- ISIN
- US89679E3009
- Sector
- Financial Services
- Industry
- Banks - Regional
- IPO Date
- Nov 7, 2014
Highlights
- Market Cap
- $1.78B
- Enterprise Value
- $1.71B
- EPS (TTM)
- $1.32
- PE Ratio
- 55.83
- Total Revenue (TTM)
- $378.31M
- Gross Profit (TTM)
- $335.61M
- EBITDA (TTM)
- $39.46M
- Year Range
- $46.43 - $77.84
- Target Price
- $82.60
- ROA (TTM)
- 0.46%
- ROE (TTM)
- 3.33%
Share Price Chart
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Performance
TFIN Performance Chart
Triumph Financial Inc (TFIN) is up 18.1% since the beginning of the year. At $74 per share, TFIN is trading 5.0% below its 52-week high of $78. Investors who bought $1,000 worth of TFIN shares 5 years ago would now be looking at an investment worth $959.
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Returns By Period
Triumph Financial Inc (TFIN) has returned 18.11% so far this year and 32.99% over the past 12 months. Looking at the last ten years, TFIN has achieved an annualized return of 16.24%, outperforming the S&P 500 Index benchmark, which averaged 13.71% per year.
Triumph Financial Inc
- 1D
- 1.30%
- 1M
- 10.78%
- YTD
- 18.11%
- 6M
- 15.24%
- 1Y
- 32.99%
- 3Y*
- 7.69%
- 5Y*
- -0.84%
- 10Y*
- 16.24%
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
TFIN Monthly Returns History
Based on dividend-adjusted daily data since Nov 7, 2014, TFIN's average daily return is +0.10%, while the average monthly return is +1.95%. At this rate, an investment would double in approximately 3.0 years.
Historically, 59% of months were positive and 41% were negative. The best month was Oct 2020 with a return of +35.3%, while the worst month was Jan 2022 at -26.5%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.
On a daily basis, TFIN closed higher 50% of trading days. The best single day was Mar 17, 2020 with a return of +17.1%, while the worst single day was Mar 9, 2020 at -23.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.73% | -11.46% | 6.80% | 13.44% | 5.27% | 3.82% | 18.11% | ||||||
| 2025 | -15.21% | -10.65% | -16.05% | -7.58% | 8.14% | -4.60% | 2.92% | 8.41% | -18.62% | 8.83% | 0.28% | 14.69% | -31.08% |
| 2024 | -11.89% | 6.16% | 5.76% | -11.30% | 5.60% | 10.03% | 10.98% | -7.44% | -5.29% | 11.10% | 21.18% | -15.14% | 13.34% |
| 2023 | 14.04% | 9.19% | -4.59% | -10.51% | -0.08% | 16.95% | 16.78% | -9.42% | 0.87% | -3.92% | 9.03% | 18.14% | 64.07% |
| 2022 | -26.54% | 14.68% | -6.28% | -26.14% | 4.75% | -14.00% | 16.13% | -14.78% | -12.21% | -5.24% | 16.04% | -18.22% | -58.96% |
| 2021 | 18.11% | 33.76% | 0.90% | 14.52% | -5.51% | -11.34% | 3.25% | 7.25% | 21.78% | 17.15% | 8.57% | -6.49% | 145.27% |
Benchmark Metrics
Triumph Financial Inc has an annualized alpha of 8.99%, beta of 1.25, and R2 of 0.28 versus S&P 500 Index. Calculated based on daily prices since November 07, 2014.
- This stock captured 112.75% of S&P 500 Index gains but only 90.82% of its losses - a favorable profile for investors.
- R2 of 0.28 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 8.99%
- Beta
- 1.25
- R²
- 0.28
- Upside Capture
- 112.75%
- Downside Capture
- 90.82%
Return for Risk
Risk / Return Rank
TFIN ranks 64 for risk / return — better than 64% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Triumph Financial Inc (TFIN) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TFIN | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.06 | ||
| Sortino ratioReturn per unit of downside risk | -1.13 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.32 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.15 | 2.46 | -1.30 |
| Martin ratioReturn relative to average drawdown | 2.54 | 10.92 | -8.38 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Triumph Financial Inc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Triumph Financial Inc was 65.58%, occurring on Dec 19, 2022. The portfolio has not yet recovered.
The current Triumph Financial Inc drawdown is 44.65%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -65.58%Dec 2022 | 1y 23d | — | 4y 7moNov 2021 - now |
COVID crash2020 | -56.47%Mar 2020 | 1y 5mo | 7mo 10d | 2y 1moSep 2018 - Oct 2020 |
2016 bear market2016 | -27.98%Feb 2016 | 4mo 5d | 6mo 1d | 10mo 6dOct 2015 - Aug 2016 |
2021 bear market2021 | -26.51%Jul 2021 | 3mo 1d | 2mo 12d | 5mo 13dApr 2021 - Sep 2021 |
2017 bear market2017 | -25.95%May 2017 | 2mo 16d | 2mo 5d | 4mo 21dMar 2017 - Jul 2017 |
Drawdown Indicators
| TFIN | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.58% | -56.78% | -8.80% |
Max Drawdown (1Y)Largest decline over 1 year | -28.76% | -9.10% | -19.66% |
Max Drawdown (3Y)Largest decline over 3 years | -57.59% | -18.90% | -38.69% |
Max Drawdown (5Y)Largest decline over 5 years | -65.58% | -25.43% | -40.15% |
Max Drawdown (10Y)Largest decline over 10 years | -65.58% | -33.92% | -31.66% |
Current DrawdownCurrent decline from peak | -44.65% | -3.21% | -41.44% |
Average DrawdownAverage peak-to-trough decline | -27.33% | -10.71% | -16.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.04% | 2.04% | +11.00% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Triumph Financial Inc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Triumph Financial Inc is priced in the market compared to other companies in the Banks - Regional industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for TFIN, comparing it with other companies in the Banks - Regional industry. Currently, TFIN has a P/E ratio of 55.8. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for TFIN relative to other companies in the Banks - Regional industry. Currently, TFIN has a P/S ratio of 4.7. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for TFIN in comparison with other companies in the Banks - Regional industry. Currently, TFIN has a P/B value of 2.0. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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