TIPT Stock Analysis: Tiptree | NASDAQ

Insurance - Specialty | NASDAQ, USA | Market Cap: 669m USD | 12M Return: -14.3% | Charts, Fundamentals & Technical Analysis

Specialty Insurance, Property Insurance, Casualty Insurance, Asset Management
Total Rating 25
Safety 69
Buy Signal -0.49
Insurance - Specialty
Industry Rotation: +12.2
Market Cap: 669M
Avg Turnover: 4.43M
Risk 3d forecast
Volatility29.6%
VaR 5th Pctl4.81%
VaR vs Median-1.12%
Reward TTM
Sharpe Ratio-0.47
Rel. Str. IBD29
Rel. Str. Peer Group14.8
Character TTM
Beta0.447
Beta Downside0.336
Hurst Exponent0.400
Drawdowns 3y
Max DD37.87%
CAGR/Max DD0.24
CAGR/Mean DD0.60
EPS (Earnings per Share) EPS (Earnings per Share) of TIPT over the last years for every Quarter: "2021-06": 0.24, "2021-09": 0.06, "2021-12": -0.01, "2022-03": -0.03, "2022-06": -0.64, "2022-09": 0.38, "2022-12": 0.0234, "2023-03": -0.03, "2023-06": 0.1585, "2023-09": 0.04, "2023-12": 0.876, "2024-03": 0.2213, "2024-06": 0.3077, "2024-09": 0.2874, "2024-12": 0.4719, "2025-03": 0.1289, "2025-06": 0.37, "2025-09": 0.1254, "2025-12": 0.5568, "2026-03": 0.3379,
EPS CAGR: 44.41%
EPS Trend: 55.7%
Qual. Beats: 0
Revenue Revenue of TIPT over the last years for every Quarter: 2021-06: 299.687, 2021-09: 286.606, 2021-12: 320.203, 2022-03: 324.903, 2022-06: 339.843, 2022-09: 363.443, 2022-12: 369.487, 2023-03: 381.625, 2023-06: 404.518, 2023-09: 416.564, 2023-12: 446.218, 2024-03: 504.733, 2024-06: 547.393, 2024-09: 494.046, 2024-12: 503.072, 2025-03: 496.699, 2025-06: 526.974, 2025-09: 523.399, 2025-12: -1546.584, 2026-03: 7.467,
Rev. CAGR: -98.28%
Rev. Trend: -85.5%
Qual. Beats: 0

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.0% 0
Feb -0.8% 14
Mar +2.3% 24
Apr -5.1% 19
May +1.6% 0
Jun +2.4% 12
Jul -0.6% 5
Aug +2.4% 25
Sep -3.9% 39
Oct +1.2% 8
Nov +8.3% 43
Dec +0.2% 5

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: TIPT Tiptree

Tiptree Inc. (NASDAQ: TIPT) is a U.S.-based company with no significant current operations, having previously provided specialty insurance products. It was incorporated in 2007 as Tiptree Financial Inc., adopted its current name in December 2016, and is headquartered in Greenwich, Connecticut.

Within the GICS classification, Tiptree falls under the Property & Casualty Insurance sub-industry, a segment of the Financials sector that underwrites coverage for property damage and liability-related exposures. The specialty insurance category, which was the companys prior operating focus, typically addresses niche or non-standard risk areas outside the scope of mainstream commercial carriers.

Headlines to Watch Out For
  • Specialty insurance runoff continues as operating wind-down proceeds
  • Share repurchases accelerate capital return to remaining shareholders
  • Strategic alternatives review may unlock asset value or catalyze sale
Piotroski VR-10 (Strict) 2.0
Net Income: 43.5m TTM > 0 and > 6% of Revenue
FCF/TA: 0.03 > 0.02 and ΔFCF/TA 0.24 > 1.0
NWC/Revenue: -15.0k% < 20% (prev -49.56%; Δ -15.0k% < -1%)
CFO/TA 0.03 > 3% & CFO 183.4m > Net Income 43.5m
Net Debt/EBITDA: error (EBITDA <= 0)
Current Ratio: 0.32 > 1.5 & < 3
Outstanding Shares: last quarter (41.9m) vs 12m ago 8.98% < -2%
Gross Margin: error (current vs previous; cannot be calculated due to missing/invalid data or negative margin)
Asset Turnover: 0.01% > 50% (prev 35.08%; Δ -35.07% > 0%)
Interest Coverage Ratio: error (cannot be calculated; needs correct EBIT TTM and Interest Expense TTM)
Altman Z'' -0.02
A: -0.01 (Total Current Assets 34.0m - Total Current Liabilities 107.4m) / Total Assets 6.97b
B: 0.02 (Retained Earnings 133.6m / Total Assets 6.97b)
C: -0.01 (EBIT TTM -92.8m / Avg Total Assets 6.39b)
D: 0.08 (Book Value of Equity 504.3m / Total Liabilities 6.22b)
Altman-Z'' = -0.02 = B
What is the price of TIPT shares?

