Added to YB: 2025-09-29
Pitch date: 2025-09-26
TIPT [bullish]
Tiptree Inc.
-12.27%
current return
Author Info
Triple S is a professional special situations investor who shares ideas in their newsletter. Sign up for the newsletter.
Company Info
Tiptree Inc. does not have significant operations. Previously, it was engaged in the provision of specialty insurance products.
Market Cap
$595.8M
Pitch Price
$18.91
Price Target
26.33 (+59%)
Dividend
1.53%
EV/EBITDA
-19.86
P/E
-15.13
EV/Sales
-865.49
Sector
Insurance
Category
special_situation
Quick trade idea: Tiptree
TIPT: DB Insurance acquiring Fortegra for $1.65B cash. Tiptree owns ~70% stake. After 20% tax & adding holdco value minus debt, implies $26.33/share vs current $20 price. ~32% upside on deal close. Fortegra is TIPT's primary asset (90% revenue).
Read full article (1 min)