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Side-by-side financial comparison of Goosehead Insurance, Inc. (GSHD) and OneStream, Inc. (OS). Click either name above to swap in a different company.
OneStream, Inc. is the larger business by last-quarter revenue ($163.7M vs $93.1M, roughly 1.8× Goosehead Insurance, Inc.). Goosehead Insurance, Inc. runs the higher net margin — 8.6% vs 0.6%, a 8.0% gap on every dollar of revenue. On growth, OneStream, Inc. posted the faster year-over-year revenue change (23.6% vs 23.1%). Over the past eight quarters, OneStream, Inc.'s revenue compounded faster (21.8% 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.
Blue Stream provides cable television, cable telephone, DVR, and up to 1 GIG Internet speed broadband services to customers in the Florida communities of Coral Springs and Weston.
GSHD vs OS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $93.1M | $163.7M |
| Net Profit | $8.0M | $999.0K |
| Gross Margin | — | 69.8% |
| Operating Margin | 16.1% | -3.2% |
| Net Margin | 8.6% | 0.6% |
| Revenue YoY | 23.1% | 23.6% |
| Net Profit YoY | 204.0% | — |
| EPS (diluted) | $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 | $105.3M | $163.7M | ||
| Q3 25 | $90.4M | $154.3M | ||
| Q2 25 | $94.0M | $147.6M | ||
| Q1 25 | $75.6M | $136.3M | ||
| Q4 24 | $93.9M | $132.5M | ||
| Q3 24 | $78.0M | $129.1M | ||
| Q2 24 | $78.1M | $117.5M |
| Q1 26 | $8.0M | — | ||
| Q4 25 | $12.4M | $999.0K | ||
| Q3 25 | $7.9M | $-8.8M | ||
| Q2 25 | $5.2M | $-18.4M | ||
| Q1 25 | $2.3M | $-24.0M | ||
| Q4 24 | $14.9M | — | ||
| Q3 24 | $7.6M | $-171.9M | ||
| Q2 24 | $6.2M | $-7.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 69.8% | ||
| Q3 25 | — | 68.1% | ||
| Q2 25 | — | 68.6% | ||
| Q1 25 | — | 68.0% | ||
| Q4 24 | — | 66.8% | ||
| Q3 24 | — | 50.1% | ||
| Q2 24 | — | 68.5% |
| Q1 26 | 16.1% | — | ||
| Q4 25 | 29.4% | -3.2% | ||
| Q3 25 | 23.5% | -11.3% | ||
| Q2 25 | 16.7% | -21.8% | ||
| Q1 25 | 8.8% | -29.3% | ||
| Q4 24 | 29.7% | -35.8% | ||
| Q3 24 | 21.1% | -197.6% | ||
| Q2 24 | 19.7% | -9.8% |
| Q1 26 | 8.6% | — | ||
| Q4 25 | 11.8% | 0.6% | ||
| Q3 25 | 8.7% | -5.7% | ||
| Q2 25 | 5.5% | -12.5% | ||
| Q1 25 | 3.1% | -17.6% | ||
| Q4 24 | 15.8% | — | ||
| Q3 24 | 9.7% | -133.1% | ||
| Q2 24 | 7.9% | -6.7% |
| Q1 26 | $0.19 | — | ||
| Q4 25 | $0.48 | — | ||
| Q3 25 | $0.29 | — | ||
| Q2 25 | $0.18 | — | ||
| Q1 25 | $0.09 | — | ||
| Q4 24 | $0.58 | — | ||
| Q3 24 | $0.29 | $-1.06 | ||
| Q2 24 | $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 | $25.7M | $693.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $-121.3M | $504.7M |
| Total Assets | $392.8M | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $25.7M | — | ||
| Q4 25 | $34.4M | $693.6M | ||
| Q3 25 | $51.6M | $653.9M | ||
| Q2 25 | $92.4M | $652.1M | ||
| Q1 25 | $70.2M | $593.9M | ||
| Q4 24 | $54.3M | $544.2M | ||
| Q3 24 | $47.5M | $495.5M | ||
| Q2 24 | $23.6M | $140.5M |
| 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 | $504.7M | ||
| Q3 25 | $-105.0M | $472.1M | ||
| Q2 25 | $-78.6M | $458.2M | ||
| Q1 25 | $-88.5M | $412.9M | ||
| Q4 24 | $43.9M | $386.2M | ||
| Q3 24 | $58.3M | $458.2M | ||
| Q2 24 | $39.8M | $97.5M |
| Q1 26 | $392.8M | — | ||
| Q4 25 | $414.9M | $1.0B | ||
| Q3 25 | $403.6M | $949.4M | ||
| Q2 25 | $436.6M | $910.5M | ||
| Q1 25 | $412.6M | $867.3M | ||
| Q4 24 | $397.7M | $823.2M | ||
| Q3 24 | $358.1M | $750.1M | ||
| Q2 24 | $338.2M | $379.7M |
| 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 | — | $25.8M |
| Free Cash FlowOCF − Capex | — | $25.6M |
| FCF MarginFCF / Revenue | — | 15.7% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | — | 25.79× |
| TTM Free Cash FlowTrailing 4 quarters | — | $95.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $91.8M | $25.8M | ||
| Q3 25 | $24.2M | $5.0M | ||
| Q2 25 | $28.9M | $29.7M | ||
| Q1 25 | $15.5M | $36.2M | ||
| Q4 24 | $71.5M | — | ||
| Q3 24 | $28.1M | $2.4M | ||
| Q2 24 | $18.9M | $8.1M |
| Q1 26 | — | — | ||
| Q4 25 | $86.1M | $25.6M | ||
| Q3 25 | $23.7M | $4.8M | ||
| Q2 25 | $27.2M | $29.4M | ||
| Q1 25 | $14.9M | $35.8M | ||
| Q4 24 | $70.6M | — | ||
| Q3 24 | $28.0M | $1.3M | ||
| Q2 24 | $18.6M | $7.7M |
| Q1 26 | — | — | ||
| Q4 25 | 81.8% | 15.7% | ||
| Q3 25 | 26.2% | 3.1% | ||
| Q2 25 | 28.9% | 19.9% | ||
| Q1 25 | 19.7% | 26.3% | ||
| Q4 24 | 75.1% | — | ||
| Q3 24 | 35.9% | 1.0% | ||
| Q2 24 | 23.9% | 6.6% |
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | 0.1% | ||
| Q3 25 | 0.5% | 0.1% | ||
| Q2 25 | 1.8% | 0.2% | ||
| Q1 25 | 0.8% | 0.3% | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 0.1% | 0.8% | ||
| Q2 24 | 0.3% | 0.3% |
| Q1 26 | — | — | ||
| Q4 25 | 7.38× | 25.79× | ||
| 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
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% |
OS
| Subscription And Circulation | $150.3M | 92% |
| Professional Services And Other | $9.4M | 6% |
| License | $4.0M | 2% |
