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ROOT vs. SWVL
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ROOT vs. SWVL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Root, Inc. (ROOT) and Swvl Holdings Corp (SWVL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ROOT achieves a -27.12% return, which is significantly lower than SWVL's -17.89% return.


ROOT

1D
0.52%
1M
-4.12%
YTD
-27.12%
6M
-35.42%
1Y
-60.71%
3Y*
122.33%
5Y*
-20.99%
10Y*

SWVL

1D
1.30%
1M
-14.75%
YTD
-17.89%
6M
-42.86%
1Y
-67.36%
3Y*
9.44%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ROOT vs. SWVL - Yearly Performance Comparison


2026 (YTD)2025202420232022
ROOT
Root, Inc.
-27.12%-0.50%592.65%133.41%-87.34%
SWVL
Swvl Holdings Corp
-17.89%-70.23%281.39%-51.14%-98.54%

Correlation

The correlation between ROOT and SWVL is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.15

Correlation (3Y)
Calculated over the trailing 3-year period

0.13

Correlation (All Time)
Calculated using the full available price history since Apr 1, 2022

0.15

Fundamentals

Market Cap

ROOT:

$905.41M

SWVL:

$16.86M

EPS

ROOT:

$3.35

SWVL:

-$0.49

PS Ratio

ROOT:

0.56

SWVL:

0.92

PB Ratio

ROOT:

4.23

SWVL:

4.58

Total Revenue (TTM)

ROOT:

$1.56B

SWVL:

$18.26M

Gross Profit (TTM)

ROOT:

$279.50M

SWVL:

$3.93M

EBITDA (TTM)

ROOT:

$88.80M

SWVL:

-$3.28M

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Return for Risk

ROOT vs. SWVL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ROOT
ROOT Risk / Return Rank: 99
Overall Rank
ROOT Sharpe Ratio Rank: 77
Sharpe Ratio Rank
ROOT Sortino Ratio Rank: 77
Sortino Ratio Rank
ROOT Omega Ratio Rank: 88
Omega Ratio Rank
ROOT Calmar Ratio Rank: 99
Calmar Ratio Rank
ROOT Martin Ratio Rank: 1616
Martin Ratio Rank

SWVL
SWVL Risk / Return Rank: 77
Overall Rank
SWVL Sharpe Ratio Rank: 77
Sharpe Ratio Rank
SWVL Sortino Ratio Rank: 55
Sortino Ratio Rank
SWVL Omega Ratio Rank: 88
Omega Ratio Rank
SWVL Calmar Ratio Rank: 55
Calmar Ratio Rank
SWVL Martin Ratio Rank: 88
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ROOT vs. SWVL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Root, Inc. (ROOT) and Swvl Holdings Corp (SWVL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


ROOTSWVLDifference
Sharpe ratioReturn per unit of total volatility

-0.01

Sortino ratioReturn per unit of downside risk

+0.17

Omega ratioGain probability vs. loss probability

0.84

0.83

+0.01

Calmar ratioReturn relative to maximum drawdown

-0.84

-0.93

+0.09

Martin ratioReturn relative to average drawdown

-1.18

-1.39

+0.21

ROOT vs. SWVL - Sharpe Ratio Comparison

The current ROOT Sharpe Ratio is -0.90, which is comparable to the SWVL Sharpe Ratio of -0.89. The chart below compares the historical Sharpe Ratios of ROOT and SWVL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ROOTSWVLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.90

-0.89

-0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.21

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.33

-0.50

+0.17

Drawdowns

ROOT vs. SWVL - Drawdown Comparison

The maximum ROOT drawdown since its inception was -99.29%, roughly equal to the maximum SWVL drawdown of -99.72%. Use the drawdown chart below to compare losses from any high point for ROOT and SWVL.


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Drawdown Indicators


ROOTSWVLDifference

Max Drawdown

Largest peak-to-trough decline

-99.29%

-99.72%

+0.43%

Max Drawdown (1Y)

Largest decline over 1 year

-72.22%

-72.44%

+0.22%

Max Drawdown (3Y)

Largest decline over 3 years

-75.68%

-92.32%

+16.64%

Max Drawdown (5Y)

Largest decline over 5 years

-98.57%

Current Drawdown

Current decline from peak

-89.17%

-99.38%

+10.21%

Average Drawdown

Average peak-to-trough decline

-83.78%

-93.71%

+9.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

51.40%

48.39%

+3.01%

Volatility

ROOT vs. SWVL - Volatility Comparison

Root, Inc. (ROOT) and Swvl Holdings Corp (SWVL) have volatilities of 20.32% and 20.95%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ROOTSWVLDifference

Volatility (1M)

Calculated over the trailing 1-month period

20.32%

20.95%

-0.63%

Volatility (6M)

Calculated over the trailing 6-month period

43.25%

63.52%

-20.27%

Volatility (1Y)

Calculated over the trailing 1-year period

68.00%

75.90%

-7.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

102.22%

139.83%

-37.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

100.23%

139.83%

-39.60%

Dividends

ROOT vs. SWVL - Dividend Comparison

Neither ROOT nor SWVL has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

ROOT vs. SWVL - Financials Comparison

This section allows you to compare key financial metrics between Root, Inc. and Swvl Holdings Corp. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00100.00M200.00M300.00M400.00M20222023202420252026
393.50M
5.28M
(ROOT) Total Revenue
(SWVL) Total Revenue
Values in USD except per share items

ROOT vs. SWVL - Profitability Comparison

The chart below illustrates the profitability comparison between Root, Inc. and Swvl Holdings Corp over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%100.0%202220232024202520260
22.9%
Portfolio components
ROOT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Root, Inc. reported a gross profit of 0.00 and revenue of 393.50M. Therefore, the gross margin over that period was 0.0%.

SWVL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Swvl Holdings Corp reported a gross profit of 1.21M and revenue of 5.28M. Therefore, the gross margin over that period was 22.9%.

ROOT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Root, Inc. reported an operating income of 40.90M and revenue of 393.50M, resulting in an operating margin of 10.4%.

SWVL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Swvl Holdings Corp reported an operating income of -128.35K and revenue of 5.28M, resulting in an operating margin of -2.4%.

ROOT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Root, Inc. reported a net income of 34.20M and revenue of 393.50M, resulting in a net margin of 8.7%.

SWVL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Swvl Holdings Corp reported a net income of -340.62K and revenue of 5.28M, resulting in a net margin of -6.5%.


Frequently Asked Questions


ROOT and SWVL have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SWVL has higher volatility (20.95%) compared to ROOT (20.32%). In terms of maximum drawdown, ROOT dropped -99.29% vs SWVL's -99.72%.

SWVL currently has the higher Sharpe Ratio (-0.89 vs -0.90), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for ROOT and SWVL

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