TIPT vs TRTX

Comparison between Tiptree Inc (TIPT, Company) and TPG RE Finance Trust Inc (TRTX, Company).

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

5-Year PerformanceTIPT has outperformed TRTX, delivering a return of +13.5% compared to +2.3%

TIPT vs TRTX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TIPT(COMPANY)	TRTX(COMPANY)
Market Cap	$651M	$648M
Max Drawdown	55.89%	87.97%
Sharpe Ratio	-0.51	0.94
5Y Beta	0.64	0.67
Industry	Insurance - Specialty	Reit - Mortgage
P/E Ratio	14.41	9.98
Forward P/E	12.11	11.11
PEG Ratio	3.14	N/A
Dividend Yield	1.37%	11.40%
5Y Dividends CAGR	14.87%	-3.17%
5Y EPS CAGR	-7.82%	-12.90%
Debt to Equity	14.30%	318.42%
Free Cash Flow Yield	26.98%	14.78%
P/S Ratio	0.29	4.77
P/B Ratio	1.29	0.61

Market Cap

Winner

TIPT

$651M

TRTX

$648M

Max Drawdown

Winner

TIPT

55.89%

TRTX

87.97%

Sharpe Ratio

TIPT

-0.51

Winner

TRTX

0.94

5Y Beta

Winner

TIPT

0.64

TRTX

0.67

Industry

TIPT

Insurance - Specialty

TRTX

Reit - Mortgage

P/E Ratio

TIPT

14.41

Winner

TRTX

9.98

Forward P/E

TIPT

12.11

Winner

TRTX

11.11

PEG Ratio

TIPT

3.14

TRTX

N/A

Dividend Yield

TIPT

1.37%

Winner

TRTX

11.40%

5Y Dividends CAGR

Winner

TIPT

14.87%

TRTX

-3.17%

5Y EPS CAGR

Winner

TIPT

-7.82%

TRTX

-12.90%

Debt to Equity

Winner

TIPT

14.30%

TRTX

318.42%

Free Cash Flow Yield

Winner

TIPT

26.98%

TRTX

14.78%

P/S Ratio

Winner

TIPT

0.29

TRTX

4.77

P/B Ratio

TIPT

1.29

Winner

TRTX

0.61

TIPT vs TRTX - Historical Returns

Returns include dividend reinvestment.

Period	TIPT	TRTX
1 month	+3.94%	-0.58%
3 months	+7.54%	+3.76%
6 months	-1.61%	+0.31%
1 year	-19.75%	+23.19%
5 years(CAGR)	+13.51%	+2.26%
10 years(CAGR)	+14.35%	+1.88%
Max(CAGR)	+11.28%	+1.88%

Winner

TIPT

+3.94%

TRTX

-0.58%

Winner

TIPT

+7.54%

TRTX

+3.76%

TIPT

-1.61%

Winner

TRTX

+0.31%

TIPT

-19.75%

Winner

TRTX

+23.19%

5Y(CAGR)

Winner

TIPT

+13.51%

TRTX

+2.26%

10Y(CAGR)

Winner

TIPT

+14.35%

TRTX

+1.88%

Max(CAGR)

Winner

TIPT

+11.28%

TRTX

+1.88%

TIPT vs TRTX - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	TIPT	TRTX
2026	-1.34%	-0.59%
2025	-9.29%	+12.67%
2024	+14.13%	+46.95%
2023	+36.04%	+7.79%
2022	-0.20%	-39.05%
2021	+184.21%	+29.05%
2020	-36.28%	-35.70%
2019	+48.00%	+20.36%
2018	-5.59%	+4.63%
2017	-3.80%	+0.87%
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 TRTX Drawdown Comparison

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

The maximum drawdown for TRTX was -87.02%, occurring on Apr 3, 2020. This drawdown has not yet recovered.

The current TIPT drawdown is -29.95%. The current TRTX drawdown is -10.22%.

Rank	TIPT	TRTX
#1	-51.21% Jun 25, 2014 - Mar 31, 2021	-87.02% Feb 21, 2020 - Apr 3, 2020
#2	-42.34% Apr 23, 2021 - Oct 14, 2021	-11.39% Aug 2, 2018 - Feb 8, 2019
#3	-39.05% Nov 4, 2021 - Feb 10, 2023	-6.81% Sep 5, 2017 - Mar 12, 2018
#4	-37.86% Sep 12, 2025 - Mar 19, 2026	-4.77% May 3, 2019 - Jul 12, 2019
#5	-25.49% Feb 22, 2023 - Aug 28, 2023	-4.45% Aug 4, 2017 - Aug 31, 2017
#6	-25.28% Jun 14, 2012 - Aug 23, 2012	-3.48% Jul 18, 2019 - Sep 9, 2019
#7	-24.04% Jan 11, 2024 - Oct 16, 2024	-3.43% Mar 14, 2019 - May 3, 2019
#8	-22.61% Jun 24, 2011 - Mar 19, 2012	-3.05% Apr 16, 2018 - May 18, 2018
#9	-21.62% Apr 21, 2014 - Jun 16, 2014	-2.18% Mar 19, 2018 - Mar 28, 2018
#10	-18.86% Mar 26, 2025 - Sep 12, 2025	-1.94% Sep 20, 2019 - Oct 29, 2019
#11	-17.94% Jan 29, 2014 - Apr 4, 2014	-1.73% Jun 18, 2018 - Jul 5, 2018
#12	-17.64% Dec 31, 2012 - Aug 14, 2013	-1.65% Jul 10, 2018 - Jul 23, 2018
#13	-17.22% Dec 2, 2024 - Feb 27, 2025	-1.64% Feb 22, 2019 - Mar 11, 2019
#14	-17.00% Nov 26, 2010 - Jan 4, 2011	-1.48% Oct 29, 2019 - Dec 2, 2019
#15	-15.61% Sep 1, 2023 - Nov 14, 2023	-1.18% May 21, 2018 - May 30, 2018

Correlation

Correlation between TIPT and TRTX is 0.02 which considered as a very weak or no correlation - the stocks move independently of each other.

0.02

-101

Dividend Comparison (2011 - 2026)

TIPT vs TRTX dividend yield comparison.

Year	TIPT	TRTX
2026	0.68%	2.82%
2025	1.31%	11.15%
2024	2.35%	11.29%
2023	1.05%	14.77%
2022	1.16%	14.14%
2021	1.16%	7.71%
2020	3.19%	15.44%
2019	1.90%	8.49%
2018	2.42%	9.35%
2017	2.02%	3.73%
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%