EQH vs. GSHD: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at EQH and GSHD, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
| Symbol | EQH | GSHD |
|---|---|---|
| Company Name | Equitable Holdings, Inc. | Goosehead Insurance, Inc |
| Country | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry | Financial Services | Insurance |
| Market Capitalization | 16.36 billion USD | 3.41 billion USD |
| Exchange | NYSE | NasdaqGS |
| Listing Date | May 10, 2018 | April 27, 2018 |
| Security Type | Common Stock | Common Stock |
Historical Performance
This chart compares the performance of EQH and GSHD by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.
Historical Performance at a Glance
| Symbol | EQH | GSHD |
|---|---|---|
| 5-Day Price Return | 8.50% | 4.03% |
| 13-Week Price Return | 1.24% | -13.98% |
| 26-Week Price Return | 4.50% | -15.73% |
| 52-Week Price Return | 42.81% | 10.95% |
| Month-to-Date Return | 6.35% | -0.25% |
| Year-to-Date Return | 15.77% | -15.43% |
| 10-Day Avg. Volume | 3.56M | 0.45M |
| 3-Month Avg. Volume | 2.69M | 0.33M |
| 3-Month Volatility | 28.39% | 47.88% |
| Beta | 1.14 | 1.33 |
Profitability
Return on Equity (TTM)
EQH
56.77%
Financial Services Industry
- Max
- 40.58%
- Q3
- 20.06%
- Median
- 10.67%
- Q1
- 4.19%
- Min
- -10.31%
EQH’s Return on Equity of 56.77% is exceptionally high, placing it well beyond the typical range for the Financial Services industry. This demonstrates a superior ability to generate profit from shareholder investments, though it could also be inflated by high financial leverage.
GSHD
58.13%
Insurance Industry
- Max
- 29.03%
- Q3
- 18.11%
- Median
- 13.90%
- Q1
- 10.42%
- Min
- -0.64%
GSHD’s Return on Equity of 58.13% is exceptionally high, placing it well beyond the typical range for the Insurance industry. This demonstrates a superior ability to generate profit from shareholder investments, though it could also be inflated by high financial leverage.
Net Profit Margin (TTM)
EQH
3.02%
Financial Services Industry
- Max
- 52.86%
- Q3
- 25.58%
- Median
- 12.23%
- Q1
- 6.64%
- Min
- -9.92%
Falling into the lower quartile for the Financial Services industry, EQH’s Net Profit Margin of 3.02% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.
GSHD
8.76%
Insurance Industry
- Max
- 26.78%
- Q3
- 14.06%
- Median
- 9.15%
- Q1
- 5.48%
- Min
- -7.05%
GSHD’s Net Profit Margin of 8.76% is aligned with the median group of its peers in the Insurance industry. This indicates its ability to convert revenue into profit is typical for the sector.
Operating Profit Margin (TTM)
EQH
17.41%
Financial Services Industry
- Max
- 77.28%
- Q3
- 37.68%
- Median
- 18.17%
- Q1
- 9.27%
- Min
- -8.19%
EQH’s Operating Profit Margin of 17.41% is around the midpoint for the Financial Services industry, indicating that its efficiency in managing core business operations is typical for the sector.
GSHD
19.49%
Insurance Industry
- Max
- 35.49%
- Q3
- 19.49%
- Median
- 14.35%
- Q1
- 8.53%
- Min
- -5.25%
In the Insurance industry, Operating Profit Margin is often not the primary measure of operational efficiency.
Profitability at a Glance
| Symbol | EQH | GSHD |
|---|---|---|
| Return on Equity (TTM) | 56.77% | 58.13% |
| Return on Assets (TTM) | 0.43% | 7.45% |
| Net Profit Margin (TTM) | 3.02% | 8.76% |
| Operating Profit Margin (TTM) | 17.41% | 19.49% |
| Gross Profit Margin (TTM) | 51.52% | -- |
Financial Strength
Current Ratio (MRQ)
EQH
1.35
Financial Services Industry
- Max
- 4.58
- Q3
- 2.59
- Median
- 1.33
- Q1
- 0.69
- Min
- 0.01
For the Financial Services industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
GSHD
0.20
Insurance Industry
- Max
- 2.97
- Q3
- 1.33
- Median
- 0.55
- Q1
- 0.15
- Min
- 0.00
For the Insurance industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
Debt-to-Equity Ratio (MRQ)
EQH
8.49
Financial Services Industry
- Max
- 4.96
- Q3
- 2.10
- Median
- 0.57
- Q1
- 0.12
- Min
- 0.00
The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Financial Services industry.
GSHD
2.10
Insurance Industry
- Max
- 1.25
- Q3
- 0.65
- Median
- 0.34
- Q1
- 0.22
- Min
- 0.00
The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Insurance industry.
