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GSHD vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between GSHD and BRK-B is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

GSHD vs. BRK-B - Performance Comparison

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

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Key characteristics

Sharpe Ratio

GSHD:

1.45

BRK-B:

1.31

Sortino Ratio

GSHD:

2.50

BRK-B:

1.87

Omega Ratio

GSHD:

1.32

BRK-B:

1.27

Calmar Ratio

GSHD:

1.15

BRK-B:

3.01

Martin Ratio

GSHD:

8.03

BRK-B:

7.59

Ulcer Index

GSHD:

9.83%

BRK-B:

3.49%

Daily Std Dev

GSHD:

54.13%

BRK-B:

19.71%

Max Drawdown

GSHD:

-83.41%

BRK-B:

-53.86%

Current Drawdown

GSHD:

-38.43%

BRK-B:

-4.83%

Fundamentals

Market Cap

GSHD:

$3.88B

BRK-B:

$1.11T

EPS

GSHD:

$1.20

BRK-B:

$37.50

PE Ratio

GSHD:

86.10

BRK-B:

13.70

PS Ratio

GSHD:

11.94

BRK-B:

2.98

PB Ratio

GSHD:

54.16

BRK-B:

1.69

Total Revenue (TTM)

GSHD:

$325.63M

BRK-B:

$395.26B

Gross Profit (TTM)

GSHD:

$146.48M

BRK-B:

$317.24B

EBITDA (TTM)

GSHD:

$75.66M

BRK-B:

$115.24B

Returns By Period

In the year-to-date period, GSHD achieves a 1.82% return, which is significantly lower than BRK-B's 13.34% return.


GSHD

YTD

1.82%

1M

-6.94%

6M

-3.39%

1Y

79.67%

5Y*

13.03%

10Y*

N/A

BRK-B

YTD

13.34%

1M

-0.40%

6M

10.86%

1Y

24.68%

5Y*

24.17%

10Y*

13.58%

*Annualized

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Risk-Adjusted Performance

GSHD vs. BRK-B — Risk-Adjusted Performance Rank

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

GSHD
The Risk-Adjusted Performance Rank of GSHD is 9090
Overall Rank
The Sharpe Ratio Rank of GSHD is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of GSHD is 9191
Sortino Ratio Rank
The Omega Ratio Rank of GSHD is 8989
Omega Ratio Rank
The Calmar Ratio Rank of GSHD is 8686
Calmar Ratio Rank
The Martin Ratio Rank of GSHD is 9393
Martin Ratio Rank

BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 8989
Overall Rank
The Sharpe Ratio Rank of BRK-B is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8484
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8585
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9797
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 9292
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

GSHD vs. BRK-B - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Goosehead Insurance, Inc (GSHD) and Berkshire Hathaway Inc. (BRK-B). 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.


The current GSHD Sharpe Ratio is 1.45, which is comparable to the BRK-B Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of GSHD and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

GSHD vs. BRK-B - Dividend Comparison

GSHD's dividend yield for the trailing twelve months is around 5.72%, while BRK-B has not paid dividends to shareholders.


TTM202420232022202120202019
GSHD
Goosehead Insurance, Inc
5.72%0.00%0.00%0.00%1.25%0.92%0.97%
BRK-B
Berkshire Hathaway Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

GSHD vs. BRK-B - Drawdown Comparison

The maximum GSHD drawdown since its inception was -83.41%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for GSHD and BRK-B. For additional features, visit the drawdowns tool.


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Volatility

GSHD vs. BRK-B - Volatility Comparison

Goosehead Insurance, Inc (GSHD) has a higher volatility of 20.17% compared to Berkshire Hathaway Inc. (BRK-B) at 7.81%. This indicates that GSHD's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

GSHD vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between Goosehead Insurance, Inc and Berkshire Hathaway Inc.. 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


0.0050.00B100.00B150.00B20212022202320242025
75.58M
83.29B
(GSHD) Total Revenue
(BRK-B) Total Revenue
Values in USD except per share items