Trupanion, Inc.

NasdaqGM:TRUP 株式レポート

時価総額:US$985.4m

Trupanion 将来の成長

Future 基準チェック /16

Trupanionは、13.2%と8.1%でそれぞれ年率13.2%で利益と収益が成長すると予測される一方、EPSはgrowで14.2%年率。

主要情報

13.2%

収益成長率

14.20%

EPS成長率

Insurance 収益成長1.8%
収益成長率8.1%
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日08 May 2026

今後の成長に関する最新情報

分析記事 Aug 11

Trupanion, Inc. (NASDAQ:TRUP) Just Reported And Analysts Have Been Lifting Their Price Targets

It's been a pretty great week for Trupanion, Inc. ( NASDAQ:TRUP ) shareholders, with its shares surging 14% to US$38.30...

Recent updates

ナラティブの更新 May 13

TRUP: Recalibrated Expectations And Higher Future P/E Will Support Long-Term Repricing

Analysts have lowered their fair value estimate for Trupanion from $63.00 to $52.00, citing updated price targets from several firms along with adjustments to discount rates, revenue growth, profit margin assumptions, and the stock's future P/E multiple. Analyst Commentary Recent Street research on Trupanion has centered on revised price targets that reflect updated assumptions for growth, margins, and valuation multiples.
ナラティブの更新 Apr 22

TRUP: Clustered Price Cuts And P/E Reset Will Shape Future Returns

Trupanion's updated analyst price target has been reduced by a mid single digit dollar amount, with analysts pointing to recently lowered targets from several firms, alongside only modest tweaks to long term revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent Street research on Trupanion has centered on a series of price target reductions, with cuts ranging from low single digit dollar amounts up to a $15 move.
ナラティブの更新 Apr 08

TRUP: Revised P/E And Margin Assumptions Will Support Future Earnings Power

Trupanion's updated analyst price target has shifted from $42.00 to $31.00 as analysts factor in different assumptions for future revenue growth, profitability and P/E expectations following several recent target cuts across the Street. Analyst Commentary Recent Street research on Trupanion has centered on a series of lower price targets, with several bearish analysts trimming their expectations within a relatively short time frame.
ナラティブの更新 Mar 25

TRUP: Rebased P/E Expectations Will Support Long Term Upside Potential

Narrative Update on Trupanion The analyst price target for Trupanion has been reduced by a combined $26, as several firms revisited their models and pricing assumptions. This led to a lower implied future P/E while keeping the fair value estimate steady at $46.25.
ナラティブの更新 Mar 10

TRUP: Reset Expectations And Higher Future P/E Will Drive Long-Term Repricing

Trupanion's updated $63.0 analyst price target reflects modestly tempered expectations for revenue growth and profit margin, with analysts citing recent target reductions from several firms as they reassess the stock's risk and return trade off. Analyst Commentary Recent Street research on Trupanion clusters around lower price targets, but the tone is not uniformly negative.
ナラティブの更新 Feb 24

TRUP: Long Term Profitability Assumptions Will Support Future Upside Potential

Analysts have reduced their Trupanion price targets by approximately $10 to $46.25, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions following recent research updates from multiple firms. Analyst Commentary Recent research updates on Trupanion point to a mix of optimism about the long term opportunity and caution about the execution and valuation risks in the near term.
ナラティブの更新 Feb 09

TRUP: Higher Future P/E Assumptions Will Support A Stronger Long-Term Repricing

Analysts have reduced their Trupanion price target by about $4 to US$63, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of the change. Analyst Commentary Bullish analysts are refining their views on Trupanion as they revisit key valuation inputs such as fair value estimates, discount rates, revenue assumptions, profit margins and future P/E levels.
ナラティブの更新 Jan 25

TRUP: Revised P/E Assumptions Will Support Long Term Earnings Power

Analysts have reduced their price targets on Trupanion by $8, citing updated assumptions for revenue growth, profit margin and future P/E, which modestly adjust the risk and return profile they see for the stock. Analyst Commentary Bearish analysts cutting their price targets by $8 are signaling a more cautious stance on Trupanion, driven by updated assumptions for revenue growth, profit margin and future P/E.
ナラティブの更新 Jan 11

TRUP: Future Margin Gains And Share Discipline Will Support Long Term Earnings Power

