GSHD 分类 A Goosehead Insurance, Inc. - Class A Common Stock
NASDAQ · Insurance · 在 SEC EDGAR 上查看 ↗ 收盘 十月 2, 2026 10-K/10-Q 七月 23, 2026
$45.51
· % 处于52周区间
· 高于低点
· 至高点
$33.6852周低点
$79.8552周高点
P/E
70.8
EPS
$1.04
收入
$365M
GSHD 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
价格
$45.51
P/E
70.8
EPS
$1.04
收入
$365M
ROE
-107.8%
负债/权益 (MRQ)
-2.8
52周区间
$34–$80
GSHD 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图
区间
条形图
柱状图粒度会根据所选周期进行调整 — 将鼠标悬停在图表上可查看柱状图的开盘价/最高价/最低价/收盘价。
10年表现 收入、净利润、利润率和每股收益趋势
收入$365M2019-12-31 → 2025-12-31
EPS$1.042019-12-31 → 2025-12-31
自由现金流$86M2019-12-31 → 2025-12-31
净利率8.8%2019-12-31 → 2025-12-31
估值与比率
估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜？
| 指标 | 5年趋势 | GSHD | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| P/E | 70.85年均值 ≈389.2 | ≈389.2 | 20.7 | 估值过高 | |
| PEG Ratio (市盈率增长比) | ≈4.6 | · | · | · |
同行中位数按每项指标的标准化基础计算，可能与本股票显示的TTM/MRQ基础不完全匹配。
盈利能力 毛利率、营业利润率和净利率；股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)
| 指标 | 5年趋势 | GSHD | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| 营业利润率 (TTM) | 23.3%5年均值 ≈12.6% | ≈12.6% | 19.9% | 顶尖 | |
| 息税折旧摊销前利润率 (TTM) | 26.3%5年均值 ≈16.0% | ≈16.0% | 19.7% | 顶尖 | |
| 税前利润率 (TTM) | 17.6%5年均值 ≈9.1% | ≈9.1% | 14.3% | 顶尖 | |
| 净利润率 (TTM) | 8.8%5年均值 ≈5.3% | ≈5.3% | 4.2% | 顶尖 | |
| ROA | 6.9%5年均值 ≈4.3% | ≈4.3% | 4.7% | 顶尖 | |
| ROE | -107.8%5年均值 ≈-14.4% | ≈-14.4% | 8.7% | 弱 | |
| ROIC | 32.6%5年均值 ≈23.6% | ≈23.6% | 13.6% | 顶尖 |
财务健康 债务、流动性、偿付能力 — 资产负债表强度
| 指标 | 5年趋势 | GSHD | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| 负债/股东权益比率 (MRQ) | -2.85年均值 ≈0.1 | ≈0.1 | 0.8 | 低负债 | |
| 流动比率 (MRQ) | 1.55年均值 ≈1.8 | ≈1.8 | 1.3 | 持平 | |
| Quick Ratio (速动比率) | 0.65年均值 ≈0.9 | ≈0.9 | 0.4 | 持平 | |
| 长期负债/股东权益 (MRQ) | -2.85年均值 ≈-0.1 | ≈-0.1 | 0.9 | 低负债 |
成长 营收、每股收益 (EPS) 和净利润增长：同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)
| 指标 | 5年趋势 | GSHD | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Revenue YoY (营收同比增长) | 16.2%5年均值 ≈25.8% | ≈25.8% | · | · | |
| Revenue CAGR 3Y (营收3年复合年增长率) | 20.4%5年均值 ≈26.2% | ≈26.2% | · | · | |
| Revenue CAGR 5Y (营收5年复合年增长率) | 25.6% | · | · | · | |
| EPS YoY | -10.3%5年均值 ≈339.3% | ≈339.3% | · | · | |
| Net Income YoY (净利润同比增长) | -8.5%5年均值 ≈475.6% | ≈475.6% | · | · | |
| EPS CAGR 3Y (每股收益年复合增长率（3年）) | 226.1%5年均值 ≈97.7% | ≈97.7% | · | · | |
| EPS CAGR 5Y (每股收益年复合增长率（5年）) | 15.3% | · | · | · | |
| Net Income CAGR 3Y (净利润年复合增长率（3年）) | 266.6%5年均值 ≈119.8% | ≈119.8% | · | · | |
| Net Income CAGR 5Y (净利润年复合增长率（5年）) | 24.6% | · | · | · |
资本效率 资产周转率、库存周转率、应收账款周转率
| 指标 | 5年趋势 | GSHD | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Asset Turnover (资产周转率) | 0.95年均值 ≈0.8 | ≈0.8 | 0.6 | 顶尖 | |
| Revenue / Employee (年营业收入 ÷ 员工人数（报告的 headcount，yfinance）。衍生数据 — 非存储的 SEC-XBRL 概念。) | ≈$228.3K | · | · | · |
价值 · ≈ 5年均值 · 行业中值 · 相对于中值的评判
股息 收益率、派息率、股息历史、5年CAGR
派息率523.8%
年度化派息≈$5.91
5年股息复合年增长率 (CAGR)≈38.8%
| 除息日 | 金额 | 货币 | 收益率 |
|---|---|---|---|
| 一月 21, 2025 | $5.91 | USD | ≈5.6% |
| 八月 6, 2021 | $1.63 | USD | ≈1.3% |
| 八月 7, 2020 | $1.15 | USD | ≈1.1% |
| 三月 15, 2019 | $0.41 | USD | ≈1.5% |
收益历史 每股收益实际值 vs 预估值，惊喜%，达标率，下次财报日期
平均惊喜
21.7%
下次报告
十月 20, 2026
| 期间 | 报告 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|---|
| 2026年6月30日 | 七月 21, 2026 | $0.64 | $0.49 | 30.2% |
| 2026年3月31日 | $0.37 | $0.21 | 79.4% | |
| 2025年12月31日 | $0.64 | $0.59 | 9.1% | |
| 2025年9月30日 | $0.46 | $0.47 | -1.6% | |
| 2025年6月30日 | $0.49 | $0.51 | -4.0% | |
| 2025年3月31日 | $0.26 | $0.22 | 17.1% |
完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表
损益表
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $365M | $315M | $261M | $209M | $151M | $117M | $77M | $60M | $43M | |
| SG&A Expense | $81M | $67M | $62M | $53M | $40M | $25M | $19M | $13M | $9M | |
| Operating Expenses | $291M | $253M | $228M | $199M | $143M | $97M | $63M | $74M | $35M | |
| Operating Income | $74M | $61M | $33M | $10M | $9M | $20M | $14M | $-14M | $8M | |
| Interest Expense | · | · | $7M | $5M | $3M | $2M | $2M | $4M | $2M | |
| Other Non-op | $192.0K | $-7M | $0 | $0 | $185.0K | $90.0K | $0 | $-22.0K | $4M | |
| Pretax Income | $51M | $47M | $26M | $5M | $6M | $18M | $12M | $-18M | $9M | |
| Income Tax | $6M | $-2M | $3M | $2M | $-2M | $-1M | $1M | $449.0K | $0 | |
