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Side-by-side financial comparison of 4D Molecular Therapeutics, Inc. (FDMT) and Goosehead Insurance, Inc. (GSHD). Click either name above to swap in a different company.
Goosehead Insurance, Inc. is the larger business by last-quarter revenue ($93.1M vs $85.1M, roughly 1.1× 4D Molecular Therapeutics, Inc.). 4D Molecular Therapeutics, Inc. runs the higher net margin — 22.8% vs 8.6%, a 14.2% gap on every dollar of revenue. On growth, 4D Molecular Therapeutics, Inc. posted the faster year-over-year revenue change (8508900.0% vs 23.1%). Over the past eight quarters, 4D Molecular Therapeutics, Inc.'s revenue compounded faster (5412.6% CAGR vs 9.2%).
4D Molecular Therapeutics is a clinical-stage biotechnology company specializing in the research and development of targeted adeno-associated virus (AAV) gene therapies. Its core product candidates address unmet medical needs in ophthalmology, cardiology, and pulmonary disease segments, serving global patient populations with rare and common hard-to-treat conditions.
Goosehead Insurance is a U.S.-based personal lines insurance agency that offers a wide range of coverage products including auto, home, renters, flood, and specialty insurance. It partners with hundreds of insurance carriers to provide clients with tailored, cost-effective coverage options, operating via corporate locations and a national franchise network for independent agents.
FDMT vs GSHD — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $85.1M | $93.1M |
| Net Profit | $19.4M | $8.0M |
| Gross Margin | — | — |
| Operating Margin | 17.3% | 16.1% |
| Net Margin | 22.8% | 8.6% |
| Revenue YoY | 8508900.0% | 23.1% |
| Net Profit YoY | 139.1% | 204.0% |
| EPS (diluted) | $0.43 | $0.19 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $93.1M | ||
| Q4 25 | $85.1M | $105.3M | ||
| Q3 25 | $90.0K | $90.4M | ||
| Q2 25 | $15.0K | $94.0M | ||
| Q1 25 | $14.0K | $75.6M | ||
| Q4 24 | $1.0K | $93.9M | ||
| Q3 24 | $3.0K | $78.0M | ||
| Q2 24 | $5.0K | $78.1M |
| Q1 26 | — | $8.0M | ||
| Q4 25 | $19.4M | $12.4M | ||
| Q3 25 | $-56.9M | $7.9M | ||
| Q2 25 | $-54.7M | $5.2M | ||
| Q1 25 | $-48.0M | $2.3M | ||
| Q4 24 | — | $14.9M | ||
| Q3 24 | $-43.8M | $7.6M | ||
| Q2 24 | $-35.0M | $6.2M |
| Q1 26 | — | 16.1% | ||
| Q4 25 | 17.3% | 29.4% | ||
| Q3 25 | -67983.3% | 23.5% | ||
| Q2 25 | -396373.3% | 16.7% | ||
| Q1 25 | -383007.1% | 8.8% | ||
| Q4 24 | — | 29.7% | ||
| Q3 24 | -1704400.0% | 21.1% | ||
| Q2 24 | -849120.0% | 19.7% |
| Q1 26 | — | 8.6% | ||
| Q4 25 | 22.8% | 11.8% | ||
| Q3 25 | -63195.6% | 8.7% | ||
| Q2 25 | -364386.7% | 5.5% | ||
| Q1 25 | -342657.1% | 3.1% | ||
| Q4 24 | — | 15.8% | ||
| Q3 24 | -1461433.3% | 9.7% | ||
| Q2 24 | -699060.0% | 7.9% |
| Q1 26 | — | $0.19 | ||
| Q4 25 | $0.43 | $0.48 | ||
| Q3 25 | $-1.01 | $0.29 | ||
| Q2 25 | $-0.98 | $0.18 | ||
| Q1 25 | $-0.86 | $0.09 | ||
| Q4 24 | — | $0.58 | ||
| Q3 24 | $-0.79 | $0.29 | ||
| Q2 24 | $-0.63 | $0.24 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $402.7M | $25.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $505.7M | $-121.3M |
