LendingTree, Inc.

Informe acción NasdaqGS:TREE

Capitalización de mercado: US$553.5m

LendingTree Resultados de beneficios anteriores

Pasado controles de criterios 3/6

LendingTree ha aumentado sus beneficios a una tasa media anual de 13%, mientras que los beneficios de la industria de Consumer Finance han experimentado un descenso de 0.8% anual. Los ingresos han ido disminuyendo a una tasa media de 0.5% al año. La rentabilidad financiera de LendingTree es de 59.4%, y sus márgenes netos son de 15%.

Información clave

12.98%

Tasa de crecimiento de los beneficios

12.54%

Tasa de crecimiento del BPA

Crecimiento de la industria Consumer Finance 7.20%
Tasa de crecimiento de los ingresos-0.51%
Rentabilidad financiera59.38%
Margen neto15.02%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Nuevo análisis Apr 29

AI Investments And New Product Categories Will Reshape Earnings Profiles Yet Keep Risks Elevated

Catalysts About LendingTree LendingTree operates an online marketplace that connects consumers with a broad network of lenders and insurance carriers for a range of financial products. What are the underlying business or industry changes driving this perspective?
Nuevo análisis Apr 15

Expanded Insurance And AI Adoption Will Drive Strong Future Momentum

Catalysts About LendingTree LendingTree operates an online marketplace that connects consumers and small businesses with a wide range of lenders and insurance carriers for financial products. What are the underlying business or industry changes driving this perspective?
Actualización del análisis Apr 14

TREE: Insurance Momentum And Diversified Revenue Are Expected To Support Recovery

Analysts have lowered the blended price target on LendingTree from about $81 to roughly $65, reflecting lower assumed future P/E multiples. At the same time, they highlight stronger recent results, improving revenue growth assumptions and solid momentum in the insurance segment.
Actualización del análisis Feb 26

TREE: Stable Outlook And Higher Future P/E Will Support Continued Recovery

The updated analyst price target for LendingTree now stands at $81.33, with analysts pointing to modest adjustments in the discount rate and future P/E assumptions to support this level. Valuation Changes Fair Value: $81.33 remains unchanged, indicating no adjustment to the modeled intrinsic value per share.
Actualización del análisis Feb 11

TREE: Updated Bylaws And Stable Outlook Will Support Continued Recovery

Analysts have maintained their fair value estimate for LendingTree at $81.33, making only minor adjustments to assumptions such as a modestly higher discount rate and a slightly revised future P/E multiple that inform their latest price target update. What's in the News On November 21, 2025, LendingTree's board approved and adopted amendments to the company's Amended and Restated Bylaws, which became effective immediately (company filing).
Actualización del análisis Jan 27

TREE: Normalizing Rates And Improved Leverage Will Support Segment Recovery

Analysts have raised their blended price target for LendingTree by about $10 to the low US$80s, citing solid Q3 results, broad-based growth in personal loans and insurance, and improving leverage. They believe these factors support a more constructive outlook on the shares.
Seeking Alpha Jan 21

LendingTree: Insurance Momentum Remains Strong

Summary LendingTree is rated a buy with a 1-year target price of $78, implying 15% upside from $68. TREE's insurance segment, now over 66% of revenue, drives growth, supported by increased carrier marketing spend. Profitability rebounded in Q3: GAAP net income reached $10.2M, and adjusted EBITDA rose 48% YoY to $39.8M. Key risks include SEO traffic declines from AI-driven search, but paid search remains strong, and TREE's liquidity is stable after debt refinancing. Read the full article on Seeking Alpha
Artículo de análisis Jan 15

Improved Revenues Required Before LendingTree, Inc. (NASDAQ:TREE) Stock's 27% Jump Looks Justified

LendingTree, Inc. ( NASDAQ:TREE ) shares have had a really impressive month, gaining 27% after a shaky period...
Actualización del análisis Jan 12

TREE: Normalizing Rates Will Support Broader Segment Recovery And Operating Leverage Improvements

