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Root, Inc. ROOT Investment management and advisory fees

Investment management and advisory fees at other companies

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$5.13M+30.3%
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Eastern Bankshares, Inc.EBC
$18.31M+11.4%
Chimera Investment Corp. logo
Chimera Investment Corp.CIM
$7.17M-19.8%
Root, Inc. logo
Root, Inc.ROOT
$20.3M+8.6%
ASI
Ategrity Specialty Insurance Company HoldingsASIC
$2.22M+297%

Other financials

Income statement

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Revenue$393.5M+12.6%
Operating income$40.9M+72.6%
Net income$35.9M+95.1%
EPS (diluted)$2.09+95.3%

Balance sheet

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Cash & equivalents$608.9M-0.3%
Total debt$200.3M+0.2%
Total equity$325.9M+42.5%
Total assets$1.7B+6.3%

Cash flow

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Operating cash flow$9.3M-65.3%
CapEx-—
Free cash flow$70.1M+1.3%

Valuation

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Market cap$840.38M-61.1%
Enterprise value$431.78M-75.6%
P/E14.5×-24.4×
P/S0.5×-1.2×

Profitability

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Operating margin5.1%-2.6pp
Net margin3.7%-0.7pp
FCF margin13.6%-3.0pp

Returns & leverage

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Return on equity20.8%-7.3pp
Debt / equity0.6×-0.3×

Where this comes from

Reported directly by Root, Inc. in its filing.

Tagged under the XBRL concept us-gaap:FeeIncome.

The official record: Root, Inc.’s 10-Q, filed May 6, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Root, Inc.'s investment management and advisory fees?
Root, Inc. (ROOT) reported investment management and advisory fees of $20.3M in Q1 2026.
How has Root, Inc.'s investment management and advisory fees changed year-over-year?
Root, Inc.'s investment management and advisory fees increased by 8.6% year-over-year, from $18.7M to $20.3M.
What is the long-term trend for Root, Inc.'s investment management and advisory fees?
Over 4 years (2021 to 2025), Root, Inc.'s investment management and advisory fees has grown at a 39.1% compound annual growth rate (CAGR), from $20.9M to $78.3M.
What does investment management and advisory fees mean?
This captures revenue generated from service fees, administrative charges, or advisory services provided by the company outside of traditional insurance premiums. It highlights the company's ability to diversify its revenue base beyond underwriting risk. Growth in this area suggests successful monetization of the company's technology platform or service ecosystem.