Tiptree Inc. — Cyborg Score 6/10

Solid
Specialty Insurance and Financial Services

Strategic Profile

Tiptree's key asset is The Fortegra Group subsidiary, which reported $3.07 billion in gross written premiums and $140 million in net income in 2024, operating across all 50 U.S. states and eight European countries. The company has approved a transformational sale of Fortegra to DB Insurance Co., Ltd. for $1.65 billion in an all-cash transaction expected to close in mid-2026.

Cyborg Score Rationale

The company trades at a 0.32 price-to-sales ratio with a market cap of approximately $643.57 million. While facing valuation headwinds post-announcement of Fortegra's sale, the company maintains solid underwriting fundamentals and strategic optionality. The pending transaction creates uncertainty about post-sale strategy.

Top Insights

  • Shareholders approved DB Insurance's $1.65 billion all-cash acquisition of Fortegra subsidiary in December 2025, marking the largest U.S. market entry by a Korean non-life insurer.
  • Fortegra reported impressive 2024 metrics with $3.07 billion in gross written premiums and maintains a strong 90% combined ratio across operations in all 50 U.S. states and eight European countries.
  • As of January 24, 2026, Tiptree had approximately 1,140 employees.
  • Current stock price stands at $16.59 (as of February 24, 2026) with a market capitalization of approximately $630.5 million.

Named Competitors

  • Specialty P&C Insurance — Commercial and personal lines property and casualty insurance
  • Warranty & Protection Products — Auto warranty, consumer goods protection, and service contracts
  • Mortgage Services — Mortgage loan origination and servicing for institutional investors

Recent Developments

  • (December 2025) Shareholders approved DB Insurance acquisition of Fortegra subsidiary for $1.65 billion in all-cash transaction
  • (November 2024) Fortegra issued junior subordinated notes in anticipation of growing operations
  • (October 2024) Tiptree announced strong Q3 2024 financial results with solid underwriting performance and premium growth

Open the full interactive Tiptree Inc. report

Strategic research, analyst-debate audio, full Cyborg Score breakdown across 11 dimensions, and saved-company audio playlists.

Open report →