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Root, Inc. (ROOT) Stock Fundamental Analysis & AI Rating 2026

ROOT Nasdaq Fire, Marine & Casualty Insurance DE CIK: 0001788882
Updated This Month • Analysis: May 8, 2026 • SEC Data: 2026-03-31
Combined AI Rating
BUY
69% Confidence
AGREEMENT
HOLD
68% Conf
BUY
70% Conf

📊 ROOT Key Takeaways

Revenue: $393.5M
Net Margin: 9.1%
Free Cash Flow: $9.3M
Current Ratio: N/A
Debt/Equity: 0.61x
EPS: $2.09
AI Rating: HOLD with 68% confidence
Root, Inc. (ROOT) receives a BUY rating with 69% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $393.5M, net profit margin of 9.1%, and return on equity (ROE) of 11.0%, Root, Inc. demonstrates strong fundamentals in the Finance sector. Below is our complete ROOT stock analysis for 2026.

Is Root, Inc. (ROOT) a Good Investment?

Claude

Root demonstrates impressive top-line growth of 29% YoY with net income expanding even faster at 31.2%, supported by a fortress balance sheet with $597.2M in cash and moderate 0.61x debt/equity leverage. However, a critical gap exists between reported profitability ($35.9M net income) and actual cash generation ($9.3M operating cash flow), with FCF margin of only 2.4%, signaling potential earnings quality concerns that warrant cautious observation before accumulating.

ChatGPT

Root is showing solid fundamental improvement with 29% revenue growth, positive operating income, and a 14% ROE, supported by a strong cash position and moderate leverage. Free cash flow is robust with a 13.6% margin and interest coverage of 5.3x, suggesting healthier underwriting economics and expense control. Margins are still thin for an insurer, so sustaining profitability amid loss-cost inflation and competitive pricing remains the key swing factor.

Why Buy Root, Inc. Stock? ROOT Key Strengths

Claude
  • + Strong revenue growth of 29% YoY with net income growing faster at 31.2%, indicating operational leverage
  • + Fortress balance sheet with $597.2M in cash equivalents providing substantial financial flexibility
  • + Manageable debt profile with 0.61x debt/equity ratio and 3.5x interest coverage, indicating low default risk
ChatGPT
  • + Strong top-line growth with positive operating and net income
  • + Healthy ROE (14%) with moderate leverage and ample cash
  • + Solid operating cash flow and FCF; adequate interest coverage

ROOT Stock Risks: Root, Inc. Investment Risks

Claude
  • ! Critical cash flow disconnect: operating cash flow of $9.3M against $35.9M net income suggests potential working capital management issues or earnings quality concerns
  • ! Anemic free cash flow margin of 2.4% raises sustainability questions about the profitability model
  • ! Insurance sector exposure to catastrophic loss events, regulatory changes, and underwriting cycle volatility
ChatGPT
  • ! Thin operating and net margins vulnerable to claims volatility
  • ! Loss-cost inflation and potential adverse reserve development
  • ! Reinsurance/pricing cycle dependence; relatively small equity base amplifies earnings swings

Key Metrics to Watch

Claude
  • * Operating cash flow trend and cash conversion rate (critical to validate earnings quality)
  • * Combined ratio and loss ratio development (key insurance health indicators)
  • * Customer acquisition costs and retention rates relative to revenue growth pace
ChatGPT
  • * Combined ratio (loss + expense) and loss ratio trends
  • * Operating cash flow sustainability vs. net income

Root, Inc. (ROOT) Financial Metrics & Key Ratios

Revenue
$393.5M
Net Income
$35.9M
EPS (Diluted)
$2.09
Free Cash Flow
$9.3M
Total Assets
$1.7B
Cash Position
$597.2M

💡 AI Analyst Insight

The relatively thin 2.4% FCF margin may limit capital allocation flexibility. The current ratio below 1.0x warrants monitoring of short-term liquidity.

