GSHD vs PMT

Comparison between Goosehead Insurance Inc - Class A (GSHD, Company) and Pennymac Mortgage Investment Trust (PMT, Company).

GSHD is from the Financial Services sector, while PMT is from the Real Estate sector.

5-Year PerformancePMT has outperformed GSHD, delivering a return of -1.0% compared to -19.7%

GSHD vs PMT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GSHD(COMPANY)	PMT(COMPANY)
Market Cap	$895M	$894M
Max Drawdown	83.41%	80.23%
Sharpe Ratio	-1.54	0.01
5Y Beta	0.60	0.60
Industry	Insurance Brokers	Reit - Mortgage
P/E Ratio	45.27	6.25
Forward P/E	17.92	7.04
PEG Ratio	N/A	0.40
Dividend Yield	N/A	15.70%
5Y Dividends CAGR	70.51%	4.14%
5Y EPS CAGR	N/A	-25.74%
Debt to Equity	-262.15%	80.22%
Free Cash Flow Yield	10.33%	N/A

Market Cap

Winner

GSHD

$895M

PMT

$894M

Max Drawdown

GSHD

83.41%

Winner

PMT

80.23%

Sharpe Ratio

GSHD

-1.54

Winner

PMT

0.01

5Y Beta

Winner

GSHD

0.60

PMT

0.60

Industry

GSHD

Insurance Brokers

PMT

Reit - Mortgage

P/E Ratio

GSHD

45.27

Winner

PMT

6.25

Forward P/E

GSHD

17.92

Winner

PMT

7.04

PEG Ratio

GSHD

N/A

PMT

0.40

Dividend Yield

GSHD

N/A

PMT

15.70%

5Y Dividends CAGR

Winner

GSHD

70.51%

PMT

4.14%

5Y EPS CAGR

GSHD

N/A

PMT

-25.74%

Debt to Equity

Winner

GSHD

-262.15%

PMT

80.22%

Free Cash Flow Yield

GSHD

10.33%

PMT

N/A

GSHD vs PMT - Historical Returns

Returns include dividend reinvestment.

Period	GSHD	PMT
1 month	-12.48%	+3.52%
3 months	-18.04%	-3.97%
6 months	-49.33%	-12.70%
1 year	-62.51%	-0.61%
5 years(CAGR)	-19.75%	-1.03%
10 years(CAGR)	+12.34%	+7.39%
Max(CAGR)	+12.34%	+7.30%

GSHD

-12.48%

Winner

PMT

+3.52%

GSHD

-18.04%

Winner

PMT

-3.97%

GSHD

-49.33%

Winner

PMT

-12.70%

GSHD

-62.51%

Winner

PMT

-0.61%

5Y(CAGR)

GSHD

-19.75%

Winner

PMT

-1.03%

10Y(CAGR)

Winner

GSHD

+12.34%

PMT

+7.39%

Max(CAGR)

Winner

GSHD

+12.34%

PMT

+7.30%

GSHD vs PMT - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	GSHD	PMT
2026	-47.43%	-11.79%
2025	-26.10%	+13.61%
2024	+45.66%	-5.74%
2023	+115.04%	+32.48%
2022	-73.63%	-20.13%
2021	-0.07%	+11.94%
2020	+186.84%	-12.79%
2019	+71.90%	+28.82%
2018	+66.92%	+29.39%
2017	N/A	+7.97%
2016	N/A	+19.06%
2015	N/A	-19.45%
2014	N/A	+3.03%
2013	N/A	-2.58%
2012	N/A	+67.85%
2011	N/A	+1.90%
2010	N/A	+9.49%
2009	N/A	-10.05%

GSHD vs PMT Drawdown Comparison

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

The maximum drawdown for PMT was -75.90%, occurring on Mar 18, 2020. Recovery took 344 trading sessions.

The current GSHD drawdown is -78.04%. The current PMT drawdown is -19.20%.

Rank	GSHD	PMT
#1	-83.41% Oct 11, 2021 - Oct 14, 2022	-75.90% Feb 7, 2020 - Jun 21, 2021
#2	-53.01% Feb 19, 2021 - Oct 8, 2021	-44.85% Feb 3, 2015 - Apr 10, 2017
#3	-39.72% Sep 14, 2018 - May 16, 2019	-39.83% Oct 21, 2021 - May 15, 2024
#4	-37.76% Mar 4, 2020 - Jun 3, 2020	-30.12% Jan 22, 2013 - Feb 3, 2015
#5	-30.71% Sep 2, 2020 - Oct 30, 2020	-26.14% Jan 16, 2026 - Jun 10, 2026
#6	-23.68% Oct 31, 2019 - Jan 29, 2020	-21.40% Sep 18, 2009 - Feb 1, 2011
#7	-15.74% Jun 26, 2018 - Jul 17, 2018	-16.09% Mar 9, 2011 - Jan 20, 2012
#8	-13.64% Nov 19, 2020 - Jan 4, 2021	-15.60% Mar 27, 2025 - Jan 9, 2026
#9	-13.24% Jul 3, 2019 - Oct 30, 2019	-14.61% Dec 7, 2018 - Feb 8, 2019
#10	-13.17% Jan 20, 2021 - Feb 4, 2021	-14.45% Jul 17, 2024 - Feb 21, 2025
#11	-12.50% May 20, 2019 - Jun 14, 2019	-14.41% Jul 5, 2017 - Feb 14, 2018
#12	-11.95% Aug 5, 2020 - Sep 1, 2020	-11.58% Jun 24, 2021 - Oct 21, 2021
#13	-10.56% Jul 19, 2018 - Aug 29, 2018	-11.54% May 16, 2024 - Jul 17, 2024
#14	-10.26% Nov 2, 2020 - Nov 19, 2020	-11.30% Apr 30, 2012 - Jun 22, 2012
#15	-10.19% Sep 4, 2018 - Sep 11, 2018	-9.01% Nov 1, 2012 - Dec 19, 2012

Correlation

Correlation between GSHD and PMT is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.43

-101

Dividend Comparison (2010 - 2026)

GSHD vs PMT dividend yield comparison.

Year	GSHD	PMT
2026	0.00%	9.08%
2025	8.02%	12.75%
2024	0.00%	12.71%
2023	0.00%	10.70%
2022	0.00%	14.61%
2021	1.25%	10.85%
2020	1.26%	8.64%
2019	0.97%	8.43%
2018	0.00%	10.10%
2017	0.00%	11.70%
2016	0.00%	11.48%
2015	0.00%	14.15%
2014	0.00%	14.18%
2013	0.00%	9.93%
2012	0.00%	8.78%
2011	0.00%	11.07%
2010	0.00%	4.24%