B | +27% |
| Q4 2025 | $7B | +23% |
| Q3 2025 | $6.5B | +25% |
| Q2 2025 | $5.4B | +13% |
| Q1 2025 | $5.3B | +12% |
| Q4 2024 | $5.7B | +23% |
BLK has the edge over GSHD on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 30% | 0 points |
| Q2 2026 | 35% | +2.8 points |
| Q1 2026 | 42% | +9.8 points |
| Q4 2025 | 24% | -13 points |
| Q3 2025 | 30% | -8.6 points |
| Q2 2025 | 32% | -5.5 points |
| Q1 2025 | 32% | -3.6 points |
| Q4 2024 | 37% | +2.3 points |
BLK has the edge over GSHD on profitability, with a higher operating margin.
GSHD Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $113.4M | +21% |
| Q1 2026 | $93.1M | +23% |
| Q4 2025 | $105.3M | +12% |
| Q3 2025 | $90.4M | +16% |
| Q2 2025 | $94M | +20% |
| Q1 2025 | $75.6M | +17% |
| Q4 2024 | $93.9M | +49% |
| Q3 2024 | $78M | +9.9% |
GSHD's revenue has grown year over year every quarter since late 2020: $113M last quarter, up 21% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 23% | +6.8 points |
| Q1 2026 | 16% | +7.4 points |
| Q4 2025 | 29% | -0.3 points |
| Q3 2025 | 24% | +2.5 points |
| Q2 2025 | 17% | -3.1 points |
| Q1 2025 | 8.8% | +6.5 points |
| Q4 2024 | 30% | +19 points |
| Q3 2024 | 21% | +1.9 points |
GSHD's operating margin was 23% last quarter, up 6.8 points from the same quarter a year ago.
BLK Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $2.6B | +95% |
| Q2 2026 | $1.1B | -12% |
| Q1 2026 | -$1.1B | +$120M |
| Q4 2025 | $2.1B | -15% |
| Q2 2025 | $1.3B | -6.1% |
| Q1 2025 | -$1.2B | -$734M |
| Q4 2024 | $2.5B | +35% |
| Q2 2024 | $1.4B | +47% |
BLK's free cash flow was $4.8B over the past year, up 22% from the year before. Free cash flow isn't a meaningful measure for financial services companies like BLK.
GSHD Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $14.4M | -47% |
| Q1 2026 | $21.2M | +42% |
| Q4 2025 | $20.3M | +68% |
| Q3 2025 | $23.7M | -15% |
| Q2 2025 | $27.2M | +44% |
| Q1 2025 | $14.9M | +28% |
| Q4 2024 | $12.1M | -7.3% |
| Q3 2024 | $28M | +35% |
GSHD's free cash flow was $80M over the past year, down 3% from the year before. Free cash flow isn't a meaningful measure for financial services companies like GSHD.
BLK Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -148K shares |
| 1 year | -0.4% | -677K shares |
| 3 years | +9.3% | +14M shares |
| 5 years | +6.2% | +9.6M shares |
| Available history | +4.4% | +7M shares |
BLK has 165M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q2 2025 | $396M |
| Q1 2025 | $657M |
| Q4 2024 | $386M |
| Q2 2024 | $519M |
| Q1 2024 | $634M |
| Q4 2023 | $384M |
| Q3 2023 | $396M |
| Q2 2023 | $383M |
GSHD Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -2.5% | -930K shares |
| 1 year | -7.4% | -2.8M shares |
| 3 years | +54% | +12.5M shares |
| 5 years | +94% | +17.3M shares |
| Available history | +117% | +19.3M shares |
GSHD has the edge over BLK on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | $3.9M |
| Q1 2026 | $49.8M |
| Q4 2025 | $23.5M |
| Q3 2025 | $57.7M |
| Q4 2024 | — |
| Q3 2024 | — |
| Q4 2021 | — |
GSHD spent $135M buying back its own shares over the past year.
BLK Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.0x | Net Cash |
| Q2 2026 | 0.2x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.2x | Very low |
| Q3 2025 | 0.3x | Very low |
| Q2 2024 | 0.2x | Very low |
| Q1 2024 | 0.3x | Very low |
| Q4 2023 | 0.1x | Very low |
BLK has the edge over GSHD on leverage, with a lower net debt burden relative to earnings.
GSHD Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 2.8x | Moderate |
| Q1 2026 | 3.1x | Elevated |
| Q4 2025 | 3.0x | Elevated |
| Q3 2025 | 2.9x | Moderate |
| Q2 2025 | 2.6x | Moderate |
| Q1 2025 | 2.9x | Moderate |
| Q4 2024 | 0.5x | Very low |
| Q3 2024 | 0.9x | Very low |
GSHD's net debt is about 2.8 years of its operating earnings (EBITDA), up from 2.6 years a year ago. Net leverage isn't a meaningful measure for financial services companies like GSHD.
BLK Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 64.5 | Neutral |
| Stochastic | 79.0 | Neutral |
BLK's weekly RSI is 64 (neutral) and its Stochastic is 79 (neutral).
GSHD Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.8 | Neutral |
| Stochastic | 21.4 | Neutral |
GSHD's weekly RSI is 44 (neutral) and its Stochastic is 21 (neutral).
BLK PE vs Financial Services Sector
| Metric | BLK | Sector median | Relative |
|---|---|---|---|
| PE | 28x | 13x | 113% above |
| PE % | 97 | 63 | 34 pts above |
BLK has the edge over GSHD on valuation relative to its sector.
GSHD PE vs Financial Services Sector
| Metric | GSHD | Sector median | Relative |
|---|---|---|---|
| PE | 33x | 13x | 156% above |
| PE % | 2 | 63 | 61 pts below |
GSHD is trading at 33x earnings, a 156% premium to the Financial Services sector's median of 13x.
BLK Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1,128.0 | 7.9% above |
| 20 week MA | $1,108.9 | 9.7% above |
| 50 week MA | $1,071.6 | 14% above |
| 100 week MA | $1,051.1 | 16% above |
| 200 week MA | $914.1 | 33% above |
BLK has the edge over GSHD on trend strength, trading above more of its moving averages.
GSHD Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $47.3 | 3.4% below |
| 20 week MA | $55.6 | 18% below |
| 50 week MA | $53.7 | 15% below |
| 100 week MA | $74.9 | 39% below |
| 200 week MA | $72.9 | 37% below |
GSHD is in a downtrend: it's below all five of its weekly moving averages, and 37% below its 200-week average.
BLK Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $503.0 | $707.2 | +41% |
| 2021 | $707.2 | $913.9 | +29% |
| 2022 | $913.9 | $703.9 | -23% |
| 2023 | $703.9 | $811.8 | +15% |
| 2024 | $811.8 | $1,044.2 | +29% |
| 2025 | $1,044.2 | $1,088.1 | +4.2% |
| 2026 YTD | $1,088.1 | $1,216.6 | +12% |
BLK has the edge over GSHD on returns for 2026, with the stronger performance.
GSHD Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $42.1 | $124.2 | +195% |
| 2021 | $124.2 | $138.1 | +11% |
| 2022 | $138.1 | $38.3 | -72% |
| 2023 | $38.3 | $75.8 | +98% |
| 2024 | $75.8 | $104.2 | +37% |
| 2025 | $104.2 | $75.3 | -28% |
| 2026 YTD | $75.3 | $45.7 | -39% |
GSHD's yearly returns have swung widely, from +195% in 2020 to −72% in 2022. It's down 39% so far in 2026.