Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.078
Neutral
RSI(14)
53.255
Neutral
STOCH(KDJ)(9,3,3)
80.795
Buy
ATR(14)
0.461
Low Volatility
CCI(14)
67.837
Neutral
Williams %R
26.596
Buy
TRIX(12,20)
-0.097
Sell
StochRSI(14)
100.000
Overbought
Tiptree Inc
TIPT18.530USD
+0.230+1.26%
Close 12/18, 16:00（ET）Quotes delayed by 15 min
700.81MMarket Cap
13.76P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Tiptree Inc
Currency: USD Updated: 2025-12-18Key Insights
Tiptree Inc's fundamentals are relatively healthy, and its growth potential is high.Its valuation is considered fairly valued, ranking 4/9 in the Investment Holding Companies industry.Institutional ownership is very high.In the medium term, the stock price is expected to trend down.Despite an average stock market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Tiptree Inc's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
0
analysts
--
Current Rating
0.000
Target Price
0.00%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Tiptree Inc Highlights
StrengthsRisks
Tiptree Inc. is a holding company engaged in allocating capital to select small and middle market companies across industries. The Company invests across a variety of industries and asset types, including the insurance, asset management, specialty finance, real estate, and shipping sectors. The Company’s segments include Insurance and Mortgage. The Insurance segment consists of Fortegra Group, LLC (Fortegra), which is a multinational specialty insurance company focused on underwriting complex and niche risks in underserved markets. Fortegra is an underwriting-focused company, with expertise within the admitted and excess and surplus (E&S) insurance lines and capital light fee-based services markets. It owns a diversified group of businesses and investments that are owned and managed separately as Tiptree Capital, which includes its mortgage segment operations. Tiptree Capital consists primarily of its mortgage operations and principal investments.
Industry Leader
The company's revenue leads the industry, with the latest annual revenue totaling USD 1.39B.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 59.31% year-on-year.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 34.59%.
Undervalued
The company’s latest PE is 13.76, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 14.59M shares, decreasing 3.25% quarter-over-quarter.
Held by HACAX
Star Investor HACAX holds 309.00 shares of this stock.
Lower Market Activity
The company has less investor interest, with a 20-day turnover ratio of 0.18.
Financial Health
Currency: USD Updated: 2025-12-18The current financial score of Tiptree Inc is 9.27, ranking 1/9 in the Investment Holding Companies industry. Its financial status is stable, and its operating efficiency is high. Its latest quarterly revenue reached 395.38M, representing a year-over-year increase of 16.17%, while its net profit experienced a year-over-year increase of 46.00%.
Score
Financials
6.87
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
9.73
Operational Efficiency
10.00
Growth Potential
10.00
Shareholder Returns
9.74
Tiptree Inc's Company Valuation
Currency: USD Updated: 2025-12-18The current valuation score of Tiptree Inc is 5.51, ranking 8/9 in the Investment Holding Companies industry. Its current P/E ratio is 13.76, which is 534.37% below the recent high of 87.28 and 615.17% above the recent low of -70.88.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 4/9
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-12-18No earnings forecast score is currently available for Tiptree Inc. The Investment Holding Companies industry's average is 8.17.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
No Data
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2025-12-18The current price momentum score of Tiptree Inc is 8.94, ranking 4/9 in the Investment Holding Companies industry. Currently, the stock price is trading between the resistance level at 19.41 and the support level at 17.40, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
18.264
Buy
MA10
18.061
Buy
MA20
18.332
Buy
MA50
18.202
Buy
MA100
20.089
Sell
MA200
21.242
Sell
Institutional Confidence
Currency: USD Updated: 2025-12-18The current institutional shareholding score of Tiptree Inc is 3.00, ranking 3/9 in the Investment Holding Companies industry. The latest institutional shareholding proportion is 38.58%, representing a quarter-over-quarter decrease of 49.68%. The largest institutional shareholder is The Vanguard, holding a total of 1.35M shares, representing 3.56% of shares outstanding, with 3.76% increase in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
Barnes (Michael Gene)
Inayatullah (Arif)
Dimensional Fund Advisors, L.P.
BlackRock Institutional Trust Company, N.A.
Geode Capital Management, L.L.C.
State Street Investment Management (US)
Kennedy Capital Management LLC
Ilany (Jonathan)
1
2
Risk Assessment
Currency: USD Updated: 2025-12-18The current risk assessment score of Tiptree Inc is 5.01, ranking 2/9 in the Investment Holding Companies industry. The company's beta value is 1.22. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.
Score
Beta vs S&P 500 index
1.22
VaR
+3.69%
240-Day Maximum Drawdown
+32.68%
240-Day Volatility
+51.86%
Return
Best Daily Return
60 days
+3.86%
120 days
+4.91%
5 years
+32.28%
Worst Daily Return
60 days
-15.21%
120 days
-15.21%
5 years
-19.52%
Sharpe Ratio
60 days
-2.56
120 days
-1.15
5 years
+0.80
Risk Assessment
Maximum Drawdown
240 days
+32.68%
3 years
+32.68%
5 years
+42.55%
Return-to-Drawdown Ratio
240 days
-0.24
3 years
+0.23
5 years
+1.12
Skewness
240 days
-1.06
3 years
-0.54
5 years
+1.98
Volatility
Realised Volatility
240 days
+51.86%
5 years
+49.84%
Standardised True Range
240 days
+4.49%
5 years
+3.11%
Downside Risk-Adjusted Return
120 days
-119.72%
240 days
-119.72%
Maximum Daily Upside Volatility
60 days
+34.01%
Maximum Daily Downside Volatility
60 days
+46.09%
Liquidity
Average Turnover Rate
60 days
+0.45%
120 days
+0.44%
5 years
--
Turnover Deviation
20 days
+18.18%
60 days
+56.44%
120 days
+53.23%
Peer Comparison
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Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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CODI
7.53 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Heidmar Maritime Holdings Corp
HMR
6.21 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Universal Security Instruments Inc
UUU
5.35 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Live Ventures Inc
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5.28 /10
Score
Financial Health
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Earnings Forecast
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View more
FAQs
How does TradingKey generate the Stock Score of Tiptree Inc?
The TradingKey Stock Score provides a comprehensive assessment of Tiptree Inc based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of Tiptree Inc’s performance and outlook.
How do we generate the financial health score of Tiptree Inc?
To generate the financial health score of Tiptree Inc, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects Tiptree Inc's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of Tiptree Inc.
How do we generate the company valuation score of Tiptree Inc?
To generate the company valuation score of Tiptree Inc, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare Tiptree Inc’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of Tiptree Inc’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of Tiptree Inc.
How do we generate the earnings forecast score of Tiptree Inc?
To calculate the earnings forecast score of Tiptree Inc, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on Tiptree Inc’s future.
How do we generate the price momentum score of Tiptree Inc?
When generating the price momentum score for Tiptree Inc, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of Tiptree Inc’s prices. A higher score indicates a more stable short-term price trend for Tiptree Inc.
How do we generate the institutional confidence score of Tiptree Inc?
To generate the institutional confidence score of Tiptree Inc, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about Tiptree Inc’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of Tiptree Inc.
How do we generate the risk management score of Tiptree Inc?
To assess the risk management score of Tiptree Inc, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of Tiptree Inc’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of Tiptree Inc.
