GSHD
Goosehead Insurance, Inc
GSHD has the edge over JPM overall, supported by stronger valuation and stronger modeled upside.
JPM
JPMorgan Chase & Co.
JPM has lower modeled downside risk, despite its lower overall score.
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.
JPM Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| N/A | |
| N/A |
JPM's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like JPM.
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 JPM in the historical PE scenario, which offers more potential upside but is not a forecast.
JPM PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 9.7x | $231 | -33% |
| Fair | 12x | $287 | -16% |
| Current | 14x | $343 | — |
| Forward | 14x | $343 | — |
| Expensive | 15x | $361 | +5.2% |
Historical ranges are pointers, not guarantees.
JPM's PE is in its expensive range at 14.4x. If earnings grow as analysts expect, today's price would be 13.7x next year's earnings.
GSHD Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Moderate |
GSHD has the edge over JPM on the outlook, with more favorable valuation expectations.
JPM Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for JPM, with profitability improving.
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 earned $1.37 per share over the past year, up 20% from the year before.
JPM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $24.99 | +4.8% |
| Q3 2026 | $23.85 | +18% |
| Q2 2026 | $23.35 | +20% |
| Q1 2026 | $20.89 | +2.5% |
| Q4 2025 | $20.02 | +1.4% |
| Q3 2025 | $20.20 | +12% |
| Q2 2025 | $19.50 | +8.7% |
| Q1 2025 | $20.38 | +23% |
| Q4 2024 | $19.75 | +22% |
JPM's earnings per share have climbed steadily: $23.85 over the past year, up 18% from the year before, and higher year over year for 15 quarters in a row.
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 has the edge over JPM on sales, with more consistent year-over-year improvement.
| 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.
JPM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $50.2B | +8.1% |
| Q2 2026 | $57.3B | +28% |
| Q1 2026 | $49.8B | +10% |
| Q4 2025 | $45.8B | +7.1% |
| Q3 2025 | $46.4B | +8.8% |
| Q2 2025 | $44.9B | -11% |
| Q1 2025 | $45.3B | +8.1% |
| Q4 2024 | $42.8B | +11% |
JPM's revenue has grown year over year for five quarters in a row: $50.2B last quarter, up 8.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 40% | -0.2 points |
| Q2 2026 | 48% | +7.3 points |
| Q1 2026 | 41% | +0.5 points |
| Q4 2025 | 37% | -3.2 points |
| Q3 2025 | 40% | +0.6 points |
| Q2 2025 | 41% | -6 points |
| Q1 2025 | 41% | -0.6 points |
| Q4 2024 | 41% | +11 points |
JPM has the edge over GSHD on profitability, with a higher operating margin.
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 has the edge over JPM on cash generation, producing positive trailing cash flow while its opponent burns cash.
JPM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $33.2B | +$78.4B |
| Q2 2026 | -$25.3B | -186% |
| Q1 2026 | -$211.8B | +$40.1B |
| Q4 2025 | $119.7B | -19% |
| Q3 2025 | -$45.2B | +$28.9B |
| Q2 2025 | $29.5B | -23% |
| Q1 2025 | -$251.8B | -$97.7B |
| Q4 2024 | $147.8B | +145% |
JPM's free cash flow was −$84.2B over the past year, against −$120B the year before. Free cash flow isn't a meaningful measure for financial services companies like JPM.
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 JPM 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.
JPM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.4% | -11.2M shares |
| 1 year | -3.1% | -84.6M shares |
| 3 years | -8.5% | -249M shares |
| 5 years | -11% | -322M shares |
| Available history | -17% | -547M shares |
JPM has 2.7B diluted shares, down 3.1% from a year ago, with $24.5B in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $1.1B |
| Q2 2026 | $6.8B |
| Q1 2026 | $8.3B |
| Q4 2025 | $8.3B |
| Q3 2025 | $8.3B |
| Q2 2025 | $7.5B |
| Q1 2025 | $7.5B |
| Q4 2024 | $4.3B |
JPM spent $24.5B buying back its own shares over the past year, down 11% from the year before.
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.
JPM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.5x | Very low |
| Q2 2026 | 0.5x | Very low |
| Q1 2026 | 0.6x | Very low |
| Q4 2025 | 0.5x | Very low |
| Q3 2025 | 0.6x | Very low |
| Q2 2025 | 0.5x | Very low |
| Q1 2025 | 0.5x | Very low |
| Q4 2024 | 0.4x | Very low |
JPM has the edge over GSHD on leverage, with a lower net debt burden relative to earnings.
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).
JPM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 54.8 | Neutral |
| Stochastic | 31.5 | Neutral |
JPM's weekly RSI is 55 (neutral) and its Stochastic is 31 (neutral).
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.
JPM PE vs Financial Services Sector
| Metric | JPM | Sector median | Relative |
|---|---|---|---|
| PE | 14x | 13x | 10% above |
| PE % | 76 | 63 | 13 pts above |
JPM has the edge over GSHD on valuation relative to its sector.
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.
JPM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $336.8 | 1.8% above |
| 20 week MA | $345.3 | 0.7% below |
| 50 week MA | $323.2 | 6.1% above |
| 100 week MA | $298.9 | 15% above |
| 200 week MA | $236.6 | 45% above |
JPM has the edge over GSHD on trend strength, trading above more of its moving averages.
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.
JPM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $139.1 | $124.5 | -11% |
| 2021 | $124.5 | $157.3 | +26% |
| 2022 | $157.3 | $131.3 | -17% |
| 2023 | $131.3 | $170.1 | +30% |
| 2024 | $170.1 | $241.2 | +42% |
| 2025 | $241.2 | $327.9 | +36% |
| 2026 YTD | $327.9 | $342.8 | +4.5% |
JPM has the edge over GSHD on returns for 2026, with the stronger performance.