Company / Shareholders' Equity
Root, Inc. Shareholders' Equity History
FY2018-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Shareholders' Equity
$284.3M
FY2025
5-year range
-$374.0M / $1.0B
FY2021-FY2025
Trend
+39.6%
vs FY2024
Sector context
#380 of 399
Financials
What the data says
Among 399 Financials companies, Root, Inc. is in the bottom 5% for shareholders' equity. Shareholders' Equity has fluctuated over the past 8 years, ranging from -$374M in FY2021 to $1.0B in FY2022.
Based on SEC 10-K filings.
$284M in FY2025 with a 5-year CAGR of -22.7%.
Improved from $166M to $284M over the past 2 years.
Financials sector context is included.
Shareholders' Equity over time
Growth rates
- 3-Year CAGR
- -34.9%
- 5-Year CAGR
- -22.7%
- 10-Year CAGR
- -
Sector benchmark
Bottom 5% in FinancialsTop 95% of 399This company $284.3M Sector average $11.4B
▼
-97.5% below sector average
Key checks
Key Insights
- 5-year CAGR of -22.7%, indicating a declining trend.
- In FY2025, shareholders' equity increased 39.6% year-over-year.
- Ranks #380 out of 399 companies in the Financials sector.
- Peak shareholders' equity was recorded in FY2022.
Company context
Key Data Points
- Altman Z-Score 0.27 (distress zone, below 1.8 threshold)
- High earnings quality (cash-backed earnings)
- Strong return on equity: 21.6%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Shareholders' EquityValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $284.3M | +39.6% |
| FY2024 | $203.7M | +22.9% |
| FY2023 | $165.7M | -84.0% |
| FY2022 | $1.0B | +376.0% |
| FY2021 | -$374.0M | -136.3% |
| FY2020 | $1.0B | +375.8% |
| FY2019 | -$374.0M | -264.2% |
| FY2018 | -$102.7M | - |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026