WallStSmart

Brown & Brown Inc (BRO)vsGoosehead Insurance Inc (GSHD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brown & Brown Inc generates 1537% more annual revenue ($6.26B vs $382.20M). BRO leads profitability with a 18.4% profit margin vs 8.0%. BRO trades at a lower P/E of 19.5x. BRO earns a higher WallStSmart Score of 71/100 (B).

BRO

Strong Buy

71

out of 100

Grade: B

Growth: 6.7Profit: 7.5Value: 5.0Quality: 4.5
Piotroski: 2/9Altman Z: 1.15

GSHD

Buy

59

out of 100

Grade: C

Growth: 9.3Profit: 7.5Value: 4.7Quality: 7.5
Piotroski: 5/9Altman Z: 1.25

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BRO3 strengths · Avg: 9.3/10
Operating MarginProfitability
47.2%10/10

Strong operational efficiency at 47.2%

Revenue GrowthGrowth
35.7%10/10

Revenue surging 35.7% year-over-year

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

GSHD4 strengths · Avg: 9.5/10
Return on EquityProfitability
175.8%10/10

Every $100 of equity generates 176 in profit

EPS GrowthGrowth
111.9%10/10

Earnings expanding 111.9% YoY

Debt/EquityHealth
-3.1010/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
23.3%8/10

Revenue surging 23.3% year-over-year

Areas to Watch

BRO4 concerns · Avg: 2.8/10
PEG RatioValuation
1.514/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

EPS GrowthGrowth
-7.9%2/10

Earnings declined 7.9%

Altman Z-ScoreHealth
1.152/10

Distress zone — elevated risk

GSHD4 concerns · Avg: 3.0/10
P/E RatioValuation
32.3x4/10

Premium valuation, high expectations priced in

Market CapQuality
$1.31B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
8.0%3/10

8.0% margin — thin

Altman Z-ScoreHealth
1.252/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : BRO

The strongest argument for BRO centers on Operating Margin, Revenue Growth, Price/Book. Profitability is solid with margins at 18.4% and operating margin at 47.2%. Revenue growth of 35.7% demonstrates continued momentum.

Bull Case : GSHD

The strongest argument for GSHD centers on Return on Equity, EPS Growth, Debt/Equity. Revenue growth of 23.3% demonstrates continued momentum.

Bear Case : BRO

The primary concerns for BRO are PEG Ratio, Piotroski F-Score, EPS Growth.

Bear Case : GSHD

The primary concerns for GSHD are P/E Ratio, Market Cap, Profit Margin.

Key Dynamics to Monitor

GSHD carries more volatility with a beta of 1.47 — expect wider price swings.

BRO is growing revenue faster at 35.7% — sustainability is the question.

BRO generates stronger free cash flow (241M), providing more financial flexibility.

Monitor INSURANCE BROKERS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

BRO scores higher overall (71/100 vs 59/100), backed by strong 18.4% margins and 35.7% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Brown & Brown Inc

FINANCIAL SERVICES · INSURANCE BROKERS · USA

Brown & Brown, Inc. markets and sells insurance products and services in the United States, Bermuda, Canada, the Cayman Islands, Ireland, and the United Kingdom. The company is headquartered in Daytona Beach, Florida.

Goosehead Insurance Inc

FINANCIAL SERVICES · INSURANCE BROKERS · USA

Goosehead Insurance, Inc. is a portfolio company of Goosehead Financial, LLC providing personal lines insurance agency services in the United States. The company is headquartered in Westlake, Texas.

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