COMP <GO>
TIPT vs V // 10Y YIELD & FRED MACRO BETA
Tiptree Inc. (NASDAQ) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: TIPT 3
— V 6
■ METRIC PARITY
LAST: $17.69 (+0.57%) • MKT CAP: $640.7M
macro-sensitivity
—
LAST: $420.42 (-1.20%) • MKT CAP: $760.28B
macro-sensitivity
1.06
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (TIPT VS. V)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | TIPT | V | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -6.80% | 32.30% | -39.10 | V | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 28.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | 2.90% | — | TIE | /fcf-yield <GO> |
| Operating Margin | -60.00% | 60.00% | -120.00 | V | /operating-margins <GO> |
| Net Profit Margin | 68.00% | 50.10% | +17.90 | TIPT | /net-margins <GO> |
| Revenue Growth (YoY) | -65.00% | 11.30% | -76.30 | V | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.45% | 0.63% | +0.82 | TIPT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 9.09 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 9/9 | -4.00 | V | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.1 | 74.2 | -13.10 | V | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | — | 1.06 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.7x | 34.0x | -17.30 | TIPT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $640.7M | $760.28B | -$759.64B | V | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | TIPT REV | V REV | TIPT GROSS % | V GROSS % | TIPT FCF | V FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $488.0K | $40.00B | — | — | $168.2M | $21.26B |
| FY 2024 | $341.5M | $35.93B | — | — | $240.7M | $18.33B |
| FY 2023 | $341.4M | $32.65B | — | — | $71.5M | $19.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
TIPT // BETA —
V // BETA 1.06