Narrative Update on LendingTree Analysts have lifted their price expectations for LendingTree into the low to mid US$70 to low US$80 range, citing solid Q3 results, broad-based segment growth led by Insurance, and improved operating leverage that supports a more constructive outlook on the shares. Analyst Commentary Recent Street research paints a mainly constructive picture around LendingTree, with several price target increases tied to Q3 results, segment trends, and updated company guidance.
Actualización del análisis Dec 15

TREE: Normalizing Rates Will Support Durable Gains In Personal Loans And Insurance

Analysts have nudged their price target on LendingTree higher, reflecting a roughly 15 percent upside from prior levels as they point to broad based double digit growth across all segments, particularly in personal loans and insurance, improved operating leverage, and a more favorable outlook as interest rates normalize. Analyst Commentary Bullish analysts highlight that LendingTree's recent quarter underscores the durability of its recovery, with double digit growth across personal loans and insurance reinforcing confidence in the sustainability of higher earnings power and supporting recent price target increases.
Actualización del análisis Nov 29

TREE: Normalizing Rates Will Drive Double-Digit Gains in Key Segments

LendingTree's analyst price target has risen significantly, with recent updates increasing the target by $20 to $83 per share. Analysts highlight broad-based segment growth and improving leverage, supporting a favorable outlook.
Actualización del análisis Nov 15

TREE: Strong Q3 Results and Segment Recovery Will Drive Outperformance

Analysts have raised their price targets for LendingTree by a notable margin. Recent updates reflect increased confidence due to strong quarterly results, broad-based growth across key segments, and expectations of continued recovery as market conditions improve.
Actualización del análisis Nov 01

TREE: Broad-Based Expansion And Rate Cuts Will Drive Future Performance

Analysts have raised LendingTree's fair value estimate from $71 to approximately $81.33, citing broad-based growth and improving financial flexibility as highlighted in recent research updates. Analyst Commentary Bullish Takeaways Bullish analysts have increased their price targets for LendingTree, citing strong quarterly earnings and positive forward guidance as a basis for these adjustments.
Actualización del análisis Sep 09

Digital Finance And AI Integration Will Create Future Value

LendingTree’s consensus price target was raised from $67.67 to $71.00 as analysts cite strong Q2 results, improved company guidance, and expectations of Fed rate cuts boosting the Mortgage segment. Analyst Commentary Bullish analysts are responding to a "solid" Q2 earnings performance.
Artículo de análisis Jul 25

LendingTree, Inc.'s (NASDAQ:TREE) Shares Bounce 38% But Its Business Still Trails The Industry

LendingTree, Inc. ( NASDAQ:TREE ) shareholders are no doubt pleased to see that the share price has bounced 38% in the...
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Nuevo análisis May 04

Cost Control And Relaxed Regulations Will Revive Insurance And Home

Regulatory relief in Insurance is expected to improve customer experience and support revenue and EBITDA growth.
Artículo de análisis Apr 02

LendingTree, Inc. (NASDAQ:TREE) Stock Catapults 31% Though Its Price And Business Still Lag The Industry

The LendingTree, Inc. ( NASDAQ:TREE ) share price has done very well over the last month, posting an excellent gain of...
Artículo de análisis Feb 14

LendingTree, Inc. (NASDAQ:TREE) Stock Rockets 26% But Many Are Still Ignoring The Company

LendingTree, Inc. ( NASDAQ:TREE ) shareholders would be excited to see that the share price has had a great month...
Artículo de análisis Dec 08

Cautious Investors Not Rewarding LendingTree, Inc.'s (NASDAQ:TREE) Performance Completely

With a price-to-sales (or "P/S") ratio of 0.7x LendingTree, Inc. ( NASDAQ:TREE ) may be sending bullish signals at the...
Seeking Alpha Sep 19

