LendingTree's fundamental outlook appears dominated by non-cash accounting effects rather than operating momentum: the $144.7M net income print in 2025Q4 (EPS $10.27) and the accompanying $154M equity jump from $132.4M to $286.8M appear consistent with a deferred tax asset valuation allowance release, an event that…
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 3, 2026 | $2.20+74.6% vs $1.26 | $344M+4.2% vs $330M |
Q3 2026 Jul 29, 2026 | $1.27-9.9% vs $1.41 | $313M-0.7% vs $316M |
Q2 2026 Apr 30, 2026 | $1.58+6.0% vs $1.49 | $327M+1.8% vs $321M |
Q2 2026 Mar 2, 2026 | -$0.39-181.7% vs $0.48 | $320M+12.2% vs $285M |
LendingTree reported a large accounting loss in Q3 2026, prompting initial concern among investors. I maintain a 'strong buy' rating, emphasizing that headline losses obscure underlying business strength. Insurance segment growth continues to outperform and remains central to the bullish thesis for TREE.
LendingTree (NASDAQ: TREE - Get Free Report) and Jiayin Group (NASDAQ: JFIN - Get Free Report) are both small-cap finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their risk, dividends, earnings, profitability, analyst recommendations, institutional ownership and valuation. Analyst Recommendations This is a breakdown of current
LendingTree plans to resume share buybacks in Q426 for the first time since 2022, backed by lower leverage, stronger cash flow and revenue growth.
More than a third of Americans planning holiday purchases intend to pay in installments, and many already expect to fall behind. A NerdWallet survey with Harris Poll conducted September 8 to 10 found that 38% of holiday shoppers expect to use buy now, pay later (BNPL) plans. Of those planning to use BNPL, 38% expect they
Benchmark TREE against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for LendingTree, Inc. (TREE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $37.01 | $516.4M | 5.24 | 22.72% | 7.82% | 34.02% | — | |
| $20.66 | $1.19B | 12.97 | 18.29% | 6.58% | 29.48% | — | |
| $11.26 | $1.41B | 6.33 | 139.04% | 35.37% | 11.71% | 16.4% | |
| $21.89 | $2.1B | 42.17 | 62.84% | 4.93% | 8.1% | — | |
| $39.55 | $3.04B | -21.21 | 40.15% | -13.48% | -28.59% | — | |
| $16.21 | $20.79B | 29.83 | 38.32% | 15.6% | 6.76% | — |
LendingTree, Inc. (TREE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
LendingTree, Inc. (TREE) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 29, 2026·SEC
Jun 18, 2026·SEC
May 18, 2026·SEC
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LendingTree, Inc. (TREE) stock FAQ — growth, dividends, profitability & financials explained
LendingTree, Inc. (TREE) grew revenue by 25.4% over the trailing twelve months, compared with the twelve months before.
Yes. LendingTree, Inc. (TREE) earned $99.1M in net income over the trailing twelve months (a 7.8% net margin).
LendingTree, Inc. (TREE) had a return on equity (ROE) of 34.0% over the trailing twelve months. That is well above the market's typical 10-15%.
LendingTree, Inc. (TREE) has a net interest margin (NIM) of -5.5%. NIM has been under pressure due to interest rate environment.
LendingTree, Inc. (TREE) has an efficiency ratio of 90.7%. This is higher than peers, suggesting room for cost optimization.
