WallStSmart

Goosehead Insurance Inc (GSHD)vsWillis Towers Watson PLC (WTW)

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Smart Verdict

WallStSmart Research — data-driven comparison

Willis Towers Watson PLC generates 2562% more annual revenue ($9.71B vs $364.63M). WTW leads profitability with a 16.5% profit margin vs 7.6%. WTW trades at a lower P/E of 18.1x. WTW earns a higher WallStSmart Score of 62/100 (C+).

GSHD

Hold

47

out of 100

Grade: D+

Growth: 6.0Profit: 8.0Value: 5.7Quality: 6.3
Piotroski: 3/9

WTW

Buy

62

out of 100

Grade: C+

Growth: 2.7Profit: 8.0Value: 7.3Quality: 4.3
Piotroski: 4/9Altman Z: 0.91
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

GSHDSignificantly Overvalued (-635.6%)

Margin of Safety

-635.6%

Fair Value

$6.73

Current Price

$41.19

$34.46 premium

UndervaluedFair: $6.73Overvalued
WTWSignificantly Overvalued (-153.5%)

Margin of Safety

-153.5%

Fair Value

$110.50

Current Price

$289.51

$179.01 premium

UndervaluedFair: $110.50Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GSHD3 strengths · Avg: 9.3/10
Return on EquityProfitability
175.8%10/10

Every $100 of equity generates 176 in profit

Debt/EquityHealth
-0.3710/10

Conservative balance sheet, low leverage

Operating MarginProfitability
29.3%8/10

Strong operational efficiency at 29.3%

WTW2 strengths · Avg: 9.5/10
Operating MarginProfitability
35.4%10/10

Strong operational efficiency at 35.4%

Return on EquityProfitability
20.1%9/10

Every $100 of equity generates 20 in profit

Areas to Watch

GSHD4 concerns · Avg: 2.8/10
Market CapQuality
$1.55B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
7.6%3/10

7.6% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
42.4x2/10

Premium valuation, high expectations priced in

WTW3 concerns · Avg: 2.0/10
Revenue GrowthGrowth
-3.3%2/10

Revenue declined 3.3%

EPS GrowthGrowth
-38.2%2/10

Earnings declined 38.2%

Altman Z-ScoreHealth
0.912/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : GSHD

The strongest argument for GSHD centers on Return on Equity, Debt/Equity, Operating Margin. Revenue growth of 12.2% demonstrates continued momentum.

Bull Case : WTW

The strongest argument for WTW centers on Operating Margin, Return on Equity. Profitability is solid with margins at 16.5% and operating margin at 35.4%. PEG of 1.08 suggests the stock is reasonably priced for its growth.

Bear Case : GSHD

The primary concerns for GSHD are Market Cap, Profit Margin, Piotroski F-Score. A P/E of 42.4x leaves little room for execution misses.

Bear Case : WTW

The primary concerns for WTW are Revenue Growth, EPS Growth, Altman Z-Score.

Key Dynamics to Monitor

GSHD profiles as a value stock while WTW is a declining play — different risk/reward profiles.

GSHD carries more volatility with a beta of 1.62 — expect wider price swings.

GSHD is growing revenue faster at 12.2% — sustainability is the question.

WTW generates stronger free cash flow (708M), providing more financial flexibility.

Bottom Line

WTW scores higher overall (62/100 vs 47/100), backed by strong 16.5% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

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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Willis Towers Watson PLC

FINANCIAL SERVICES · INSURANCE BROKERS · USA

Willis Towers Watson PLC (WTW) is a leading global advisory, broking, and solutions firm that excels in risk management, insurance, and consulting services. With a presence in over 140 countries, WTW leverages cutting-edge data analytics and technology to deliver tailored solutions across key sectors such as health, retirement, and talent management. The company caters to a diverse clientele, ranging from multinational corporations to smaller enterprises, and is dedicated to fostering sustainable growth while enhancing client engagement. Its strategic initiatives position WTW as a trusted partner for organizations seeking to navigate the complexities of an evolving market landscape.

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