TIPT Stock Analysis: Tiptree | NASDAQ

Asset Management | NASDAQ, USA | Market Cap: 651m USD | 12M Return: -13.8% | US88822Q1031 | Charts, Fundamentals & Technical Analysis

Specialty Insurance, Property Insurance, Casualty Insurance, Asset Management
Total Rating 23
Safety 49
Buy Signal -0.62
Asset Management
Industry Rotation: -3.3
Market Cap: 651M
Avg Turnover: 3.20M
Risk 3d forecast
Volatility27.5%
VaR 5th Pctl4.51%
VaR vs Median-0.28%
Reward TTM
Sharpe Ratio-0.67
Rel. Str. IBD26.7
Rel. Str. Peer Group36.7
Character TTM
Beta0.091
Beta Downside-0.124
Hurst Exponent0.420
Drawdowns 3y
Max DD37.87%
CAGR/Max DD0.07
CAGR/Mean DD0.15
EPS (Earnings per Share) EPS (Earnings per Share) of TIPT over the last years for every Quarter: "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, "2026-06": -0.17,
EPS CAGR: 24.99%
EPS Trend: 35.7%
Qual. Beats: 0
Revenue Revenue of TIPT over the last years for every Quarter: 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, 2026-06: 3.917,
Rev. CAGR: -98.28%
Rev. Trend: -85.5%
Qual. Beats: 0

Warnings

Below Avwap Earnings
Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 11.7 years of data

Jan +0.7% 5
Feb -1.2% 18
Mar +2.2% 17
Apr -3.7% 22
May +0.7% 5
Jun +2.3% 19
Jul -0.6% 5
Aug +5.7% 38
Sep -2.3% 30
Oct +0.8% 13
Nov +8.5% 46
Dec -0.2% 2

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) 3.0
Net Income: 413.8m TTM > 0 and > 6% of Revenue
FCF/TA: 0.14 > 0.02 and ΔFCF/TA 12.62 > 1.0
NWC/Revenue: 183k% < 20% (prev -47.43%; Δ 183k% < -1%)
CFO/TA 0.14 > 3% & CFO 161.9m > Net Income 413.8m
Net Debt/EBITDA: error (EBITDA <= 0)
Current Ratio: 5.07 > 1.5 & < 3
Outstanding Shares: last quarter (37.5m) vs 12m ago -2.89% < -2%
Gross Margin: error (current vs previous; cannot be calculated due to missing/invalid data or negative margin)
Asset Turnover: 0.01% > 50% (prev 32.87%; Δ -32.86% > 0%)
Interest Coverage Ratio: error (cannot be calculated; needs correct EBIT TTM and Interest Expense TTM)
Altman Z'' 10.00
A: 0.79 (Total Current Assets 1.11b - Total Current Liabilities 219.4m) / Total Assets 1.13b
B: 0.46 (Retained Earnings 520.5m / Total Assets 1.13b)
C: -0.04 (EBIT TTM -161.6m / Avg Total Assets 3.64b)
D: 4.00 (Book Value of Equity 907.1m / Total Liabilities 227.0m)
Altman-Z'' = 10.56 = AAA
What is the price of TIPT shares?

As of September 27, 2026, the stock is trading at USD 17.15 with a total of 234,785 shares traded. Over the past week, the price has changed by -2.11%, over one month by -6.79%, over three months by -0.65% and over the past year by -13.84%.

Current recommended Stop Loss: 16.30 (which is 5% or 2.5 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 23 September 2026
Market Cap USD = 650.6m (650.6m USD * 1.0 USD.USD)
P/E Forward = 12.1065
P/S = 0.2955
P/B = 0.7192
P/EG = 3.1371
Revenue TTM = 488k USD
EBIT TTM = -161.6m USD
EBITDA TTM = -160.1m USD
Long Term Debt = 63.9m USD (from longTermDebt, last fiscal year)
Short Term Debt = 8.14m USD (from shortTermDebt, last fiscal year)
Debt = 79.7m USD (corrected: LT Debt 63.9m + ST Debt 8.14m) + Leases 7.63m
Net Debt = -1.03b USD (calculated: Debt 79.7m - CCE 1.11b)
Enterprise Value = 650.6m USD (floored to Market Cap, CCE > MCap+Debt)
 Interest Coverage Ratio = unknown (Ebit TTM -161.6m / Interest Expense TTM 0.0)
 EV/FCF = 3.96x (Enterprise Value 650.6m / FCF TTM 164.2m)
FCF Yield = 25.24% (FCF TTM 164.2m / Enterprise Value 650.6m)
 FCF Margin = 33.6k% (FCF TTM 164.2m / Revenue TTM 488k)
 Net Margin = 84.8k% (Net Income TTM 413.8m / Revenue TTM 488k)
 Gross Margin = unknown ((Revenue TTM 488k - Cost of Revenue TTM 33.8m) / Revenue TTM)
 Tobins Q-Ratio = 0.57 (Enterprise Value 650.6m / Total Assets 1.13b)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt 79.7m)
Taxrate = 21.0% (US federal default 21%)
NOPAT = -127.6m (EBIT -161.6m * (1 - 21.00%)) [loss with tax shield]
Current Ratio = 5.07 (Total Current Assets 1.11b / Total Current Liabilities 219.4m)
Debt / Equity = 0.09 (Debt 79.7m / totalStockholderEquity, last quarter 907.1m)
 Debt / EBITDA = 6.40 (negative EBITDA) (Net Debt -1.03b / EBITDA -160.1m)
 Debt / FCF = -6.25 (Net Debt -1.03b / FCF TTM 164.2m)
Total Stockholder Equity = 606.3m (last 4 quarters mean from totalStockholderEquity)
RoA = 11.37% (Net Income 413.8m / Total Assets 1.13b)
RoE = 68.25% (Net Income TTM 413.8m / Total Stockholder Equity 606.3m)
RoCE = -24.10% (EBIT -161.6m / Capital Employed (Equity 606.3m + L.T.Debt 63.9m))
 RoIC = -13.83% (negative operating profit) (NOPAT -127.6m / Invested Capital 922.9m)
 WACC = 5.61% (E(650.6m)/V(730.3m) * Re(6.30%) + D(79.7m)/V(730.3m) * Rd(0.0%) * (1-Tc(0.21)))
Discount Rate = 6.30% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 46.91 | Cagr: -0.33%
[DCF] Terminal Value 77.97% ; FCFF base≈144.3m ; Y1≈165.4m ; Y5≈243.5m
[DCF] Fair Price = 125.9 (EV 3.66b - Net Debt -1.03b = Equity 4.69b / Shares 37.2m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 35.69 | EPS CAGR: 24.99% | SUE: N/A | # QB: 0
Revenue Correlation: -85.45 | Revenue CAGR: -98.28% | SUE: N/A | # QB: 0