View ValuationLendingTree 将来の成長Future 基準チェック /26LendingTreeの収益は年間7.2%で減少すると予測されていますが、年間収益は年間8.7%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に23.2% 11.6%なると予測されています。主要情報-7.2%収益成長率-11.58%EPS成長率Consumer Finance 収益成長16.9%収益成長率8.7%将来の株主資本利益率23.24%アナリストカバレッジGood最終更新日16 Jun 2026今後の成長に関する最新情報お知らせ • May 03+ 1 more updateLendingTree, Inc. Provides Earnings Guidance for the Second-Quarter 2026LendingTree, Inc. provided earnings guidance for the Second-quarter 2026. For the quarter, the company expects Revenue to be $305 - $325 million.お知らせ • Mar 03Lendingtree, Inc. Provides Revenue Guidance for the First-Quarter and Full-Year of 2026LendingTree, Inc. provided revenue guidance for the first-quarter and full-year of 2026. For the quarter, company expects Revenue of $317million to $325 million. For the year, company expects Revenue of $1,275 million to $1,330 million.お知らせ • Oct 30LendingTree, Inc. Updates Earnings Guidance for the Fourth Quarter and Full Year Ended December 31, 2025LendingTree, Inc. updated earnings guidance for the fourth quarter and full year ended December 31, 2025. For the quarter, the company expected resulting implied revenue to be $280 million to $290 million. For the year, the company expected revenue of $1.08 billion to $1.09 billion.お知らせ • Jul 24+ 1 more updateLendingtree, Inc. Updates Earnings Guidance for the Second Quarter and Full Year of 2025LendingTree, Inc. updated earnings guidance for the second quarter and full year of 2025. For the quarter, the company expects revenue to be $250 million, above the previously disclosed range of $241 million - $248 million. For the year, the company anticipated revenue to be $1 billion to $1.05 billion, compared to the prior range of $955 million - $995 million.お知らせ • May 02LendingTree, Inc. Updates Earnings Guidance for the Full Year of 2025LendingTree, Inc. updated earnings guidance for the full year of 2025. For the year, the company expects revenue to be $955 million to $995 million compared to the prior range of $985 million to $1,025 million.お知らせ • Mar 06LendingTree, Inc. Provides Earnings Guidance for the First Quarter of 2025 and Full Year 2025LendingTree, Inc. provided earnings guidance for the first quarter of 2025 and full year 2025. For the quarter, the company expects Revenue: $241 million - $248 million. For the year, the company expects Revenue is anticipated to be in the range of $985 million - $1,025 million, an increase of 9% to 14% compared to 2024. full-year 2025 outlook assumes double-digit revenue growth in both the Home and Consumer segments, with more modest Insurance segment growth following a record year.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €37.30, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Consumer Finance industry in Europe. Total returns to shareholders of 76% over the past three years.Board Change • May 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. CEO, President & Director Scott Peyree was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 03+ 1 more updateLendingTree, Inc. Provides Earnings Guidance for the Second-Quarter 2026LendingTree, Inc. provided earnings guidance for the Second-quarter 2026. For the quarter, the company expects Revenue to be $305 - $325 million.お知らせ • Apr 29LendingTree, Inc., Annual General Meeting, Jun 17, 2026LendingTree, Inc., Annual General Meeting, Jun 17, 2026.お知らせ • Apr 15LendingTree, Inc. to Report Q1, 2026 Results on Apr 30, 2026LendingTree, Inc. announced that they will report Q1, 2026 results at 4:00 PM, Eastern Standard Time on Apr 30, 2026お知らせ • Mar 03Lendingtree, Inc. Provides Revenue Guidance for the First-Quarter and Full-Year of 2026LendingTree, Inc. provided revenue guidance for the first-quarter and full-year of 2026. For the quarter, company expects Revenue of $317million to $325 million. For the year, company expects Revenue of $1,275 million to $1,330 million.お知らせ • Jan 22LendingTree, Inc. to Report Q4, 2025 Results on Mar 02, 2026LendingTree, Inc. announced that they will report Q4, 2025 results at 4:00 PM, Eastern Standard Time on Mar 02, 2026お知らせ • Jan 10LendingTree, Inc. Promotes Ian Smith to Chief Operating Officer and Laura Nelson to Head of InsuranceLendingTree, Inc. announced the promotion of Ian Smith,43, to Chief Operating Officer. Scott Peyree previously served as Chief Operating Officer before he was appointed Chief Executive Officer following the passing of founder Doug Lebda. Laura Nelson will step into the Head of Insurance role following Smith's transition. The leadership appointments reflect LendingTree's continued focus on disciplined execution, operational scale, and long-term growth. As Chief Operating Officer, Smith will oversee day-to-day operations across LendingTree, bringing the operating rigor and discipline he established within the company's insurance business to lending and the broader organization. Nelson will lead LendingTree's insurance marketplace, building on its momentum and continuing to drive performance, innovation, and partner success. Smith most recently served as Senior Vice President of Insurance at LendingTree, where he led the company's insurance business, driving strategy, operations and growth across its insurance marketplace. He joined QuoteWizard in 2005 and helped transform the business from a fast-growing startup into one of the leading online insurance comparison platforms in the U.S. Following LendingTree's acquisition of QuoteWizard, Smith played a critical role in integrating the business into LendingTree's broader financial ecosystem and advancing the company's position in the insurtech space. Nelson has served as Senior Vice President of Sales, where she led revenue growth initiatives and built high-performing sales teams across the company. As Head of Insurance, she will be responsible for the overall strategy, execution and performance of LendingTree's insurance marketplace, continuing to strengthen relationships with carriers and deliver value to consumers.お知らせ • Oct 30LendingTree, Inc. Updates Earnings Guidance for the Fourth Quarter and Full Year Ended December 31, 2025LendingTree, Inc. updated earnings guidance for the fourth quarter and full year ended December 31, 2025. For the quarter, the company expected resulting implied revenue to be $280 million to $290 million. For the year, the company expected revenue of $1.08 billion to $1.09 billion.お知らせ • Oct 13+ 1 more updateLendingtree, Inc. Announces CEO ChangesLendingTree, Inc. announced that Doug Lebda, the Company's Chief Executive Officer, passed away unexpectedly on October 12, 2025 in an all-terrain vehicle accident. Scott Peyree, the Company's Chief Operating Officer and President, has been appointed by the Board to serve as the Company's Chief Executive Officer, effective immediately.お知らせ • Oct 11LendingTree, Inc. to Report Q3, 2025 Results on Oct 30, 2025LendingTree, Inc. announced that they will report Q3, 2025 results After-Market on Oct 30, 2025お知らせ • Jul 24+ 1 more updateLendingtree, Inc. Updates Earnings Guidance for the Second Quarter and Full Year of 2025LendingTree, Inc. updated earnings guidance for the second quarter and full year of 2025. For the quarter, the company expects revenue to be $250 million, above the previously disclosed range of $241 million - $248 million. For the year, the company anticipated revenue to be $1 billion to $1.05 billion, compared to the prior range of $955 million - $995 million.お知らせ • Jul 17LendingTree, Inc. to Report Q2, 2025 Results on Jul 31, 2025LendingTree, Inc. announced that they will report Q2, 2025 results at 4:00 PM, Eastern Standard Time on Jul 31, 2025お知らせ • May 02LendingTree, Inc. Updates Earnings Guidance for the Full Year of 2025LendingTree, Inc. updated earnings guidance for the full year of 2025. For the year, the company expects revenue to be $955 million to $995 million compared to the prior range of $985 million to $1,025 million.