As of July 21, 2026, the stock is trading at USD 17.82 with a total of 171,125 shares traded. Over the past week, the price has changed by -1.27%, over one month by +2.06%, over three months by +3.02% and over the past year by -14.26%.

Current recommended Stop Loss: 16.90 (which is 5.2% or 2.1 ATR below the current price).

Is TIPT a buy, sell or hold?

Tiptree has no consensus analysts rating.

Tiptree (TIPT) - Fundamental Data Overview as of 20 July 2026
Market Cap USD = 668.7m (668.7m USD * 1.0 USD.USD)
P/E Forward = 12.1065
P/S = 0.2955
P/B = 1.3261
P/EG = 3.1371
Revenue TTM = 488k USD
EBIT TTM = -92.8m USD
EBITDA TTM = -91.4m USD
Long Term Debt = 64.1m USD (from longTermDebt, last quarter)
Short Term Debt = 7.98m USD (from shortTermDebt, last quarter)
Debt = 88.4m USD (from shortLongTermDebtTotal, last quarter) + Leases 8.14m
Net Debt = 54.4m USD (calculated: Debt 88.4m - CCE 34.0m)
Enterprise Value = 723.1m USD (668.7m + Debt 88.4m - CCE 34.0m)
 Interest Coverage Ratio = unknown (Ebit TTM -92.8m / Interest Expense TTM 0.0)
 EV/FCF = 3.92x (Enterprise Value 723.1m / FCF TTM 184.5m)
FCF Yield = 25.51% (FCF TTM 184.5m / Enterprise Value 723.1m)
 FCF Margin = 37.8k% (FCF TTM 184.5m / Revenue TTM 488k)
 Net Margin = 8.92k% (Net Income TTM 43.5m / Revenue TTM 488k)
 Gross Margin = unknown ((Revenue TTM 488k - Cost of Revenue TTM 33.8m) / Revenue TTM)
 Tobins Q-Ratio = 0.10 (Enterprise Value 723.1m / Total Assets 6.97b)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt 88.4m)
Taxrate = 21.0% (US federal default 21%)
NOPAT = -73.3m (EBIT -92.8m * (1 - 21.00%)) [loss with tax shield]
Current Ratio = 0.32 (Total Current Assets 34.0m / Total Current Liabilities 107.4m)
Debt / Equity = 0.18 (Debt 88.4m / totalStockholderEquity, last quarter 504.3m)
 Debt / EBITDA = -0.60 (negative EBITDA) (Net Debt 54.4m / EBITDA -91.4m)
 Debt / FCF = 0.29 (Net Debt 54.4m / FCF TTM 184.5m)
Total Stockholder Equity = 504.5m (last 4 quarters mean from totalStockholderEquity)
RoA = 0.68% (Net Income 43.5m / Total Assets 6.97b)
RoE = 8.63% (Net Income TTM 43.5m / Total Stockholder Equity 504.5m)
RoCE = -16.33% (EBIT -92.8m / Capital Employed (Equity 504.5m + L.T.Debt 64.1m))
 RoIC = -1.07% (negative operating profit) (NOPAT -73.3m / Invested Capital 6.87b)
 WACC = 6.68% (E(668.7m)/V(757.1m) * Re(7.56%) + D(88.4m)/V(757.1m) * Rd(0.0%) * (1-Tc(0.21)))
Discount Rate = 7.56% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 70.25 | Cagr: 4.75%
[DCF] Terminal Value 77.97% ; FCFF base≈166.8m ; Y1≈191.3m ; Y5≈281.5m
[DCF] Fair Price = 111.3 (EV 4.24b - Net Debt 54.4m = Equity 4.18b / Shares 37.6m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 55.65 | EPS CAGR: 44.41% | SUE: N/A | # QB: 0
Revenue Correlation: -85.45 | Revenue CAGR: -98.28% | SUE: N/A | # QB: 0