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Ethos Technologies Inc.
Ethos Technologies Inc. is classed by the SEC under Insurance Agents, Brokers & Service (industry code 6411), based in Austin, TX. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $388 million and a profit of $71 million (its filed statements).
Brokerage businessInsurance Agents, Brokers & ServiceAustin, TXfilings since 20195 of 9 filed, 4 estimated
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a brokerage business: prior from its industry code (SEC 6411, Insurance Agents, Brokers & Service); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 6.3 out of ten, 5 of 9 metrics filed and 4 estimated: past 5.9 out of ten, present 6.9 out of ten, future 5.7 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
Surviving crises (past): 7.2 out of ten. No warning events in its filings since 2019. 72nd percentile among 30 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Track record (past): 5.2 out of ten. CrossAssetData estimate 5.2/10, confidence 20 of 100 (family median). 50th percentile among 29 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.
Shareholder treatment (past): 4.3 out of ten. Share count grew 1.4% a year. 0% of cash flow returned. Insiders: 43 sales, 3 purchases. 43rd percentile among 19 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Financial health (present): 5.2 out of ten. Leverage 105%: owes 105¢ per asset dollar. 51st percentile among 30 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 6.8 out of ten. top 32% of 30 in its family; net margin 18.4%. 68th percentile among 30 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 9.8 out of ten. CrossAssetData estimate 9.8/10, confidence 35 of 100 (one part). 98th percentile among 25 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
Room to expand (future): 7.1 out of ten. top 29% of 29 in its family for room to expand. 71st percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Growth drivers (future): 4.8 out of ten. CrossAssetData estimate 4.8/10, confidence 20 of 100 (family median). 50th percentile among 29 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.
Expectations vs reality (future): 5.3 out of ten. CrossAssetData estimate 5.3/10, confidence 20 of 100 (family median). 50th percentile among 25 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.
The filing record
Newest annual report: Form 10-K filed 2026-03-17 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-05 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-03 (on EDGAR). Newest filing: Form 8-K, 2026-10-09. Filings on record since 2019. Read from EDGAR 2026-10-12.
Who runs it
Colis, Peter George (CEO and Secretary); Wang, Lingke (President); Capozzi, Christopher M. (Chief Financial Officer); Kucharski, Brandt Walter (Chief Accounting Officer); Lantz, Erin N (Chief Revenue Officer); Sharma, Vipul (Chief Technology Officer); Botha, Roelof (director); Hung, Priscilla (director); Kunze, John H (director); Mullin, Mark W. (director); and 3 more. 13 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
Every stock is a company. We grade the company behind the stock. CrossAssetData is a company research product: no investment advice, no price targets, no price predictions; every claim carries its source, and unseen means unseen. The full file draws when the page's script runs: the essentials, the balance sheet, the estimators, the trend, and every filing of the last ten years.