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GSHD vs QQQX

GSHD
Goosehead Insurance, Inc.
BEARISH
Price
$40.49
Market Cap
$1.48B
Sector
Financial Services
AI Confidence
85%
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund
NEUTRAL
Price
$29.56
Market Cap
$1.44B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
GSHD
38.93
QQQX
7.88
Forward P/E
GSHD
15.27
QQQX
--
P/B Ratio
GSHD
-10.45
QQQX
--
P/S Ratio
GSHD
4.06
QQQX
--
EV/EBITDA
GSHD
13.92
QQQX
--

Profitability

Gross Margin
GSHD
46.15%
QQQX
0.0%
Operating Margin
GSHD
29.26%
QQQX
0.0%
Profit Margin
GSHD
7.63%
QQQX
0.0%
ROE
GSHD
--
QQQX
--
ROA
GSHD
12.07%
QQQX
--

Growth

Revenue Growth
GSHD
12.2%
QQQX
--
Earnings Growth
GSHD
-15.7%
QQQX
--

Financial Health

Debt/Equity
GSHD
--
QQQX
--
Current Ratio
GSHD
1.6
QQQX
--
Quick Ratio
GSHD
1.41
QQQX
--

Dividends

Dividend Yield
GSHD
--
QQQX
8.32%
Payout Ratio
GSHD
0.0%
QQQX
59.73%

AI Verdict

GSHD BEARISH

GSHD presents a precarious profile with a Piotroski F-Score of 4/9, indicating only stable financial health. The stock is experiencing a severe valuation crisis, trading at $40.49 despite a growth-based intrinsic value of $7.28 and a negative Price-to-Book ratio (-10.45). While revenue continues to grow at 12.2%, earnings growth has turned negative (-15.7% YoY), and the price has collapsed by 63.5% over the last year. The massive divergence between the current price and intrinsic value, coupled with negative equity, outweighs the optimistic analyst target prices.

Strengths
Consistent revenue growth (12.2% YoY)
Strong operating margin of 29.26%
Healthy current ratio (1.60) and quick ratio (1.41)
Risks
Negative earnings growth (-15.7% YoY)
Negative book value (P/B -10.45) indicating potential equity deficits
Severe bearish price momentum (-63.5% 1Y change)
QQQX NEUTRAL

The fund exhibits a critical Piotroski F-Score of 1/9, indicating severe fundamental weakness by deterministic standards, although this is typical for closed-end fund structures. While historical price performance is strong (1Y +43.7%), the asset is currently trading at a premium to its intrinsic value of $26.25. A stark divergence exists between the near-52-week high price and a very bearish technical trend score of 10/100. The primary attraction remains the robust 8.32% dividend yield, which provides a significant income cushion.

Strengths
High dividend yield of 8.32%
Strong historical price appreciation (5Y +52.1%)
Low P/E ratio (7.88) relative to the financial services sector average
Risks
Extremely low Piotroski F-Score (1/9) signaling poor financial health
Severe bearish technical trend (10/100) suggesting a potential peak
Current price ($29.56) exceeds growth-based intrinsic value ($26.25)

Compare Another Pair

GSHD vs QQQX: Head-to-Head Comparison

This page compares Goosehead Insurance, Inc. (GSHD) and Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX) 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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