TIPT:NSC-Tiptree Financial Inc. (USD)

EQUITY | Insurance - Specialty | NASDAQ Capital Market

Last Closing

USD 17.28

Change

+0.03 (+0.17)%

Market Cap

USD 0.28B

Volume

0.08M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Tiptree Financial Inc through its subsidiaries operates in four industries: insurance & insurance services, specialty finance, asset management and real estate. The Company's principal investments are included in a corporate and others segment.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-17 )

Largest Industry Peers for Insurance - Specialty

Symbol Name Price(Change) Market Cap
RYAN Ryan Specialty Group Holdings ..

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FNF Fidelity National Financial In..

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AIZ Assurant Inc

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AXS AXIS Capital Holdings Ltd

+1.06 (+1.46%)

USD 6.16B
ESNT Essent Group Ltd

+0.33 (+0.59%)

USD 5.99B
FAF First American Corporation

+0.32 (+0.58%)

USD 5.69B
MTG MGIC Investment Corp

+0.33 (+1.60%)

USD 5.65B
RDN Radian Group Inc

+0.28 (+0.90%)

USD 4.76B
AGO Assured Guaranty Ltd

+0.76 (+0.99%)

USD 4.23B
AXS-PE AXIS Capital Holdings Limited

+0.10 (+0.47%)

USD 4.19B

ETFs Containing TIPT

N/A

Market Performance

  Market Performance vs. Industry/Classification (Insurance - Specialty) Market Performance vs. Exchange (NASDAQ Capital Market)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -8.86% 13% F 14% F
Dividend Return 0.63% 27% F 32% F
Total Return -8.23% 13% F 13% F
Trailing 12 Months  
Capital Gain 28.00% 73% C 79% B-
Dividend Return 1.63% 8% B- 23% F
Total Return 29.63% 60% D- 77% C+
Trailing 5 Years  
Capital Gain 181.43% 100% F 92% A
Dividend Return 14.33% 50% F 55% F
Total Return 195.77% 100% F 93% A
Average Annual (5 Year Horizon)  
Capital Gain 35.25% 100% F 92% A
Dividend Return 37.25% 100% F 92% A
Total Return 2.00% 25% F 46% F
Risk Return Profile  
Volatility (Standard Deviation) 57.29% 13% F 15% F
Risk Adjusted Return 65.02% 93% A 86% B+
Market Capitalization 0.28B 20% F 48% F

Key Financial Ratios

  Ratio vs. Industry/Classification (Insurance - Specialty) Ratio vs. Market (NASDAQ Capital Market)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 16.10 13% 25%
Price/Book Ratio 1.40 36% 56%
Price / Cash Flow Ratio 8.60 40% 44%
Price/Free Cash Flow Ratio 14.41 100% 27%
Management Effectiveness  
Return on Equity 9.25% 29% 54%
Return on Invested Capital -9.02% 13% 12%
Return on Assets 1.80% 60% 42%
Debt to Equity Ratio 48.57% 33% 62%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector