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Side-by-side financial comparison of Goosehead Insurance, Inc. (GSHD) and OPAL Fuels Inc. (OPAL). Click either name above to swap in a different company.
Goosehead Insurance, Inc. is the larger business by last-quarter revenue ($93.1M vs $88.4M, roughly 1.1× OPAL Fuels Inc.). OPAL Fuels Inc. runs the higher net margin — 18.3% vs 8.6%, a 9.7% gap on every dollar of revenue. On growth, Goosehead Insurance, Inc. posted the faster year-over-year revenue change (23.1% vs 18.7%). Over the past eight quarters, OPAL Fuels Inc.'s revenue compounded faster (17.6% CAGR vs 9.2%).
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.
OPAL Fuels Inc. is a North American energy company focused on producing and distributing low-carbon renewable natural gas (RNG). It captures methane from landfills, dairy operations and other organic waste streams to produce RNG, which is mainly supplied to heavy-duty transportation fleets, commercial logistics operators and public transport entities to help reduce their greenhouse gas emissions.
GSHD vs OPAL — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $93.1M | $88.4M |
| Net Profit | $8.0M | $16.2M |
| Gross Margin | — | — |
| Operating Margin | 16.1% | 7.5% |
| Net Margin | 8.6% | 18.3% |
| Revenue YoY | 23.1% | 18.7% |
| Net Profit YoY | 204.0% | 401.5% |
| EPS (diluted) | $0.19 | $0.08 |
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 | $105.3M | $88.4M | ||
| Q3 25 | $90.4M | $77.9M | ||
| Q2 25 | $94.0M | $77.4M | ||
| Q1 25 | $75.6M | $83.0M | ||
| Q4 24 | $93.9M | $74.5M | ||
| Q3 24 | $78.0M | $82.6M | ||
| Q2 24 | $78.1M | $69.8M |
| Q1 26 | $8.0M | — | ||
| Q4 25 | $12.4M | $16.2M | ||
| Q3 25 | $7.9M | $11.4M | ||
| Q2 25 | $5.2M | $7.6M | ||
| Q1 25 | $2.3M | $1.3M | ||
| Q4 24 | $14.9M | $-5.4M | ||
| Q3 24 | $7.6M | $17.1M | ||
| Q2 24 | $6.2M | $1.9M |
| Q1 26 | 16.1% | — | ||
| Q4 25 | 29.4% | 7.5% | ||
| Q3 25 | 23.5% | 4.6% | ||
| Q2 25 | 16.7% | -1.1% | ||
| Q1 25 | 8.8% | -2.3% | ||
| Q4 24 | 29.7% | -0.5% | ||
| Q3 24 | 21.1% | 14.9% | ||
| Q2 24 | 19.7% | 8.1% |
| Q1 26 | 8.6% | — | ||
| Q4 25 | 11.8% | 18.3% | ||
| Q3 25 | 8.7% | 14.6% | ||
| Q2 25 | 5.5% | 9.8% | ||
| Q1 25 | 3.1% | 1.5% | ||
| Q4 24 | 15.8% | -7.2% | ||
| Q3 24 | 9.7% | 20.7% | ||
| Q2 24 | 7.9% | 2.7% |
| Q1 26 | $0.19 | — | ||
| Q4 25 | $0.48 | $0.08 | ||
| Q3 25 | $0.29 | $0.05 | ||
| Q2 25 | $0.18 | $0.03 | ||
| Q1 25 | $0.09 | $-0.01 | ||
| Q4 24 | $0.58 | $-0.05 | ||
| Q3 24 | $0.29 | $0.09 | ||
| Q2 24 | $0.24 | $-0.01 |
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 | $24.4M |
| Total DebtLower is stronger | — | $361.3M |
| Stockholders' EquityBook value | $-121.3M | $-12.9M |
| Total Assets | $392.8M | $959.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $25.7M | — | ||
