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Added to YB: 2023-11-29

Pitch date: 2023-11-29

TIPT [bullish]

Tiptree Inc.

+0.99%

current return

Author Info

Company Info

Tiptree Inc., through its subsidiaries, provides specialty insurance products and related services in the United States and Europe.

Market Cap

$727.0M

Pitch Price

$18.03

Price Target

31.37 (+75%)

Dividend

1.25%

EV/EBITDA

4.71

P/E

16.75

EV/Sales

0.58

Sector

Insurance

Category

growth

Show full summary:
Preliminary Screen on $TIPT

TIPT: Owns 73% of specialty insurer Fortegra (filed S-1). Fortegra GWPPE +27% CAGR since '19, 90-92% combined ratio past 7yrs vs peers 5% std dev. Serves underserved niche markets. Warburg valued Fortegra at 13.5x adj net income in '21, now $107M implies $25.37/sh for TIPT (1.73x P/B). Tiptree Capital worth $6/sh. $31.37 PT for 74% upside.

Read full article (5 min)