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| 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 |