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ETG vs GSHD

ETG
Eaton Vance Tax-Advantaged Global Dividend Income Fund
BULLISH
Price
$21.74
Market Cap
$1.66B
Sector
Financial Services
AI Confidence
85%
GSHD
Goosehead Insurance, Inc.
BEARISH
Price
$44.67
Market Cap
$1.63B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
ETG
5.1
GSHD
42.95
Forward P/E
ETG
--
GSHD
16.84
P/B Ratio
ETG
0.94
GSHD
-11.53
P/S Ratio
ETG
18.82
GSHD
4.48
EV/EBITDA
ETG
--
GSHD
15.06

Profitability

Gross Margin
ETG
100.0%
GSHD
46.15%
Operating Margin
ETG
76.14%
GSHD
29.26%
Profit Margin
ETG
368.94%
GSHD
7.63%
ROE
ETG
19.48%
GSHD
--
ROA
ETG
2.15%
GSHD
12.07%

Growth

Revenue Growth
ETG
44.2%
GSHD
12.2%
Earnings Growth
ETG
163.6%
GSHD
-15.7%

Financial Health

Debt/Equity
ETG
0.21
GSHD
--
Current Ratio
ETG
4.74
GSHD
1.6
Quick Ratio
ETG
4.68
GSHD
1.41

Dividends

Dividend Yield
ETG
7.14%
GSHD
--
Payout Ratio
ETG
36.42%
GSHD
0.0%

AI Verdict

ETG BULLISH

ETG exhibits strong fundamental health with a Piotroski F-Score of 7/9 and significant undervaluation relative to its Graham Number ($47.18) and Intrinsic Value ($125.67). The fund demonstrates explosive earnings growth (163.60% YoY) and a highly sustainable dividend profile with a 7.14% yield and a low payout ratio of 36.42%. While technical trends and insider sentiment are currently bearish, the deep value metrics and robust ROE of 19.49% provide a substantial margin of safety.

Strengths
Deep valuation discount with a P/E of 5.10 vs sector average of 38.24
Strong financial health indicated by a Piotroski F-Score of 7/9
Exceptional earnings growth of 163.60% YoY
Risks
Bearish technical trend (0/100) suggesting short-term price pressure
Negative insider sentiment with recent selling activity
Lack of analyst coverage and target price guidance
GSHD BEARISH

GSHD presents a precarious profile with a Piotroski F-Score of 4/9 (Stable) and a growth-based intrinsic value of $7.28, which is significantly lower than the current price of $44.67. While revenue continues to grow at 12.2%, earnings have contracted by 15.7% YoY, indicating a breakdown in operational efficiency. The most alarming metric is the Price/Book ratio of -11.53, suggesting negative shareholders' equity. Despite bullish analyst targets, the technical trend is 0/100 and the 1-year price performance is down 54.6%, signaling a strong market rejection of current valuations.

Strengths
Consistent revenue growth (12.2% YoY)
Strong operating margin of 29.26%
Healthy current ratio (1.60) and quick ratio (1.41)
Risks
Severe valuation gap: Current price is ~6x the intrinsic value estimate
Negative shareholders' equity as indicated by the -11.53 Price/Book ratio
Negative earnings growth (-15.7% YoY) despite revenue gains

Compare Another Pair

ETG vs GSHD: Head-to-Head Comparison

This page compares Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) and Goosehead Insurance, Inc. (GSHD) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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