SWIM vs TIPT

Comparison between Latham Group Inc (SWIM, Company) and Tiptree Inc (TIPT, Company).

SWIM is from the Industrials sector, while TIPT is from the Financial Services sector.

5-Year PerformanceTIPT has outperformed SWIM, delivering a return of +13.5% compared to -28.8%

SWIM vs TIPT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SWIM(COMPANY)	TIPT(COMPANY)
Market Cap	$655M	$651M
Max Drawdown	93.55%	55.89%
Sharpe Ratio	-0.13	-0.51
5Y Beta	1.68	0.64
Industry	Building Products & Equipment	Insurance - Specialty
P/E Ratio	75.43	14.41
Forward P/E	N/A	12.11
PEG Ratio	N/A	3.14
Dividend Yield	N/A	1.37%
5Y Dividends CAGR	N/A	14.87%
5Y EPS CAGR	N/A	-7.82%
Debt to Equity	70.64%	14.30%
Free Cash Flow Yield	4.60%	26.98%
P/S Ratio	1.16	0.29
P/B Ratio	1.61	1.29

Market Cap

Winner

SWIM

$655M

TIPT

$651M

Max Drawdown

SWIM

93.55%

Winner

TIPT

55.89%

Sharpe Ratio

Winner

SWIM

-0.13

TIPT

-0.51

5Y Beta

SWIM

1.68

Winner

TIPT

0.64

Industry

SWIM

Building Products & Equipment

TIPT

Insurance - Specialty

P/E Ratio

SWIM

75.43

Winner

TIPT

14.41

Forward P/E

SWIM

N/A

TIPT

12.11

PEG Ratio

SWIM

N/A

TIPT

3.14

Dividend Yield

SWIM

N/A

TIPT

1.37%

5Y Dividends CAGR

SWIM

N/A

TIPT

14.87%

5Y EPS CAGR

SWIM

N/A

TIPT

-7.82%

Debt to Equity

SWIM

70.64%

Winner

TIPT

14.30%

Free Cash Flow Yield

SWIM

4.60%

Winner

TIPT

26.98%

P/S Ratio

SWIM

1.16

Winner

TIPT

0.29

P/B Ratio

SWIM

1.61

Winner

TIPT

1.29

SWIM vs TIPT - Historical Returns

Returns include dividend reinvestment.

Period	SWIM	TIPT
1 month	-9.90%	+3.94%
3 months	-18.27%	+7.54%
6 months	-25.42%	-1.61%
1 year	-8.81%	-19.75%
5 years(CAGR)	-28.85%	+13.51%
10 years(CAGR)	N/A	+14.35%
Max(CAGR)	-27.44%	+11.28%

SWIM

-9.90%

Winner

TIPT

+3.94%

SWIM

-18.27%

Winner

TIPT

+7.54%

SWIM

-25.42%

Winner

TIPT

-1.61%

Winner

SWIM

-8.81%

TIPT

-19.75%

5Y(CAGR)

SWIM

-28.85%

Winner

TIPT

+13.51%

10Y(CAGR)

SWIM

N/A

TIPT

+14.35%

Max(CAGR)

SWIM

-27.44%

Winner

TIPT

+11.28%

SWIM vs TIPT - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	SWIM	TIPT
2026	-16.59%	-1.34%
2025	-2.61%	-9.29%
2024	+178.40%	+14.13%
2023	-23.10%	+36.04%
2022	-87.22%	-0.20%
2021	-8.15%	+184.21%
2020	N/A	-36.28%
2019	N/A	+48.00%
2018	N/A	-5.59%
2017	N/A	-3.80%
2016	N/A	+10.37%
2015	N/A	-21.45%
2014	N/A	+9.61%
2013	N/A	+0.33%
2012	N/A	+24.81%
2011	N/A	+45.26%
2010	N/A	-1.66%

SWIM vs TIPT Drawdown Comparison

The maximum drawdown for SWIM was -93.55%, occurring on Oct 27, 2023. This drawdown has not yet recovered.

The maximum drawdown for TIPT was -51.21%, occurring on Mar 18, 2020. Recovery took 1703 trading sessions.

The current SWIM drawdown is -83.85%. The current TIPT drawdown is -29.95%.

Rank	SWIM	TIPT
#1	-93.55% May 17, 2021 - Oct 27, 2023	-51.21% Jun 25, 2014 - Mar 31, 2021
#2	-11.20% Apr 28, 2021 - May 7, 2021	-42.34% Apr 23, 2021 - Oct 14, 2021
#3	-4.31% May 11, 2021 - May 14, 2021	-39.05% Nov 4, 2021 - Feb 10, 2023
#4	-0.36% Apr 26, 2021 - Apr 28, 2021	-37.86% Sep 12, 2025 - Mar 19, 2026
#5	N/A	-25.49% Feb 22, 2023 - Aug 28, 2023
#6	N/A	-25.28% Jun 14, 2012 - Aug 23, 2012
#7	N/A	-24.04% Jan 11, 2024 - Oct 16, 2024
#8	N/A	-22.61% Jun 24, 2011 - Mar 19, 2012
#9	N/A	-21.62% Apr 21, 2014 - Jun 16, 2014
#10	N/A	-18.86% Mar 26, 2025 - Sep 12, 2025
#11	N/A	-17.94% Jan 29, 2014 - Apr 4, 2014
#12	N/A	-17.64% Dec 31, 2012 - Aug 14, 2013
#13	N/A	-17.22% Dec 2, 2024 - Feb 27, 2025
#14	N/A	-17.00% Nov 26, 2010 - Jan 4, 2011
#15	N/A	-15.61% Sep 1, 2023 - Nov 14, 2023

Correlation

Correlation between SWIM and TIPT is -0.51 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.51

-101