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Side-by-side financial comparison of JFrog Ltd (FROG) and Goosehead Insurance, Inc. (GSHD). Click either name above to swap in a different company.
JFrog Ltd is the larger business by last-quarter revenue ($145.3M vs $93.1M, roughly 1.6× Goosehead Insurance, Inc.). Goosehead Insurance, Inc. runs the higher net margin — 8.6% vs -10.5%, a 19.1% gap on every dollar of revenue. On growth, JFrog Ltd posted the faster year-over-year revenue change (25.2% vs 23.1%). Over the past eight quarters, JFrog Ltd's revenue compounded faster (20.4% CAGR vs 9.2%).
JFrog Ltd is a global DevOps technology provider that delivers end-to-end software release, artifact management, and security solutions. It serves clients across tech, finance, retail, and manufacturing sectors, helping teams streamline development and delivery workflows for cloud, on-premises, and hybrid infrastructure.
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.
FROG vs GSHD — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $145.3M | $93.1M |
| Net Profit | $-15.2M | $8.0M |
| Gross Margin | 77.9% | — |
| Operating Margin | -14.7% | 16.1% |
| Net Margin | -10.5% | 8.6% |
| Revenue YoY | 25.2% | 23.1% |
| Net Profit YoY | 34.4% | 204.0% |
| EPS (diluted) | $-0.13 | $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 | $145.3M | $105.3M | ||
| Q3 25 | $136.9M | $90.4M | ||
| Q2 25 | $127.2M | $94.0M | ||
| Q1 25 | $122.4M | $75.6M | ||
| Q4 24 | $116.1M | $93.9M | ||
| Q3 24 | $109.1M | $78.0M | ||
| Q2 24 | $103.0M | $78.1M |
| Q1 26 | — | $8.0M | ||
| Q4 25 | $-15.2M | $12.4M | ||
| Q3 25 | $-16.4M | $7.9M | ||
| Q2 25 | $-21.7M | $5.2M | ||
| Q1 25 | $-18.5M | $2.3M | ||
| Q4 24 | $-23.2M | $14.9M | ||
| Q3 24 | $-22.9M | $7.6M | ||
| Q2 24 | $-14.3M | $6.2M |
| Q1 26 | — | — | ||
| Q4 25 | 77.9% | — | ||
| Q3 25 | 77.4% | — | ||
| Q2 25 | 76.3% | — | ||
| Q1 25 | 75.3% | — | ||
| Q4 24 | 75.4% | — | ||
| Q3 24 | 75.0% | — | ||
| Q2 24 | 78.8% | — |
| Q1 26 | — | 16.1% | ||
| Q4 25 | -14.7% | 29.4% | ||
| Q3 25 | -15.8% | 23.5% | ||
| Q2 25 | -20.4% | 16.7% | ||
| Q1 25 | -18.8% | 8.8% | ||
| Q4 24 | -21.9% | 29.7% | ||
| Q3 24 | -27.4% | 21.1% | ||
| Q2 24 | -18.6% | 19.7% |
| Q1 26 | — | 8.6% | ||
| Q4 25 | -10.5% | 11.8% | ||
| Q3 25 | -12.0% | 8.7% | ||
| Q2 25 | -17.0% | 5.5% | ||
| Q1 25 | -15.1% | 3.1% | ||
| Q4 24 | -20.0% | 15.8% | ||
| Q3 24 | -21.0% | 9.7% | ||
| Q2 24 | -13.9% | 7.9% |
| Q1 26 | — | $0.19 | ||
| Q4 25 | $-0.13 | $0.48 | ||
| Q3 25 | $-0.14 | $0.29 | ||
| Q2 25 | $-0.19 | $0.18 | ||
| Q1 25 | $-0.16 | $0.09 | ||
| Q4 24 | $-0.21 | $0.58 | ||
| Q3 24 | $-0.21 | $0.29 | ||
| Q2 24 | $-0.13 | $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 | $704.4M | $25.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $887.4M | $-121.3M |
| Total Assets | $1.3B | $392.8M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $25.7M | ||
| Q4 25 | $704.4M | $34.4M | ||
| Q3 25 | $651.1M | $51.6M | ||
| Q2 25 | $611.7M | $92.4M | ||
| Q1 25 | $563.5M | $70.2M | ||
| Q4 24 | $522.0M | $54.3M | ||
| Q3 24 | $467.8M | $47.5M | ||
| Q2 24 | $591.3M | $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 | $887.4M | $-95.5M | ||
| Q3 25 | $859.4M | $-105.0M | ||
| Q2 25 | $826.5M | $-78.6M | ||
| Q1 25 | $800.0M | $-88.5M | ||
| Q4 24 | $773.5M | $43.9M | ||
| Q3 24 | $756.2M | $58.3M | ||
| Q2 24 | $721.4M | $39.8M |
| Q1 26 | — | $392.8M | ||
| Q4 25 | $1.3B | $414.9M | ||
| Q3 25 | $1.3B | $403.6M | ||
| Q2 25 | $1.2B | $436.6M | ||
| Q1 25 | $1.2B | $412.6M | ||
| Q4 24 | $1.1B | $397.7M | ||
| Q3 24 | $1.1B | $358.1M | ||
| Q2 24 | $1.0B | $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 | $50.7M | — |
| Free Cash FlowOCF − Capex | $49.9M | — |
| FCF MarginFCF / Revenue | 34.3% | — |
| Capex IntensityCapex / Revenue | 0.6% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $142.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $50.7M | $91.8M | ||
| Q3 25 | $30.2M | $24.2M | ||
| Q2 25 | $36.1M | $28.9M | ||
| Q1 25 | $28.8M | $15.5M | ||
| Q4 24 | $49.1M | $71.5M | ||
| Q3 24 | $27.6M | $28.1M | ||
| Q2 24 | $16.7M | $18.9M |
| Q1 26 | — | — | ||
| Q4 25 | $49.9M | $86.1M | ||
| Q3 25 | $28.8M | $23.7M | ||
| Q2 25 | $35.5M | $27.2M | ||
| Q1 25 | $28.1M | $14.9M | ||
| Q4 24 | $48.5M | $70.6M | ||
| Q3 24 | $26.7M | $28.0M | ||
| Q2 24 | $16.0M | $18.6M |
| Q1 26 | — | — | ||
| Q4 25 | 34.3% | 81.8% | ||
| Q3 25 | 21.0% | 26.2% | ||
| Q2 25 | 27.9% | 28.9% | ||
| Q1 25 | 23.0% | 19.7% | ||
| Q4 24 | 41.8% | 75.1% | ||
| Q3 24 | 24.5% | 35.9% | ||
| Q2 24 | 15.5% | 23.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 5.4% | ||
| Q3 25 | 1.0% | 0.5% | ||
| Q2 25 | 0.5% | 1.8% | ||
| Q1 25 | 0.5% | 0.8% | ||
| Q4 24 | 0.5% | 1.0% | ||
| Q3 24 | 0.9% | 0.1% | ||
| Q2 24 | 0.7% | 0.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 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
FROG
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% |