お知らせ • Apr 28LendingTree, Inc., Annual General Meeting, Jun 11, 2025LendingTree, Inc., Annual General Meeting, Jun 11, 2025.お知らせ • Apr 24LendingTree, Inc. to Report Q1, 2025 Results on May 01, 2025LendingTree, Inc. announced that they will report Q1, 2025 results After-Market on May 01, 2025お知らせ • Mar 06LendingTree, Inc. Provides Earnings Guidance for the First Quarter of 2025 and Full Year 2025LendingTree, Inc. provided earnings guidance for the first quarter of 2025 and full year 2025. For the quarter, the company expects Revenue: $241 million - $248 million. For the year, the company expects Revenue is anticipated to be in the range of $985 million - $1,025 million, an increase of 9% to 14% compared to 2024. full-year 2025 outlook assumes double-digit revenue growth in both the Home and Consumer segments, with more modest Insurance segment growth following a record year.お知らせ • Feb 20LendingTree, Inc. to Report Q4, 2024 Results on Mar 05, 2025LendingTree, Inc. announced that they will report Q4, 2024 results After-Market on Mar 05, 2025Reported Earnings • Nov 03Third quarter 2024 earnings released: US$4.35 loss per share (vs US$11.43 loss in 3Q 2023)Third quarter 2024 results: US$4.35 loss per share (improved from US$11.43 loss in 3Q 2023). Revenue: US$260.8m (up 68% from 3Q 2023). Net loss: US$58.0m (loss narrowed 61% from 3Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings.お知らせ • Nov 01+ 1 more updateLendingTree, Inc. Revises Earnings Guidance for the Full Year of 2024LendingTree, Inc. revised earnings guidance for the full year of 2024. For the year, the company expects revenue to be $870 million to $880 million versus the prior range of $830 million to $870 million.New Risk • Oct 24New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €90k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.2% average weekly change). Shareholders have been diluted in the past year (2.9% increase in shares outstanding). Significant insider selling over the past 3 months (€90k sold).お知らせ • Oct 15LendingTree, Inc. to Report Q3, 2024 Results on Oct 31, 2024LendingTree, Inc. announced that they will report Q3, 2024 results After-Market on Oct 31, 2024Recent Insider Transactions • Aug 21Independent Director recently sold €90k worth of stockOn the 15th of August, Diego Rodriguez sold around 2k shares on-market at roughly €44.76 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €7.3m more than they bought in the last 12 months.お知らせ • Aug 01LendingTree, Inc. has filed a Follow-on Equity Offering in the amount of $50 million.LendingTree, Inc. has filed a Follow-on Equity Offering in the amount of $50 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market OfferingReported Earnings • Jul 26Second quarter 2024 earnings released: EPS: US$0.58 (vs US$0.009 loss in 2Q 2023)Second quarter 2024 results: EPS: US$0.58 (up from US$0.009 loss in 2Q 2023). Revenue: US$210.1m (up 15% from 2Q 2023). Net income: US$7.80m (up US$7.92m from 2Q 2023). Profit margin: 3.7% (up from net loss in 2Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 34 percentage points per year, which is a significant difference in performance.お知らせ • Jul 16LendingTree, Inc. to Report Q2, 2024 Results on Jul 25, 2024LendingTree, Inc. announced that they will report Q2, 2024 results After-Market on Jul 25, 2024お知らせ • Jun 19+ 2 more updatesLendingTree, Inc. Announces Chief Financial Officer Transition, Effective August 9, 2024LendingTree, Inc. announced the promotion of Jason Bengel to Chief Financial Officer following the departure of Trent Ziegler on August 9, 2024. After 12 years of exceptional service, Trent Ziegler will be stepping down from his position to pursue a new opportunity outside the Company. Ziegler leaves behind a legacy of strong shareholder relationships, optimized cost structure and the successful execution of complex financing initiatives. Jason Bengel, an integral member of LendingTree's management team and a Chartered Financial Analyst, will step into the CFO role effective as of August 9, 2024. Bengel's expertise in financial planning and analysis, coupled with his dedication to operational efficiency and deep understanding of LendingTree's business lines, position him well to drive LendingTree's financial strategies forward.Recent Insider Transactions • May 08CFO & Treasurer recently sold €400k worth of stockOn the 3rd of May, Trent Ziegler sold around 9k shares on-market at roughly €45.77 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Trent's only on-market trade for the last 12 months.New Risk • May 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.3x net interest cover). Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk Shareholders have been diluted in the past year (2.4% increase in shares outstanding).Reported Earnings • May 01First quarter 2024 earnings released: EPS: US$0.078 (vs US$1.05 in 1Q 2023)First quarter 2024 results: EPS: US$0.078 (down from US$1.05 in 1Q 2023). Revenue: US$167.8m (down 16% from 1Q 2023). Net income: US$1.02m (down 93% from 1Q 2023). Profit margin: 0.6% (down from 6.7% in 1Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 39 percentage points per year, which is a significant difference in performance.お知らせ • Apr 30+ 1 more updateLendingTree, Inc. Revises Earnings Guidance for the Full-Year 2024LendingTree, Inc. revised earnings guidance for the Full-year 2024. The company now expects revenue of $690 million - $720 million compared to the prior range of $650 million - $690 million.お知らせ • Apr 28LendingTree, Inc., Annual General Meeting, Jun 12, 2024LendingTree, Inc., Annual General Meeting, Jun 12, 2024, at 11:00 US Eastern Standard Time. Agenda: To consider directorate elections; to consider on pay); to consider LendingTree's independent registered public accounting firm; and to consider other matters.お知らせ • Apr 17LendingTree, Inc. to Report Q1, 2024 Results on Apr 30, 2024LendingTree, Inc. announced that they will report Q1, 2024 results at 7:00 AM, Eastern Standard Time on Apr 30, 2024お知らせ • Mar 28LendingTree, Inc. announced that it expects to receive $175 million in fundingLendingTree, Inc announced a private placement to issue secured first lien term loan facility with new lender, Apollo Global Management, Inc. for a gross proceeds of $175,000,000 on March 27, 2024. The company expects to issue $125,000,000 of the facility upon funding while the remainder will be available as a delayed draw during the following 12 months.お知らせ • Feb 29Lendingtree, Inc. Provides Revenue Guidance for the First-Quarter and Full-Year of 2024LendingTree, Inc. provided revenue guidance for the first-quarter and full-year of 2024. For the quarter, company expects Revenue of $158 - $168 million. For the year, Revenue is anticipated to be in the range of $650 - $690 million, representing a decline of 3% to an increase of 3% compared to 2023.Reported Earnings • Feb 28Full year 2023 earnings released: US$9.46 loss per share (vs US$14.69 loss in FY 2022)Full year 2023 results: US$9.46 loss per share (improved from US$14.69 loss in FY 2022). Revenue: US$672.5m (down 32% from FY 2022). Net loss: US$122.4m (loss narrowed 35% from FY 2022). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 31 percentage points per year, which is a significant difference in performance.お知らせ • Feb 21LendingTree, Inc. to Report Q4, 2023 Results on Feb 27, 2024LendingTree, Inc. announced that they will report Q4, 2023 results at 7:00 AM, US Eastern Standard Time on Feb 27, 2024お知らせ • Nov 01+ 2 more updatesLendingTree, Inc. Provides Earnings Guidance for the Fourth Quarter of 2023LendingTree, Inc. provided earnings guidance for the fourth quarter of 2023. For the quarter, the company expects revenue to be in the range of $132 million to $142 million.Reported Earnings • Nov 01Third quarter 2023 earnings released: US$11.43 loss per share (vs US$12.44 loss in 3Q 2022)Third quarter 2023 results: US$11.43 loss per share (improved from US$12.44 loss in 3Q 2022). Revenue: US$155.2m (down 35% from 3Q 2022). Net loss: US$148.5m (loss narrowed 6.4% from 3Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 17 percentage points per year, which is a significant difference in performance.