Root (ROOT) Invested Capital (2019 - 2026)

Root (ROOT) recorded quarterly Invested Capital of $526.2 million in Q1 2026, up 8.58% quarter-over-quarter from $484.6 million in Q4 2025, and up 22.74% on a YoY basis from $428.7 million in Q1 2025.

Root (ROOT) Invested Capital (2019 - 2026) Analysis & Trends

Root's Invested Capital history runs 8 years deep, the most recent figure standing at $526.2 million for 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 was $526.2 million for Q1 2026 at Root, up from $484.6 million in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $758.4 million in Q1 2022 to a low of $403.8 million in Q4 2024.
  • Historically, Invested Capital has averaged $515.6 million across 5 years, with a median of $482.8 million in 2024.
  • The sharpest annual moves came in 2022 and 2026: Invested Capital sank 32.68% in 2022, then climbed 22.74% in 2026.
  • A 5-year view of Invested Capital shows it stood at $572.5 million in 2022, then decreased by 18.83% to $464.7 million in 2023, then decreased by 13.11% to $403.8 million in 2024, then gained by 20.01% to $484.6 million in 2025, then advanced by 8.58% to $526.2 million in 2026.
  • The last three Invested Capital figures came in at $526.2 million (Q1 2026), $484.6 million (Q4 2025), and $465.4 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Chubb 127.40 Bn 119.98 Bn 8.64 Bn 89.76 Bn
2 Progressive 119.47 Bn 115.12 Bn 8.36 Bn 40.43 Bn
3 Travelers Companies 65.26 Bn 41.34 Bn 5.54 Bn 41.25 Bn
4 Allstate 57.33 Bn 32.74 Bn 14.72 Bn 39.08 Bn
5 Berkley W R 26.90 Bn 23.16 Bn 2.72 Bn 9.74 Bn
6 Cincinnati Financial 25.67 Bn 24.41 Bn 2.60 Bn 16.51 Bn
7 Markel 22.97 Bn 7.51 Bn 2.38 Bn 22.51 Bn
8 Loews 22.18 Bn 9.92 Bn -1.32 Bn 18.71 Bn
9 Assurant 12.79 Bn 10.87 Bn 2.01 Bn 5.87 Bn
10 Root 835.22 Mn 227.22 Mn 366.20 Mn 526.20 Mn

Historic Data

Download Data
DateValue
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