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Side-by-side financial comparison of Goosehead Insurance, Inc. (GSHD) and UNIVERSAL DISPLAY CORP \PA\ (OLED). Click either name above to swap in a different company.
UNIVERSAL DISPLAY CORP \PA\ is the larger business by last-quarter revenue ($142.2M vs $93.1M, roughly 1.5× Goosehead Insurance, Inc.). UNIVERSAL DISPLAY CORP \PA\ runs the higher net margin — 25.2% vs 8.6%, a 16.6% gap on every dollar of revenue. On growth, Goosehead Insurance, Inc. posted the faster year-over-year revenue change (23.1% vs -14.5%). Over the past eight quarters, Goosehead Insurance, Inc.'s revenue compounded faster (9.2% CAGR vs -5.3%).
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.
Universal Display Corporation is a developer and manufacturer of organic light emitting diode (OLED) technologies and materials, and it is a provider of services to the display and lighting industries.
GSHD vs OLED — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $93.1M | $142.2M |
| Net Profit | $8.0M | $35.9M |
| Gross Margin | — | 74.6% |
| Operating Margin | 16.1% | 30.1% |
| Net Margin | 8.6% | 25.2% |
| Revenue YoY | 23.1% | -14.5% |
| Net Profit YoY | 204.0% | -44.3% |
| EPS (diluted) | $0.19 | $0.76 |
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 | $142.2M | ||
| Q4 25 | $105.3M | $172.9M | ||
| Q3 25 | $90.4M | $139.6M | ||
| Q2 25 | $94.0M | $171.8M | ||
| Q1 25 | $75.6M | $166.3M | ||
| Q4 24 | $93.9M | $162.3M | ||
| Q3 24 | $78.0M | $161.6M | ||
| Q2 24 | $78.1M | $158.5M |
| Q1 26 | $8.0M | $35.9M | ||
| Q4 25 | $12.4M | $66.3M | ||
| Q3 25 | $7.9M | $44.0M | ||
| Q2 25 | $5.2M | $67.3M | ||
| Q1 25 | $2.3M | $64.4M | ||
| Q4 24 | $14.9M | $46.0M | ||
| Q3 24 | $7.6M | $66.9M | ||
| Q2 24 | $6.2M | $52.3M |
| Q1 26 | — | 74.6% | ||
| Q4 25 | — | 76.1% | ||
| Q3 25 | — | 74.6% | ||
| Q2 25 | — | 77.2% | ||
| Q1 25 | — | 77.1% | ||
| Q4 24 | — | 77.0% | ||
| Q3 24 | — | 77.8% | ||
| Q2 24 | — | 75.8% |
| Q1 26 | 16.1% | 30.1% | ||
| Q4 25 | 29.4% | 38.9% | ||
| Q3 25 | 23.5% | 30.9% | ||
| Q2 25 | 16.7% | 39.9% | ||
| Q1 25 | 8.8% | 41.9% | ||
| Q4 24 | 29.7% | 32.3% | ||
| Q3 24 | 21.1% | 41.5% | ||
| Q2 24 | 19.7% | 35.6% |
| Q1 26 | 8.6% | 25.2% | ||
| Q4 25 | 11.8% | 38.4% | ||
| Q3 25 | 8.7% | 31.5% | ||
| Q2 25 | 5.5% | 39.2% | ||
| Q1 25 | 3.1% | 38.8% | ||
| Q4 24 | 15.8% | 28.4% | ||
| Q3 24 | 9.7% | 41.4% | ||
| Q2 24 | 7.9% | 33.0% |
| Q1 26 | $0.19 | $0.76 | ||
| Q4 25 | $0.48 | $1.40 | ||
| Q3 25 | $0.29 | $0.92 | ||
| Q2 25 | $0.18 | $1.41 | ||
| Q1 25 | $0.09 | $1.35 | ||
| Q4 24 | $0.58 | $0.96 | ||
| Q3 24 | $0.29 | $1.40 | ||
| Q2 24 | $0.24 | $1.10 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $25.7M | $516.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $-121.3M | — |
| Total Assets | $392.8M | $1.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $25.7M | $516.4M | ||
| Q4 25 | $34.4M | $602.4M | ||
| Q3 25 | $51.6M | $603.0M | ||
| Q2 25 | $92.4M | $525.2M | ||
| Q1 25 | $70.2M | $571.3M | ||
| Q4 24 | $54.3M | $492.7M | ||
| Q3 24 | $47.5M | $551.6M | ||
| Q2 24 | $23.6M | $530.5M |
| 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 | $-95.5M | $1.8B | ||
| Q3 25 | $-105.0M | $1.7B | ||
| Q2 25 | $-78.6M | $1.7B | ||
| Q1 25 | $-88.5M | $1.7B | ||
| Q4 24 | $43.9M | $1.6B | ||
| Q3 24 | $58.3M | $1.6B | ||
| Q2 24 | $39.8M | $1.5B |
| Q1 26 | $392.8M | $1.9B | ||
| Q4 25 | $414.9M | $2.0B | ||
| Q3 25 | $403.6M | $1.9B | ||
| Q2 25 | $436.6M | $1.9B | ||
| Q1 25 | $412.6M | $1.9B | ||
| Q4 24 | $397.7M | $1.8B | ||
| Q3 24 | $358.1M | $1.8B | ||
| Q2 24 | $338.2M | $1.8B |
| 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 | — | $108.9M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | 3.03× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $108.9M | ||
| Q4 25 | $91.8M | $31.1M | ||
| Q3 25 | $24.2M | $97.2M | ||
| Q2 25 | $28.9M | $51.9M | ||
| Q1 25 | $15.5M | $30.6M | ||
| Q4 24 | $71.5M | $34.7M | ||
| Q3 24 | $28.1M | $79.9M | ||
| Q2 24 | $18.9M | $67.0M |
| Q1 26 | — | — | ||
| Q4 25 | $86.1M | $15.1M | ||
| Q3 25 | $23.7M | $84.3M | ||
| Q2 25 | $27.2M | $37.5M | ||
| Q1 25 | $14.9M | $17.5M | ||
| Q4 24 | $70.6M | $22.0M | ||
| Q3 24 | $28.0M | $66.2M | ||
| Q2 24 | $18.6M | $57.9M |
| Q1 26 | — | — | ||
| Q4 25 | 81.8% | 8.7% | ||
| Q3 25 | 26.2% | 60.4% | ||
| Q2 25 | 28.9% | 21.8% | ||
| Q1 25 | 19.7% | 10.5% | ||
| Q4 24 | 75.1% | 13.6% | ||
| Q3 24 | 35.9% | 41.0% | ||
| Q2 24 | 23.9% | 36.5% |
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | 9.3% | ||
| Q3 25 | 0.5% | 9.2% | ||
| Q2 25 | 1.8% | 8.4% | ||
| Q1 25 | 0.8% | 7.9% | ||
| Q4 24 | 1.0% | 7.8% | ||
| Q3 24 | 0.1% | 8.4% | ||
| Q2 24 | 0.3% | 5.8% |
| Q1 26 | — | 3.03× | ||
| Q4 25 | 7.38× | 0.47× | ||
| Q3 25 | 3.06× | 2.21× | ||
| Q2 25 | 5.61× | 0.77× | ||
| Q1 25 | 6.61× | 0.47× | ||
| Q4 24 | 4.82× | 0.75× | ||
| Q3 24 | 3.72× | 1.19× | ||
| Q2 24 | 3.05× | 1.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
OLED
| Material sales | $83.7M | 59% |
| Royalty and license fees | $54.2M | 38% |
| Contract research services | $4.3M | 3% |