お知らせ • Oct 17LendingTree, Inc. to Report Q3, 2023 Results on Oct 31, 2023LendingTree, Inc. announced that they will report Q3, 2023 results at 7:00 AM, US Eastern Standard Time on Oct 31, 2023Recent Insider Transactions • Sep 03Founder recently sold €6.7m worth of stockOn the 30th of August, Douglas Lebda sold around 388k shares on-market at roughly €17.31 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Douglas has been a net seller over the last 12 months, reducing personal holdings by €7.6m.New Risk • Aug 14New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €55k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (8.8% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Significant insider selling over the past 3 months (€55k sold).Recent Insider Transactions • Aug 04Chief Human Resources Officer recently sold €54k worth of stockOn the 2nd of August, Jill Olmstead sold around 3k shares on-market at roughly €20.41 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €448k more than they bought in the last 12 months.お知らせ • Jul 29+ 1 more updateLendingTree, Inc. Provides Earnings Guidance for the Third Quarter of 2023LendingTree, Inc. provided earnings guidance for the third quarter of 2023. For the quarter, the company reported revenue of $155 million - $170 million.Reported Earnings • Jul 28Second quarter 2023 earnings released: US$0.009 loss per share (vs US$0.63 loss in 2Q 2022)Second quarter 2023 results: US$0.009 loss per share (improved from US$0.63 loss in 2Q 2022). Revenue: US$182.5m (down 30% from 2Q 2022). Net loss: US$115.0k (loss narrowed 99% from 2Q 2022). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 35 percentage points per year, which is a significant difference in performance.お知らせ • Jul 22+ 1 more updateLendingTree, Inc. to Report Q2, 2023 Results on Jul 27, 2023LendingTree, Inc. announced that they will report Q2, 2023 results at 7:00 AM, US Eastern Standard Time on Jul 27, 2023お知らせ • Jun 22LendingTree Appoints Eoghan Nolan as SVP, Product ManagementLendingTree announced the appointment of Eoghan Nolan as SVP, Product Management. With extensive and diverse experience in digital product design, technology, and engineering, Eoghan has a proven track record of unlocking scale, driving delivery, and creating new product-driven business models. He has a passion for leveraging data and technology to create, accelerate and scale up business models – values that align perfectly with LendingTree's mission to simplify financial decisions for life's meaningful moments. Nolan has held integral roles in building global-scale technology platforms at Google and Accenture. Most recently, he served as SVP, Product and Engineering at Charlotte-based Red Ventures, the operator behind multiple brands and businesses including Bankrate, CNET and Lonely Planet. Prior to his work at Red Ventures, Eoghan was responsible for designing and delivering the technology, product, and data strategies in the online gaming, fintech and ecommerce industries. Eoghan holds a B.A. in Economics from Trinity College Dublin, and Masters degrees in both Computer Science and Financial Mathematics from University College Dublin. He will be based out of LendingTree's headquarters in Charlotte, North Carolina.Recent Insider Transactions • May 14Independent Director recently bought €217k worth of stockOn the 12th of May, Mark Ernst bought around 13k shares on-market at roughly €16.70 per share. This transaction amounted to 64% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €393k more in shares than they bought in the last 12 months.Reported Earnings • May 03First quarter 2023 earnings released: EPS: US$1.05 (vs US$0.84 loss in 1Q 2022)First quarter 2023 results: EPS: US$1.05 (up from US$0.84 loss in 1Q 2022). Revenue: US$200.5m (down 29% from 1Q 2022). Net income: US$13.5m (up US$24.3m from 1Q 2022). Profit margin: 6.7% (up from net loss in 1Q 2022). The move to profitability was driven by lower expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 39 percentage points per year, which is a significant difference in performance.Reported Earnings • Feb 28Full year 2022 earnings released: US$14.69 loss per share (vs US$5.54 profit in FY 2021)Full year 2022 results: US$14.69 loss per share (down from US$5.54 profit in FY 2021). Revenue: US$985.0m (down 10% from FY 2021). Net loss: US$187.9m (down 357% from profit in FY 2021). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 36 percentage points per year, which is a significant difference in performance.お知らせ • Feb 08LendingTree, Inc. to Report Q4, 2022 Results on Feb 27, 2023LendingTree, Inc. announced that they will report Q4, 2022 results at 7:00 AM, US Eastern Standard Time on Feb 27, 2023Recent Insider Transactions • Nov 16Chief Human Resources Officer recently sold €90k worth of stockOn the 10th of November, Jill Olmstead sold around 4k shares on-market at roughly €25.65 per share. This transaction amounted to 69% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €880k more than they sold in the last 12 months.Reported Earnings • Nov 05Third quarter 2022 earnings released: US$12.44 loss per share (vs US$0.33 loss in 3Q 2021)Third quarter 2022 results: US$12.44 loss per share (further deteriorated from US$0.33 loss in 3Q 2021). Revenue: US$237.8m (down 20% from 3Q 2021). Net loss: US$158.7m (loss widened US$154.3m from 3Q 2021). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has fallen by 53% per year whereas the company’s share price has fallen by 58% per year.Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to €25.06, the stock trades at a trailing P/E ratio of 12.6x. Average forward P/E is 7x in the Consumer Finance industry in Europe. Total loss to shareholders of 93% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €27.08 per share.Buying Opportunity • Sep 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 44%. The fair value is estimated to be €33.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings is also forecast to grow by 68% per annum over the same time period.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 18% share price gain to €35.14, the stock trades at a trailing P/E ratio of 18.7x. Average forward P/E is 6x in the Consumer Finance industry in Europe. Total loss to shareholders of 88% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €36.42 per share.Recent Insider Transactions • Aug 25Independent Director recently bought €347k worth of stockOn the 23rd of August, Mark Ernst bought around 10k shares on-market at roughly €34.69 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €334k more in shares than they have sold in the last 12 months.Valuation Update With 7 Day Price Move • Aug 23Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €36.92, the stock trades at a trailing P/E ratio of 17.8x. Average forward P/E is 6x in the Consumer Finance industry in Europe. Total loss to shareholders of 87% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €38.97 per share.Reported Earnings • Jul 29Second quarter 2022 earnings released: US$0.63 loss per share (vs US$0.74 profit in 2Q 2021)Second quarter 2022 results: US$0.63 loss per share (down from US$0.74 profit in 2Q 2021). Revenue: US$261.9m (down 3.0% from 2Q 2021). Net loss: US$8.04m (down 182% from profit in 2Q 2021). Over the next year, revenue is expected to shrink by 2.2% compared to a 21% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 46% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Jul 24Investor sentiment improved over the past weekAfter last week's 22% share price gain to €49.59, the stock trades at a trailing P/E ratio of 14.9x. Average forward P/E is 6x in the Consumer Finance industry in Europe. Total loss to shareholders of 84% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €45.82 per share.Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to €47.33, the stock trades at a trailing P/E ratio of 13.9x. Average forward P/E is 6x in the Consumer Finance industry in Europe. Total loss to shareholders of 88% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €46.02 per share.Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €46.31, the stock trades at a trailing P/E ratio of 14.8x. Average forward P/E is 6x in the Consumer Finance industry in Europe. Total loss to shareholders of 87% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €45.76 per share.Board Change • May 31High number of new directorsIndependent Director Mark Ernst was the last director to join the board, commencing their role in 2022.Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 15% share price gain to €63.92, the stock trades at a trailing P/E ratio of 19.2x. Average forward P/E is 7x in the Consumer Finance industry in Europe. Total loss to shareholders of 81% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €51.24 per share.Recent Insider Transactions • May 12Independent Director recently bought €623k worth of stockOn the 9th of May, Mark Ernst bought around 10k shares on-market at roughly €62.34 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €545k more in shares than they bought in the last 12 months.Reported Earnings • May 06First quarter 2022 earnings released: US$0.84 loss per share (vs US$1.48 profit in 1Q 2021)First quarter 2022 results: US$0.84 loss per share (down from US$1.48 profit in 1Q 2021). Revenue: US$283.2m (up 3.8% from 1Q 2021). Net loss: US$10.8m (down 156% from profit in 1Q 2021). Over the next year, revenue is forecast to grow 12%, compared to a 81% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has fallen by 41% per year, which means it is performing significantly worse than earnings.Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. Independent DIrector Jennifer Witz was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €88.10, the stock trades at a trailing P/E ratio of 17.1x. Average forward P/E is 7x in the Consumer Finance industry in Europe. Total loss to shareholders of 69% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €52.53 per share.Reported Earnings • Feb 26Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$5.54 (up from US$1.74 loss in FY 2020). Revenue: US$1.10b (up 21% from FY 2020). Net income: US$73.1m (up US$95.7m from FY 2020). Profit margin: 6.7% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 89% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings.Recent Insider Transactions • Nov 05President & President of Marketplace recently sold €531k worth of stockOn the 2nd of November, Neil Salvage sold around 4k shares on-market at roughly €128 per share. This was the largest sale by an insider in the last 3 months. Neil has been a seller over the last 12 months, reducing personal holdings by €1.3m.Reported Earnings • Oct 29Third quarter 2021 earnings released: US$0.33 loss per share (vs US$1.90 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: US$297.5m (up 35% from 3Q 2020). Net loss: US$4.41m (loss narrowed 82% from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.Executive Departure • Aug 26Chief Product Officer Sushil Sharma has left the companyOn the 23rd of August, Sushil Sharma's tenure as Chief Product Officer ended after 3.0 years in the role. As of June 2021, Sushil still personally held 376.00 shares (€69k worth at the time). Sushil is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.92 years.Recent Insider Transactions • Aug 12President & President of Marketplace recently sold €316k worth of stockOn the 9th of August, Neil Salvage sold around 2k shares on-market at roughly €158 per share. This was the largest sale by an insider in the last 3 months. Neil has been a seller over the last 12 months, reducing personal holdings by €536k.Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$0.74 (vs US$0.66 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$270.0m (up 47% from 2Q 2020). Net income: US$9.80m (up US$18.4m from 2Q 2020). Profit margin: 3.6% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.Board Change • Jul 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Independent DIrector Jennifer Witz was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 30First quarter 2021 earnings released: EPS US$1.48 (vs US$1.47 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: US$272.8m (down 3.7% from 1Q 2020). Net income: US$19.3m (up 1.8% from 1Q 2020). Profit margin: 7.1% (up from 6.7% in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • Mar 11President recently sold €221k worth of stockOn the 5th of March, Neil Salvage sold around 1k shares on-market at roughly €201 per share. In the last 3 months, there was an even bigger sale from another insider worth €248k. Neil has been a seller over the last 12 months, reducing personal holdings by €1.0m.Is New 90 Day High Low • Mar 07New 90-day low: €193The company is down 1.0% from its price of €195 on 04 December 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Finance industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €68.68 per share.Recent Insider Transactions • Mar 03Independent Director recently bought €1.1m worth of stockOn the 1st of March, G. Thompson bought around 5k shares on-market at roughly €228 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €317k more in shares than they bought in the last 12 months.業績と収益の成長予測DB:T77 - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,55996110125212/31/20271,41677102116512/31/20261,32558758763/31/20261,2051817385N/A12/31/20251,1171516173N/A9/30/20251,059146173N/A6/30/20251,012-547789N/A3/31/2025972-554456N/A12/31/2024900-425162N/A9/30/2024773-365667N/A6/30/2024667-1272740N/A3/31/2024640-1354760N/A12/31/2023673-1225568N/A9/30/2023740-1465163N/A6/30/2023823-1564555N/A3/31/2023902-1643646N/A12/31/2022985-1883243N/A9/30/20221,041-1295569N/A6/30/20221,101257088N/A3/31/20221,10943108136N/A12/31/20211,09873100135N/A9/30/20211,0631748101N/A6/30/2021985-4-4016N/A3/31/2021900-22-3019N/A12/31/2020910-23-439N/A9/30/2020943-135075N/A6/30/20201,03336148168N/A3/31/20201,12758133152N/A12/31/20191,10739N/A144N/A9/30/20191,05438N/A156N/A6/30/201994142N/A161N/A3/31/201984674N/A116N/A12/31/2018765109N/A111N/A9/30/2018723103N/A89N/A6/30/201869884N/A63N/A3/31/201866647N/A97N/A12/31/201761819N/A99N/A9/30/201755834N/A85N/A6/30/201748131N/A89N/A3/31/201742232N/A60N/A12/31/201638431N/A54N/A9/30/201636255N/A30N/A6/30/201633755N/A26N/A3/31/201629853N/A34N/A12/31/201525451N/A34N/A9/30/201522021N/A32N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: T77の収益は今後 3 年間で減少すると予測されています (年間-7.2% )。収益対市場: T77の収益は今後 3 年間で減少すると予測されています (年間-7.2% )。高成長収益: T77の収益は今後 3 年間で減少すると予測されています。収益対市場: T77の収益 ( 8.7% ) German市場 ( 6.7% ) よりも速いペースで成長すると予測されています。高い収益成長: T77の収益 ( 8.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: T77の 自己資本利益率 は、3年後には高くなると予測されています ( 23.2 %)成長企業の発掘7D1Y7D1Y7D1YDiversified-financials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/12 02:48終値2026/07/10 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋LendingTree, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16 アナリスト機関Nathaniel SchindlerBofA Global ResearchMark Stephen MahaneyCitigroup IncKunal MadhukarDeutsche Bank13 その他のアナリストを表示
お知らせ • May 03+ 1 more updateLendingTree, Inc. Provides Earnings Guidance for the Second-Quarter 2026LendingTree, Inc. provided earnings guidance for the Second-quarter 2026. For the quarter, the company expects Revenue to be $305 - $325 million.
