vs
Side-by-side financial comparison of Goosehead Insurance, Inc. (GSHD) and SHENANDOAH TELECOMMUNICATIONS CO (SHEN). Click either name above to swap in a different company.
Goosehead Insurance, Inc. is the larger business by last-quarter revenue ($93.1M vs $91.6M, roughly 1.0× SHENANDOAH TELECOMMUNICATIONS CO). Goosehead Insurance, Inc. runs the higher net margin — 8.6% vs -5.9%, a 14.5% gap on every dollar of revenue. On growth, Goosehead Insurance, Inc. posted the faster year-over-year revenue change (23.1% vs 7.2%). Over the past eight quarters, SHENANDOAH TELECOMMUNICATIONS CO's revenue compounded faster (15.0% 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.
Shenandoah Telecommunications Co is a U.S. regional telecom provider offering broadband internet, wireless voice/data services, digital cable TV, and fiber-optic solutions. It serves residential, small business and enterprise clients across Mid-Atlantic states, focusing on underserved rural and suburban markets in Virginia, West Virginia, Maryland and Pennsylvania.
GSHD vs SHEN — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $93.1M | $91.6M |
| Net Profit | $8.0M | $-5.4M |
| Gross Margin | — | — |
| Operating Margin | 16.1% | -1.0% |
| Net Margin | 8.6% | -5.9% |
| Revenue YoY | 23.1% | 7.2% |
| Net Profit YoY | 204.0% | -95.8% |
| EPS (diluted) | $0.19 | $-0.13 |
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 | $91.6M | ||
| Q3 25 | $90.4M | $89.8M | ||
| Q2 25 | $94.0M | $88.6M | ||
| Q1 25 | $75.6M | $87.9M | ||
| Q4 24 | $93.9M | $85.4M | ||
| Q3 24 | $78.0M | $87.6M | ||
| Q2 24 | $78.1M | $85.8M |
| Q1 26 | $8.0M | — | ||
| Q4 25 | $12.4M | $-5.4M | ||
| Q3 25 | $7.9M | $-9.4M | ||
| Q2 25 | $5.2M | $-9.0M | ||
| Q1 25 | $2.3M | $-9.1M | ||
| Q4 24 | $14.9M | $-2.7M | ||
| Q3 24 | $7.6M | $-5.3M | ||
| Q2 24 | $6.2M | $-12.9M |
| Q1 26 | 16.1% | — | ||
| Q4 25 | 29.4% | -1.0% | ||
| Q3 25 | 23.5% | -8.0% | ||
| Q2 25 | 16.7% | -10.3% | ||
| Q1 25 | 8.8% | -6.9% | ||
| Q4 24 | 29.7% | -6.7% | ||
| Q3 24 | 21.1% | -4.8% | ||
| Q2 24 | 19.7% | -18.5% |
| Q1 26 | 8.6% | — | ||
| Q4 25 | 11.8% | -5.9% | ||
| Q3 25 | 8.7% | -10.5% | ||
| Q2 25 | 5.5% | -10.2% | ||
| Q1 25 | 3.1% | -10.4% | ||
| Q4 24 | 15.8% | -3.2% | ||
| Q3 24 | 9.7% | -6.0% | ||
| Q2 24 | 7.9% | -15.0% |
| Q1 26 | $0.19 | — | ||
| Q4 25 | $0.48 | $-0.13 | ||
| Q3 25 | $0.29 | $-0.20 | ||
| Q2 25 | $0.18 | $-0.19 | ||
| Q1 25 | $0.09 | $-0.19 | ||
| Q4 24 | $0.58 | $-0.34 | ||
| Q3 24 | $0.29 | $-0.13 | ||
| Q2 24 | $0.24 | $-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 | $27.3M |
| Total DebtLower is stronger | — | $642.4M |
| Stockholders' EquityBook value | $-121.3M | $880.8M |
| Total Assets | $392.8M | $1.9B |
