LendingTree, Inc. (TREE)
NASDAQFinancialsFinancial - Credit ServicesSnapshot 2026-11-05
$38.73+0.99%
Close 2026-11-05 · 1-day change
NASDAQFinancialsFinancial - Credit ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · TREE
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
"We are pleased to report our tenth straight quarter of double-digit revenue growth, powered by continued strength in our Insurance segment along with healthy growth in Home driven by great home equi…
Stated in 3 of 3 supplied quarters. Management reported: “"We are pleased to report our tenth straight quarter of double-digit revenue growth, powered by continued strength in our Insurance segment along with healthy growth in Home driven by great home equity lending results," said Scott Peyree, CEO.” “Peyree added, "We are diligently executing against our strategy to 'Become the #1 Destination to Shop For Financial Products'.” Revenue was $313.422 million in 2026-Q2.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Financials names rated neutral grew net income 55% of the time over the next year (vs 61% for the rest of the cohort, n=10284).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“"We are pleased to report our tenth straight quarter of double-digit revenue growth, powered by continued strength in our Insurance segment along with healthy growth in Home driven by great home equi…”
“We remain laser focused as a team on executing our strategy to become the Number One Destination to Shop For Financial Products."”
“Peyree added, "We are diligently executing against our strategy to 'Become the #1 Destination to Shop For Financial Products'.”
Jason Bengel, CFO, commented, "The company is on track to grow revenue and AEBITDA this year by 17% and 14%, respectively, at the midpoint of our updated forecast.
Stated in 3 of 3 supplied quarters. Management reported: “Jason Bengel, CFO, commented, "The company is on track to grow revenue and AEBITDA this year by 17% and 14%, respectively, at the midpoint of our updated forecast.” “Due to the diversification and strength of our business model, we remain confident in our ability to deliver another year of strong AEBITDA growth for shareholders."” Operating income was $21.798 million in 2026-Q2.
“Jason Bengel, CFO, commented, "The company is on track to grow revenue and AEBITDA this year by 17% and 14%, respectively, at the midpoint of our updated forecast.”
“Adjusted EBITDA, adjusted EBITDA % of revenue, and adjusted EBITDA % of variable marketing margin are primary metrics by which LendingTree evaluates the operating performance of its businesses, on wh…”
“Due to the diversification and strength of our business model, we remain confident in our ability to deliver another year of strong AEBITDA growth for shareholders."”
"This quarter we rolled-out AI features and distribution improvements to our shopping experience across multiple product lines.
Stated in 2 of 3 supplied quarters. Management reported: “"This quarter we rolled-out AI features and distribution improvements to our shopping experience across multiple product lines.” “We recently deployed internally developed AI-tools that increase marketing efficiency and launched our newly redesigned homepage that has led to an increase in customer engagement levels.”
“"This quarter we rolled-out AI features and distribution improvements to our shopping experience across multiple product lines.”
“We recently deployed internally developed AI-tools that increase marketing efficiency and launched our newly redesigned homepage that has led to an increase in customer engagement levels.”
Our strong results continue to fortify our balance sheet, as we used excess cash to voluntarily repay $60 million of long-term debt during the quarter to improve free cashflow generation for sharehol…
Stated in 1 of 3 supplied quarters. Management reported: “Our strong results continue to fortify our balance sheet, as we used excess cash to voluntarily repay $60 million of long-term debt during the quarter to improve free cashflow generation for shareholders going forward.” “Given the strength of our balance sheet and what we view as attractive valuation of our equity, we intend to repurchase shares during the the fourth quarter for the first time since 1Q22."”
“Our strong results continue to fortify our balance sheet, as we used excess cash to voluntarily repay $60 million of long-term debt during the quarter to improve free cashflow generation for sharehol…”
SMB has been a great success story for our company, having grown segment revenue nearly 40% year-over-year on average dating back to the beginning of 2024.
Over the trailing year it converted 1.99x of net income into operating cash flow. Historically, Financials names rated robust grew net income 62% of the time over the next year (vs 56% for the rest of the cohort, n=6873).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
8 material management or governance events in the past 24 months, led by executive changes. Historically, Financials names rated neutral grew net income 60% of the time over the next year (vs 58% for the rest of the cohort, n=10134).
Not investment advice. As of 2026-11-05.