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Exzeo Group, Inc. (XZO) 10-Year Financial Performance & Capital Metrics

XZO • • Insurance & Managed Care
  • Revenue $134M +51.6%
  • Combined Ratio 60.53% -25.1%
  • Net Income $44M +112.3%
  • Return on Equity 102.13% +90.3%
  • Medical Cost Ratio 60.53% -25.1%
  • Operating Margin 28.38% +881.6%
  • Net Margin 32.93% +40.0%
  • ROA 12.33% +133.4%
  • Equity / Assets 17.3% +52.7%
  • Book Value per Share 0.17 -78.1%
  • Tangible BV/Share 0.17 -78.1%
  • Debt/Equity 0.54 -42.1%
Technical Analysis

Key Insights

Based on financial data analysis

✓Strengths

  • ✓Strong Piotroski F-Score: 8/9
  • ✓Good 3Y average ROE of 16.7%

✗Weaknesses

No significant weaknesses identified

* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.

Price & Volume

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Growth Metrics

Revenue CAGR

10Y-
5Y-
3Y84.46%
TTM-

Profit (Net Income) CAGR

10Y-
5Y-
3Y-
TTM-

EPS CAGR

10Y-
5Y-
3Y-
TTM-

ROCE

10Y Avg1.51%
5Y Avg1.51%
3Y Avg1.51%
Latest10.63%

Profit & Loss

Dec 2019Dec 2020Dec 2023Dec 2024
Revenue+21.34M51.7M88.33M133.95M
Revenue Growth %-1.42%0.71%0.52%
Medical Costs & Claims+15.4M49.64M71.35M81.07M
Medical Cost Ratio %----
Gross Profit+5.94M2.06M16.98M52.87M
Gross Margin %----
Gross Profit Growth %--0.65%7.23%2.11%
Operating Expenses+0000
OpEx / Revenue %----
Depreciation & Amortization676K1.1M2.2M2.36M
Combined Ratio %----
Operating Income+-1.73M-8.69M2.55M38.02M
Operating Margin %----
Operating Income Growth %--4.02%1.29%13.89%
EBITDA+-1.05M-7.59M4.76M40.38M
EBITDA Margin %----
Interest Expense0000
Non-Operating Income0000
Pretax Income+-8.49M-16.46M883K35.24M
Pretax Margin %----
Income Tax+-1.58M-4.04M-12.02M9.17M
Effective Tax Rate %----
Net Income+-6.91M-12.42M20.77M44.1M
Net Margin %----
Net Income Growth %--0.8%2.67%1.12%
EPS (Diluted)+-0.08-0.140.130.37
EPS Growth %--0.84%1.93%1.85%
EPS (Basic)-0.08-0.140.130.37
Diluted Shares Outstanding90.78M90.78M90.78M90.78M

Balance Sheet

Dec 2019Dec 2020Dec 2023Dec 2024
Total Assets+96.23M160.76M625.57M89.64M
Asset Growth %-0.67%2.89%-0.86%
Total Investment Assets+491K2.14M00
Long-Term Investments0000
Short-Term Investments491K2.14M00
Total Current Assets+0000
Cash & Equivalents51.86M101.72M15.05M54.5M
Receivables1000K1000K1000K1000K
Other Current Assets-58.73M-111.8M-24.18M-60.18M
Goodwill & Intangibles+0000
Goodwill0000
Intangible Assets0000
PP&E (Net)6.39M6.37M17.36M18.8M
Other Assets-8.4M-9.55M-17.92M-19M
Total Liabilities79.27M154.21M554.71M74.13M
Total Debt+738K22.32M65.93M8.35M
Net Debt-51.12M-79.41M50.87M-46.15M
Long-Term Debt022M58.15M0
Short-Term Debt001.74M2.13M
Total Current Liabilities+0000
Accounts Payable0000
Deferred Revenue0000
Other Current Liabilities00-1.74M-2.13M
Deferred Taxes1000K1000K1000K1000K
Other Liabilities-42.53M-93.83M-105.43M-64.11M
Total Equity+16.96M6.55M70.86M15.51M
Equity Growth %--0.61%9.82%-0.78%
Shareholders Equity16.96M6.55M70.86M15.51M
Minority Interest0000
Retained Earnings16.82M-4.91M-92.5M-57.33M
Common Stock075K80K83K
Accumulated OCI143K384K-1.8M0
Return on Equity (ROE)-0.41%-1.06%0.54%1.02%
Return on Assets (ROA)-0.07%-0.1%0.05%0.12%
Equity / Assets----
Debt / Equity0.04x3.41x0.93x0.54x
Book Value per Share0.190.070.780.17
Tangible BV per Share----

Cash Flow

Dec 2019Dec 2020Dec 2023Dec 2024
Cash from Operations+33.09M30.38M59.37M191.91M
Operating CF Growth %--0.08%0.95%2.23%
Operating CF / Revenue %----
Net Income-6.91M-12.42M12.7M25.52M
Depreciation & Amortization676K1.1M2.2M2.36M
Stock-Based Compensation0000
Deferred Taxes0000
Other Non-Cash Items3.19M1.75M46.66M148.23M
Working Capital Changes36.13M39.95M-2.19M15.8M
Cash from Investing+-735K-2.51M-16.6M-192.52M
Capital Expenditures-2.45M-1.49M-3.25M-3.33M
Acquisitions0000
Purchase of Investments-11.93M-18.51M00
Sale/Maturity of Investments1000K1000K00
Other Investing00-13.35M-189.19M
Cash from Financing+4.99M21.99M-7.12M-6.4M
Dividends Paid00-6.76M-2.92M
Share Repurchases00-352K-100.48M
Stock Issued5M10K00
Debt Issuance (Net)-12K1000K-9K1000K
Other Financing0-9K00
Net Change in Cash+51.86M49.86M15.05M39.45M
Exchange Rate Effect1000K2K-1000K1000K
Cash at Beginning051.86M015.05M
Cash at End51.86M101.72M15.05M54.5M
Free Cash Flow+30.64M28.9M56.12M188.58M
FCF Growth %--0.06%0.94%2.36%
FCF Margin %----
FCF per Share0.340.320.622.08

Key Ratios

Metric2019202020232024
Combined Ratio72.17%96.01%80.78%60.53%
Medical Cost Ratio72.17%96.01%80.78%60.53%
Return on Equity (ROE)-40.74%-105.67%53.67%102.13%
Return on Assets (ROA)-7.18%-9.67%5.28%12.33%
Equity / Assets17.63%4.07%11.33%17.3%
Book Value / Share0.190.070.780.17
Debt / Equity0.04x3.41x0.93x0.54x
Revenue Growth-142.27%70.85%51.64%

Frequently Asked Questions

Growth & Financials

Exzeo Group, Inc. (XZO) grew revenue by 51.6% over the past year. This is strong growth.

Exzeo Group, Inc. (XZO) reported a net loss of $18.3M for fiscal year 2024.

Dividend & Returns

Exzeo Group, Inc. (XZO) has a return on equity (ROE) of 102.1%. This is excellent, indicating efficient use of shareholder capital.

Industry Metrics

Exzeo Group, Inc. (XZO) has a combined ratio of 0.0%. A ratio below 100% indicates underwriting profitability.

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