| Total Assets | $566.7M | $392.8M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $25.7M | ||
| Q4 25 | $402.7M | $34.4M | ||
| Q3 25 | $305.1M | $51.6M | ||
| Q2 25 | $293.2M | $92.4M | ||
| Q1 25 | $321.4M | $70.2M | ||
| Q4 24 | $424.9M | $54.3M | ||
| Q3 24 | $501.9M | $47.5M | ||
| Q2 24 | $541.9M | $23.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | $289.5M | ||
| Q3 25 | — | $290.0M | ||
| Q2 25 | — | $289.8M | ||
| Q1 25 | — | $290.3M | ||
| Q4 24 | — | $82.3M | ||
| Q3 24 | — | $84.6M | ||
| Q2 24 | — | $87.0M |
| Q1 26 | — | $-121.3M | ||
| Q4 25 | $505.7M | $-95.5M | ||
| Q3 25 | $369.0M | $-105.0M | ||
| Q2 25 | $420.9M | $-78.6M | ||
| Q1 25 | $469.7M | $-88.5M | ||
| Q4 24 | $510.6M | $43.9M | ||
| Q3 24 | $552.9M | $58.3M | ||
| Q2 24 | $588.3M | $39.8M |
| Q1 26 | — | $392.8M | ||
| Q4 25 | $566.7M | $414.9M | ||
| Q3 25 | $424.0M | $403.6M | ||
| Q2 25 | $473.6M | $436.6M | ||
| Q1 25 | $515.7M | $412.6M | ||
| Q4 24 | $560.4M | $397.7M | ||
| Q3 24 | $604.0M | $358.1M | ||
| Q2 24 | $620.1M | $338.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.87× | ||
| Q3 24 | — | 1.45× | ||
| Q2 24 | — | 2.19× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $28.6M | — |
| Free Cash FlowOCF − Capex | $28.5M | — |
| FCF MarginFCF / Revenue | 33.5% | — |
| Capex IntensityCapex / Revenue | 0.1% | — |
| Cash ConversionOCF / Net Profit | 1.47× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-109.9M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $28.6M | $91.8M | ||
| Q3 25 | $-46.5M | $24.2M | ||
| Q2 25 | $-43.4M | $28.9M | ||
| Q1 25 | $-47.8M | $15.5M | ||
| Q4 24 | $-134.6M | $71.5M | ||
| Q3 24 | $-29.4M | $28.1M | ||
| Q2 24 | $-30.2M | $18.9M |
| Q1 26 | — | — | ||
| Q4 25 | $28.5M | $86.1M | ||
| Q3 25 | $-46.6M | $23.7M | ||
| Q2 25 | $-43.4M | $27.2M | ||
| Q1 25 | $-48.4M | $14.9M | ||
| Q4 24 | $-138.4M | $70.6M | ||
| Q3 24 | $-31.2M | $28.0M | ||
| Q2 24 | $-30.6M | $18.6M |
| Q1 26 | — | — | ||
| Q4 25 | 33.5% | 81.8% | ||
| Q3 25 | -51765.6% | 26.2% | ||
| Q2 25 | -289620.0% | 28.9% | ||
| Q1 25 | -345635.7% | 19.7% | ||
| Q4 24 | -13837100.0% | 75.1% | ||
| Q3 24 | -1038966.7% | 35.9% | ||
| Q2 24 | -611840.0% | 23.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 5.4% | ||
| Q3 25 | 101.1% | 0.5% | ||
| Q2 25 | 440.0% | 1.8% | ||
| Q1 25 | 4507.1% | 0.8% | ||
| Q4 24 | 378600.0% | 1.0% | ||
| Q3 24 | 59266.7% | 0.1% | ||
| Q2 24 | 6980.0% | 0.3% |
| Q1 26 | — | — | ||
| Q4 25 | 1.47× | 7.38× | ||
| Q3 25 | — | 3.06× | ||
| Q2 25 | — | 5.61× | ||
| Q1 25 | — | 6.61× | ||
| Q4 24 | — | 4.82× | ||
| Q3 24 | — | 3.72× | ||
| Q2 24 | — | 3.05× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FDMT
Segment breakdown not available.
GSHD
| Renewal Royalty Fees (2) | $43.6M | 47% |
| Renewal Commissions (1) | $18.2M | 20% |
| Contingent Commissions (1) | $10.7M | 11% |
| New Business Royalty Fees (2) | $7.9M | 8% |
| New Business Commissions (1) | $7.5M | 8% |
| Other | $3.7M | 4% |
| Initial Franchise Fees (2) | $1.6M | 2% |