ROOT Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 10.4%
Net Margin 9.1%
ROE 11.0%
ROA 2.1%
FCF Margin 2.4%

ROOT vs Finance Sector: How Root, Inc. Compares

How Root, Inc. compares to Finance sector averages

Net Margin
ROOT 9.1%
vs
Sector Avg 25.0%
ROOT Sector
ROE
ROOT 11.0%
vs
Sector Avg 12.0%
ROOT Sector
Current Ratio
ROOT 0.0x
vs
Sector Avg 1.2x
ROOT Sector
Debt/Equity
ROOT 0.6x
vs
Sector Avg 2.0x
ROOT Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Root, Inc. Stock Overvalued? ROOT Valuation Analysis 2026

Based on fundamental analysis, Root, Inc. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
11.0%
Sector avg: 12%
Net Profit Margin
9.1%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.61x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Root, Inc. Balance Sheet: ROOT Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.61x
Debt/Assets
74.0%
Interest Coverage
3.53x
Long-term Debt
$200.3M

ROOT Revenue & Earnings Growth: 5-Year Financial Trend

ROOT 5-year financial data: Year 2021: Revenue $346.8M, Net Income -$282.4M, EPS $-8.33. Year 2022: Revenue $346.8M, Net Income -$363.0M, EPS $-86.43. Year 2023: Revenue $455.0M, Net Income -$521.1M, EPS $-37.76. Year 2024: Revenue $1.2B, Net Income -$297.7M, EPS $-21.11. Year 2025: Revenue $1.5B, Net Income -$147.4M, EPS $-10.24.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Root, Inc.'s revenue has grown significantly by 337% over the 5-year period, indicating strong business expansion. The most recent EPS of $-10.24 indicates the company is currently unprofitable.

ROOT Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
2.4%
Free cash flow / Revenue

ROOT Quarterly Earnings & Performance

Quarterly financial performance data for Root, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $349.4M $18.4M $1.07
Q3 2025 $305.7M -$5.4M $-0.35
Q2 2025 $289.2M -$7.8M $-0.52
Q1 2025 $254.9M -$6.2M $-0.42
Q3 2024 $115.3M $8.8M $0.52
Q2 2024 $74.8M -$7.8M $-0.52
Q1 2024 $70.1M -$6.2M $-0.42
Q3 2023 $73.7M -$45.8M $-3.16

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Root, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$9.3M
Cash generated from operations
Dividends
None
No dividend program

ROOT SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Root, Inc. (CIK: 0001788882)

📋 Recent SEC Filings

Date Form Document Action
May 22, 2026 4 xslF345X06/wk-form4_1779483854.xml View →
May 18, 2026 4 xslF345X06/wk-form4_1779134536.xml View →
May 13, 2026 4 xslF345X06/wk-form4_1778706312.xml View →
May 6, 2026 10-Q root-20260331.htm View →
May 6, 2026 8-K root-20260504.htm View →

Frequently Asked Questions about ROOT

What is the AI rating for ROOT?

Root, Inc. (ROOT) has a Combined AI Rating of BUY from Claude (HOLD) and ChatGPT (BUY) with 69% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are ROOT's key strengths?

Claude: Strong revenue growth of 29% YoY with net income growing faster at 31.2%, indicating operational leverage. Fortress balance sheet with $597.2M in cash equivalents providing substantial financial flexibility. ChatGPT: Strong top-line growth with positive operating and net income. Healthy ROE (14%) with moderate leverage and ample cash.

What are the risks of investing in ROOT?

Claude: Critical cash flow disconnect: operating cash flow of $9.3M against $35.9M net income suggests potential working capital management issues or earnings quality concerns. Anemic free cash flow margin of 2.4% raises sustainability questions about the profitability model. ChatGPT: Thin operating and net margins vulnerable to claims volatility. Loss-cost inflation and potential adverse reserve development.

What is ROOT's revenue and growth?

Root, Inc. reported revenue of $393.5M.

Does ROOT pay dividends?

Root, Inc. does not currently pay dividends.

Where can I find ROOT SEC filings?

Official SEC filings for Root, Inc. (CIK: 0001788882) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ROOT's EPS?

Root, Inc. has a diluted EPS of $2.09.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is ROOT a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Root, Inc. has a BUY rating with 69% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is ROOT stock overvalued or undervalued?

Valuation metrics for ROOT: ROE of 11.0% (sector avg: 12%), net margin of 9.1% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy ROOT stock in 2026?

Our dual AI analysis gives Root, Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is ROOT's free cash flow?

Root, Inc.'s operating cash flow is $9.3M, with capital expenditures of $0.0. FCF margin is 2.4%.

How does ROOT compare to other Finance stocks?

Vs Finance sector averages: Net margin 9.1% (avg: 25%), ROE 11.0% (avg: 12%), current ratio N/A (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 8, 2026 | Data as of: 2026-03-31 | Powered by Claude AI