Analysts are maintaining a US$42.00 price target for Trupanion, with small adjustments to revenue growth, profit margin assumptions and a lower future P/E helping to fine tune their outlook rather than reset it. What's in the News Trupanion reported that, between July 1 and September 30, 2025, it did not repurchase any shares under its existing program and has completed total buybacks of 95,021 shares for US$5.75 million, representing 0.23% of shares under the buyback announced on April 30, 2021 (company filing).
ナラティブの更新 Dec 27

TRUP: Future Margin Expansion Will Support Strengthening Long Term Earnings Power

Analysts have modestly maintained their price target on Trupanion at approximately $42.00, citing slightly stronger expectations for revenue growth, incremental profit margin improvement, and a marginally lower future price to earnings multiple that together support the current valuation stance. What's in the News Updated full year 2025 guidance now calls for total revenue of $1.433 billion to $1.439 billion and subscription revenue of $986 million to $989 million, implying roughly 15% year over year subscription growth at the midpoint (company guidance).
ナラティブの更新 Dec 12

TRUP: Future Margin Recovery Will Support Strengthening Long Term Earnings Power

Analysts have modestly reduced their price target on Trupanion from 45.00 dollars to 42.00 dollars. This reflects more conservative assumptions for revenue growth, profit margins, and valuation multiples, despite a largely unchanged risk outlook.
ナラティブの更新 Aug 10

Increasing Pet Ownership And Data Analytics Will Expand Market

The consensus price target for Trupanion has increased to $59.67 as analysts assign a higher future P/E multiple despite a modest decline in net profit margin, signaling greater optimism about its growth prospects. Valuation Changes Summary of Valuation Changes for Trupanion The Consensus Analyst Price Target has significantly risen from $53.00 to $59.67.
User avatar
新しいナラティブ May 27

Global Expansion And Pricing Precision Will Shape Pet Markets

Enhanced pricing strategies, technology upgrades, and disciplined underwriting are driving margin expansion, higher operational efficiency, and more sustainable long-term earnings.
分析記事 May 13

Trupanion, Inc. (NASDAQ:TRUP) Looks Just Right With A 26% Price Jump

Trupanion, Inc. ( NASDAQ:TRUP ) shareholders are no doubt pleased to see that the share price has bounced 26% in the...
分析記事 Feb 16

There's Reason For Concern Over Trupanion, Inc.'s (NASDAQ:TRUP) Price

When close to half the companies in the Insurance industry in the United States have price-to-sales ratios (or "P/S...
Seeking Alpha Dec 13

Trupanion: High Costs And Price Hikes Are Reasons To Avoid This Pet Insurer

Summary Trupanion's Q3'24 revenue grew 15% YoY to $327.5M, driven mainly by price hikes, but EPS missed estimates by $0.46. Subscription adjusted operating income surged 66% to $30.8M, improving margins, but new pet growth deceleration raises concerns. Expansion into Germany and Switzerland offers growth opportunities, but North American profitability and competitive pressures remain critical challenges. Trupanion faces risks from unsustainable price hikes, growing veterinary inflation, and higher acquisition costs. Its strategy of ramping up pet acquisition spending could pressure short-term profitability without guaranteeing long-term growth. Despite growth prospects in the pet insurance market, Trupanion’s high valuation, with an expected 7% revenue growth in 2025, makes it an expensive investment. Read the full article on Seeking Alpha
分析記事 Oct 25

Revenues Tell The Story For Trupanion, Inc. (NASDAQ:TRUP) As Its Stock Soars 25%

Trupanion, Inc. ( NASDAQ:TRUP ) shares have continued their recent momentum with a 25% gain in the last month alone...
Seeking Alpha Sep 24

Trupanion: Great Business, But It Is Time To Cash Out (Rating Downgrade)

Summary Trupanion's stock surged over 60% since my June 2024 buy rating. Trupanion's Q2 results show strong revenue and subscription growth, with free cash flow turning positive, indicating a sustainable business model. Price hikes are essential due to rising veterinary costs and increasing anxiety claims in pets, which could impact long-term profitability if not managed. Shares are no longer a buy, and I reiterate my $40 price target with a hold rating now. Read the full article on Seeking Alpha
分析記事 Aug 11

Trupanion, Inc. (NASDAQ:TRUP) Just Reported And Analysts Have Been Lifting Their Price Targets

It's been a pretty great week for Trupanion, Inc. ( NASDAQ:TRUP ) shareholders, with its shares surging 14% to US$38.30...
分析記事 Jul 31

