Root, Inc.

Annual Trend FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025
Revenues:
Total operating expenses $111.5m $550.3m $632.1m $830.6m $573.9m $556.3m $1.1b $1.5b
Operating income (loss) ($260.1m) ($285.3m) ($485.2m) ($263.1m) ($101.3m) $78.5m $61.8m
Net premiums earned $40.2m $275.3m $322.5m $310.3m $285.9m $399.9m $1.1b $1.4b
Net investment income $1.2m $5.2m $5.4m $5.0m $6.2m $30.2m $35.9m $33.7m
Fee income $9.7m $17.4m $20.9m $16.5m $23.4m $66.0m $78.3m
Other income $1.9m $9.7m $18.6m $6.8m $1.7m $1.5m $3.7m $3.4m
Sales and marketing $40.3m $109.6m $139.7m $270.2m $48.0m $49.3m $135.8m $174.8m
Technology and development $8.2m $24.0m $52.9m $65.5m $55.5m $44.8m $53.3m $53.1m
General and administrative $9.3m $43.0m $78.5m $97.6m $127.4m $83.3m $69.5m $96.9m
Loss on extinguishment of debt $0 $0 ($15.9m) $0 $0 ($5.4m) $0
Changes in net unrealized gains on investments $0 $600k $5.0m ($5.2m) ($6.2m) $3.3m $200k $6.2m
Comprehensive income (loss) ($69.1m) ($281.8m) ($358.0m) ($526.3m) ($303.9m) ($144.1m) $31.1m $46.5m
Net income (loss) ($69.1m) ($282.4m) ($363.0m) ($521.1m) ($297.7m) ($147.4m) $30.9m $40.3m
Net income attributable to participating securities ($69.1m) ($282.4m) ($363.0m) ($521.1m) $0 $0 ($1.7m) $2.0m
Net income (loss) attributable to common shareholders ($69.1m) ($282.4m) ($363.0m) ($521.1m) ($297.7m) ($147.4m) $29.2m $38.3m
Basic (in dollars per share) ($2.73) ($8.33) ($4.81) ($2.09) ($21.11) ($10.24) $1.96 $2.62
Diluted (in dollars per share) ($2.73) ($8.33) ($4.81) ($2.09) ($21.11) ($10.24) $1.83 $2.36
Loss and loss adjustment expenses $43.5m $321.4m $362.8m $392.3m $351.0m $331.3m $733.0m $924.2m
Other insurance expense $10.2m $52.3m ($1.8m) $5.0m ($8.0m) $47.6m $106.4m $206.3m
Interest expense $900k $22.3m $77.7m ($20.0m) ($34.6m) ($46.1m) ($42.2m) $21.0m
Income (loss) before income tax expense ($69.1m) ($282.4m) ($363.0m) ($521.1m) ($297.7m) ($147.4m) $30.9m $40.8m
Income tax expense $0 $0 $0 $0 $0 $0 $0 $500k

Values abbreviated: b = billions, m = millions, k = thousands. Per share data in USD.