5 Stocks Set to Soar This Summerpositive
The article discusses 5 stocks that are well-positioned to perform strongly this summer, including MercadoLibre, Rocket Lab, Root, NuScale Power, and Tesla.
Root, Inc. Class A Common Stock (ROOT)
Common Stock · Currency in USD · XNAS
Root Inc develops and launches a direct-to-consumer personal automobile insurance and mobile technology company. It generates revenue from the sales of auto insurance policies within the United States.
Company Info
SIC6331
Composite FIGIBBG002GMC9F0
CIK0001788882
IPOOct 28, 2020
Sectorfire, marine & casualty insurance
Highlights
Market Cap$672.12M
EPS-$1.40
P/E Ratio-31.12
Revenue$1.54B
Gross Profit$1.55B
Net Income-$21.60M
Employees1,256
WSO15,554,644
Phone(866) 980-9431
Websitehttps://inc.joinroot.com
Related Tickers
Analysis
Share Price Chart
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Root, Inc. Class A Common Stock, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Returns By Period
Root, Inc. Class A Common Stock (ROOT) has returned -40.77% so far this year and -59.61% over the past 12 months. Looking at the last ten years, ROOT has achieved an annualized return of -21.20%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
ROOT
1M-10.07%
6M-51.33%
YTD-40.77%
1Y-59.61%
5Y-27.25%
10Y-21.20%
Benchmark (SPY)
1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%
Monthly Returns
The table below presents the monthly returns of Root, Inc. Class A Common Stock (ROOT) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -14.83% | -16.98% | -9.88% | -2.35% | ||||||||
| 2025 | 33.12% | 43.80% | -1.93% | 4.22% | -8.83% | -2.01% | -4.51% | -19.95% | -0.26% | -9.51% | 0.32% | -9.90% |
| 2024 | -22.26% | 290.16% | 77.76% | 14.18% | -39.96% | 1.32% | 17.07% | -29.22% | -10.20% | 81.12% | 38.38% | -27.89% |
| 2023 | 34.25% | -15.66% | -11.22% | -5.51% | 12.12% | 88.61% | 21.40% | 8.33% | -16.73% | -3.73% | 10.64% | 9.06% |
| 2022 | -36.75% | -12.14% | 7.65% | -3.02% | -27.60% | -15.00% | -12.50% | -33.17% | -35.78% | 5.57% | -16.82% | -38.74% |
| 2021 | 32.08% | -34.51% | -9.14% | -17.28% | -14.69% | 17.10% | -29.35% | -16.12% | -19.17% | -13.43% | -14.59% | -21.72% |
| 2020 | -7.81% | -25.63% | -11.89% |
Performance Indicators
The charts below present risk-adjusted performance metrics for Root, Inc. Class A Common Stock (ROOT) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of ROOT compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current Root, Inc. Class A Common Stock volatility is 3.14%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Income Statement
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 1.67B | 1.50B | 1.35B | 1.31B | 1.32B | 1.76B |
| Temporary Equity Attributable To Parent (USD) | 112.00M | 112.00M | 112.00M | 112.00M | 112.00M | - |
| Temporary Equity (USD) | 112.00M | 112.00M | 112.00M | 112.00M | 112.00M | - |
| Equity Attributable To Parent (USD) | 284.30M | 203.70M | 165.70M | 277.10M | 536.40M | 1.03B |
| Equity Attributable To Noncontrolling Interest (USD) | - | - | - | - | - | - |
| Equity (USD) | 284.30M | 203.70M | 165.70M | 277.10M | 536.40M | 1.03B |
| Long-term Debt (USD) | 200.30M | 200.10M | 299.00M | 295.40M | - | 188.20M |
| Noncurrent Liabilities (USD) | - | - | - | - | - | - |
| Current Liabilities (USD) | 1.28B | 1.18B | 1.07B | 923.80M | 670.90M | 729.90M |
| Liabilities (USD) | 1.28B | 1.18B | 1.07B | 923.80M | 670.90M | 729.90M |
| Fixed Assets (USD) | 1.20M | 1.80M | 2.80M | 5.50M | 10.30M | 8.90M |
| Noncurrent Assets (USD) | - | - | - | - | - | - |
| Current Assets (USD) | 1.67B | 1.50B | 1.35B | 1.31B | 1.32B | 1.76B |
| Assets (USD) | 1.67B | 1.50B | 1.35B | 1.31B | 1.32B | 1.76B |
News and Insights
Root Insurance's 2025 Focused Driving Report reveals that U.S. drivers are distracted by their phones for nearly 11% of the time while driving, with Gen Z being twice as distracted as Baby Boomers. The report also identifies the most focused and distracted cities and states.
Root, an insurance company, saw its stock price surge 26% this week after an analyst at Keefe, Bruyette & Woods raised his price target on the stock to $150 per share, citing the company's potential to exceed consensus estimates for 2025-2027 and grow its policies-in-force numbers through partnerships with auto industry players.
Root's stock has surged over the past year, thanks to strong growth and improved underwriting profits. The insurer utilizes telematics to price policies based on driving behavior rather than traditional demographics. The company beat analysts' expectations several quarters in a row and produced its first net profit in 2024.
Several mid-cap companies, including Root, ZoomInfo, Bridge Investment, Huron Consulting, and Alignment Healthcare, saw significant gains last week due to strong earnings reports and acquisition deals.
The report identifies the top 15 themes that will impact the insurance sector in 2025, with major focus on cyber insurance, ESG, and AI. AI is expected to open up a wide range of opportunities across the insurance value chain, and insurers that can establish themselves as leaders in this area will benefit greatly.
Root, a technology-based auto insurer, has surged over 600% in 2024 due to improved profitability and underwriting performance. The company's recent results have surprised investors, and it is now turning a profit. However, the stock is highly volatile, and investors should consider the risks before investing.
The article discusses five financial stocks that may be overbought and could potentially collapse in the near future, based on their RSI (Relative Strength Index) levels.
Aegon (AEG) has a new repurchase program of EUR 200 million, which was expected to start from this month and complete by 2024-end.
INDYCAR driver Marcus Armstrong to sport a special livery for the No. 11 Root Honda at the Mid-Ohio Race on July 7th INDYCAR driver Marcus Armstrong to sport a special livery for the No. 11 Root Honda at the Mid-Ohio Race on July 7th