| Net Income | $28M | $30M | $14M | $565.0K | $5M | $9M | $4M | $-9M | $0 | |
| EPS (Basic) | $1.11 | $1.23 | $0.59 | $0.03 | $0.28 | $0.55 | $0.24 | $-0.66 | · | |
| EPS (Diluted) | $1.04 | $1.16 | $0.55 | $0.03 | $0.26 | $0.51 | $0.22 | $-0.66 | · | |
| Shares (Basic) | 24,975,000 | 24,657,000 | 23,929,000 | 20,995,000 | 19,181,000 | 16,785,000 | 14,864,000 | 13,554,000 | · | |
| Shares (Diluted) | 38,103,000 | 38,301,000 | 38,356,000 | 21,773,000 | 20,813,000 | 18,383,000 | 16,100,000 | 13,554,000 | · | |
| EBITDA | $86M | $72M | $42M | $17M | $14M | $24M | $16M | $-11M | · |
资产负债表
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $34M | $54M | $42M | $29M | $29M | $25M | $14M | $19M | $5M | |
| Prepaid Expense | $8M | $8M | $8M | $4M | $5M | $4M | $2M | $1M | $521.0K | |
| Other Current Assets | · | · | · | · | · | · | · | $0 | $0 | |
| Current Assets | $93M | $109M | $75M | $54M | $50M | $51M | $27M | $23M | $8M | |
| PP&E (Net) | $22M | $24M | $30M | $35M | $25M | $17M | $10M | $8M | $7M | |
| PP&E (Gross) | $55M | $52M | $53M | $51M | $37M | $25M | $15M | $11M | $9M | |
| Accum. Depreciation | $34M | $28M | $23M | $15M | $12M | $8M | $5M | $3M | $3M | |
| Intangibles | $40M | $25M | $17M | $4M | $3M | $549.0K | $445.0K | $248.0K | $216.0K | |
| Other Non-current Assets | $7M | $6M | $4M | $4M | $5M | $4M | $1M | $130.0K | $565.0K | |
| Total Assets | $415M | $398M | $355M | $321M | $270M | $186M | $65M | $35M | $17M | |
| Accounts Payable | $34M | $23M | $16M | $16M | $13M | $8M | $5M | $4M | $3M | |
| Short-term Debt | $3M | · | · | · | · | · | · | · | · | |
| Current Liabilities | $58M | $46M | $41M | $37M | $30M | $20M | $13M | $8M | $6M | |
| Capital Leases | $51M | $55M | $57M | $65M | $47M | $33M | · | · | · | |
| Deferred Tax | · | · | · | · | · | · | · | · | $0 | |
| Total Liabilities | $578M | $359M | $338M | $355M | $339M | $224M | $96M | $60M | $58M | |
| Long-term Debt | $292M | $92M | $77M | $94M | $123M | $83M | $36M | $48M | $49M | |
| Total Debt | $295M | $92M | $77M | $94M | $123M | $83M | $46M | $48M | · | |
| Paid-in Capital | $37M | $59M | $73M | $71M | $46M | $29M | $14M | $12M | $0 | |
| Retained Earnings | $-133M | $-15M | $-46M | $-61M | $-61M | $-35M | $-24M | $-21M | $0 | |
| Stockholders' Equity | $-96M | $44M | $28M | $11M | $-14M | $-5M | $-9M | $-8M | $-41M | |
| Liabilities + Equity | $415M | $398M | $355M | $321M | $270M | $186M | $65M | $35M | $17M |
现金流
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $11M | $11M | $9M | $7M | $5M | $4M | $2M | $3M | $876.0K | |
| Stock-based Comp | $23M | $28M | $24M | $20M | $7M | $5M | $2M | $27M | $0 | |
| Deferred Tax | $6M | $-4M | $-22M | $-22M | $-43M | $-49M | $-11M | $-2M | $0 | |
| Amort. of Intangibles | $5M | $3M | $2M | $800.0K | $400.0K | $300.0K | $200.0K | $117.0K | $66.0K | |
| Other Non-cash | $23M | $6M | $25M | $31M | $61M | $56M | $25M | $-9M | · | |
| Operating Cash Flow | $92M | $72M | $51M | $36M | $35M | $25M | $21M | $10M | $14M | |
| CapEx | $6M | $979.0K | $4M | $10M | $13M | $10M | $4M | $2M | $6M | |
| Investing Cash Flow | $-24M | $-12M | $-19M | $-13M | $-15M | $-10M | $-4M | $-2M | $-6M | |
| Stock Repurchased | $82M | $63M | $0 | $0 | · | · | · | · | · | |
| Net Stock Activity | $-82M | $-63M | · | · | · | · | · | · | · | |
| Dividends Paid | $146M | $0 | $0 | $0 | $60M | $45M | $19M | $80M | $26M | |
| Financing Cash Flow | $-88M | $-45M | $-18M | $-24M | $-16M | $-3M | $-21M | $6M | $-6M | |
| Net Change in Cash | $-20M | $14M | $14M | $-92.0K | $4M | $11M | $-4M | $14M | $1M | |
| Taxes Paid | $929.0K | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $86M | $71M | $46M | $26M | $23M | $15M | $18M | $8M | · | |
| Levered FCF | · | · | $40M | $23M | $19M | $12M | $15M | $4M | · |
盈利能力
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 20.4% | 19.4% | 12.6% | 4.8% | 5.7% | 17.0% | 18.2% | -23.2% | · | |
| Net Margin | 7.6% | 9.7% | 5.4% | 0.27% | 3.6% | 7.9% | 4.6% | -14.8% | · | |
| Pretax Margin | 13.9% | 14.8% | 10.1% | 2.5% | 4.0% | 15.1% | 15.1% | -30.3% | · | |
| EBITDA Margin | 23.5% | 22.9% | 16.2% | 8.2% | 9.1% | 20.1% | 20.9% | -19.0% | · | |