お知らせ • Mar 03Lendingtree, Inc. Provides Revenue Guidance for the First-Quarter and Full-Year of 2026LendingTree, Inc. provided revenue guidance for the first-quarter and full-year of 2026. For the quarter, company expects Revenue of $317million to $325 million. For the year, company expects Revenue of $1,275 million to $1,330 million.
お知らせ • Oct 30LendingTree, Inc. Updates Earnings Guidance for the Fourth Quarter and Full Year Ended December 31, 2025LendingTree, Inc. updated earnings guidance for the fourth quarter and full year ended December 31, 2025. For the quarter, the company expected resulting implied revenue to be $280 million to $290 million. For the year, the company expected revenue of $1.08 billion to $1.09 billion.
お知らせ • Jul 24+ 1 more updateLendingtree, Inc. Updates Earnings Guidance for the Second Quarter and Full Year of 2025LendingTree, Inc. updated earnings guidance for the second quarter and full year of 2025. For the quarter, the company expects revenue to be $250 million, above the previously disclosed range of $241 million - $248 million. For the year, the company anticipated revenue to be $1 billion to $1.05 billion, compared to the prior range of $955 million - $995 million.
お知らせ • May 02LendingTree, Inc. Updates Earnings Guidance for the Full Year of 2025LendingTree, Inc. updated earnings guidance for the full year of 2025. For the year, the company expects revenue to be $955 million to $995 million compared to the prior range of $985 million to $1,025 million.
お知らせ • Mar 06LendingTree, Inc. Provides Earnings Guidance for the First Quarter of 2025 and Full Year 2025LendingTree, Inc. provided earnings guidance for the first quarter of 2025 and full year 2025. For the quarter, the company expects Revenue: $241 million - $248 million. For the year, the company expects Revenue is anticipated to be in the range of $985 million - $1,025 million, an increase of 9% to 14% compared to 2024. full-year 2025 outlook assumes double-digit revenue growth in both the Home and Consumer segments, with more modest Insurance segment growth following a record year.
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €37.30, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Consumer Finance industry in Europe. Total returns to shareholders of 76% over the past three years.
Board Change • May 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. CEO, President & Director Scott Peyree was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 03+ 1 more updateLendingTree, Inc. Provides Earnings Guidance for the Second-Quarter 2026LendingTree, Inc. provided earnings guidance for the Second-quarter 2026. For the quarter, the company expects Revenue to be $305 - $325 million.
お知らせ • Apr 29LendingTree, Inc., Annual General Meeting, Jun 17, 2026LendingTree, Inc., Annual General Meeting, Jun 17, 2026.
お知らせ • Apr 15LendingTree, Inc. to Report Q1, 2026 Results on Apr 30, 2026LendingTree, Inc. announced that they will report Q1, 2026 results at 4:00 PM, Eastern Standard Time on Apr 30, 2026
お知らせ • Mar 03Lendingtree, Inc. Provides Revenue Guidance for the First-Quarter and Full-Year of 2026LendingTree, Inc. provided revenue guidance for the first-quarter and full-year of 2026. For the quarter, company expects Revenue of $317million to $325 million. For the year, company expects Revenue of $1,275 million to $1,330 million.
お知らせ • Jan 22LendingTree, Inc. to Report Q4, 2025 Results on Mar 02, 2026LendingTree, Inc. announced that they will report Q4, 2025 results at 4:00 PM, Eastern Standard Time on Mar 02, 2026
お知らせ • Jan 10LendingTree, Inc. Promotes Ian Smith to Chief Operating Officer and Laura Nelson to Head of InsuranceLendingTree, Inc. announced the promotion of Ian Smith,43, to Chief Operating Officer. Scott Peyree previously served as Chief Operating Officer before he was appointed Chief Executive Officer following the passing of founder Doug Lebda. Laura Nelson will step into the Head of Insurance role following Smith's transition. The leadership appointments reflect LendingTree's continued focus on disciplined execution, operational scale, and long-term growth. As Chief Operating Officer, Smith will oversee day-to-day operations across LendingTree, bringing the operating rigor and discipline he established within the company's insurance business to lending and the broader organization. Nelson will lead LendingTree's insurance marketplace, building on its momentum and continuing to drive performance, innovation, and partner success. Smith most recently served as Senior Vice President of Insurance at LendingTree, where he led the company's insurance business, driving strategy, operations and growth across its insurance marketplace. He joined QuoteWizard in 2005 and helped transform the business from a fast-growing startup into one of the leading online insurance comparison platforms in the U.S. Following LendingTree's acquisition of QuoteWizard, Smith played a critical role in integrating the business into LendingTree's broader financial ecosystem and advancing the company's position in the insurtech space. Nelson has served as Senior Vice President of Sales, where she led revenue growth initiatives and built high-performing sales teams across the company. As Head of Insurance, she will be responsible for the overall strategy, execution and performance of LendingTree's insurance marketplace, continuing to strengthen relationships with carriers and deliver value to consumers.
