LendingTree Performance degli utili passati
Criteri Il passato verificati 3/6
LendingTree ha registrato una crescita degli utili a un tasso medio annuo di 13%, mentre il settore Consumer Finance ha registrato utili in diminuzione a un tasso medio annuo di 0.8%. I ricavi sono stati in diminuzione a un tasso medio annuo di 0.5%. Il ritorno sul capitale proprio di LendingTree è 59.4% e ha margini netti di 15%.
Informazioni chiave
12.98%
Tasso di crescita degli utili
12.54%
Tasso di crescita dell'EPS
| Consumer Finance Crescita del settore | 7.20% |
| Tasso di crescita dei ricavi | -0.51% |
| Rendimento del capitale proprio | 59.38% |
| Margine netto | 15.02% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Nuova analisi • 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?
Nuova analisi • 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?
Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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).Aggiornamento dell'analisi • 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 AlphaArticolo di analisi • 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...Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...
Nuova analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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 AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come LendingTree guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 1,205 | 181 | 989 | 45 |
| 31 Dec 25 | 1,117 | 151 | 926 | 45 |
| 30 Sep 25 | 1,059 | 14 | 871 | 48 |
| 30 Jun 25 | 1,012 | -54 | 840 | 48 |
| 31 Mar 25 | 972 | -55 | 814 | 46 |
| 31 Dec 24 | 900 | -42 | 745 | 46 |
| 30 Sep 24 | 773 | -36 | 638 | 45 |
| 30 Jun 24 | 667 | -127 | 542 | 44 |
| 31 Mar 24 | 640 | -135 | 511 | 44 |
| 31 Dec 23 | 673 | -122 | 551 | 47 |
| 30 Sep 23 | 740 | -146 | 616 | 49 |
| 30 Jun 23 | 823 | -156 | 709 | 52 |
| 31 Mar 23 | 902 | -164 | 788 | 56 |
| 31 Dec 22 | 985 | -188 | 855 | 56 |
| 30 Sep 22 | 1,041 | -129 | 905 | 56 |
| 30 Jun 22 | 1,101 | 25 | 935 | 55 |
| 31 Mar 22 | 1,109 | 43 | 935 | 54 |
| 31 Dec 21 | 1,098 | 73 | 927 | 53 |
| 30 Sep 21 | 1,063 | 17 | 892 | 50 |
| 30 Jun 21 | 985 | -4 | 834 | 48 |
| 31 Mar 21 | 900 | -22 | 751 | 45 |
| 31 Dec 20 | 910 | -23 | 747 | 44 |
| 30 Sep 20 | 943 | -13 | 754 | 43 |
| 30 Jun 20 | 1,033 | 36 | 796 | 41 |
| 31 Mar 20 | 1,127 | 58 | 874 | 41 |
| 31 Dec 19 | 1,107 | 39 | 852 | 40 |
| 30 Sep 19 | 1,054 | 38 | 808 | 39 |
| 30 Jun 19 | 941 | 42 | 722 | 35 |
| 31 Mar 19 | 846 | 74 | 651 | 31 |
| 31 Dec 18 | 765 | 109 | 596 | 27 |
| 30 Sep 18 | 723 | 103 | 574 | 24 |
| 30 Jun 18 | 698 | 84 | 565 | 22 |
| 31 Mar 18 | 666 | 47 | 537 | 21 |
| 31 Dec 17 | 618 | 19 | 503 | 18 |
| 30 Sep 17 | 558 | 34 | 441 | 15 |
| 30 Jun 17 | 481 | 31 | 376 | 14 |
| 31 Mar 17 | 422 | 32 | 328 | 13 |
| 31 Dec 16 | 384 | 31 | 298 | 14 |
| 30 Sep 16 | 362 | 55 | 282 | 15 |
| 30 Jun 16 | 337 | 55 | 266 | 14 |
| 31 Mar 16 | 298 | 53 | 237 | 12 |
| 31 Dec 15 | 254 | 51 | 203 | 10 |
| 30 Sep 15 | 220 | 21 | 176 | 9 |
| 30 Jun 15 | 191 | 15 | 154 | 8 |
Guadagni di qualità: TREE ha guadagni di alta qualità.
Margine di profitto in crescita: TREE è diventata redditizia in passato.
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: TREE è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 13% all'anno.
Accelerare la crescita: TREE è diventata redditizia nell'ultimo anno, rendendo difficile confrontare il tasso di crescita degli utili con la media quinquennale.
Guadagni vs Settore: TREE è diventata redditizia nell'ultimo anno, rendendo difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Consumer Finance ( 31.4% ).
Rendimento del capitale proprio
ROE elevato: Sebbene il Return on Equity ( 59.38% ) di TREE sia eccezionale, questa metrica è distorta a causa del loro elevato livello di debito.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/07 17:07 |
| Prezzo dell'azione a fine giornata | 2026/05/07 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
LendingTree, Inc. è coperta da 16 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Nathaniel Schindler | BofA Global Research |
| Mark Stephen Mahaney | Citigroup Inc |
| Kunal Madhukar | Deutsche Bank |