A Piece Of The Puzzle Missing From Trupanion, Inc.'s (NASDAQ:TRUP) 27% Share Price Climb

Trupanion, Inc. ( NASDAQ:TRUP ) shares have continued their recent momentum with a 27% gain in the last month alone...
Seeking Alpha Jun 13

Trupanion: Growth First, Profitability Second

Summary Trupanion is a global pet insurance company. Trupanion may be headed for profitability, with the new CEO emphasizing efficiency and free cash flow. The company offers pet insurance through subscriptions, focusing on growth first and profits later. Shares are a buy with a price target of $40. Read the full article on Seeking Alpha
分析記事 Feb 16

A Piece Of The Puzzle Missing From Trupanion, Inc.'s (NASDAQ:TRUP) 27% Share Price Climb

Despite an already strong run, Trupanion, Inc. ( NASDAQ:TRUP ) shares have been powering on, with a gain of 27% in the...
Seeking Alpha Feb 02

Trupanion: After All This Time, No Profits

Summary Pet insurance industry has seen significant growth due to the rising trend of millennials and Gen Z preferring pets over having children. Trupanion, a pet insurance company, has experienced wild revenue growth but struggles with increasing costs and negative margins. The company's balance sheet is not heavily burdened with liabilities, but profitability hinges on stabilizing operating expenses and addressing veterinary price hikes. Read the full article on Seeking Alpha
分析記事 Dec 18

A Piece Of The Puzzle Missing From Trupanion, Inc.'s (NASDAQ:TRUP) 27% Share Price Climb

Trupanion, Inc. ( NASDAQ:TRUP ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...
分析記事 Apr 18

What You Can Learn From Trupanion, Inc.'s (NASDAQ:TRUP) P/SAfter Its 35% Share Price Crash

The Trupanion, Inc. ( NASDAQ:TRUP ) share price has fared very poorly over the last month, falling by a substantial...

業績と収益の成長予測

NasdaqGM:TRUP - 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
12/31/20281,84934N/AN/A2
12/31/20271,71535N/AN/A5
12/31/20261,57927N/AN/A5
3/31/20261,481267588N/A
12/31/20251,439197589N/A
9/30/20251,400157284N/A
6/30/20251,360116170N/A
3/31/20251,322-45362N/A
12/31/20241,286-103948N/A
9/30/20241,244-133042N/A
6/30/20241,203-192438N/A
3/31/20241,158-271228N/A
12/31/20231,109-45019N/A
9/30/20231,059-52-182N/A
6/30/20231,007-61-31-12N/A
3/31/2023956-61-30-11N/A
12/31/2022905-45-25-8N/A
9/30/2022854-42-19-4N/A
6/30/2022801-36-95N/A
3/31/2022750-32-76N/A
12/31/2021699-36-57N/A
9/30/2021647-32-56N/A
6/30/2021596-28010N/A
3/31/2021545-17817N/A
12/31/2020502-61422N/A
9/30/2020465-21622N/A
6/30/202043421017N/A
3/31/2020408-2915N/A
12/31/2019384-2N/A16N/A
9/30/2019361-3N/A15N/A
6/30/2019340-2N/A18N/A
3/31/2019321-1N/A15N/A
12/31/2018304-1N/A13N/A
9/30/2018288-1N/A12N/A
6/30/2018273-2N/A8N/A
3/31/2018259-2N/A10N/A
12/31/2017244-2N/A10N/A
9/30/2017228-2N/A10N/A
6/30/2017214-4N/A8N/A
3/31/2017200-6N/A8N/A
12/31/2016188-7N/A5N/A
9/30/2016177-8N/A1N/A
6/30/2016167-11N/A-1N/A
3/31/2016156-15N/A-7N/A
12/31/2015147-17N/A-10N/A
9/30/2015139-18N/A-11N/A
6/30/2015131-22N/A-13N/A

アナリストによる今後の成長予測

収入対貯蓄率: TRUPの予測収益成長率 (年間13.2% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: TRUPの収益 ( 13.2% ) US市場 ( 16.7% ) よりも低い成長が予測されています。

高成長収益: TRUPの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: TRUPの収益 ( 8.1% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: TRUPの収益 ( 8.1% ) 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: TRUPの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です


成長企業の発掘

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2026/05/14 14:50
終値2026/05/14 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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

Trupanion, Inc. 5 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
Christopher MerwinBarclays
Joshua ShankerBofA Global Research
Ryan TunisCantor Fitzgerald & Co.