| ROA | 6.9% | 8.1% | 4.2% | 0.19% | 2.4% | 6.1% | 6.5% | -27.0% | · | |
| ROE | -107.8% | 84.7% | 42.1% | -33.7% | -57.2% | -133.8% | -40.8% | -43.0% | · | |
| ROIC | 32.6% | 47.2% | 22.2% | 5.0% | 11.0% | 27.1% | 33.7% | -10.9% | · |
流动性与偿付能力
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 2.3 | 1.8 | 1.5 | 1.7 | 2.5 | 2.0 | 2.9 | · | |
| Quick Ratio | 0.6 | 1.2 | 1.0 | 0.8 | 1.0 | 1.2 | 1.1 | 2.4 | · | |
| Debt / Equity | -3.1 | 2.1 | 1.4 | 8.8 | -8.8 | -17.0 | -5.1 | 0.6 | · | |
| LT Debt / Equity | -3.0 | 1.9 | 1.2 | 8.1 | -8.4 | -16.3 | -4.7 | 0.6 | · | |
| Interest Coverage | · | · | 5.0 | 2.0 | 3.0 | 8.6 | 5.9 | -3.3 | · |
效率
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | 0.8 | 0.8 | 0.7 | 0.7 | 0.8 | 1.4 | 1.8 | · |
每股
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $9.59 | $8.21 | $6.81 | $9.62 | · | $6.37 | $4.81 | $4.44 | · | |
| Cash Flow / Share | $2.41 | $1.87 | $1.32 | $1.64 | · | $1.34 | $1.32 | $0.76 | · | |
| EPS (TTM) | $1.04 | $1.16 | $0.55 | $0.03 | $0.26 | $0.51 | $0.22 | $-0.66 | · |
增长率
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 16.2% | 20.4% | 24.8% | 38.4% | 29.3% | · | · | · | · | |
| Revenue CAGR 3Y | 20.4% | 27.6% | 30.7% | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 25.6% | · | · | · | · | · | · | · | · | |
| EPS YoY | -10.3% | 110.9% | 1733.3% | -88.5% | -49.0% | · | · | · | · | |
| EPS CAGR 3Y | 226.1% | 64.6% | 2.5% | · | · | · | · | · | · | |
| EPS CAGR 5Y | 15.3% | · | · | · | · | · | · | · | · | |
| Net Income YoY | -8.5% | 115.2% | 2402.6% | -89.5% | -41.8% | · | · | · | · | |
| Net Income CAGR 3Y | 266.6% | 77.9% | 15.0% | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 24.6% | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 26.7% | · | · | · | · | · | · | · | · |
估值 (TTM)
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $365M | $315M | $261M | $209M | $151M | $117M | $77M | $60M | · | |
| Net Income TTM | $28M | $30M | $14M | $565.0K | $5M | $9M | $4M | $-9M | · | |
| P/E | 70.8 | 92.4 | 137.8 | 1144.7 | 500.3 | 244.6 | 192.7 | -39.8 | · | |
| Earnings Yield | 1.4% | 1.1% | 0.73% | 0.09% | 0.20% | 0.41% | 0.52% | -2.5% | · | |
| Payout Ratio | 523.8% | · | 0.00% | 0.00% | 1110.5% | 481.3% | 525.3% | -899.2% | · | |
| Annual Payout | $146M | $0 | $0 | $0 | $60M | $45M | $19M | $80M | · |
损益表
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $113M | $93M | $105M | $90M | $94M | $76M | $94M | $78M | $78M | $64M | $63M | $71M | $69M | $58M | $57M | $58M | |
| SG&A Expense | $28M | $24M | $22M | $17M | $25M | $18M | $18M | $15M | $17M | $17M | $14M | $15M | $17M | $16M | $14M | $13M | |
| Operating Expenses | $87M | $78M | $74M | $69M | $78M | $69M | $66M | $62M | $63M | $63M | $56M | $57M | $58M | $56M | $51M | $54M | |
| Operating Income | $27M | $15M | $31M | $21M | $16M | $7M | $28M | $16M | $15M | $1M | $7M | $14M | $11M | $1M | $7M | $4M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $1M | · | $2M | $2M | $2M | · | $1M | |
| Other Non-op | $260.0K | $267.0K | $-582.0K | $-209.0K | $815.0K | $168.0K | $-1M | $544.0K | $441.0K | $-7M | $0 | $0 | $0 | · | $0 | $0 | |
| Pretax Income | $21M | $10M | $25M | $15M | $10M | $959.0K | $25M | $15M | $14M | $-7M | $5M | $12M | $9M | $-262.0K | $5M | $2M | |
| Income Tax | $4M | $2M | $4M | $2M | $2M | $-2M | $859.0K | $2M | $3M | $-9M | $-252.0K | $724.0K | $2M | $-81.0K | $3M | $-666.0K | |
| Net Income | $10M | $5M | $12M | $8M | $5M | $2M | $15M | $8M | $6M | $2M | $4M | $7M | $4M | $-81.0K | $501.0K | $2M | |
| EPS (Basic) | · | · | $0.51 | $0.31 | $0.20 | $0.09 | $0.60 | $0.31 | $0.25 | $0.07 | $0.15 | $0.29 | $0.15 | $0.00 | $0.03 | $0.09 | |
| EPS (Diluted) | · | · | $0.48 | $0.29 | $0.18 | $0.09 | $0.58 | $0.29 | $0.24 | $0.05 | $0.12 | $0.28 | $0.15 | $0.00 | $0.03 | $0.09 | |
| Shares (Basic) | 23,718,000 | 24,269,000 | · | 25,149,000 | 25,216,000 | 24,791,000 | · | 24,293,000 | 24,693,000 | 25,087,000 | · | 24,124,000 | 23,689,000 | 23,206,000 | · | 20,892,000 | |
| Shares (Diluted) | 35,710,000 | 36,640,000 | · | 38,014,000 | 38,553,000 | 25,943,000 | · | 37,942,000 | 38,031,000 | 38,839,000 | · | 24,891,000 | 24,333,000 | 23,206,000 | · | 21,569,000 | |
| EBITDA | $27M | $18M | · | $21M | $16M | $10M | · | $16M | $15M | $4M | · | $14M | $11M | $4M | · | · |
资产负债表
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $24M | $26M | $34M | $52M | $92M | $70M | $54M | $48M | $24M | $51M | $42M | $35M | $19M | $25M | $29M | $46M | |
| Prepaid Expense | $15M | $14M | $8M | $14M | $18M | $22M | $8M | $6M | $7M | $6M | · | $9M | $12M | $13M | · | $6M | |
| Current Assets | $85M | $73M | $93M | $93M | $135M | $115M | $109M | $77M | $53M | $77M | · | $68M | $53M | $55M | · | $68M | |
| PP&E (Net) | $22M | $22M | $22M | $22M | $22M | $23M | $24M | $25M | $27M | $29M | · | $32M | $33M | $37M | · | $35M | |
| PP&E (Gross) | $59M | $58M | $55M | $55M | $54M | $53M | $52M | $53M | $53M | $53M | · | $52M | $52M | $54M | · | $49M | |
| Accum. Depreciation | $37M | $35M | $34M | $33M | $32M | $29M | $28M | $28M | $26M | $24M | · | $21M | $19M | $17M | · | $14M | |
| Intangibles | $48M | $44M | $40M | $34M | $30M | $27M | $25M | $23M | $21M | $19M | · | $15M | $12M | $5M | · | $4M | |
| Other Non-current Assets | $9M | $7M | $7M | $6M | $6M | $6M | $6M | $5M | $4M | $5M | · | $4M | $4M | $5M | · | $5M | |
| Total Assets | $407M | $393M | $415M | $404M | $437M | $413M | $398M | $358M | $338M | $366M | · | $341M | $323M | $322M | · | $324M | |
| Accounts Payable | $30M | $31M | $34M | $25M | $23M | $20M | $23M | $19M | $16M | $15M | · | $15M | $14M | $14M | · | $14M | |
| Short-term Debt | · | · | $3M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $55M | $56M | $58M | $48M | $46M | $41M | $46M | $49M | $46M | $44M | · | $39M | $38M | $37M | · | $35M | |
| Capital Leases | $46M | $49M | $51M | $51M | $52M | $53M | $55M | $50M | $53M | $55M | · | $60M | $62M | $62M | · | $64M | |
| Total Liabilities | $595M | $597M | $578M | $574M | $567M | $558M | $359M | $356M | $358M | $338M | · | $336M | $337M | $348M | · | $370M | |
| Long-term Debt | $317M | $318M | $292M | $293M | $293M | $293M | $92M | $95M | $97M | $75M | · | $79M | $81M | $92M | · | $120M | |
| Total Debt | $317M | $318M | · | $293M | $293M | $293M | · | $95M | $97M | $75M | · | $79M | $81M | $92M | · | · | |
| Paid-in Capital | $6M | $7M | $37M | $40M | $75M | $70M | $59M | $89M | $78M | $112M | · | $97M | $87M | $78M | · | $67M | |
| Retained Earnings | $-118M | $-128M | $-133M | $-146M | $-154M | $-159M | $-15M | $-31M | $-38M | $-45M | · | $-51M | $-58M | $-61M | · | $-61M | |
| Stockholders' Equity | $-112M | $-121M | $-96M | $-105M | $-79M | $-89M | $44M | $58M | $40M | $67M | · | $47M | $30M | $17M | · | $6M | |
| Liabilities + Equity | $407M | $393M | $415M | $404M | $437M | $413M | $398M | $358M | $338M | $366M | · | $341M | $323M | $322M | · | $324M |
现金流
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $4M | $3M | $2M | $3M | $3M | $3M | $2M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Stock-based Comp | $5M | $6M | $6M | $6M | $6M | $6M | $7M | $7M | $7M | $7M | $5M | $6M | $6M | $7M | $3M | $5M | |
| Deferred Tax | $4M | $2M | $4M | $2M | $2M | $-2M | $5M | $1M | $2M | $-12M | $-10M | $-5M | $-4M | $-3M | $-10M | $-8M | |
| Amort. of Intangibles | $2M | $2M | $1M | $1M | $1M | $900.0K | $900.0K | $800.0K | $800.0K | $700.0K | $600.0K | $400.0K | $400.0K | $300.0K | · | · | |
| Restructuring | $3M | · | · | · | $0 | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | $7M | · | · | · | $6M | · | · | · | $12M | · | · | · | $-6M | · | · | |
| Operating Cash Flow | $16M | $23M | $23M | $24M | $29M | $15M | $13M | $28M | $19M | $12M | $13M | $21M | $17M | $-639.0K | $3M | $23M | |
| CapEx | $1M | $2M | $3M | $477.0K | $2M | $579.0K | $422.0K | $110.0K | $225.0K | $222.0K | $497.0K | $423.0K | $2M | $2M | $-5M | $9M | |
| Investing Cash Flow | $-7M | $-7M | $-9M | $-6M | $-5M | $-3M | $-3M | $-3M | $-3M | $-3M | $-5M | $-3M | $-9M | $-3M | $4M | $-10M | |
| Stock Repurchased | $4M | $50M | $23M | $58M | $529.0K | $0 | $0 | $0 | · | · | $0 | $0 | · | · | · | · | |
| Net Stock Activity | · | $-50M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid | $0 | $0 | · | · | $0 | $146M | $-4M | $2M | $2M | $42.0K | $-8M | $3M | $5M | $0 | · | $0 | |
