TIPT:NSC-Tiptree Financial Inc. (USD)

EQUITY | Insurance - Specialty | NASDAQ Capital Market

Last Closing

USD 24.07

Change

-0.11 (-0.45)%

Market Cap

USD 0.28B

Volume

0.19M

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: 2025-04-03 )

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JRVR James River Group Holdings Ltd

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ICCH ICC Holdings Inc

N/A

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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 15.39% 100% F 90% A-
Dividend Return 0.29% 50% F 14% F
Total Return 15.68% 100% F 91% A-
Trailing 12 Months  
Capital Gain 41.17% 71% C- 90% A-
Dividend Return 2.87% 100% F 57% F
Total Return 44.05% 86% B+ 90% A-
Trailing 5 Years  
Capital Gain 405.67% 100% F 94% A
Dividend Return 25.00% 60% D- 67% D+
Total Return 430.67% 100% F 94% A
Average Annual (5 Year Horizon)  
Capital Gain 43.27% 86% B+ 87% B+
Dividend Return 45.12% 86% B+ 87% B+
Total Return 1.85% 40% F 46% F
Risk Return Profile  
Volatility (Standard Deviation) 50.74% 29% F 37% F
Risk Adjusted Return 88.93% 100% F 94% A
Market Capitalization 0.28B 57% F 69% C-

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 14% 43%
Price/Book Ratio 1.93 29% 47%
Price / Cash Flow Ratio 3.30 86% 44%
Price/Free Cash Flow Ratio 14.41 100% 26%
Management Effectiveness  
Return on Equity 12.41% 57% 82%
Return on Invested Capital 164.64% 86% 98%
Return on Assets 2.09% 29% 73%
Debt to Equity Ratio 71.75% 20% 31%

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.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to 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.

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 Earnings Growth

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

Superior Revenue Growth

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

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

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 assets

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

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 Dividend Growth

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