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Financial statements

Exzeo Group, Inc. financial statements

Income statement, balance sheet and cash flow statement for the last 3 fiscal years, taken from the XBRL data Exzeo 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

FY2023FY2025FY2025
Revenue88.3134217
Cost of revenue71.180.786
Gross profit17.353.2131
Research and development6.536.518.83
Selling, general and administrative7.98.3415.7
Operating expenses14.715.225
Operating income2.5538106
Pre-tax income0.8835.2110
Income tax-129.1727.5
Net income21.545.382.7
EBITDA4.4540.2108
EPS, basic0.150.440.99
EPS, diluted0.150.440.99
Shares, basic (weighted)76.177.580.2
Shares, diluted (weighted)76.177.580.2

Balance sheet

FY2023FY2025FY2025
Cash and equivalents15.154.5305
Receivables02.91
Other current assets0.040.04
Total current assets67.2326
Property, plant and equipment10.810.7
Lease right-of-use assets8.056.88
Long-term investments0
Other non-current assets0.27
Total assets89.4348
Accounts payable2.132.95
Accrued liabilities1.371.64
Deferred revenue47.270.9
Total current liabilities56.484.4
Lease liabilities6.224.83
Other non-current liabilities0.79
Total liabilities73.993.6
Paid-in capital72.8229
Retained earnings-57.325.4
Other comprehensive income00
Shareholders' equity15.5254
Total equity-25.315.5254
Total liabilities and equity89.4348
Shares outstanding82.890.9

Cash flow statement

FY2023FY2025FY2025
Net income21.545.382.7
Depreciation and amortization1.92.232.41
Stock-based compensation2.933.382.64
Deferred income tax-5.731.53-5.1
Change in receivables00-2.91
Change in payables0.610.440.43
Cash from operations10.249.3100
Capital expenditures-3.25-3.33-2.84
Cash from investing-3.25-3.33-2.84
Debt repaid-0.01-2.990
Share buybacks-0.35-0.48-1.49
Cash from financing-7.12-6.4154
Exchange rate effect-0.04-0.09-0.23
Net change in cash35.6-7.09251
Free cash flow6.9145.997.5
Interest paid1.683.470
Income taxes paid-10.513.932.3

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 $15.21 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Gross margin62.3%Gross profit / revenue.
Operating margin48.5%Operating income / revenue.
EBITDA margin49.6%EBITDA (operating income + depreciation and amortization) / revenue.
Pre-tax margin52.4%Pre-tax income / revenue.
Net margin39.1%Net income / revenue.
Effective tax rate25.3%Income tax / pre-tax income, when pre-tax income is positive.
Return on equity (ROE)30.1%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)22.5%Net income / average total assets.
Return on invested capital (ROIC)53.1%Approximation: operating income x (1 - tax rate) / average (total debt + equity - cash). Tax rate is the effective rate when between 0% and 50%, else 21%.
R&D / revenue4.1%Research and development expense / revenue.
SG&A / revenue9.5%Selling, general and administrative expense / revenue.
Stock-based pay / revenue0.9%Stock-based compensation (from the cash flow statement) / revenue.
D&A / revenue1.1%Depreciation and amortization / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y62.0%Revenue vs the same period a year earlier. Only from a positive base.
Gross profit growth, 1y146.2%Gross profit vs the same period a year earlier. Only from a positive base.
Operating income growth, 1y178.8%Operating income vs the same period a year earlier. Only from a positive base.
EBITDA growth, 1y169.4%EBITDA vs the same period a year earlier. Only from a positive base.
Net income growth, 1y82.6%Net income vs the same period a year earlier. Only from a positive base.
EPS growth, 1y125.0%EPS vs the same period a year earlier. Only from a positive base.
Operating cash flow growth, 1y103.6%Operating cash flow vs the same period a year earlier. Only from a positive base.
Free cash flow growth, 1y112.2%Free cash flow vs the same period a year earlier. Only from a positive base.
Book value growth, 1y1,539.0%Book value vs the same period a year earlier. Only from a positive base.
Total assets growth, 1y288.8%Total assets vs the same period a year earlier. Only from a positive base.
Share count change, 1y3.5%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 ratio1.85xCurrent assets / current liabilities.
Quick ratio1.51x(Cash + short-term investments + receivables) / current liabilities.
Cash ratio1.49x(Cash + short-term investments) / current liabilities.
Liabilities / assets25.3%Total liabilities / total assets.
Working capital$78.0MCurrent assets - current liabilities.
Tangible book value$288.2MShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover0.57xRevenue / average total assets.
Fixed asset turnover22.8xRevenue / average property, plant and equipment.
Receivables turnover124xRevenue / average receivables.
Days sales outstanding3 days365 x average receivables / revenue.
Days payables37 days365 x average accounts payable / cost of revenue.

Per share

MetricValueHow it is calculated
EPS, diluted$0.98Net 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.
Revenue per share$2.51Revenue / diluted weighted shares.
Book value per share$3.19Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share$3.19Tangible book value / shares outstanding.
Cash per share$1.52(Cash + short-term investments) / shares outstanding.

Valuation

MetricValueHow it is calculated
Market cap$1.37BShare price x shares outstanding.
Enterprise value$1.23BMarket cap + total debt - cash - short-term investments.
P/E15.8xMarket cap / net income. Only when net income is positive.
P/S6.18xMarket cap / revenue.
P/B4.75xMarket cap / shareholders' equity. Only when equity is positive.
Price / tangible book4.75xMarket cap / tangible book value, when positive.
EV/Sales5.56xEnterprise value / revenue.
EV/EBIT11.5xEnterprise value / operating income, when both are positive.
EV/EBITDA11.2xEnterprise value / EBITDA, when both are positive.
Earnings yield6.3%Net income / market cap (the inverse of P/E).
What was Exzeo Group, Inc.'s revenue in fiscal 2025?

Exzeo Group, Inc. reported revenue of $217.0M for fiscal 2025, 62% higher than the year before.

Was Exzeo Group, Inc. profitable in fiscal 2025?

Yes. Net income was $82.7M, a net margin of 38.1%.

How much free cash flow did Exzeo Group, Inc. generate in fiscal 2025?

Cash from operations of $100.3M minus capital expenditures of $2.8M left free cash flow of $97.5M.

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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