| Financing Cash Flow | $-10M | $-25M | $-31M | $-59M | $-807.0K | $2M | $-1M | $-818.0K | $-43M | $-115.0K | $-2M | $-2M | $-14M | $-877.0K | $-25M | $2M | |
| Net Change in Cash | $-2M | $-9M | $-17M | $-41M | $23M | $15M | $8M | $24M | $-27M | $9M | $7M | $16M | $-5M | $-4M | $-18M | $15M | |
| Taxes Paid | $781.0K | $-252.0K | · | · | $924.0K | $15.0K | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | $21M | · | · | · | $15M | · | · | · | $12M | · | · | · | $-2M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $96M | · | · | · | $-4M | · | · |
盈利能力
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 23.4% | 16.1% | · | 23.5% | 16.7% | 8.8% | · | 21.1% | 19.7% | 2.3% | · | 19.2% | 16.2% | 2.5% | · | · | |
| Net Margin | 8.9% | 5.2% | · | 8.7% | 5.5% | 3.1% | · | 9.7% | 7.9% | 2.8% | · | 9.8% | 5.3% | -0.14% | · | · | |
| Pretax Margin | 18.6% | 10.5% | · | 16.7% | 10.8% | 1.3% | · | 19.1% | 17.7% | -0.05% | · | 16.9% | 13.7% | -0.45% | · | · | |
| EBITDA Margin | 23.4% | 19.6% | · | 23.5% | 16.7% | 12.7% | · | 21.1% | 19.7% | 6.3% | · | 19.2% | 16.2% | 6.2% | · | · | |
| ROA | 2.4% | 1.2% | · | 2.1% | 1.3% | 0.60% | · | 2.2% | 1.9% | 0.53% | · | 2.1% | 1.2% | -0.03% | · | · | |
| ROE | -10.5% | -4.7% | · | -33.9% | -26.5% | -22.1% | · | 14.4% | 17.8% | 4.3% | · | 26.2% | 28.5% | -2.4% | · | · | |
| ROIC | 10.4% | 6.3% | · | 9.5% | 5.9% | 8.9% | · | 9.1% | 8.8% | -57.7% | · | 10.2% | 7.7% | 0.93% | · | · |
流动性与偿付能力
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.5 | 1.3 | · | 1.9 | 2.9 | 2.8 | · | 1.6 | 1.1 | 1.7 | · | 1.7 | 1.4 | 1.5 | · | · | |
| Quick Ratio | 0.4 | 0.5 | · | 1.1 | 2.0 | 1.7 | · | 1.0 | 0.5 | 1.1 | · | 0.9 | 0.5 | 0.7 | · | · | |
| Debt / Equity | -2.8 | -2.6 | · | -2.8 | -3.7 | -3.3 | · | 1.6 | 2.4 | 1.1 | · | 1.7 | 2.7 | 5.4 | · | · | |
| LT Debt / Equity | -2.8 | -2.6 | · | -2.8 | -3.7 | -3.3 | · | 1.5 | 2.2 | 1.0 | · | 1.5 | 2.4 | 4.9 | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 1.0 | · | 8.4 | 6.5 | 0.8 | · | · |
效率
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | · |
每股
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $3.18 | $2.54 | · | $2.38 | $2.44 | $2.91 | · | $2.06 | $2.05 | $1.66 | · | $2.85 | $2.85 | $2.50 | · | · | |
| Cash Flow / Share | · | $0.62 | · | · | · | $0.60 | · | · | · | $0.31 | · | · | · | $-0.03 | · | · | |
| Dividend / Share | $0.00 | $0.00 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| EPS (TTM) | $1.04 | $1.04 | · | $1.14 | $1.14 | $1.20 | · | $0.70 | $0.69 | $0.60 | · | $0.46 | $0.27 | $0.14 | · | $0.19 |
估值 (TTM)
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $402M | $383M | · | $354M | $342M | $326M | · | $284M | $277M | $268M | · | $256M | $242M | $226M | · | $194M | |
| Net Income TTM | $35M | $30M | · | $30M | $30M | $31M | · | $19M | $19M | $16M | · | $11M | $6M | $3M | · | $4M | |
| P/E | 46.6 | 41.0 | · | 65.3 | 92.6 | 98.4 | · | 127.6 | 83.2 | 111.0 | · | 162.0 | 232.9 | 372.9 | · | 187.6 | |
| Earnings Yield | 2.1% | 2.4% | · | 1.5% | 1.1% | 1.0% | · | 0.78% | 1.2% | 0.90% | · | 0.62% | 0.43% | 0.27% | · | 0.53% | |
| Payout Ratio | · | 0.00% | · | · | · | · | · | · | · | 2.3% | · | · | · | · | · | · | |
| Annual Payout | · | · | · | $143M | $143M | $146M | · | $-4M | $-3M | $42.0K | · | · | · | · | · | · |
最近期在左侧 · 空值显示为 ·
财务报表 损益表、资产负债表、现金流量表 — 年度，近5年
| 指标 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 收入 | $365M | $315M | $261M | $209M | $151M |
| 营业利润率 % | 20.4% | 19.4% | 12.6% | 4.8% | 5.7% |
| 净收入 | $28M | $30M | $14M | $565.0K | $5M |
| 稀释后每股收益 (EPS) | $1.04 | $1.16 | $0.55 | $0.03 | $0.26 |
| 指标 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 负债/股东权益比率 | -3.1 | 2.1 | 1.4 | 8.8 | -8.8 |
| 流动比率 | 1.6 | 2.3 | 1.8 | 1.5 | 1.7 |
| 速动比率 | 0.6 | 1.2 | 1.0 | 0.8 | 1.0 |
| 指标 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 自由现金流 | $86M | $71M | $46M | $26M | $23M |
机构持有人 (13F) 245 家申报者 · $1.4B 总计 · 截至 2026年9月30日
在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。
持有人
245
持有价值
$1.4B
新仓位
47
已退出持仓
32
机构活动 — Q2 2026 与上一季度对比
| 新仓位 | 已退出持仓 | 增加 | 减少 | 净股数变动 |
|---|---|---|---|---|
| 47 (+17 与上一季度对比) | 32 (-31 与上一季度对比) | 63 (-28 与上一季度对比) | 82 (+15 与上一季度对比) | -3.2M |
