Tiptree (TIPT) Return on Invested Capital [ROIC] (2013 - 2026)
Tiptree (TIPT) recorded Return on Invested Capital [ROIC] of -3.82% in Q3 2026, down 3.82 percentage points from 0.00% a year earlier but up 0.64 percentage points from the prior quarter.
Powered by 
Analysis
Tiptree (TIPT) Return on Invested Capital [ROIC] (2013 - 2026) Analysis & Trends
For FY2024, Tiptree reported Return on Invested Capital [ROIC] of 10.34%, up 4.32 percentage points from FY2023.
- Annual Return on Invested Capital [ROIC] has a five-year change of +5.29 percentage points (FY2019 to FY2024).
- Across earlier years, Return on Invested Capital [ROIC] came in at 6.02% in FY2023 (+5.32 pp), 0.70% in FY2022 (-8.36 pp), 9.06% in FY2021 (+9.59 pp) and -0.53% in FY2020 (-5.58 pp).
- Quarterly Return on Invested Capital [ROIC] has ranged from -4.77% in Q1 2026 to 10.02% in Q4 2024 over the past five years.
- On a year-over-year basis, Return on Invested Capital [ROIC] has declined for three consecutive quarters, with an average year-over-year change of -4.62 percentage points over the last seven quarters.
- Peak year-over-year performance for Return on Invested Capital [ROIC] in the last five years was a gain of 9.39 percentage points in Q4 2021, against a drop of 12.51 percentage points in Q2 2022 at the low end.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,248.67 Bn | -185.49 Bn | 56.71 Bn | -11.13% |
| 2 | Chubb | 141.22 Bn | 92.15 Bn | 8.67 Bn | 11.97% |
| 3 | Progressive | 134.26 Bn | 109.78 Bn | 8.29 Bn | 28.24% |
| 4 | Marsh & Mclennan Companies | 98.32 Bn | 90.72 Bn | - | 13.08% |
| 5 | Travelers Companies | 82.09 Bn | 59.57 Bn | 5.93 Bn | 21.49% |
| 6 | Manulife Financial | 75.36 Bn | -19.02 Bn | - | - |
| 7 | Arthur J. Gallagher | 72.54 Bn | 67.17 Bn | 3.33 Bn | 6.01% |
| 8 | Aon | 71.33 Bn | 50.56 Bn | - | 11.58% |
| 9 | Allstate | 65.04 Bn | 22.10 Bn | -9.85 Bn | 9.71% |
| 10 | Tiptree | 649.79 Mn | -1.33 Bn | - | -3.69% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | -3.69% |
| Jun 30, 2026 | -4.40% |
| Mar 31, 2026 | -4.58% |
| Dec 31, 2025 | -3.93% |
| Sep 30, 2025 | 0.00% |
| Jun 30, 2025 | 3.16% |
| Mar 31, 2025 | 8.18% |
| Dec 31, 2024 | 12.53% |
| Sep 30, 2024 | 8.93% |
| Jun 30, 2024 | 7.82% |
| Mar 31, 2024 | 6.82% |
| Dec 31, 2023 | 5.78% |
| Sep 30, 2023 | 4.49% |
| Jun 30, 2023 | 5.95% |
| Mar 31, 2023 | 1.28% |
| Dec 31, 2022 | 0.70% |
| Sep 30, 2022 | 0.00% |
| Jun 30, 2022 | 0.00% |
| Mar 31, 2022 | 5.43% |
| Dec 31, 2021 | 11.79% |
API Access
Tiptree Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=TIPT&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "TIPT", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=TIPT&period=max&api_key=YOUR_API_KEY");
const data = await res.json();