Root (ROOT) Invested Capital (2019 - 2026)
Root (ROOT) posted quarterly Invested Capital of $526.2 million for Q1 2026, up 22.74% year-over-year from $428.7 million in Q1 2025, and up 8.58% on a QoQ basis from $484.6 million in Q4 2025.
Root (ROOT) Invested Capital (2019 - 2026) Analysis & Trends
Root (ROOT) has reported Invested Capital for 8 consecutive years, with $526.2 million the latest figure, recorded in Q1 2026.
- In Q1 2026, Invested Capital rose 22.74% year-over-year to $526.2 million; the TTM figure through Mar 2026 stood at $526.2 million (up 22.74% YoY), while the FY2025 annual figure was $484.6 million, up 20.01% from the prior year.
- Invested Capital came in at $526.2 million for Q1 2026 at Root, up from $484.6 million in the prior quarter.
- The five-year high for Invested Capital was $758.4 million in Q1 2022, with the low at $403.8 million in Q4 2024.
- Average Invested Capital over 5 years is $515.6 million, with a median of $482.8 million recorded in 2024.
- Across the five-year window, Invested Capital slumped 32.68% in 2022 and rose 22.74% in 2026, its largest moves.
- Year by year, Invested Capital stood at $572.5 million in 2022, then declined by 18.83% to $464.7 million in 2023, then declined by 13.11% to $403.8 million in 2024, then grew by 20.01% to $484.6 million in 2025, then increased by 8.58% to $526.2 million in 2026.
- According to Business Quant data, Invested Capital over the past three periods registered $526.2 million, $484.6 million, and $465.4 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Markel | 7,105.55 Bn | 7,090.09 Bn | 2.38 Bn | 22.51 Bn |
| 2 | Progressive | 131.92 Bn | 127.57 Bn | 8.36 Bn | 40.43 Bn |
| 3 | Chubb | 78.78 Bn | 71.35 Bn | 8.64 Bn | 89.76 Bn |
| 4 | Cincinnati Financial | 74.32 Bn | 73.06 Bn | 2.60 Bn | 16.51 Bn |
| 5 | Travelers Companies | 72.03 Bn | 48.11 Bn | 5.54 Bn | 41.25 Bn |
| 6 | Allstate | 63.08 Bn | 38.49 Bn | 14.72 Bn | 39.08 Bn |
| 7 | Fairfax Financial Holdings | 34.53 Bn | 39.18 Bn | - | 26.01 Bn |
| 8 | Loews | 23.53 Bn | 11.27 Bn | -1.32 Bn | 18.71 Bn |
| 9 | Selective Insurance | 20.82 Bn | 19.07 Bn | 543.42 Mn | 4.49 Bn |
| 10 | Root | 936.16 Mn | 328.16 Mn | 366.20 Mn | 526.20 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 526.20 Mn |
| Dec 31, 2025 | 484.60 Mn |
| Sep 30, 2025 | 465.40 Mn |
| Jun 30, 2025 | 444.60 Mn |
| Mar 31, 2025 | 428.70 Mn |
| Dec 31, 2024 | 403.80 Mn |
| Sep 30, 2024 | 482.80 Mn |
| Jun 30, 2024 | 451.40 Mn |
| Mar 31, 2024 | 465.00 Mn |
| Dec 31, 2023 | 464.70 Mn |
| Sep 30, 2023 | 475.40 Mn |
| Jun 30, 2023 | 511.80 Mn |
| Mar 31, 2023 | 540.00 Mn |
| Dec 31, 2022 | 572.50 Mn |
| Sep 30, 2022 | 615.70 Mn |
| Jun 30, 2022 | 673.60 Mn |
| Mar 31, 2022 | 758.40 Mn |
| Dec 31, 2021 | 536.40 Mn |
| Sep 30, 2021 | 837.70 Mn |
| Jun 30, 2021 | 959.10 Mn |