与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天，外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过，优先显示最近一个已完整报告的季度对。
| 机构 | 价值 | 股份 | % 已追踪的13F | 类型 |
|---|---|---|---|---|
| VANGUARD GROUP INC | $188904811 | 2564899 | 13.72% | 股份 |
| BlackRock, Inc. | $177329587 | 3656280 | 12.88% | 股份 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $105193147 | 2168930 | 7.64% | 股份 |
| Capital World Investors | $98337921 | 2027586 | 7.14% | 股份 |
| WASATCH ADVISORS LP | $97786404 | 2292227 | 7.10% | 股份 |
| Durable Capital Partners LP | $89101824 | 1837151 | 6.47% | 股份 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $62749640 | 1293807 | 4.56% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $48608446 | 1002236 | 3.53% | 股份 |
| STATE STREET CORP | $44571646 | 919003 | 3.24% | 股份 |
| Langdon Equity Partners | $34677500 | 715000 | 2.52% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $30808731 | 635114 | 2.24% | 股份 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $27062612 | 557992 | 1.96% | 股份 |
| GOLDMAN SACHS GROUP INC | $24617873 | 507585 | 1.79% | 股份 |
| AKRE CAPITAL MANAGEMENT LLC | $21504172 | 443385 | 1.56% | 股份 |
| MORGAN STANLEY | $21256912 | 438286 | 1.54% | 股份 |
| BANK OF AMERICA CORP /DE/ | $20661146 | 426003 | 1.50% | 股份 |
| JANUS HENDERSON GROUP PLC | $16505681 | 386906 | 1.20% | 股份 |
| MARSHALL WACE, LLP | $16025179 | 330416 | 1.16% | 股份 |
| Whitebark Investors LP | $13062117 | 269322 | 0.95% | 股份 |
| NORTHERN TRUST CORP | $11391099 | 234868 | 0.83% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $10957565 | 225938 | 0.80% | 股份 |
| PRINCIPAL FINANCIAL GROUP INC | $10733536 | 221310 | 0.78% | 股份 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9829544 | 202671 | 0.71% | 股份 |
| WELLS FARGO & COMPANY/MN | $8436114 | 173941 | 0.61% | 股份 |
| CITIGROUP INC | $7831490 | 161474 | 0.57% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $7661109 | 157961 | 0.56% | 股份 |
| Walleye Capital LLC | $6923327 | 142749 | 0.50% | 股份 |
| Bank of New York Mellon Corp | $6545261 | 134954 | 0.48% | 股份 |
| SEI INVESTMENTS CO | $5784316 | 119264 | 0.42% | 股份 |
| TUDOR INVESTMENT CORP ET AL | $5710196 | 117736 | 0.41% | 股份 |
| RIVERBRIDGE PARTNERS LLC | $5617220 | 115819 | 0.41% | 股份 |
| UBS Group AG | $4678650 | 96467 | 0.34% | 股份 |
| AQR CAPITAL MANAGEMENT LLC | $4267251 | 87985 | 0.31% | 股份 |
| Public Sector Pension Investment Board | $3943196 | 81303 | 0.29% | 股份 |
| Quantinno Capital Management LP | $3870793 | 79810 | 0.28% | 股份 |
| Ewing Morris & Co. Investment Partners Ltd. | $3765201 | 77633 | 0.27% | 股份 |
| Point72 Asset Management, L.P. | $3762485 | 77577 | 0.27% | 股份 |
| Nuveen, LLC | $3753755 | 77397 | 0.27% | 股份 |
| ENVESTNET ASSET MANAGEMENT INC | $3505150 | 72271 | 0.25% | 股份 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $3212835 | 66244 | 0.23% | 股份 |
| STATE OF WISCONSIN INVESTMENT BOARD | $3117435 | 64277 | 0.23% | 股份 |
| BANK OF MONTREAL /CAN/ | $3068402 | 63266 | 0.22% | 股份 |
| MILLENNIUM MANAGEMENT LLC | $2931194 | 60437 | 0.21% | 股份 |
| ROYAL BANK OF CANADA | $2893000 | 59632 | 0.21% | 股份 |
| STIFEL FINANCIAL CORP | $2879338 | 59367 | 0.21% | 股份 |
| Legal & General Group Plc | $2766294 | 57037 | 0.20% | 股份 |
| Corient Private Wealth LP | $2761348 | 56935 | 0.20% | 股份 |
| RHUMBLINE ADVISERS | $2734468 | 56381 | 0.20% | 股份 |
| JONES FINANCIAL COMPANIES LLLP | $2516732 | 53696 | 0.18% | 股份 |
| Apollon Wealth Management, LLC | $2379216 | 49056 | 0.17% | 股份 |
激进投资者及 5%+ 股东 3 持仓
提交了 SEC Schedule 13D 的投资者 — 持有超过 5% 的受益所有权，意图影响发行人（激进股东持股、董事会活动、并购）。每一行显示该申报人持仓的最新已知状态。
| 申报人 | 已申报 | 持股 | 状态 | 目的 | 申报 |
|---|---|---|---|---|---|
| Adrienne Kebodeaux, Alexandra Nicole Rogers Trust, Benjamin Douglas Jones Trust, Brendan Scot Jones Trust, Camille Peterson, Chick & The Bear Irrevocable Trust, Desiree Coleman, Emily Marie Jones Trust, Jones 2020 Irrevocable Trust, Joshua Thomas Jones Trust, Lanni Romney, Lanni Romney Spousal Lifetime Access Trust, Lindy Langston, Lindy Langston Spousal Lifetime Access Trust, Mark E. Jones, Mark E. Jones, Jr., Nathan Romney 2021 Family Trust, Nathan Scott Romney, P. Ryan Langston, Robyn Jones, Ryan Langston 2021 Family Trust, SLJ 2025 Grantor Retained Annuity Trust, SLJ Dynasty Trust, Serena Jones, The Adrienne Morgan Jones Family Trust 2014, The CP Descendants' Trust, The Camille LaVaun Peterson Family Trust 2014, The Desiree Robyn Coleman Family Trust 2014, The Lanni Elaine Romney Family Trust 2014, The Lindy Jean Langston Family Trust 2014, The Mark & Robyn Jones Descendants Trust 2014, The Mark Evan Jones, Jr. Family Trust 2014 | 2026年8月24日 | 34.20% | 修订 | 被动投资 | SEC |
