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Financial statements

Ethos Technologies Inc. financial statements

Income statement, balance sheet and cash flow statement for the last 2 fiscal years, taken from the XBRL data Ethos Technologies 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

FY2025FY2025
Revenue255388
Cost of revenue6.536.73
Gross profit248381
Selling and marketing149229
General and administrative22.439.6
Operating income48.772.9
Interest income5.65.83
Other non-operating income5.192.82
Pre-tax income53.975.7
Income tax5.14.59
Net income48.871.2
EBITDA54.278.3
EPS, basic3.054.31
EPS, diluted0.851.22
Shares, basic (weighted)1616.5
Shares, diluted (weighted)57.658.4

Balance sheet

FY2025FY2025
Cash and equivalents35.191.1
Short-term investments68.334.9
Receivables30.336.5
Other current assets26.154.6
Total current assets175246
Property, plant and equipment7.428.19
Lease right-of-use assets2.542.18
Goodwill2.242.24
Intangible assets0.220.66
Long-term investments3531.5
Total assets396515
Accounts payable24.355.1
Accrued liabilities19.239.2
Total current liabilities67.6113
Lease liabilities1.861.23
Other non-current liabilities1.50
Total liabilities99135
Paid-in capital6779
Retained earnings-174-103
Other comprehensive income-0.48-0.55
Shareholders' equity-107-24.1
Total equity-107-24.1
Total liabilities and equity396515
Shares outstanding1616.6

Cash flow statement

FY2025FY2025
Net income48.871.2
Depreciation and amortization5.445.36
Stock-based compensation3.1710.6
Deferred income tax3.914.62
Change in receivables-13.6-11.2
Change in payables12.730.6
Cash from operations-10.936.2
Capital expenditures-0.78-1.49
Purchases of investments-155-66.7
Sales and maturities of investments14599.9
Cash from investing-0.931.9
Dividends paid0
Cash from financing21.9-12
Exchange rate effect0-0.03
Net change in cash10.156
Free cash flow-11.734.7
Income taxes paid0.521.76

Key metrics

Worked out from the statements above. Latest values use fiscal 2025. Valuation uses the share price of $34.30 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Gross margin98.3%Gross profit / revenue.
Operating margin18.8%Operating income / revenue.
EBITDA margin20.2%EBITDA (operating income + depreciation and amortization) / revenue.
Pre-tax margin19.5%Pre-tax income / revenue.
Net margin18.4%Net income / revenue.
FCF margin9.0%Free cash flow (cash from operations - capital expenditures) / revenue.
Operating cash flow margin9.3%Cash from operations / revenue.
Effective tax rate6.1%Income tax / pre-tax income, when pre-tax income is positive.
Return on assets (ROA)15.6%Net income / average total assets.
Stock-based pay / revenue2.7%Stock-based compensation (from the cash flow statement) / revenue.
Capex / revenue0.4%Capital expenditures / revenue.
D&A / revenue1.4%Depreciation and amortization / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y52.0%Revenue vs the same period a year earlier. Only from a positive base.
Gross profit growth, 1y53.3%Gross profit vs the same period a year earlier. Only from a positive base.
Operating income growth, 1y49.6%Operating income vs the same period a year earlier. Only from a positive base.
EBITDA growth, 1y44.5%EBITDA vs the same period a year earlier. Only from a positive base.
Net income growth, 1y45.7%Net income vs the same period a year earlier. Only from a positive base.
EPS growth, 1y43.5%EPS vs the same period a year earlier. Only from a positive base.
Total assets growth, 1y30.2%Total assets vs the same period a year earlier. Only from a positive base.
Share count change, 1y1.4%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.

Balance sheet health

MetricValueHow it is calculated
Current ratio2.17xCurrent assets / current liabilities.
Quick ratio1.44x(Cash + short-term investments + receivables) / current liabilities.
Cash ratio1.11x(Cash + short-term investments) / current liabilities.
Liabilities / assets26.3%Total liabilities / total assets.
Working capital$132.6MCurrent assets - current liabilities.
Goodwill and intangibles / assets0.6%(Goodwill + intangible assets) / total assets.
Tangible book value-$27.0MShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover0.85xRevenue / average total assets.
Fixed asset turnover49.7xRevenue / average property, plant and equipment.
Receivables turnover11.6xRevenue / average receivables.
Days sales outstanding31 days365 x average receivables / revenue.
Days payables2,151 days365 x average accounts payable / cost of revenue.
FCF conversion48.8%Free cash flow / net income, when net income is positive.
Capex / operating cash flow4.1%Capital expenditures / cash from operations, when that is positive.

Per share

MetricValueHow it is calculated
EPS, diluted$1.22Net income per diluted share, as reported (split-adjusted). Over the last twelve months: the four quarters summed, or net income / latest diluted shares when a quarter has no reported EPS.
EPS, basic$4.31Net income per basic share, as reported (split-adjusted).
Revenue per share$6.64Revenue / diluted weighted shares.
FCF per share$0.59Free cash flow / diluted weighted shares.
Operating cash flow per share$0.62Cash from operations / diluted weighted shares.
Book value per share-$1.45Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share-$1.62Tangible book value / shares outstanding.
Cash per share$7.57(Cash + short-term investments) / shares outstanding.
Payout ratio0.0%Dividends paid / net income, when net income is positive.
Dividends / FCF0.0%Dividends paid / free cash flow, when free cash flow is positive.

Valuation

MetricValueHow it is calculated
Market cap$2.19BShare price x shares outstanding.
Enterprise value$2.06BMarket cap + total debt - cash - short-term investments.
P/E30.7xMarket cap / net income. Only when net income is positive.
P/S5.64xMarket cap / revenue.
P/FCF63.0xMarket cap / free cash flow. Only when free cash flow is positive.
P/OCF60.4xMarket cap / cash from operations, when positive.
EV/Sales5.32xEnterprise value / revenue.
EV/EBIT28.3xEnterprise value / operating income, when both are positive.
EV/EBITDA26.3xEnterprise value / EBITDA, when both are positive.
EV/FCF59.3xEnterprise value / free cash flow, when both are positive.
FCF yield1.6%Free cash flow / market cap.
Earnings yield3.3%Net income / market cap (the inverse of P/E).
Dividend yield0.0%Dividends paid over the period / market cap.
Shareholder yield0.0%(Dividends paid + share buybacks) / market cap.
What was Ethos Technologies Inc.'s revenue in fiscal 2025?

Ethos Technologies Inc. reported revenue of $387.6M for fiscal 2025, 52% higher than the year before.

Was Ethos Technologies Inc. profitable in fiscal 2025?

Yes. Net income was $71.2M, a net margin of 18.4%.

How much free cash flow did Ethos Technologies Inc. generate in fiscal 2025?

Cash from operations of $36.2M minus capital expenditures of $1.5M left free cash flow of $34.7M.

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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