| Q4 25 | $34.4M | $24.4M | ||
| Q3 25 | $51.6M | $29.9M | ||
| Q2 25 | $92.4M | $29.3M | ||
| Q1 25 | $70.2M | $40.1M | ||
| Q4 24 | $54.3M | $24.3M | ||
| Q3 24 | $47.5M | $31.0M | ||
| Q2 24 | $23.6M | $27.6M |
| Q1 26 | — | — | ||
| Q4 25 | $289.5M | $361.3M | ||
| Q3 25 | $290.0M | $351.2M | ||
| Q2 25 | $289.8M | $331.6M | ||
| Q1 25 | $290.3M | $307.0M | ||
| Q4 24 | $82.3M | $307.5M | ||
| Q3 24 | $84.6M | $252.9M | ||
| Q2 24 | $87.0M | $233.3M |
| Q1 26 | $-121.3M | — | ||
| Q4 25 | $-95.5M | $-12.9M | ||
| Q3 25 | $-105.0M | $7.5M | ||
| Q2 25 | $-78.6M | $-25.0M | ||
| Q1 25 | $-88.5M | $57.1M | ||
| Q4 24 | $43.9M | $-148.4M | ||
| Q3 24 | $58.3M | $-180.1M | ||
| Q2 24 | $39.8M | $-273.0M |
| Q1 26 | $392.8M | — | ||
| Q4 25 | $414.9M | $959.5M | ||
| Q3 25 | $403.6M | $916.7M | ||
| Q2 25 | $436.6M | $905.5M | ||
| Q1 25 | $412.6M | $884.9M | ||
| Q4 24 | $397.7M | $881.1M | ||
| Q3 24 | $358.1M | $831.1M | ||
| Q2 24 | $338.2M | $782.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 46.95× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 5.38× | ||
| 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 | — | $-3.5M |
| Free Cash FlowOCF − Capex | — | $-13.4M |
| FCF MarginFCF / Revenue | — | -15.1% |
| Capex IntensityCapex / Revenue | — | 11.1% |
| Cash ConversionOCF / Net Profit | — | -0.22× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-34.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $91.8M | $-3.5M | ||
| Q3 25 | $24.2M | $18.2M | ||
| Q2 25 | $28.9M | $-7.9M | ||
| Q1 25 | $15.5M | $29.7M | ||
| Q4 24 | $71.5M | $-532.0K | ||
| Q3 24 | $28.1M | $17.7M | ||
| Q2 24 | $18.9M | $533.0K |
| Q1 26 | — | — | ||
| Q4 25 | $86.1M | $-13.4M | ||
| Q3 25 | $23.7M | $-9.3M | ||
| Q2 25 | $27.2M | $-29.7M | ||
| Q1 25 | $14.9M | $18.1M | ||
| Q4 24 | $70.6M | $-55.0M | ||
| Q3 24 | $28.0M | $-5.4M | ||
| Q2 24 | $18.6M | $-22.5M |
| Q1 26 | — | — | ||
| Q4 25 | 81.8% | -15.1% | ||
| Q3 25 | 26.2% | -11.9% | ||
| Q2 25 | 28.9% | -38.4% | ||
| Q1 25 | 19.7% | 21.8% | ||
| Q4 24 | 75.1% | -73.8% | ||
| Q3 24 | 35.9% | -6.5% | ||
| Q2 24 | 23.9% | -32.2% |
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | 11.1% | ||
| Q3 25 | 0.5% | 35.3% | ||
| Q2 25 | 1.8% | 28.2% | ||
| Q1 25 | 0.8% | 13.9% | ||
| Q4 24 | 1.0% | 73.1% | ||
| Q3 24 | 0.1% | 27.9% | ||
| Q2 24 | 0.3% | 32.9% |
| Q1 26 | — | — | ||
| Q4 25 | 7.38× | -0.22× | ||
| Q3 25 | 3.06× | 1.60× | ||
| Q2 25 | 5.61× | -1.04× | ||
| Q1 25 | 6.61× | 23.11× | ||
| Q4 24 | 4.82× | — | ||
| Q3 24 | 3.72× | 1.03× | ||
| Q2 24 | 3.05× | 0.28× |
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% |
OPAL
| Fuel Station Services Segment | $65.1M | 74% |
| Related Party | $12.1M | 14% |
| Renewable Power Segment | $8.6M | 10% |
| Other | $2.6M | 3% |
