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

Company Info

ISIN

US77664L1089

CUSIP

77664L108

Sector

Financial Services

IPO Date

Oct 28, 2020

Highlights

Market Cap

$1.18B

EPS (TTM)

-$1.15

Total Revenue (TTM)

$1.04B

Gross Profit (TTM)

$1.04B

EBITDA (TTM)

$47.80M

Year Range

$7.22 - $113.22

Target Price

$72.80

Short %

10.92%

Short Ratio

0.81

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


-100.00%-50.00%0.00%50.00%100.00%JulyAugustSeptemberOctoberNovemberDecember
-84.93%
81.31%
ROOT (Root, Inc.)
Benchmark (^GSPC)

Returns By Period

Root, Inc. had a return of 598.66% year-to-date (YTD) and 579.22% in the last 12 months.


ROOT

YTD

598.66%

1M

-30.11%

6M

62.60%

1Y

579.22%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

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%81.02%45.94%598.66%
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

With an overall rank of 98, ROOT is among the top 2% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of ROOT is 9898
Overall Rank
The Sharpe Ratio Rank of ROOT is 100100
Sharpe Ratio Rank
The Sortino Ratio Rank of ROOT is 9898
Sortino Ratio Rank
The Omega Ratio Rank of ROOT is 9797
Omega Ratio Rank
The Calmar Ratio Rank of ROOT is 9999
Calmar Ratio Rank
The Martin Ratio Rank of ROOT is 9797
Martin 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.


Sharpe ratio
The chart of Sharpe ratio for ROOT, currently valued at 4.55, compared to the broader market-4.00-2.000.002.004.552.10
The chart of Sortino ratio for ROOT, currently valued at 4.67, compared to the broader market-4.00-2.000.002.004.004.672.80
The chart of Omega ratio for ROOT, currently valued at 1.57, compared to the broader market0.501.001.502.001.571.39
The chart of Calmar ratio for ROOT, currently valued at 6.09, compared to the broader market0.002.004.006.006.093.09
The chart of Martin ratio for ROOT, currently valued at 18.77, compared to the broader market-5.000.005.0010.0015.0020.0025.0018.7713.49
ROOT
^GSPC

The current Root, Inc. Sharpe ratio is 4.55. 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 Ratio2.004.006.008.00JulyAugustSeptemberOctoberNovemberDecember
4.55
2.10
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%JulyAugustSeptemberOctoberNovemberDecember
-84.93%
-2.62%
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 84.93%.


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 19.74%, 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%50.00%60.00%JulyAugustSeptemberOctoberNovemberDecember
19.74%
3.79%
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



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
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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