| Debt / EquityLower = less leverage | — | 0.73× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $25.7M | — | ||
| Q4 25 | $34.4M | $27.3M | ||
| Q3 25 | $51.6M | $22.6M | ||
| Q2 25 | $92.4M | $29.1M | ||
| Q1 25 | $70.2M | $87.5M | ||
| Q4 24 | $54.3M | $46.3M | ||
| Q3 24 | $47.5M | $43.1M | ||
| Q2 24 | $23.6M | $43.8M |
| Q1 26 | — | — | ||
| Q4 25 | $289.5M | $642.4M | ||
| Q3 25 | $290.0M | $535.4M | ||
| Q2 25 | $289.8M | $513.1M | ||
| Q1 25 | $290.3M | $515.8M | ||
| Q4 24 | $82.3M | $418.0M | ||
| Q3 24 | $84.6M | $345.2M | ||
| Q2 24 | $87.0M | $297.4M |
| Q1 26 | $-121.3M | — | ||
| Q4 25 | $-95.5M | $880.8M | ||
| Q3 25 | $-105.0M | $892.7M | ||
| Q2 25 | $-78.6M | $902.0M | ||
| Q1 25 | $-88.5M | $910.5M | ||
| Q4 24 | $43.9M | $918.6M | ||
| Q3 24 | $58.3M | $925.4M | ||
| Q2 24 | $39.8M | $933.1M |
| Q1 26 | $392.8M | — | ||
| Q4 25 | $414.9M | $1.9B | ||
| Q3 25 | $403.6M | $1.9B | ||
| Q2 25 | $436.6M | $1.8B | ||
| Q1 25 | $412.6M | $1.8B | ||
| Q4 24 | $397.7M | $1.7B | ||
| Q3 24 | $358.1M | $1.7B | ||
| Q2 24 | $338.2M | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.73× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | — | 0.57× | ||
| Q1 25 | — | 0.57× | ||
| Q4 24 | 1.87× | 0.46× | ||
| Q3 24 | 1.45× | 0.37× | ||
| Q2 24 | 2.19× | 0.32× |
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 | — | $28.8M |
| Free Cash FlowOCF − Capex | — | $-78.6M |
| FCF MarginFCF / Revenue | — | -85.8% |
| Capex IntensityCapex / Revenue | — | 117.2% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-257.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $91.8M | $28.8M | ||
| Q3 25 | $24.2M | $30.7M | ||
| Q2 25 | $28.9M | $20.9M | ||
| Q1 25 | $15.5M | $20.5M | ||
| Q4 24 | $71.5M | $20.6M | ||
| Q3 24 | $28.1M | $24.3M | ||
| Q2 24 | $18.9M | $2.5M |
| Q1 26 | — | — | ||
| Q4 25 | $86.1M | $-78.6M | ||
| Q3 25 | $23.7M | $-51.4M | ||
| Q2 25 | $27.2M | $-65.3M | ||
| Q1 25 | $14.9M | $-62.7M | ||
| Q4 24 | $70.6M | $-72.0M | ||
| Q3 24 | $28.0M | $-51.3M | ||
| Q2 24 | $18.6M | $-78.3M |
| Q1 26 | — | — | ||
| Q4 25 | 81.8% | -85.8% | ||
| Q3 25 | 26.2% | -57.2% | ||
| Q2 25 | 28.9% | -73.7% | ||
| Q1 25 | 19.7% | -71.3% | ||
| Q4 24 | 75.1% | -84.3% | ||
| Q3 24 | 35.9% | -58.5% | ||
| Q2 24 | 23.9% | -91.3% |
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | 117.2% | ||
| Q3 25 | 0.5% | 91.4% | ||
| Q2 25 | 1.8% | 97.3% | ||
| Q1 25 | 0.8% | 94.7% | ||
| Q4 24 | 1.0% | 108.4% | ||
| Q3 24 | 0.1% | 86.2% | ||
| Q2 24 | 0.3% | 94.2% |
| 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
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% |
SHEN
| Residential And SMB Incumbent Broadband | $41.5M | 45% |
| Residential And SMB Glo Fiber Expansion Markets | $23.0M | 25% |
| Commercial Fiber | $20.3M | 22% |
| RLEC Other | $6.8M | 7% |
