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GSHD vs. BN
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

GSHD vs. BN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Goosehead Insurance, Inc (GSHD) and Brookfield Corp (BN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GSHD achieves a -53.33% return, which is significantly lower than BN's -4.21% return.


GSHD

1D
-4.79%
1M
-21.15%
YTD
-53.33%
6M
-54.72%
1Y
-68.93%
3Y*
-14.51%
5Y*
-16.92%
10Y*

BN

1D
-3.75%
1M
-2.45%
YTD
-4.21%
6M
-5.38%
1Y
13.79%
3Y*
29.32%
5Y*
11.24%
10Y*
14.57%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GSHD vs. BN - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
GSHD
Goosehead Insurance, Inc
-53.33%-27.42%41.45%120.73%-73.60%5.69%198.65%63.99%66.92%
BN
Brookfield Corp
-4.21%20.54%44.18%28.60%-34.80%49.30%8.99%52.68%-2.03%

Correlation

The correlation between GSHD and BN is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.24

Correlation (3Y)
Calculated over the trailing 3-year period

0.32

Correlation (5Y)
Calculated over the trailing 5-year period

0.38

Correlation (All Time)
Calculated using the full available price history since Apr 30, 2018

0.31

The correlation between GSHD and BN shifts across timeframes, from 0.24 (1 year) to 0.38 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

GSHD:

$1.26B

BN:

$103.86B

EPS

GSHD:

$0.81

BN:

$0.56

PE Ratio

GSHD:

42.58

BN:

77.69

PEG Ratio

GSHD:

0.09

BN:

170.26

PS Ratio

GSHD:

3.38

BN:

1.35

Total Revenue (TTM)

GSHD:

$382.80M

BN:

$76.58B

Gross Profit (TTM)

GSHD:

$234.63M

BN:

$27.02B

EBITDA (TTM)

GSHD:

$84.37M

BN:

$31.07B

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Return for Risk

GSHD vs. BN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GSHD
GSHD Risk / Return Rank: 22
Overall Rank
GSHD Sharpe Ratio Rank: 11
Sharpe Ratio Rank
GSHD Sortino Ratio Rank: 11
Sortino Ratio Rank
GSHD Omega Ratio Rank: 22
Omega Ratio Rank
GSHD Calmar Ratio Rank: 11
Calmar Ratio Rank
GSHD Martin Ratio Rank: 33
Martin Ratio Rank

BN
BN Risk / Return Rank: 5353
Overall Rank
BN Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
BN Sortino Ratio Rank: 4949
Sortino Ratio Rank
BN Omega Ratio Rank: 4949
Omega Ratio Rank
BN Calmar Ratio Rank: 5454
Calmar Ratio Rank
BN Martin Ratio Rank: 5757
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GSHD vs. BN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Goosehead Insurance, Inc (GSHD) and Brookfield Corp (BN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


GSHDBNDifference
Sharpe ratioReturn per unit of total volatility

-1.76

Sortino ratioReturn per unit of downside risk

-3.22

Omega ratioGain probability vs. loss probability

0.71

1.11

-0.39

Calmar ratioReturn relative to maximum drawdown

-1.00

0.63

-1.62

Martin ratioReturn relative to average drawdown

-1.63

1.76

-3.38

GSHD vs. BN - Sharpe Ratio Comparison

The current GSHD Sharpe Ratio is -1.27, which is lower than the BN Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of GSHD and BN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


GSHDBNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.27

0.49

-1.76

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.29

0.36

-0.65

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

Sharpe Ratio (All Time)

Calculated using the full available price history

0.19

0.30

-0.11

Drawdowns

GSHD vs. BN - Drawdown Comparison

The maximum GSHD drawdown since its inception was -83.41%, roughly equal to the maximum BN drawdown of -82.22%. Use the drawdown chart below to compare losses from any high point for GSHD and BN.


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Drawdown Indicators


GSHDBNDifference

Max Drawdown

Largest peak-to-trough decline

-83.41%

-82.22%

-1.19%

Max Drawdown (1Y)

Largest decline over 1 year

-69.37%

-22.05%

-47.32%

Max Drawdown (3Y)

Largest decline over 3 years

-72.25%

-27.84%

-44.41%

Max Drawdown (5Y)

Largest decline over 5 years

-83.41%

-41.85%

-41.56%

Max Drawdown (10Y)

Largest decline over 10 years

-51.42%

Current Drawdown

Current decline from peak

-79.52%

-10.60%

-68.92%

Average Drawdown

Average peak-to-trough decline

-38.97%

-28.53%

-10.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

42.41%

7.87%

+34.54%

Volatility

GSHD vs. BN - Volatility Comparison

Goosehead Insurance, Inc (GSHD) has a higher volatility of 20.58% compared to Brookfield Corp (BN) at 9.59%. This indicates that GSHD's price experiences larger fluctuations and is considered to be riskier than BN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GSHDBNDifference

Volatility (1M)

Calculated over the trailing 1-month period

20.58%

9.59%

+10.99%

Volatility (6M)

Calculated over the trailing 6-month period

44.92%

22.18%

+22.74%

Volatility (1Y)

Calculated over the trailing 1-year period

54.35%

28.50%

+25.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

58.61%

31.22%

+27.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

59.51%

30.18%

+29.33%

Dividends

GSHD vs. BN - Dividend Comparison

GSHD has not paid dividends to shareholders, while BN's dividend yield for the trailing twelve months is around 0.57%.


PositionTTM20252024202320222021202020192018201720162015
BN
Brookfield Corp
0.57%0.52%0.56%0.70%1.44%1.12%1.55%1.11%1.56%1.29%1.58%1.50%
GSHD
Goosehead Insurance, Inc
0.00%8.02%0.00%0.00%0.00%1.25%1.26%0.97%0.00%0.00%0.00%0.00%

Financials

GSHD vs. BN - Financials Comparison

This section allows you to compare key financial metrics between Goosehead Insurance, Inc and Brookfield Corp. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20.00B25.00B20222023202420252026
93.08M
18.39B
(GSHD) Total Revenue
(BN) Total Revenue
Values in USD except per share items

GSHD vs. BN - Profitability Comparison

The chart below illustrates the profitability comparison between Goosehead Insurance, Inc and Brookfield Corp over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
45.7%
24.1%
Portfolio components
GSHD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Goosehead Insurance, Inc reported a gross profit of 42.55M and revenue of 93.08M. Therefore, the gross margin over that period was 45.7%.

BN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Brookfield Corp reported a gross profit of 4.43B and revenue of 18.39B. Therefore, the gross margin over that period was 24.1%.

GSHD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Goosehead Insurance, Inc reported an operating income of 15.00M and revenue of 93.08M, resulting in an operating margin of 16.1%.

BN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Brookfield Corp reported an operating income of 4.39B and revenue of 18.39B, resulting in an operating margin of 23.9%.

GSHD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Goosehead Insurance, Inc reported a net income of 4.89M and revenue of 93.08M, resulting in a net margin of 5.3%.

BN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Brookfield Corp reported a net income of 100.59M and revenue of 18.39B, resulting in a net margin of 0.6%.


Frequently Asked Questions


GSHD and BN have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GSHD has higher volatility (20.58%) compared to BN (9.59%). In terms of maximum drawdown, GSHD dropped -83.41% vs BN's -82.22%.

BN currently has the higher Sharpe Ratio (0.49 vs -1.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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