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Tiptree Inc.. (TIPT) Fundamental Analysis & AI Grade 2026

TIPT Nasdaq Fire, Marine & Casualty Insurance MD CIK: 0001393726
Updated This Month • Analysis: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Grade
D
85% Confidence
N/A
D
85% Conf
Pending
Analysis scheduled

📊 TIPT Key Takeaways

Revenue: $0.0
Net Margin: N/A
Free Cash Flow: $-18.2M
Current Ratio: 1.30x
Debt/Equity: 0.13x
EPS: $0.34
AI Grade: D with 85% confidence
Tiptree Inc.. (TIPT) receives a D fundamental grade with 85% confidence from our AI analysis based on SEC 10-K filings. With revenue of $0, and return on equity (ROE) of 2.8%, Tiptree Inc.. demonstrates mixed fundamentals in the Finance sector. Below is our complete TIPT stock analysis for 2026.

Is Tiptree Inc.. (TIPT) a Good Investment?

Claude

TIPT exhibits severe operational distress with zero reported revenue, negative operating income of -$9M, and negative operating cash flow of -$18.2M, indicating the company is burning cash. The inability to cover interest expenses from operations (interest coverage of -0.3x) combined with extremely weak returns (ROE 2.8%, ROA 0.2%) and minimal cash reserves relative to asset base represents substantial financial risk. The positive net income appears driven by non-operating items rather than core business viability.

Tiptree Inc.. Key Strengths (TIPT)

Claude
  • + Moderate debt-to-equity ratio of 0.13x indicates manageable leverage
  • + Total assets of $7.0B provide some balance sheet cushion
  • + Acceptable current ratio of 1.30x suggests near-term liquidity
  • + Recent insider activity suggests management engagement

TIPT Stock Risks: Tiptree Inc.. Investment Risks

Claude
  • ! Zero revenue with 67.9% YoY decline represents catastrophic business contraction or data anomaly
  • ! Negative operating cash flow of -$18.2M shows company is depleting resources
  • ! Negative interest coverage ratio of -0.3x means operations cannot support debt service obligations
  • ! Critically low profitability (ROE 2.8%, ROA 0.2%) indicates poor asset utilization
  • ! Limited cash reserves ($33.4M) inadequate for $6.2B liability base
  • ! Negative operating income despite positive net income signals dependency on non-recurring gains

Key Metrics to Watch

Claude
  • * Operating cash flow recovery from -$18.2M deficit
  • * Revenue stabilization and return to positive growth trajectory
  • * Interest coverage ratio improvement to positive territory
  • * Cash burn rate and runway given current reserves
  • * Operating margin trend and return to profitability

Tiptree Inc.. (TIPT) Financial Metrics & Key Ratios

Revenue
$0.0
Net Income
$14.2M
EPS (Diluted)
$0.34
Free Cash Flow
$-18.2M
Total Assets
$7.0B
Cash Position
$33.4M

💡 AI Analyst Insight

Tiptree Inc.. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

TIPT Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin N/A
Net Margin N/A
ROE 2.8%
ROA 0.2%
FCF Margin N/A

TIPT vs Finance Sector: How Tiptree Inc.. Compares

How Tiptree Inc.. compares to Finance sector averages

Net Margin
TIPT 0.0%
vs
Sector Avg 25.0%
TIPT Sector
ROE
TIPT 2.8%
vs
Sector Avg 12.0%
TIPT Sector
Current Ratio
TIPT 1.3x
vs
Sector Avg 1.2x
TIPT Sector
Debt/Equity
TIPT 0.1x
vs
Sector Avg 2.0x
TIPT Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Tiptree Inc.. Stock Overvalued? TIPT Valuation Analysis 2026

Based on fundamental analysis, Tiptree Inc.. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
2.8%
Sector avg: 12%
Net Profit Margin
N/A
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.13x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Tiptree Inc.. Balance Sheet: TIPT Debt, Cash & Liquidity

Current Ratio
1.30x
Quick Ratio
1.22x
Debt/Equity
0.13x
Debt/Assets
89.2%
Interest Coverage
-0.28x
Long-term Debt
$64.1M

TIPT Revenue & Earnings Growth: 5-Year Financial Trend

TIPT 5-year financial data: Year 2020: Revenue $163.6M, Net Income N/A, EPS N/A. Year 2021: Revenue $258.6M, Net Income $18.4M, EPS $0.50. Year 2022: Revenue $300.2M, Net Income -$29.2M, EPS $-0.86. Year 2023: Revenue $341.4M, Net Income $38.1M, EPS $1.09. Year 2024: Revenue $341.5M, Net Income -$8.3M, EPS $-0.23.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Tiptree Inc..'s revenue has grown significantly by 109% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.34 reflects profitable operations.

TIPT Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
N/A
Free cash flow / Revenue

TIPT Quarterly Earnings & Performance

Quarterly financial performance data for Tiptree Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $79.3M $6.4M $0.13
Q2 2025 $81.8M $12.9M $0.31
Q1 2025 $82.4M $5.6M $0.13
Q3 2024 $82.8M $2.2M $0.04
Q2 2024 $85.8M $4.9M $0.13
Q1 2024 $77.2M -$1.1M $-0.03
Q3 2023 $79.7M $2.2M $0.04
Q2 2023 $77.5M $4.9M $0.13

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Tiptree Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$18.2M
Cash generated from operations
Dividends Paid
$2.3M
Returned to shareholders

TIPT SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Tiptree Inc.. (CIK: 0001393726)

📋 Recent SEC Filings

Date Form Document Action
May 29, 2026 8-K tipt-20260529.htm View →
May 28, 2026 4 xslF345X06/ownership.xml View →
May 22, 2026 8-K tipt-20260522.htm View →
May 4, 2026 8-K tipt-20260501.htm View →
Apr 30, 2026 10-Q tipt-20260331.htm View →

Frequently Asked Questions about TIPT

What is the AI rating for TIPT?

Tiptree Inc.. (TIPT) has an AI grade of D with 85% confidence, based on fundamental analysis of SEC EDGAR filings.

What are TIPT's key strengths?

Claude: Moderate debt-to-equity ratio of 0.13x indicates manageable leverage. Total assets of $7.0B provide some balance sheet cushion.

What are the risks of investing in TIPT?

Claude: Zero revenue with 67.9% YoY decline represents catastrophic business contraction or data anomaly. Negative operating cash flow of -$18.2M shows company is depleting resources.

What is TIPT's revenue and growth?

Tiptree Inc.. reported revenue of $0.0.

Does TIPT pay dividends?

Tiptree Inc.. pays dividends, with $2.3M distributed to shareholders in the trailing twelve months.

Where can I find TIPT SEC filings?

Official SEC filings for Tiptree Inc.. (CIK: 0001393726) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is TIPT's EPS?

Tiptree Inc.. has a diluted EPS of $0.34.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is TIPT's fundamental grade?

Based on our AI fundamental analysis in June 2026, Tiptree Inc.. has a D grade with 85% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is TIPT stock overvalued or undervalued?

Valuation metrics for TIPT: ROE of 2.8% (sector avg: 12%), net margin of N/A (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

What is TIPT's AI grade for 2026?

Our dual AI analysis gives Tiptree Inc.. a combined D grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is TIPT's free cash flow?

Tiptree Inc..'s operating cash flow is $-18.2M, with capital expenditures of $0.0.

How does TIPT compare to other Finance stocks?

Vs Finance sector averages: Net margin N/A (avg: 25%), ROE 2.8% (avg: 12%), current ratio 1.30 (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 6, 2026 | Data as of: 2026-03-31 | Powered by Claude AI