Added to YB: 2025-09-29
Pitch date: 2025-09-26
TIPT [bullish]
Tiptree Inc.
-5.59%
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., through its subsidiaries, provides specialty insurance products and related services in the United States and Europe.
Market Cap
$727.0M
Pitch Price
$18.98
Price Target
26.33 (+47%)
Dividend
1.25%
EV/EBITDA
4.71
P/E
16.75
EV/Sales
0.58
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).
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