WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brown & Brown Inc generates 1480% more annual revenue ($5.76B vs $364.63M). BRO leads profitability with a 18.3% profit margin vs 7.6%. BRO trades at a lower P/E of 20.3x. BRO earns a higher WallStSmart Score of 69/100 (B-).

BRO

Strong Buy

69

out of 100

Grade: B-

Growth: 6.7Profit: 7.0Value: 7.3Quality: 4.5
Piotroski: 2/9

GSHD

Hold

47

out of 100

Grade: D+

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

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BROSignificantly Overvalued (-211.9%)

Margin of Safety

-211.9%

Fair Value

$21.49

Current Price

$64.29

$42.80 premium

UndervaluedFair: $21.49Overvalued
GSHDSignificantly Overvalued (-635.6%)

Margin of Safety

-635.6%

Fair Value

$6.73

Current Price

$41.19

$34.46 premium

UndervaluedFair: $6.73Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BRO3 strengths · Avg: 8.7/10
Revenue GrowthGrowth
36.2%10/10

Revenue surging 36.2% year-over-year

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Operating MarginProfitability
23.2%8/10

Strong operational efficiency at 23.2%

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%

Areas to Watch

BRO3 concerns · Avg: 3.0/10
PEG RatioValuation
1.514/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

EPS GrowthGrowth
-16.2%2/10

Earnings declined 16.2%

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

Comparative Analysis Report

WallStSmart Research

Bull Case : BRO

The strongest argument for BRO centers on Revenue Growth, Price/Book, Operating Margin. Profitability is solid with margins at 18.3% and operating margin at 23.2%. Revenue growth of 36.2% demonstrates continued momentum.

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.

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

Key Dynamics to Monitor

BRO profiles as a growth stock while GSHD is a value play — different risk/reward profiles.

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

BRO is growing revenue faster at 36.2% — sustainability is the question.

BRO generates stronger free cash flow (424M), providing more financial flexibility.

Bottom Line

BRO scores higher overall (69/100 vs 47/100), backed by strong 18.3% margins and 36.2% revenue growth. Both earn "Strong 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.

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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