TIPT vs FBRT

Comparison between Tiptree Inc (TIPT, Company) and Franklin BSP Realty Trust Inc (FBRT, Company).

TIPT is from the Financial Services sector, while FBRT is from the Real Estate sector.

5-Year PerformanceTIPT has outperformed FBRT, delivering a return of +14.4% compared to -4.4%

TIPT vs FBRT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TIPT(COMPANY)	FBRT(COMPANY)
Market Cap	$657M	$651M
Max Drawdown	55.89%	52.13%
Sharpe Ratio	-0.66	-0.43
5Y Beta	0.62	0.60
Industry	Insurance - Specialty	Reit - Mortgage
P/E Ratio	14.53	9.79
Forward P/E	12.11	N/A
Dividend Yield	1.36%	15.40%
5Y Dividends CAGR	14.87%	N/A
5Y EPS CAGR	-7.82%	-6.92%
Debt to Equity	14.30%	0.00%
Free Cash Flow Yield	26.75%	18.70%

Market Cap

Winner

TIPT

$657M

FBRT

$651M

Max Drawdown

TIPT

55.89%

Winner

FBRT

52.13%

Sharpe Ratio

TIPT

-0.66

Winner

FBRT

-0.43

5Y Beta

TIPT

0.62

Winner

FBRT

0.60

Industry

TIPT

Insurance - Specialty

FBRT

Reit - Mortgage

P/E Ratio

TIPT

14.53

Winner

FBRT

9.79

Forward P/E

TIPT

12.11

FBRT

N/A

Dividend Yield

TIPT

1.36%

Winner

FBRT

15.40%

5Y Dividends CAGR

TIPT

14.87%

FBRT

N/A

5Y EPS CAGR

TIPT

-7.82%

Winner

FBRT

-6.92%

Debt to Equity

TIPT

14.30%

Winner

FBRT

0.00%

Free Cash Flow Yield

Winner

TIPT

26.75%

FBRT

18.70%

TIPT vs FBRT - Historical Returns

Returns include dividend reinvestment.

Period	TIPT	FBRT
1 month	+2.76%	-7.77%
3 months	+11.37%	-5.80%
6 months	-4.93%	-15.56%
1 year	-21.93%	-11.66%
5 years(CAGR)	+14.37%	-4.43%
10 years(CAGR)	+15.49%	N/A
Max(CAGR)	+11.18%	-4.43%

Winner

TIPT

+2.76%

FBRT

-7.77%

Winner

TIPT

+11.37%

FBRT

-5.80%

Winner

TIPT

-4.93%

FBRT

-15.56%

TIPT

-21.93%

Winner

FBRT

-11.66%

5Y(CAGR)

Winner

TIPT

+14.37%

FBRT

-4.43%

10Y(CAGR)

TIPT

+15.49%

FBRT

N/A

Max(CAGR)

Winner

TIPT

+11.18%

FBRT

-4.43%

TIPT vs FBRT - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	TIPT	FBRT
2026	-2.35%	-14.65%
2025	-9.29%	-9.10%
2024	+14.13%	+3.14%
2023	+36.04%	+14.62%
2022	-0.20%	-5.56%
2021	+184.21%	-10.98%
2020	-36.28%	N/A
2019	+48.00%	N/A
2018	-5.59%	N/A
2017	-3.80%	N/A
2016	+10.37%	N/A
2015	-21.45%	N/A
2014	+9.61%	N/A
2013	+0.33%	N/A
2012	+24.81%	N/A
2011	+45.26%	N/A
2010	-1.66%	N/A

TIPT vs FBRT Drawdown Comparison

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

The maximum drawdown for FBRT was -31.02%, occurring on Sep 29, 2022. Recovery took 415 trading sessions.

The current TIPT drawdown is -30.67%. The current FBRT drawdown is -27.69%.

Rank	TIPT	FBRT
#1	-51.21% Jun 25, 2014 - Mar 31, 2021	-31.02% Nov 12, 2021 - Jul 12, 2023
#2	-42.34% Apr 23, 2021 - Oct 14, 2021	-30.02% Feb 28, 2025 - Mar 27, 2026
#3	-39.05% Nov 4, 2021 - Feb 10, 2023	-15.23% Jul 19, 2023 - Dec 14, 2023
#4	-37.86% Sep 12, 2025 - Mar 19, 2026	-13.57% Dec 26, 2023 - Jul 16, 2024
#5	-25.49% Feb 22, 2023 - Aug 28, 2023	-12.41% Jul 23, 2024 - Feb 18, 2025
#6	-25.28% Jun 14, 2012 - Aug 23, 2012	-4.85% Oct 19, 2021 - Nov 12, 2021
#7	-24.04% Jan 11, 2024 - Oct 16, 2024	-1.58% Feb 18, 2025 - Feb 27, 2025
#8	-22.61% Jun 24, 2011 - Mar 19, 2012	-1.26% Dec 14, 2023 - Dec 19, 2023
#9	-21.62% Apr 21, 2014 - Jun 16, 2014	-1.25% Dec 19, 2023 - Dec 21, 2023
#10	-18.86% Mar 26, 2025 - Sep 12, 2025	-0.41% Jul 13, 2023 - Jul 19, 2023
#11	-17.94% Jan 29, 2014 - Apr 4, 2014	-0.07% Dec 21, 2023 - Dec 26, 2023
#12	-17.64% Dec 31, 2012 - Aug 14, 2013	N/A
#13	-17.22% Dec 2, 2024 - Feb 27, 2025	N/A
#14	-17.00% Nov 26, 2010 - Jan 4, 2011	N/A
#15	-15.61% Sep 1, 2023 - Nov 14, 2023	N/A

Correlation

Correlation between TIPT and FBRT is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61

-101

Dividend Comparison (2011 - 2026)

TIPT vs FBRT dividend yield comparison.

Year	TIPT	FBRT
2026	0.69%	2.37%
2025	1.31%	14.16%
2024	2.35%	11.32%
2023	1.05%	10.51%
2022	1.16%	11.01%
2021	1.16%	1.91%
2020	3.19%	0.00%
2019	1.90%	0.00%
2018	2.42%	0.00%
2017	2.02%	0.00%
2016	1.63%	0.00%
2015	1.63%	0.00%
2013	2.38%	0.00%
2012	7.20%	0.00%
2011	6.23%	0.00%