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Financial statements

DONEGAL GROUP INC financial statements

Income statement, balance sheet and cash flow statement for the last 10 fiscal years, taken from the XBRL data DONEGAL GROUP INC files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Revenue688739772812778816848927990978
Interest expense1.661.592.31.581.20.90.620.620.951.35
Interest income26.527.629.832.532.634.136.743.748.856.9
Other non-operating income2.92.631.721.58
Pre-tax income41.312.1-48.257.163.330.3-3.645.0662.397.6
Income tax10.55-15.59.9310.55.08-1.680.6411.518.3
Net income30.87.12-32.847.252.825.3-1.964.4350.979.3

Balance sheet

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Cash and equivalents24.637.852.649.310357.725.123.852.926.8
Short-term investments9.371116.71420.9
Property, plant and equipment6.677.284.694.564.392.962.762.632.482.33
Goodwill5.635.635.635.635.635.635.635.635.635.63
Intangible assets0.960.960.960.960.960.960.960.960.960.96
Total assets1,6231,7381,8321,9232,1612,2552,2432,2662,3362,387
Total liabilities1,1851,2891,4331,4721,6431,7241,7601,7871,7901,746
Paid-in capital237255261268289305326336370392
Retained earnings245237193223258264241218245298
Treasury stock-41.2-41.2-41.2-41.2-41.2-41.2-41.2-41.2-41.2-41.2
Other comprehensive income-2.25-2.68-14.20.511.13.28-41.7-32.9-28.2-8.3
Shareholders' equity439449399451518531484480546640
Total equity439449399451518531484480546640
Total liabilities and equity1,6231,7381,8321,9232,1612,2552,2432,2662,3362,387

Cash flow statement

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Net income30.87.12-32.847.252.825.3-1.964.4350.979.3
Depreciation and amortization6.596.116.615.576.725.844.844.333.873.08
Stock-based compensation2.521.71.41.10.970.820.880.981
Cash from operations608163.876.410176.767.128.667.470.2
Purchases of investments-162-139-117-166-177-164-152-150-148-343
Sales and maturities of investments82.699.510511917216675.858.3117149
Cash from investing-51.3-58.4-37.6-43.4-99.7-62.2-98.5-16.7-48-91.1
Stock issued13.815.53.254.8319.314.219.38.6532.420.5
Dividends paid-14.1-14.8-15.7-16.1-17-19.1-20.5-21.9-22.7-25.7
Cash from financing-12.3-9.31-11.4-36.352.3-59.9-1.2-13.29.73-5.21
Net change in cash-3.5513.214.8-3.2853.8-45.4-32.6-1.3329.1-26.1
Interest paid1.381.341.280.321.191.150.620.620.97
Income taxes paid7.313.05-3.29-9.8312.86.24.50.253.7522.7

Key metrics

Worked out from the statements above. Latest values use the trailing twelve months to June 30, 2026; growth uses fiscal years. Valuation uses the share price of $18.20 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Pre-tax margin9.1%Pre-tax income / revenue.
Net margin7.4%Net income / revenue.
Operating cash flow margin6.1%Cash from operations / revenue.
Effective tax rate18.9%Income tax / pre-tax income, when pre-tax income is positive.
Return on equity (ROE)10.7%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)2.9%Net income / average total assets.
Stock-based pay / revenue0.1%Stock-based compensation (from the cash flow statement) / revenue.
D&A / revenue0.3%Depreciation and amortization / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y-1.2%Revenue vs the same period a year earlier. Only from a positive base.
Revenue CAGR, 3y4.9%Compound annual growth of revenue over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Revenue CAGR, 5y4.7%Compound annual growth of revenue over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Net income growth, 1y56.0%Net income vs the same period a year earlier. Only from a positive base.
Net income CAGR, 5y8.5%Compound annual growth of net income over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Operating cash flow growth, 1y4.1%Operating cash flow vs the same period a year earlier. Only from a positive base.
Operating cash flow CAGR, 3y1.5%Compound annual growth of operating cash flow over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Operating cash flow CAGR, 5y-7.0%Compound annual growth of operating cash flow over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Book value growth, 1y17.3%Book value vs the same period a year earlier. Only from a positive base.
Book value CAGR, 3y9.8%Compound annual growth of book value over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Book value CAGR, 5y4.3%Compound annual growth of book value over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Total assets growth, 1y2.2%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y2.1%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets CAGR, 5y2.0%Compound annual growth of total assets over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.

Balance sheet health

MetricValueHow it is calculated
Liabilities / assets73.2%Total liabilities / total assets.
Goodwill and intangibles / assets0.3%(Goodwill + intangible assets) / total assets.
Tangible book value$659.5MShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover0.39xRevenue / average total assets.
Fixed asset turnover844xRevenue / average property, plant and equipment.

Per share

MetricValueHow it is calculated
Payout ratio37.8%Dividends paid / net income, when net income is positive.

Valuation

MetricValueHow it is calculated
Market cap$675.6MShare price x shares outstanding.
Enterprise value$651.8MMarket cap + total debt - cash - short-term investments.
P/E9.50xMarket cap / net income. Only when net income is positive.
P/S0.70xMarket cap / revenue.
P/B1.01xMarket cap / shareholders' equity. Only when equity is positive.
Price / tangible book1.02xMarket cap / tangible book value, when positive.
P/OCF11.6xMarket cap / cash from operations, when positive.
EV/Sales0.68xEnterprise value / revenue.
Earnings yield10.5%Net income / market cap (the inverse of P/E).
Dividend yield4.0%Dividends paid over the period / market cap.
Shareholder yield4.0%(Dividends paid + share buybacks) / market cap.
What was DONEGAL GROUP INC's revenue in fiscal 2025?

DONEGAL GROUP INC reported revenue of $978.0M for fiscal 2025, 1.2% lower than the year before.

Was DONEGAL GROUP INC profitable in fiscal 2025?

Yes. Net income was $79.3M, a net margin of 8.1%.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

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