CALX vs GSHD

Comparison between Calix Inc (CALX, Company) and Goosehead Insurance Inc - Class A (GSHD, Company).

CALX is from the Technology sector, while GSHD is from the Financial Services sector.

5-Year PerformanceCALX has outperformed GSHD, delivering a return of -3.9% compared to -10.9%

CALX vs GSHD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CALX(COMPANY)	GSHD(COMPANY)
Market Cap	$2.43B	$2.42B
Max Drawdown	80.95%	83.41%
Sharpe Ratio	-0.90	-0.23
5Y Beta	1.14	0.54
Industry	Software - Infrastructure	Insurance Brokers
P/E Ratio	48.78	70.27
Forward P/E	20.53	28.99
PEG Ratio	3.34	3.21
5Y Dividends CAGR	N/A	70.51%
5Y EPS CAGR	-10.46%	21.10%
Debt to Equity	0.00%	-331.70%
Free Cash Flow Yield	3.52%	3.55%
P/S Ratio	2.18	5.96
P/B Ratio	3.18	54.16

Market Cap

Winner

CALX

$2.43B

GSHD

$2.42B

Max Drawdown

Winner

CALX

80.95%

GSHD

83.41%

Sharpe Ratio

CALX

-0.90

Winner

GSHD

-0.23

5Y Beta

CALX

1.14

Winner

GSHD

0.54

Industry

CALX

Software - Infrastructure

GSHD

Insurance Brokers

P/E Ratio

Winner

CALX

48.78

GSHD

70.27

Forward P/E

Winner

CALX

20.53

GSHD

28.99

PEG Ratio

CALX

3.34

Winner

GSHD

3.21

5Y Dividends CAGR

CALX

N/A

GSHD

70.51%

5Y EPS CAGR

CALX

-10.46%

Winner

GSHD

21.10%

Debt to Equity

CALX

0.00%

Winner

GSHD

-331.70%

Free Cash Flow Yield

CALX

3.52%

Winner

GSHD

3.55%

P/S Ratio

Winner

CALX

2.18

GSHD

5.96

P/B Ratio

Winner

CALX

3.18

GSHD

54.16

CALX vs GSHD - Historical Returns

Returns include dividend reinvestment.

Period	CALX	GSHD
1 month	-2.57%	+25.77%
3 months	-15.47%	+62.31%
6 months	-29.52%	+0.74%
1 year	-33.99%	-23.38%
5 years(CAGR)	-3.89%	-10.85%
10 years(CAGR)	+16.74%	+20.44%
Max(CAGR)	+5.71%	+20.44%

CALX

-2.57%

Winner

GSHD

+25.77%

CALX

-15.47%

Winner

GSHD

+62.31%

CALX

-29.52%

Winner

GSHD

+0.74%

CALX

-33.99%

Winner

GSHD

-23.38%

5Y(CAGR)

Winner

CALX

-3.89%

GSHD

-10.85%

10Y(CAGR)

CALX

+16.74%

Winner

GSHD

+20.44%

Max(CAGR)

CALX

+5.71%

Winner

GSHD

+20.44%

CALX vs GSHD - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	CALX	GSHD
2026	-30.06%	-4.99%
2025	+56.14%	-26.10%
2024	-20.66%	+45.66%
2023	-35.99%	+115.04%
2022	-11.93%	-73.63%
2021	+173.96%	-0.07%
2020	+272.47%	+186.84%
2019	-16.58%	+71.90%
2018	+68.10%	+66.92%
2017	-21.71%	N/A
2016	+0.79%	N/A
2015	-21.38%	N/A
2014	+7.05%	N/A
2013	+22.34%	N/A
2012	+20.34%	N/A
2011	-62.05%	N/A
2010	+11.92%	N/A

CALX vs GSHD Drawdown Comparison

The maximum drawdown for CALX was -80.95%, occurring on Aug 1, 2012. Recovery took 2373 trading sessions.

The maximum drawdown for GSHD was -83.41%, occurring on Oct 14, 2022. This drawdown has not yet recovered.

The current CALX drawdown is -53.13%. The current GSHD drawdown is -60.31%.

Rank	CALX	GSHD
#1	-80.95% May 18, 2011 - Oct 21, 2020	-83.41% Oct 11, 2021 - Oct 14, 2022
#2	-65.32% Dec 31, 2021 - Apr 30, 2024	-53.01% Feb 19, 2021 - Oct 8, 2021
#3	-34.44% Mar 24, 2010 - Dec 3, 2010	-39.72% Sep 14, 2018 - May 16, 2019
#4	-32.68% Mar 17, 2021 - Jun 28, 2021	-37.76% Mar 4, 2020 - Jun 3, 2020
#5	-20.20% Nov 9, 2021 - Dec 29, 2021	-30.71% Sep 2, 2020 - Oct 30, 2020
#6	-16.49% Nov 5, 2020 - Dec 14, 2020	-23.68% Oct 31, 2019 - Jan 29, 2020
#7	-16.09% Jan 26, 2021 - Feb 11, 2021	-15.74% Jun 26, 2018 - Jul 17, 2018
#8	-14.55% Mar 7, 2011 - Mar 30, 2011	-13.64% Nov 19, 2020 - Jan 4, 2021
#9	-14.11% Jun 28, 2021 - Sep 22, 2021	-13.24% Jul 3, 2019 - Oct 30, 2019
#10	-11.23% Feb 15, 2011 - Mar 7, 2011	-13.17% Jan 20, 2021 - Feb 4, 2021
#11	-11.14% Dec 22, 2020 - Jan 12, 2021	-12.50% May 20, 2019 - Jun 14, 2019
#12	-10.62% Sep 23, 2021 - Oct 5, 2021	-11.95% Aug 5, 2020 - Sep 1, 2020
#13	-10.25% Dec 28, 2010 - Feb 4, 2011	-10.56% Jul 19, 2018 - Aug 29, 2018
#14	-10.13% Oct 23, 2020 - Nov 5, 2020	-10.26% Nov 2, 2020 - Nov 19, 2020
#15	-9.78% Mar 1, 2021 - Mar 9, 2021	-10.19% Sep 4, 2018 - Sep 11, 2018