LendingTree: Solid Fundamental And Financial Outlook Is Backing Price Momentum

Summary LendingTree's share price surged 90% YTD and 271% in the last twelve months, driven by strong performance and expected rate cuts boosting demand. Fundamentals are strengthening with prospects of rate cuts in 2024 and 2025, improving demand for LendingTree's financial products and reducing bad debt risks. Business strategies, particularly in the insurance segment, are yielding significant revenue growth, with plans to replicate this success in home and consumer segments. Despite recent gains, LendingTree remains a buy due to robust financial growth outlook, improved fundamentals, and strategic initiatives positioning it for future success. Read the full article on Seeking Alpha
Artículo de análisis Aug 01

Further Upside For LendingTree, Inc. (NASDAQ:TREE) Shares Could Introduce Price Risks After 28% Bounce

LendingTree, Inc. ( NASDAQ:TREE ) shares have had a really impressive month, gaining 28% after a shaky period...
Artículo de análisis Jul 31

Growth Investors: Industry Analysts Just Upgraded Their LendingTree, Inc. (NASDAQ:TREE) Revenue Forecasts By 19%

LendingTree, Inc. ( NASDAQ:TREE ) shareholders will have a reason to smile today, with the analysts making substantial...
Seeking Alpha Jun 30

LendingTree: Disproportionate Spending On Sales Vs. Cybersecurity

Summary Recent data leak at LendingTree can perhaps find roots in its spending on cybersecurity risk mitigation. The company seems to have weak brand recognition in acquiring and retaining customers, which resulted in costly sales and marketing expenses. Without heavy sales spending, its top line could continue to weaken, which could lead to the deterioration of all margins. Read the full article on Seeking Alpha

Desglose de ingresos y gastos

Cómo gana y gasta dinero LendingTree. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NasdaqGS:TREE Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 261,20518198945
31 Dec 251,11715192645
30 Sep 251,0591487148
30 Jun 251,012-5484048
31 Mar 25972-5581446
31 Dec 24900-4274546
30 Sep 24773-3663845
30 Jun 24667-12754244
31 Mar 24640-13551144
31 Dec 23673-12255147
30 Sep 23740-14661649
30 Jun 23823-15670952
31 Mar 23902-16478856
31 Dec 22985-18885556
30 Sep 221,041-12990556
30 Jun 221,1012593555
31 Mar 221,1094393554
31 Dec 211,0987392753
30 Sep 211,0631789250
30 Jun 21985-483448
31 Mar 21900-2275145
31 Dec 20910-2374744
30 Sep 20943-1375443
30 Jun 201,0333679641
31 Mar 201,1275887441
31 Dec 191,1073985240
30 Sep 191,0543880839
30 Jun 199414272235
31 Mar 198467465131
31 Dec 1876510959627
30 Sep 1872310357424
30 Jun 186988456522
31 Mar 186664753721
31 Dec 176181950318
30 Sep 175583444115
30 Jun 174813137614
31 Mar 174223232813
31 Dec 163843129814
30 Sep 163625528215
30 Jun 163375526614
31 Mar 162985323712
31 Dec 152545120310
30 Sep 15220211769
30 Jun 15191151548

Ingresos de calidad: TREE tiene ganancias de alta calidad.

Margen de beneficios creciente: TREE pasó a ser rentable.


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: TREE ha pasado a ser rentable en los últimos 5 años, con un crecimiento de los beneficios de 13% al año.

Acelerando crecimiento: TREE ha pasado a ser rentable en el último año, lo que dificulta la comparación de la tasa de crecimiento de los beneficios con su promedio de 5 años.

Beneficios vs. Industria: TREE ha pasado a ser rentable en el último año, lo que es difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Consumer Finance (31.4%).


Rentabilidad financiera

Alta ROE: Aunque la rentabilidad financiera (59.38%) de TREE es excepcional, esta métrica está sesgada debido a su alto nivel de deuda.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/07 09:39
Precio de las acciones al final del día2026/05/07 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

LendingTree, Inc. está cubierta por 16 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Nathaniel SchindlerBofA Global Research
Mark Stephen MahaneyCitigroup Inc
Kunal MadhukarDeutsche Bank