This company has been acquired
MeridianLink Past Earnings Performance
Past criteria checks 0/6
MeridianLink's earnings have been declining at an average annual rate of -13.3%, while the Software industry saw earnings growing at 22.2% annually. Revenues have been growing at an average rate of 5% per year.
Key information
-13.33%
Earnings growth rate
-2.43%
EPS growth rate
| Software Industry Growth | 17.33% |
| Revenue growth rate | 4.99% |
| Return on equity | -5.73% |
| Net Margin | -6.90% |
| Last Earnings Update | 30 Jun 2025 |
Recent past performance updates
Recent updates
Automation And Cloud Lending Will Shape Future Financial Services
Analysts adjusted MeridianLink’s price target to the $20 acquisition offer from Centerbridge Partners—viewed as fair value—reflecting the deal’s strong board support, limited upside potential, and negligible likelihood of a higher bid. Analyst Commentary Downgrades reflect MeridianLink’s agreement to be acquired by Centerbridge Partners for $20 per share, representing a $2B enterprise value.MeridianLink, Inc. (NYSE:MLNK) Looks Inexpensive But Perhaps Not Attractive Enough
MeridianLink, Inc.'s ( NYSE:MLNK ) price-to-sales (or "P/S") ratio of 4.1x might make it look like a buy right now...MeridianLink: 5x Revenue For 5% Growth?
Summary MeridianLink's revenue growth is modest at 5.2%, yet operating expenses are high, leading to declining operating margins and limited profitability. The company is trading at an EV/Revenue multiple of 5x, which appears expensive given its slow growth and peer comparisons. MeridianLink carries significant debt for a software company that has yet to achieve GAAP profitability, raising concerns about capital allocation. Given the lack of a clear catalyst, I rate MeridianLink as a 'Hold' for long-term investors, despite my overall bearish outlook. Read the full article on Seeking AlphaHere's What's Concerning About MeridianLink's (NYSE:MLNK) Returns On Capital
If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...Automation And Cloud Lending Will Shape Future Financial Services
Expanding cloud-based, AI-driven solutions and workflow automation support MeridianLink's recurring revenues, customer retention, and up-sell opportunities.A Look At The Fair Value Of MeridianLink, Inc. (NYSE:MLNK)
Key Insights The projected fair value for MeridianLink is US$21.52 based on 2 Stage Free Cash Flow to Equity...Is It Time To Consider Buying MeridianLink, Inc. (NYSE:MLNK)?
MeridianLink, Inc. ( NYSE:MLNK ), is not the largest company out there, but it saw significant share price movement...Here's Why MeridianLink (NYSE:MLNK) Has A Meaningful Debt Burden
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...MeridianLink: Capital Allocation Is The Question
Summary MeridianLink has a number of long-term tailwinds between price, cross-selling, and continued share gains. Furthermore, they're largely finalizing S&M investments, so their fixed cost leverage should come through nicely. However, with concerns around capital allocation and today's price where it is, I don't believe the IRR to be attractive enough yet. Read the full article on Seeking AlphaThe Returns On Capital At MeridianLink (NYSE:MLNK) Don't Inspire Confidence
Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...MeridianLink, Inc.'s (NYSE:MLNK) Business Is Trailing The Industry But Its Shares Aren't
With a median price-to-sales (or "P/S") ratio of close to 5.7x in the Software industry in the United States, you could...Is There An Opportunity With MeridianLink, Inc.'s (NYSE:MLNK) 37% Undervaluation?
Key Insights The projected fair value for MeridianLink is US$32.03 based on 2 Stage Free Cash Flow to Equity Current...Is Now The Time To Look At Buying MeridianLink, Inc. (NYSE:MLNK)?
