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TIPT$17.72-2.85%
Fair $17.72+0.0%

TIPT

Tiptree Inc.

Financial Services / Insurance - SpecialtyNasdaqCM

$17.72

-0.52 (-2.85%)

Fairly Valued+0.0%Fair Value $17.72Fund rank 34/100 · Data gapFallback financials|
SA 28/D
F-Score: 3/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 27.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 50/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

28/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 15Warnings: 0unknown: 15
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · TIPTLocal privado en este navegador · Tiptree Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$666M

P/E

23.3x

↑

EV/EBITDA

N/A

•

ROE

6.9%

↑

Gross Margin

N/A

•

Debt/Equity

0.16

↓
52-Week Range$18
$15$27

TradingView lightweight chart

TIPT price, volumen y niveles de valoración

Último $17.72Periodo +266.9%
Fair value: $17.72

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2011–2025 · 14 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

-16331.8%

FCF / Net income

4.82x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $-1.0M · net income $34.9M · FCF $168.2M

2011-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

-3391.0%— pts

FCF margin

-16331.8%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
Income Statement
Revenue$-1.0M$-1.0M$615000.00$-3.2M$1.40B$258.6M$163.6M$89.0M$76.8M$66.2M$75.1M$392.3M$80.3M$23.7M$70.2M—
Net Income$34.9M$34.9M$53.4M$14.0M$-8.3M$38.1M$-29.2M$18.4M$23.9M$3.6M$25.3M$5.8M$-1.7M$10.4M$8.7M$16.5M
EPS0.760.761.300.33-0.231.09-0.860.500.69———-0.101.010.851.60
Net Margin-3391.0%-3391.0%8677.6%-440.0%-0.6%14.7%-17.8%20.6%31.2%5.4%33.7%1.5%-2.1%43.8%12.4%—
Balance Sheet
Debt/Equity0.160.160.020.980.661.031.030.940.911.151.892.131.272.300.87—
Current Ratio1.301.30——————————————
Cash Flow
Free Cash Flow$168.2M$168.2M$240.7M$67.4M$452.3M$201.6M$133.5M$15.2M$54.0M$45.2M$35.2M$-13.5M$23.4M$-3.0M$36.7M—
Returns
ROE6.9%6.9%11.7%3.3%-2.1%10.0%-8.2%4.6%6.2%1.2%8.6%1.8%-0.6%10.5%8.1%17.7%
Valuation
P/E23.3223.3215.4556.18————————————
P/B1.311.311.661.671.31———————————
Growth & Yield
Revenue Growth-267.5%-267.5%119.4%-100.2%—58.1%83.8%15.9%16.0%-11.9%-80.9%388.5%238.3%-66.2%——
EPS Growth-41.5%-41.5%293.9%243.5%—226.7%-272.0%-27.5%————-109.9%18.8%-46.9%—
Dividend Yield1.3%1.3%——————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

27.4%

muy exigente

EPS terminal req.

$1.57

Spread vs growth

-69.0%

5Y implied EPS CAGR

20.1%

exigente

EPS terminal req.

$1.90

Spread vs growth

-61.7%

10Y implied EPS CAGR

15.0%

razonable

EPS terminal req.

$3.06

Spread vs growth

-56.5%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -18.8%

Total return

-18.8%

Start / end P/E

17.1x → 23.3x

EPS bridge

1.30 → 0.76

Residual

-15.2%

EPS growth-41.5%
Multiple rerating+36.7%
Dividend+1.3%
Residual / FX / buybacks / cross-term-15.2%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.