Interest Coverage Ratio (TTM)
EQH
1.76
Financial Services Industry
- Max
- 136.23
- Q3
- 56.08
- Median
- 6.55
- Q1
- 2.01
- Min
- -33.27
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Financial Services industry.
GSHD
7.36
Insurance Industry
- Max
- 43.68
- Q3
- 20.84
- Median
- 9.56
- Q1
- 3.34
- Min
- -5.73
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Insurance industry.
Financial Strength at a Glance
| Symbol | EQH | GSHD |
|---|---|---|
| Current Ratio (MRQ) | 1.35 | 0.20 |
| Quick Ratio (MRQ) | 1.35 | 0.00 |
| Debt-to-Equity Ratio (MRQ) | 8.49 | 2.10 |
| Interest Coverage Ratio (TTM) | 1.76 | 7.36 |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
EQH
2.34%
Financial Services Industry
- Max
- 8.18%
- Q3
- 3.60%
- Median
- 1.56%
- Q1
- 0.00%
- Min
- 0.00%
EQH’s Dividend Yield of 2.34% is consistent with its peers in the Financial Services industry, providing a dividend return that is standard for its sector.
GSHD
6.25%
Insurance Industry
- Max
- 8.23%
- Q3
- 4.54%
- Median
- 3.42%
- Q1
- 1.97%
- Min
- 0.00%
With a Dividend Yield of 6.25%, GSHD offers a more attractive income stream than most of its peers in the Insurance industry, signaling a strong commitment to shareholder returns.
Dividend Payout Ratio (TTM)
EQH
21.08%
Financial Services Industry
- Max
- 155.56%
- Q3
- 63.71%
- Median
- 18.08%
- Q1
- 0.00%
- Min
- 0.00%
EQH’s Dividend Payout Ratio of 21.08% is within the typical range for the Financial Services industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
GSHD
700.01%
Insurance Industry
- Max
- 168.02%
- Q3
- 85.57%
- Median
- 50.71%
- Q1
- 22.04%
- Min
- 0.00%
At 700.01%, GSHD’s Dividend Payout Ratio is exceptionally high, exceeding the typical range for the Insurance industry. While this provides a significant return to shareholders, it may limit funds for reinvestment and could be difficult to sustain.
Dividend at a Glance
| Symbol | EQH | GSHD |
|---|---|---|
| Dividend Yield (TTM) | 2.34% | 6.25% |
| Dividend Payout Ratio (TTM) | 21.08% | 700.01% |
Valuation
Price-to-Earnings Ratio (TTM)
EQH
34.13
Financial Services Industry
- Max
- 63.23
- Q3
- 32.10
- Median
- 14.41
- Q1
- 10.81
- Min
- 0.37
A P/E Ratio of 34.13 places EQH in the upper quartile for the Financial Services industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.
GSHD
112.07
Insurance Industry
- Max
- 28.91
- Q3
- 17.76
- Median
- 13.63
- Q1
- 10.02
- Min
- 2.89
At 112.07, GSHD’s P/E Ratio is exceptionally high, exceeding the typical maximum for the Insurance industry. This suggests the stock may be significantly overvalued compared to its peers and implies high market expectations that could be difficult to meet.
Price-to-Sales Ratio (TTM)
EQH
1.03
Financial Services Industry
- Max
- 11.16
- Q3
- 5.45
- Median
- 2.61
- Q1
- 1.25
- Min
- 0.04
The P/S Ratio is often not a primary valuation tool in the Financial Services industry.
GSHD
9.81
Insurance Industry
- Max
- 3.72
- Q3
- 1.98
- Median
- 1.23
- Q1
- 0.81
- Min
- 0.23
With a P/S Ratio of 9.81, GSHD trades at a valuation that eclipses even the highest in the Insurance industry. This implies the market has priced in exceptionally optimistic scenarios for future revenue growth, posing considerable valuation risk.
Price-to-Book Ratio (MRQ)
EQH
6.66
Financial Services Industry
- Max
- 7.09
- Q3
- 3.79
- Median
- 1.46
- Q1
- 0.83
- Min
- 0.04
EQH’s P/B Ratio of 6.66 is in the upper tier for the Financial Services industry. This indicates that investors are paying a premium relative to the company’s net assets, a valuation that hinges on its ability to generate superior profits.
GSHD
90.66
Insurance Industry
- Max
- 4.37
- Q3
- 2.48
- Median
- 1.68
- Q1
- 1.19
- Min
- 0.19
At 90.66, GSHD’s P/B Ratio is at an extreme premium to the Insurance industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.
Valuation at a Glance
| Symbol | EQH | GSHD |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 34.13 | 112.07 |
| Price-to-Sales Ratio (TTM) | 1.03 | 9.81 |
| Price-to-Book Ratio (MRQ) | 6.66 | 90.66 |
| Price-to-Free Cash Flow Ratio (TTM) | 8.04 | 47.87 |