GSHD vs AON

For growth investors, Goosehead Insurance, Inc (GSHD) is the stronger pick with 16.

2% revenue growth year-over-year, versus 9. 4% for Aon plc (AON). Aon plc (AON) offers the better valuation at 18. 4x trailing P/E (16. 5x forward), making it the more compelling value choice. Analysts rate Goosehead Insurance, Inc (GSHD) a "Buy" — based on 18 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Aon plc (AON) is the cheapest at 18.

4x versus Goosehead Insurance, Inc at 40. 5x. On forward P/E, Aon plc is actually cheaper at 16. 5x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Aon plc wins at 1. 10x versus Goosehead Insurance, Inc's 1. 27x — a reasonable growth-adjusted valuation.

Over the past 5 years, Aon plc (AON) delivered a total return of +26.

2%, compared to -52. 6% for Goosehead Insurance, Inc (GSHD). Over 10 years, the gap is even starker: GSHD returned +225. 2% versus AON's +219. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Aon plc (AON) is the lower-risk stock at 0.

10β versus Goosehead Insurance, Inc's 0. 64β — meaning GSHD is approximately 562% more volatile than AON relative to the S&P 500.

By revenue growth (latest reported year), Goosehead Insurance, Inc (GSHD) is pulling ahead at 16.

2% versus 9. 4% for Aon plc (AON). On earnings-per-share growth, the picture is similar: Aon plc grew EPS 36. 3% year-over-year, compared to -10. 3% for Goosehead Insurance, Inc. Over a 3-year CAGR, GSHD leads at 20. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Aon plc (AON) is the more profitable company, earning 21.

5% net margin versus 7. 6% for Goosehead Insurance, Inc — meaning it keeps 21. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AON leads at 25. 3% versus 20. 4% for GSHD. At the gross margin level — before operating expenses — AON leads at 47. 7%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Aon plc (AON) is the more undervalued stock at a PEG of 1. 10x versus Goosehead Insurance, Inc's 1. 27x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Aon plc (AON) trades at 16. 5x forward P/E versus 19. 4x for Goosehead Insurance, Inc — 2. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for GSHD: 59. 4% to $67. 14.

All stocks in this comparison pay dividends.

Goosehead Insurance, Inc (GSHD) offers the highest yield at 9. 1%, versus 0. 9% for Aon plc (AON).

For long-horizon retirement investors, Aon plc (AON) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

10), 0. 9% yield, +219. 8% 10Y return). Both have compounded well over 10 years (AON: +219. 8%, GSHD: +225. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: GSHD is a small-cap high-growth stock; AON is a mid-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.