MeridianLink, Inc. ( NYSE:MLNK ), is not the largest company out there, but it saw significant share price movement...These 4 Measures Indicate That MeridianLink (NYSE:MLNK) Is Using Debt Reasonably Well
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Some Shareholders Feeling Restless Over MeridianLink, Inc.'s (NYSE:MLNK) P/S Ratio
With a median price-to-sales (or "P/S") ratio of close to 4.8x in the Software industry in the United States, you could...Are Investors Undervaluing MeridianLink, Inc. (NYSE:MLNK) By 35%?
Key Insights The projected fair value for MeridianLink is US$35.18 based on 2 Stage Free Cash Flow to Equity...At US$22.62, Is MeridianLink, Inc. (NYSE:MLNK) Worth Looking At Closely?
MeridianLink, Inc. ( NYSE:MLNK ), is not the largest company out there, but it saw a significant share price rise of...MeridianLink, Inc.'s (NYSE:MLNK) Price Is Out Of Tune With Revenues
With a median price-to-sales (or "P/S") ratio of close to 4.8x in the Software industry in the United States, you could...MeridianLink (NYSE:MLNK) Seems To Use Debt Quite Sensibly
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Is There An Opportunity With MeridianLink, Inc.'s (NYSE:MLNK) 33% Undervaluation?
Key Insights The projected fair value for MeridianLink is US$26.33 based on 2 Stage Free Cash Flow to Equity Current...Some Confidence Is Lacking In MeridianLink, Inc.'s (NYSE:MLNK) P/S
There wouldn't be many who think MeridianLink, Inc.'s ( NYSE:MLNK ) price-to-sales (or "P/S") ratio of 4.5x is worth a...Revenue & Expenses Breakdown
How MeridianLink makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 30 Jun 25 | 326 | -22 | 159 | 42 |
| 31 Mar 25 | 320 | -29 | 158 | 41 |
| 31 Dec 24 | 316 | -30 | 157 | 39 |
| 30 Sep 24 | 311 | -52 | 149 | 39 |
| 30 Jun 24 | 308 | -47 | 140 | 41 |
| 31 Mar 24 | 304 | -42 | 134 | 43 |
| 31 Dec 23 | 304 | -43 | 129 | 47 |
| 30 Sep 23 | 300 | -18 | 126 | 48 |
| 30 Jun 23 | 295 | -19 | 121 | 49 |
| 31 Mar 23 | 292 | -12 | 115 | 47 |
| 31 Dec 22 | 288 | 1 | 107 | 42 |
| 30 Sep 22 | 282 | 4 | 102 | 39 |
| 30 Jun 22 | 277 | -18 | 111 | 41 |
| 31 Mar 22 | 273 | -22 | 105 | 37 |
| 31 Dec 21 | 268 | -31 | 104 | 36 |
| 30 Sep 21 | 258 | -41 | 96 | 32 |
| 30 Jun 21 | 242 | -18 | 75 | 23 |
| 31 Mar 21 | 224 | -20 | 70 | 21 |
| 31 Dec 20 | 199 | -25 | 64 | 18 |
| 31 Dec 19 | 153 | -44 | 70 | 15 |
Quality Earnings: MLNK is currently unprofitable.
Growing Profit Margin: MLNK is currently unprofitable.
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: MLNK is unprofitable, and losses have increased over the past 5 years at a rate of 13.3% per year.
Accelerating Growth: Unable to compare MLNK's earnings growth over the past year to its 5-year average as it is currently unprofitable
Earnings vs Industry: MLNK is unprofitable, making it difficult to compare its past year earnings growth to the Software industry (16.3%).
Return on Equity
High ROE: MLNK has a negative Return on Equity (-5.73%), as it is currently unprofitable.
Return on Assets
Return on Capital Employed
Discover strong past performing companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/10/23 02:58 |
| End of Day Share Price | 2025/10/23 00:00 |
| Earnings | 2025/06/30 |
| Annual Earnings | 2024/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
MeridianLink, Inc. is covered by 2 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Koji Ikeda | BofA Global Research |
| Andrew Schmidt | Citigroup Inc |