お知らせ • Oct 30LendingTree, Inc. Updates Earnings Guidance for the Fourth Quarter and Full Year Ended December 31, 2025LendingTree, Inc. updated earnings guidance for the fourth quarter and full year ended December 31, 2025. For the quarter, the company expected resulting implied revenue to be $280 million to $290 million. For the year, the company expected revenue of $1.08 billion to $1.09 billion.
お知らせ • Oct 13+ 1 more updateLendingtree, Inc. Announces CEO ChangesLendingTree, Inc. announced that Doug Lebda, the Company's Chief Executive Officer, passed away unexpectedly on October 12, 2025 in an all-terrain vehicle accident. Scott Peyree, the Company's Chief Operating Officer and President, has been appointed by the Board to serve as the Company's Chief Executive Officer, effective immediately.
お知らせ • Oct 11LendingTree, Inc. to Report Q3, 2025 Results on Oct 30, 2025LendingTree, Inc. announced that they will report Q3, 2025 results After-Market on Oct 30, 2025
お知らせ • Jul 24+ 1 more updateLendingtree, Inc. Updates Earnings Guidance for the Second Quarter and Full Year of 2025LendingTree, Inc. updated earnings guidance for the second quarter and full year of 2025. For the quarter, the company expects revenue to be $250 million, above the previously disclosed range of $241 million - $248 million. For the year, the company anticipated revenue to be $1 billion to $1.05 billion, compared to the prior range of $955 million - $995 million.
お知らせ • Jul 17LendingTree, Inc. to Report Q2, 2025 Results on Jul 31, 2025LendingTree, Inc. announced that they will report Q2, 2025 results at 4:00 PM, Eastern Standard Time on Jul 31, 2025
お知らせ • May 02LendingTree, Inc. Updates Earnings Guidance for the Full Year of 2025LendingTree, Inc. updated earnings guidance for the full year of 2025. For the year, the company expects revenue to be $955 million to $995 million compared to the prior range of $985 million to $1,025 million.
お知らせ • Apr 28LendingTree, Inc., Annual General Meeting, Jun 11, 2025LendingTree, Inc., Annual General Meeting, Jun 11, 2025.
お知らせ • Apr 24LendingTree, Inc. to Report Q1, 2025 Results on May 01, 2025LendingTree, Inc. announced that they will report Q1, 2025 results After-Market on May 01, 2025
お知らせ • Mar 06LendingTree, Inc. Provides Earnings Guidance for the First Quarter of 2025 and Full Year 2025LendingTree, Inc. provided earnings guidance for the first quarter of 2025 and full year 2025. For the quarter, the company expects Revenue: $241 million - $248 million. For the year, the company expects Revenue is anticipated to be in the range of $985 million - $1,025 million, an increase of 9% to 14% compared to 2024. full-year 2025 outlook assumes double-digit revenue growth in both the Home and Consumer segments, with more modest Insurance segment growth following a record year.
お知らせ • Feb 20LendingTree, Inc. to Report Q4, 2024 Results on Mar 05, 2025LendingTree, Inc. announced that they will report Q4, 2024 results After-Market on Mar 05, 2025
Reported Earnings • Nov 03Third quarter 2024 earnings released: US$4.35 loss per share (vs US$11.43 loss in 3Q 2023)Third quarter 2024 results: US$4.35 loss per share (improved from US$11.43 loss in 3Q 2023). Revenue: US$260.8m (up 68% from 3Q 2023). Net loss: US$58.0m (loss narrowed 61% from 3Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 01+ 1 more updateLendingTree, Inc. Revises Earnings Guidance for the Full Year of 2024LendingTree, Inc. revised earnings guidance for the full year of 2024. For the year, the company expects revenue to be $870 million to $880 million versus the prior range of $830 million to $870 million.
New Risk • Oct 24New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €90k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.2% average weekly change). Shareholders have been diluted in the past year (2.9% increase in shares outstanding). Significant insider selling over the past 3 months (€90k sold).
お知らせ • Oct 15LendingTree, Inc. to Report Q3, 2024 Results on Oct 31, 2024LendingTree, Inc. announced that they will report Q3, 2024 results After-Market on Oct 31, 2024
Recent Insider Transactions • Aug 21Independent Director recently sold €90k worth of stockOn the 15th of August, Diego Rodriguez sold around 2k shares on-market at roughly €44.76 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €7.3m more than they bought in the last 12 months.
お知らせ • Aug 01LendingTree, Inc. has filed a Follow-on Equity Offering in the amount of $50 million.LendingTree, Inc. has filed a Follow-on Equity Offering in the amount of $50 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: US$0.58 (vs US$0.009 loss in 2Q 2023)Second quarter 2024 results: EPS: US$0.58 (up from US$0.009 loss in 2Q 2023). Revenue: US$210.1m (up 15% from 2Q 2023). Net income: US$7.80m (up US$7.92m from 2Q 2023). Profit margin: 3.7% (up from net loss in 2Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 34 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 16LendingTree, Inc. to Report Q2, 2024 Results on Jul 25, 2024LendingTree, Inc. announced that they will report Q2, 2024 results After-Market on Jul 25, 2024
お知らせ • Jun 19+ 2 more updatesLendingTree, Inc. Announces Chief Financial Officer Transition, Effective August 9, 2024LendingTree, Inc. announced the promotion of Jason Bengel to Chief Financial Officer following the departure of Trent Ziegler on August 9, 2024. After 12 years of exceptional service, Trent Ziegler will be stepping down from his position to pursue a new opportunity outside the Company. Ziegler leaves behind a legacy of strong shareholder relationships, optimized cost structure and the successful execution of complex financing initiatives. Jason Bengel, an integral member of LendingTree's management team and a Chartered Financial Analyst, will step into the CFO role effective as of August 9, 2024. Bengel's expertise in financial planning and analysis, coupled with his dedication to operational efficiency and deep understanding of LendingTree's business lines, position him well to drive LendingTree's financial strategies forward.
Recent Insider Transactions • May 08CFO & Treasurer recently sold €400k worth of stockOn the 3rd of May, Trent Ziegler sold around 9k shares on-market at roughly €45.77 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Trent's only on-market trade for the last 12 months.
New Risk • May 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.3x net interest cover). Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk Shareholders have been diluted in the past year (2.4% increase in shares outstanding).
Reported Earnings • May 01First quarter 2024 earnings released: EPS: US$0.078 (vs US$1.05 in 1Q 2023)First quarter 2024 results: EPS: US$0.078 (down from US$1.05 in 1Q 2023). Revenue: US$167.8m (down 16% from 1Q 2023). Net income: US$1.02m (down 93% from 1Q 2023). Profit margin: 0.6% (down from 6.7% in 1Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 39 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 30+ 1 more updateLendingTree, Inc. Revises Earnings Guidance for the Full-Year 2024LendingTree, Inc. revised earnings guidance for the Full-year 2024. The company now expects revenue of $690 million - $720 million compared to the prior range of $650 million - $690 million.
