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Added to YB: 2026-01-07

Pitch date: 2026-01-01

TIPT [bullish]

Tiptree Inc.

-3.28%

current return

Author Info

No bio for this author

Company Info

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

Market Cap

$682.3M

Pitch Price

$18.28

Price Target

24.60 (+39%)

Dividend

1.33%

EV/EBITDA

4.53

P/E

15.72

EV/Sales

0.56

Sector

Insurance

Category

special_situation

Show full summary:
My top ideas for 2026 - Tiptree Inc. (SAFE PLACE TO PARK CASH)

TIPT: Trading at $18.27 vs $24.60/share net TBV post-Fortegra sale (1H26). Morphing from operating co to cash shell. Insiders own ~35%, director bought at $18.21. Expected pull to 85-95% TBV ($20.91-23.37) = 14-28% return. Additional upside on acquisition announcement.

Read full article (1 min)