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Root, Inc. (ROOT)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS77664L1089
CUSIP77664L108
SectorFinancial Services
IndustryInsurance - Property & Casualty

Highlights

Market Cap$563.70M
EPS (TTM)-$5.76
Total Revenue (TTM)$738.90M
Gross Profit (TTM)$738.90M
EBITDA (TTM)-$47.20M
Year Range$7.22 - $86.57
Target Price$63.25
Short %16.98%
Short Ratio6.82

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons: ROOT vs. SWVL, ROOT vs. ALAR, ROOT vs. NVDA, ROOT vs. OSCR, ROOT vs. JEPQ, ROOT vs. VOO, ROOT vs. FNILX, ROOT vs. FXAIX, ROOT vs. CVNA, ROOT vs. BLOK

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Root, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%10.00%MayJuneJulyAugustSeptemberOctober
-51.14%
11.44%
ROOT (Root, Inc.)
Benchmark (^GSPC)

Returns By Period

Root, Inc. had a return of 258.59% year-to-date (YTD) and 284.25% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date258.59%20.57%
1 month-1.75%6.34%
6 months-53.18%10.39%
1 year284.25%32.65%
5 years (annualized)N/A14.43%
10 years (annualized)N/A11.71%

Monthly Returns

The table below presents the monthly returns of ROOT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-22.71%296.42%90.22%14.03%-27.01%1.51%16.70%-28.01%-12.87%258.59%
202330.96%-14.80%-9.98%-4.88%12.12%85.86%21.81%5.05%-16.87%-4.94%6.97%8.38%133.41%
2022-35.16%-9.95%8.84%-2.03%-27.98%-14.39%-11.76%-34.44%-36.40%8.25%-14.77%-38.24%-91.95%
202128.29%-33.07%-5.63%-15.40%-15.32%18.64%-29.48%-15.47%-18.29%-11.95%-14.22%-22.11%-80.27%
2020-11.22%-26.16%-11.24%-41.81%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of ROOT is 92, placing it in the top 8% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of ROOT is 9292
ROOT (Root, Inc.)
The Sharpe Ratio Rank of ROOT is 9595Sharpe Ratio Rank
The Sortino Ratio Rank of ROOT is 9393Sortino Ratio Rank
The Omega Ratio Rank of ROOT is 9090Omega Ratio Rank
The Calmar Ratio Rank of ROOT is 9595Calmar Ratio Rank
The Martin Ratio Rank of ROOT is 8888Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Root, Inc. (ROOT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ROOT
Sharpe ratio
The chart of Sharpe ratio for ROOT, currently valued at 2.59, compared to the broader market-4.00-2.000.002.002.59
Sortino ratio
The chart of Sortino ratio for ROOT, currently valued at 3.39, compared to the broader market-4.00-2.000.002.004.003.39
Omega ratio
The chart of Omega ratio for ROOT, currently valued at 1.41, compared to the broader market0.501.001.502.001.41
Calmar ratio
The chart of Calmar ratio for ROOT, currently valued at 2.99, compared to the broader market0.002.004.006.002.99
Martin ratio
The chart of Martin ratio for ROOT, currently valued at 9.87, compared to the broader market-10.000.0010.0020.009.87
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.68, compared to the broader market-4.00-2.000.002.002.68
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.58, compared to the broader market-4.00-2.000.002.004.003.58
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.49, compared to the broader market0.501.001.502.001.49
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 2.36, compared to the broader market0.002.004.006.002.36
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 16.32, compared to the broader market-10.000.0010.0020.0016.32

Sharpe Ratio

The current Root, Inc. Sharpe ratio is 2.59. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Root, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio2.004.006.008.0010.0012.00MayJuneJulyAugustSeptemberOctober
2.59
2.68
ROOT (Root, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


Root, Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%MayJuneJulyAugustSeptemberOctober
-92.27%
-0.20%
ROOT (Root, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Root, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Root, Inc. was 99.29%, occurring on Mar 13, 2023. The portfolio has not yet recovered.

The current Root, Inc. drawdown is 92.27%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-99.29%Oct 29, 2020595Mar 13, 2023

Volatility

Volatility Chart

The current Root, Inc. volatility is 15.57%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%MayJuneJulyAugustSeptemberOctober
15.57%
2.91%
ROOT (Root, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Root, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Root, Inc..


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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items