お知らせ • Apr 28LendingTree, Inc., Annual General Meeting, Jun 12, 2024LendingTree, Inc., Annual General Meeting, Jun 12, 2024, at 11:00 US Eastern Standard Time. Agenda: To consider directorate elections; to consider on pay); to consider LendingTree's independent registered public accounting firm; and to consider other matters.
お知らせ • Apr 17LendingTree, Inc. to Report Q1, 2024 Results on Apr 30, 2024LendingTree, Inc. announced that they will report Q1, 2024 results at 7:00 AM, Eastern Standard Time on Apr 30, 2024
お知らせ • Mar 28LendingTree, Inc. announced that it expects to receive $175 million in fundingLendingTree, Inc announced a private placement to issue secured first lien term loan facility with new lender, Apollo Global Management, Inc. for a gross proceeds of $175,000,000 on March 27, 2024. The company expects to issue $125,000,000 of the facility upon funding while the remainder will be available as a delayed draw during the following 12 months.
お知らせ • Feb 29Lendingtree, Inc. Provides Revenue Guidance for the First-Quarter and Full-Year of 2024LendingTree, Inc. provided revenue guidance for the first-quarter and full-year of 2024. For the quarter, company expects Revenue of $158 - $168 million. For the year, Revenue is anticipated to be in the range of $650 - $690 million, representing a decline of 3% to an increase of 3% compared to 2023.
Reported Earnings • Feb 28Full year 2023 earnings released: US$9.46 loss per share (vs US$14.69 loss in FY 2022)Full year 2023 results: US$9.46 loss per share (improved from US$14.69 loss in FY 2022). Revenue: US$672.5m (down 32% from FY 2022). Net loss: US$122.4m (loss narrowed 35% from FY 2022). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 31 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 21LendingTree, Inc. to Report Q4, 2023 Results on Feb 27, 2024LendingTree, Inc. announced that they will report Q4, 2023 results at 7:00 AM, US Eastern Standard Time on Feb 27, 2024
お知らせ • Nov 01+ 2 more updatesLendingTree, Inc. Provides Earnings Guidance for the Fourth Quarter of 2023LendingTree, Inc. provided earnings guidance for the fourth quarter of 2023. For the quarter, the company expects revenue to be in the range of $132 million to $142 million.
Reported Earnings • Nov 01Third quarter 2023 earnings released: US$11.43 loss per share (vs US$12.44 loss in 3Q 2022)Third quarter 2023 results: US$11.43 loss per share (improved from US$12.44 loss in 3Q 2022). Revenue: US$155.2m (down 35% from 3Q 2022). Net loss: US$148.5m (loss narrowed 6.4% from 3Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 17 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 17LendingTree, Inc. to Report Q3, 2023 Results on Oct 31, 2023LendingTree, Inc. announced that they will report Q3, 2023 results at 7:00 AM, US Eastern Standard Time on Oct 31, 2023
Recent Insider Transactions • Sep 03Founder recently sold €6.7m worth of stockOn the 30th of August, Douglas Lebda sold around 388k shares on-market at roughly €17.31 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Douglas has been a net seller over the last 12 months, reducing personal holdings by €7.6m.
New Risk • Aug 14New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €55k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (8.8% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Significant insider selling over the past 3 months (€55k sold).
Recent Insider Transactions • Aug 04Chief Human Resources Officer recently sold €54k worth of stockOn the 2nd of August, Jill Olmstead sold around 3k shares on-market at roughly €20.41 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €448k more than they bought in the last 12 months.
お知らせ • Jul 29+ 1 more updateLendingTree, Inc. Provides Earnings Guidance for the Third Quarter of 2023LendingTree, Inc. provided earnings guidance for the third quarter of 2023. For the quarter, the company reported revenue of $155 million - $170 million.
Reported Earnings • Jul 28Second quarter 2023 earnings released: US$0.009 loss per share (vs US$0.63 loss in 2Q 2022)Second quarter 2023 results: US$0.009 loss per share (improved from US$0.63 loss in 2Q 2022). Revenue: US$182.5m (down 30% from 2Q 2022). Net loss: US$115.0k (loss narrowed 99% from 2Q 2022). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 35 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 22+ 1 more updateLendingTree, Inc. to Report Q2, 2023 Results on Jul 27, 2023LendingTree, Inc. announced that they will report Q2, 2023 results at 7:00 AM, US Eastern Standard Time on Jul 27, 2023
お知らせ • Jun 22LendingTree Appoints Eoghan Nolan as SVP, Product ManagementLendingTree announced the appointment of Eoghan Nolan as SVP, Product Management. With extensive and diverse experience in digital product design, technology, and engineering, Eoghan has a proven track record of unlocking scale, driving delivery, and creating new product-driven business models. He has a passion for leveraging data and technology to create, accelerate and scale up business models – values that align perfectly with LendingTree's mission to simplify financial decisions for life's meaningful moments. Nolan has held integral roles in building global-scale technology platforms at Google and Accenture. Most recently, he served as SVP, Product and Engineering at Charlotte-based Red Ventures, the operator behind multiple brands and businesses including Bankrate, CNET and Lonely Planet. Prior to his work at Red Ventures, Eoghan was responsible for designing and delivering the technology, product, and data strategies in the online gaming, fintech and ecommerce industries. Eoghan holds a B.A. in Economics from Trinity College Dublin, and Masters degrees in both Computer Science and Financial Mathematics from University College Dublin. He will be based out of LendingTree's headquarters in Charlotte, North Carolina.
Recent Insider Transactions • May 14Independent Director recently bought €217k worth of stockOn the 12th of May, Mark Ernst bought around 13k shares on-market at roughly €16.70 per share. This transaction amounted to 64% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €393k more in shares than they bought in the last 12 months.
Reported Earnings • May 03First quarter 2023 earnings released: EPS: US$1.05 (vs US$0.84 loss in 1Q 2022)First quarter 2023 results: EPS: US$1.05 (up from US$0.84 loss in 1Q 2022). Revenue: US$200.5m (down 29% from 1Q 2022). Net income: US$13.5m (up US$24.3m from 1Q 2022). Profit margin: 6.7% (up from net loss in 1Q 2022). The move to profitability was driven by lower expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 39 percentage points per year, which is a significant difference in performance.
Reported Earnings • Feb 28Full year 2022 earnings released: US$14.69 loss per share (vs US$5.54 profit in FY 2021)Full year 2022 results: US$14.69 loss per share (down from US$5.54 profit in FY 2021). Revenue: US$985.0m (down 10% from FY 2021). Net loss: US$187.9m (down 357% from profit in FY 2021). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 36 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 08LendingTree, Inc. to Report Q4, 2022 Results on Feb 27, 2023LendingTree, Inc. announced that they will report Q4, 2022 results at 7:00 AM, US Eastern Standard Time on Feb 27, 2023
Recent Insider Transactions • Nov 16Chief Human Resources Officer recently sold €90k worth of stockOn the 10th of November, Jill Olmstead sold around 4k shares on-market at roughly €25.65 per share. This transaction amounted to 69% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €880k more than they sold in the last 12 months.