| Mark E. Jones, Robyn Jones, The Mark & Robyn Jones Descendants Trust 2014, The Lanni Elaine Romney Family Trust 2014, The Lindy Jean Langston Family Trust 2014, The Camille LaVaun Peterson Family Trust 2014, The Desiree Robyn Coleman Family Trust 2014, The Adrienne Morgan Jones Family Trust 2014, The Mark Evan Jones, Jr. Family Trust 2014, Serena Jones, Lanni Romney, Lindy Langston, Camille Peterson, Desiree Coleman, Adrienne Jones, Mark E. Jones, Jr., P. Ryan Langston, SLJ Dynasty Trust, Jones 2020 Irrevocable Trust, Lindy Langston Spousal Lifetime Access Trust, Lanni Romney Spousal Lifetime Access Trust, Nathan Scott Romney, Nathan Romney 2021 Family Trust, Ryan Langston 2021 Family Trust, The CP Descendants' Trust, Chick & The Bear Irrevocable Trust, SLJ 2023 Grantor Retained Annuity Trust, SLJ 2025 Grantor Retained Annuity Trust, Alexandra Nicole Rogers Trust, Benjamin Douglas Jones Trust, Brendan Scot Jones Trust, Emily Marie Jones Trust, Joshua Thomas Jones Trust ×49 申报 | 2026年2月25日 | 35.10% | 修订 | 被动投资 | SEC |
| Michael C. Colby, Colby 2014 Family Trust ×3 申报 | 2020年1月22日 | · | 初始申报 | 被动投资 | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
公司内部人士 37 位内幕人士 · 14 位高管 · 10 位董事
| 内部人士 | 角色 | 上次活动 | 持股数量 | 买入 12个月 | 卖出 12个月 | 净额 12个月 |
|---|---|---|---|---|---|---|
| Mark Miller | President and CEO | 2026年5月14日 P | 40000 | 2 | 0 | $546150 |
| Mark & Robyn Jones Descendants Trust 2014 | CEO | 2021年5月19日 C | 0 | 0 | 0 | $0 |
| John Arthur Martin | Chief Financial Officer | 2026年5月28日 P | 5000 | 1 | 0 | $173650 |
| Mark S. Colby | CFO | 2022年1月3日 A | 0 | 0 | 0 | $0 |
| Mark E. Jones Jr. | President & COO | 2026年5月15日 P | 7014 | 3 | 0 | $164361 |
| Michael C. Colby | President and COO | 2022年1月4日 C | 83402 | 0 | 0 | $0 |
| Mark Evan Jones | Executive Chairman | 2026年8月27日 G | 182349 | 0 | 0 | $0 |
| Martin Ellis Thornthwaite | General Counsel | 2026年5月18日 P | 5000 | 1 | 0 | $207500 |
| John Terry O'Connor | General Counsel | 2026年1月2日 A | 3100 | 1 | 0 | $150801 |
| Drew Burks | Chief Information Officer | 2021年5月28日 M | 39 | 0 | 0 | $0 |
| Moxley Michael Patrick | VP of Service Delivery | 2021年5月28日 C | 37137 | 0 | 0 | $0 |
| Gary Delavan | VP of Corporate Sales | 2021年4月1日 M | 0 | 0 | 0 | $0 |
| Matthew Colby | Vice President of Agency Sales | 2020年11月3日 C | 0 | 0 | 0 | $0 |
| Megan Bailey | VP of Franchise Sales | 2018年4月26日 A | · | 0 | 0 | $0 |
| Peter R. Lane | 董事 | 2026年7月31日 P | 1600 | 1 | 0 | $101024 |
| Louis Goldberg | 董事 | 2026年5月5日 A | 5575 | 1 | 0 | $250039 |
| William Francis Wade Jr | 董事 | 2026年5月5日 A | · | 0 | 0 | $0 |
| Waded Cruzado | 董事 | 2026年5月5日 A | 643 | 0 | 0 | $0 |
| Robyn Mary Elizabeth Jones | 董事 | 2026年5月5日 A | 71565 | 0 | 0 | $0 |
| James Reid | 董事 | 2026年5月5日 A | 0 | 0 | 0 | $0 |
| Thomas Mcconnon | 董事 | 2025年12月1日 S | 269322 | 0 | 2 | $-5130522 |
| Durable Capital Partners LP | 10% 所有者 | 2026年9月22日 P | 2720260 | 10 | 0 | $18447167 |
| Adrienne Jones | 10% 所有者 | 2026年8月20日 C | 0 | 0 | 2 | $-816000 |
| Patrick Ryan Langston | 10% 所有者 | 2026年5月29日 P | 7800 | 1 | 0 | $99568 |
| Lindy Langston | 10% 所有者 | 2025年5月28日 C | 0 | 0 | 0 | $0 |
| Desiree Coleman | 10% 所有者 | 2024年2月9日 C | 0 | 0 | 0 | $0 |
| Lanni Romney | 10% 所有者 | 2023年11月22日 C | 0 | 0 | 0 | $0 |
| Camille Peterson | 10% 所有者 | 2023年11月15日 C | 0 | 0 | 0 | $0 |
| Serena Jones | 10% 所有者 | 2023年8月30日 C | 0 | 0 | 0 | $0 |
| Colby 2014 Family Trust | 10% 所有者 | 2021年5月21日 S | 83402 | 0 | 0 | $0 |
| Amber Burbank-Ach | 10% 所有者 | 2021年5月10日 S | 9712 | 0 | 0 | $0 |
| Preston Michael Colby 2014 Trust | 10% 所有者 | 2020年11月3日 C | 0 | 0 | 0 | $0 |
| Lyla Kate Colby 2014 Trust | 10% 所有者 | 2020年11月3日 C | 0 | 0 | 0 | $0 |
| Camille Lavaun Peterson Family Trust 2014 | 10% 所有者 | 2020年5月6日 C | 0 | 0 | 0 | $0 |
