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Tiptree Inc. (TIPT)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS88822Q1031
CUSIP88822Q103
SectorFinancial Services
IndustryInsurance—Specialty

Highlights

Market Cap$616.09M
EPS$0.33
PE Ratio50.76
Revenue (TTM)$1.65B
Gross Profit (TTM)$418.64M
EBITDA (TTM)$137.04M
Year Range$11.96 - $20.73
Short %0.75%
Short Ratio1.54

Share Price Chart


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Tiptree Inc.

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Tiptree Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


180.00%200.00%220.00%240.00%260.00%280.00%OctoberNovemberDecember2024FebruaryMarch
219.00%
249.30%
TIPT (Tiptree Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Tiptree Inc. had a return of -10.17% year-to-date (YTD) and 19.44% in the last 12 months. Over the past 10 years, Tiptree Inc. had an annualized return of 10.60%, which was very close to the S&P 500 benchmark's annualized return of 10.96%.


PeriodReturnBenchmark
Year-To-Date-10.17%10.04%
1 month-2.40%3.53%
6 months1.79%22.79%
1 year19.44%32.16%
5 years (annualized)24.11%13.15%
10 years (annualized)10.60%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-0.16%-7.50%
202319.67%-4.88%-9.84%23.72%1.72%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Tiptree Inc. (TIPT) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
TIPT
Tiptree Inc.
0.56
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Tiptree Inc. Sharpe ratio is 0.56. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
0.56
2.76
TIPT (Tiptree Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Tiptree Inc. granted a 1.24% dividend yield in the last twelve months. The annual payout for that period amounted to $0.21 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.21$0.20$0.16$0.16$0.16$0.16$0.14$0.12$0.10$0.10$0.00$0.18

Dividend yield

1.24%1.05%1.16%1.16%3.19%1.90%2.42%2.02%1.63%1.63%0.00%2.38%

Monthly Dividends

The table displays the monthly dividend distributions for Tiptree Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
2023$0.00$0.00$0.05$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.00
2022$0.00$0.00$0.04$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.04$0.00
2021$0.00$0.00$0.04$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.04$0.00
2020$0.00$0.00$0.04$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.04$0.00
2019$0.00$0.00$0.04$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.04$0.00
2018$0.00$0.00$0.03$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.04$0.00
2017$0.00$0.00$0.03$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00
2016$0.00$0.00$0.03$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00
2015$0.00$0.00$0.00$0.03$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00
2014$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2013$0.14$0.02$0.00$0.00$0.02$0.00$0.00$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%1.2%
Tiptree Inc. has a dividend yield of 1.24%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%20.1%
Tiptree Inc. has a payout ratio of 20.11%, which is quite average when compared to the overall market. This suggests that Tiptree Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-17.20%
0
TIPT (Tiptree Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Tiptree 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 Tiptree Inc. was 68.75%, occurring on Mar 4, 2009. Recovery took 680 trading sessions.

The current Tiptree Inc. drawdown is 17.20%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-68.75%Jul 10, 2007417Mar 4, 2009680Sep 14, 20121097
-51.2%Jun 26, 20141442Mar 18, 2020261Mar 31, 20211703
-42.34%Apr 26, 202152Jul 8, 202169Oct 14, 2021121
-39.05%Nov 5, 2021130May 12, 2022188Feb 10, 2023318
-25.51%Feb 23, 202355May 11, 202374Aug 28, 2023129

Volatility

Volatility Chart

The current Tiptree Inc. volatility is 9.06%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%OctoberNovemberDecember2024FebruaryMarch
9.06%
2.82%
TIPT (Tiptree Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Tiptree Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

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Income Statement


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Balance Sheet
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Income

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EBIT

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Earnings From Continuing Operations

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Net Income

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Income Tax Expense

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Interest Expense

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Other Non-Operating Income (Expenses)

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Extraordinary Items

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Discontinued Operations

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Effect Of Accounting Charges

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Minority Interest

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Other Items

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Values in undefined except per share items