Reported Earnings • Nov 05Third quarter 2022 earnings released: US$12.44 loss per share (vs US$0.33 loss in 3Q 2021)Third quarter 2022 results: US$12.44 loss per share (further deteriorated from US$0.33 loss in 3Q 2021). Revenue: US$237.8m (down 20% from 3Q 2021). Net loss: US$158.7m (loss widened US$154.3m from 3Q 2021). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Consumer Finance industry in Europe. Over the last 3 years on average, earnings per share has fallen by 53% per year whereas the company’s share price has fallen by 58% per year.
Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to €25.06, the stock trades at a trailing P/E ratio of 12.6x. Average forward P/E is 7x in the Consumer Finance industry in Europe. Total loss to shareholders of 93% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €27.08 per share.
Buying Opportunity • Sep 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 44%. The fair value is estimated to be €33.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings is also forecast to grow by 68% per annum over the same time period.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 18% share price gain to €35.14, the stock trades at a trailing P/E ratio of 18.7x. Average forward P/E is 6x in the Consumer Finance industry in Europe. Total loss to shareholders of 88% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €36.42 per share.
Recent Insider Transactions • Aug 25Independent Director recently bought €347k worth of stockOn the 23rd of August, Mark Ernst bought around 10k shares on-market at roughly €34.69 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €334k more in shares than they have sold in the last 12 months.
Valuation Update With 7 Day Price Move • Aug 23Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €36.92, the stock trades at a trailing P/E ratio of 17.8x. Average forward P/E is 6x in the Consumer Finance industry in Europe. Total loss to shareholders of 87% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €38.97 per share.
Reported Earnings • Jul 29Second quarter 2022 earnings released: US$0.63 loss per share (vs US$0.74 profit in 2Q 2021)Second quarter 2022 results: US$0.63 loss per share (down from US$0.74 profit in 2Q 2021). Revenue: US$261.9m (down 3.0% from 2Q 2021). Net loss: US$8.04m (down 182% from profit in 2Q 2021). Over the next year, revenue is expected to shrink by 2.2% compared to a 21% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 46% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Jul 24Investor sentiment improved over the past weekAfter last week's 22% share price gain to €49.59, the stock trades at a trailing P/E ratio of 14.9x. Average forward P/E is 6x in the Consumer Finance industry in Europe. Total loss to shareholders of 84% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €45.82 per share.
Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to €47.33, the stock trades at a trailing P/E ratio of 13.9x. Average forward P/E is 6x in the Consumer Finance industry in Europe. Total loss to shareholders of 88% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €46.02 per share.
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €46.31, the stock trades at a trailing P/E ratio of 14.8x. Average forward P/E is 6x in the Consumer Finance industry in Europe. Total loss to shareholders of 87% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €45.76 per share.
Board Change • May 31High number of new directorsIndependent Director Mark Ernst was the last director to join the board, commencing their role in 2022.
Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 15% share price gain to €63.92, the stock trades at a trailing P/E ratio of 19.2x. Average forward P/E is 7x in the Consumer Finance industry in Europe. Total loss to shareholders of 81% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €51.24 per share.
Recent Insider Transactions • May 12Independent Director recently bought €623k worth of stockOn the 9th of May, Mark Ernst bought around 10k shares on-market at roughly €62.34 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €545k more in shares than they bought in the last 12 months.
Reported Earnings • May 06First quarter 2022 earnings released: US$0.84 loss per share (vs US$1.48 profit in 1Q 2021)First quarter 2022 results: US$0.84 loss per share (down from US$1.48 profit in 1Q 2021). Revenue: US$283.2m (up 3.8% from 1Q 2021). Net loss: US$10.8m (down 156% from profit in 1Q 2021). Over the next year, revenue is forecast to grow 12%, compared to a 81% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has fallen by 41% per year, which means it is performing significantly worse than earnings.
Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. Independent DIrector Jennifer Witz was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €88.10, the stock trades at a trailing P/E ratio of 17.1x. Average forward P/E is 7x in the Consumer Finance industry in Europe. Total loss to shareholders of 69% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €52.53 per share.
Reported Earnings • Feb 26Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$5.54 (up from US$1.74 loss in FY 2020). Revenue: US$1.10b (up 21% from FY 2020). Net income: US$73.1m (up US$95.7m from FY 2020). Profit margin: 6.7% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 89% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions • Nov 05President & President of Marketplace recently sold €531k worth of stockOn the 2nd of November, Neil Salvage sold around 4k shares on-market at roughly €128 per share. This was the largest sale by an insider in the last 3 months. Neil has been a seller over the last 12 months, reducing personal holdings by €1.3m.
Reported Earnings • Oct 29Third quarter 2021 earnings released: US$0.33 loss per share (vs US$1.90 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: US$297.5m (up 35% from 3Q 2020). Net loss: US$4.41m (loss narrowed 82% from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
Executive Departure • Aug 26Chief Product Officer Sushil Sharma has left the companyOn the 23rd of August, Sushil Sharma's tenure as Chief Product Officer ended after 3.0 years in the role. As of June 2021, Sushil still personally held 376.00 shares (€69k worth at the time). Sushil is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.92 years.
Recent Insider Transactions • Aug 12President & President of Marketplace recently sold €316k worth of stockOn the 9th of August, Neil Salvage sold around 2k shares on-market at roughly €158 per share. This was the largest sale by an insider in the last 3 months. Neil has been a seller over the last 12 months, reducing personal holdings by €536k.
Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$0.74 (vs US$0.66 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$270.0m (up 47% from 2Q 2020). Net income: US$9.80m (up US$18.4m from 2Q 2020). Profit margin: 3.6% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.
Board Change • Jul 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Independent DIrector Jennifer Witz was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 30First quarter 2021 earnings released: EPS US$1.48 (vs US$1.47 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: US$272.8m (down 3.7% from 1Q 2020). Net income: US$19.3m (up 1.8% from 1Q 2020). Profit margin: 7.1% (up from 6.7% in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • Mar 11President recently sold €221k worth of stockOn the 5th of March, Neil Salvage sold around 1k shares on-market at roughly €201 per share. In the last 3 months, there was an even bigger sale from another insider worth €248k. Neil has been a seller over the last 12 months, reducing personal holdings by €1.0m.
Is New 90 Day High Low • Mar 07New 90-day low: €193The company is down 1.0% from its price of €195 on 04 December 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Finance industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €68.68 per share.
Recent Insider Transactions • Mar 03Independent Director recently bought €1.1m worth of stockOn the 1st of March, G. Thompson bought around 5k shares on-market at roughly €228 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €317k more in shares than they bought in the last 12 months.