| Lanni Elaine Romney Family Trust 2014 | 10% 所有者 | 2020年5月6日 C | 0 | 0 | 0 | $0 |
| Desiree Robyn Coleman Family Trust 2014 | 10% 所有者 | 2020年5月6日 C | 0 | 0 | 0 | $0 |
| Ted Olsen | · | 2021年1月4日 M | 0 | 0 | 0 | $0 |
来自SEC表格3/4/5申报的内部人士；净额=仅公开市场买卖
ETF持仓 由 40 只交易所交易基金持有
权重仅反映直接股权持仓（N-PORT）；杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。
| 基金 | 权重 | 单位 | 截至 | 来源 |
|---|---|---|---|---|
| PSCF · Invesco Exchange-Traded Fund Trus... | 0.26% | 1523 SH | 2026年10月2日 | 每日 |
| ESSC · Strategy Shares | 0.18% | 1047 NS | 2026年7月31日 | N-PORT |
| FYC · First Trust Exchange-Traded Alpha... | 0.17% | 35503 NS | 2026年7月31日 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0.09% | 19159 SH | 2026年8月19日 | 每日 |
| OMFS · Invesco Exchange-Traded Self-Inde... | 0.08% | 4571 SH | 2026年10月2日 | 每日 |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.07% | 18453 SH | 2026年8月19日 | 每日 |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.06% | 82529 SH | 2026年8月19日 | 每日 |
| BBSC · J.P. Morgan Exchange-Traded Fund ... | 0.05% | 5962 NS | 2026年7月31日 | N-PORT |
| RSSL · Global X Funds | 0.05% | 11206 NS | 2026年7月31日 | N-PORT |
| IWM · iShares Trust | 0.04% | 599867 SH | 2026年9月11日 | 每日 |
| ISCG · iShares Trust | 0.04% | 7030 SH | 2026年9月11日 | 每日 |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.04% | 16073 SH | 2026年8月19日 | 每日 |
| FAD · First Trust Exchange-Traded Alpha... | 0.03% | 3216 NS | 2026年7月31日 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.03% | 295812 SH | 2026年8月19日 | 每日 |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.03% | 134812 SH | 2026年8月19日 | 每日 |
| PKW · Invesco Exchange-Traded Fund Trust | 0.02% | 8609 SH | 2026年10月2日 | 每日 |
| TEXN · iShares Trust | 0.02% | 72 SH | 2026年9月11日 | 每日 |
| RWJ · Invesco Exchange-Traded Fund Trus... | 0.02% | 8926 SH | 2026年10月2日 | 每日 |
| DFAS · Dimensional ETF Trust | 0.02% | 52079 NS | 2026年7月31日 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0.02% | 6282 NS | 2026年7月31日 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.01% | 7416 SH | 2026年10月2日 | 每日 |
| WSML · iShares Trust | 0.01% | 1241 SH | 2026年9月11日 | 每日 |
| VXF · VANGUARD INDEX FUNDS | 0.01% | 272921 SH | 2026年8月19日 | 每日 |
| VB · VANGUARD INDEX FUNDS | 0.01% | 514342 SH | 2026年8月19日 | 每日 |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.01% | 2339 SH | 2026年8月19日 | 每日 |
| VFH · VANGUARD WORLD FUND | 0.01% | 36687 SH | 2026年8月19日 | 每日 |
| IWO · iShares Trust | 0.01% | 20688 SH | 2026年9月11日 | 每日 |
| ITOT · iShares Trust | 0.00% | 33522 SH | 2026年9月11日 | 每日 |
| IWV · iShares Trust | 0.00% | 6515 SH | 2026年9月10日 | 每日 |
| DFSU · Dimensional ETF Trust | 0.00% | 557 NS | 2026年7月31日 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 10183 NS | 2026年7月31日 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 1244 NS | 2026年7月31日 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 706189 SH | 2026年8月19日 | 每日 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 1863 SH | 2026年8月19日 | 每日 |
| IJR · iShares Trust | · | 1447856 SH | 2026年9月10日 | 每日 |
| IJT · iShares Trust | · | 152726 SH | 2026年9月9日 | 每日 |
| IJS · iShares Trust | · | 67894 SH | 2026年9月8日 | 每日 |
| IWN · iShares Trust | · | 198455 SH | 2026年9月11日 | 每日 |
| XJR · iShares Trust | · | 3262 SH | 2026年8月31日 | 每日 |
| ISCB · iShares Trust | · | 971 SH | 2026年9月11日 | 每日 |
GSHD 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间
评级 · 20 位分析师
买入
中位数目标
$71.50
+57.1%
3 15.0%
强烈买入
8 40.0%
买入
8 40.0%
持有
1 5.0%
卖出
0 0.0%
强烈卖出
12个月价格目标
12 位分析师 · 2026-09-30平均目标 $68.67 +50.9%
现在
当前价格 $45.51
最低$44.00
平均值$68.67
最高$100.00
同行比较（GICS 子行业） 关键指标与行业同行对比
财年依据，价格截至各公司上一个财年末收盘价。
| 股票代码 | 市值 | P/E | 营收同比增长 | 净利润率 | ROE | 毛利率 |
|---|---|---|---|---|---|---|
| GSHD | · | 70.8 | 16.2% | 7.6% | -107.8% | · |
| BRO | $26.78B | 25.2 | 22.8% | 17.9% | 8.7% | · |
| RYAN | · | · | 21.3% | 2.1% | 9.9% | · |
| HGTY | · | · | 17.3% | 10.2% | 80.3% | · |
| BWIN | · | -48.1 | 8.3% | -2.2% | -5.7% | · |
| LIFE | · | · | 52.0% | 18.4% | -108.4% | · |
| TWFG | · | 54.3 | 22.0% | · | · | · |
| ABX | $833M | 23.8 | 110.2% | 15.5% | 8.8% | 87.7% |
| SLQT | $148M | -14.0 | 6.0% | 3.8% | 17.5% | · |
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来源：SEC 10-Q 于 七月 23, 2026 申报