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LendingTree, Inc. (TREE) Stock Fundamental Analysis & AI Rating 2026

TREE Nasdaq Loan Brokers DE CIK: 0001434621
Recently Updated • Analysis: Apr 17, 2026 • SEC Data: 2025-12-31
BUY
78% Conf
Pending
Analysis scheduled

📊 TREE Key Takeaways

Revenue: $1.1B
Net Margin: 13.5%
Free Cash Flow: $60.7M
Current Ratio: 1.67x
Debt/Equity: 1.35x
EPS: $10.78
AI Rating: BUY with 78% confidence
LendingTree, Inc. (TREE) receives a BUY rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.1B, net profit margin of 13.5%, and return on equity (ROE) of 52.8%, LendingTree, Inc. demonstrates strong fundamentals in the Finance sector. Below is our complete TREE stock analysis for 2026.

Is LendingTree, Inc. (TREE) a Good Investment?

Claude

LendingTree demonstrates exceptional profitability metrics (52.8% ROE, 17.7% ROA) with strong 24% revenue growth and a substantial 462% earnings rebound. However, moderate leverage (1.35x Debt/Equity) and tight interest coverage (2.5x) present financial flexibility constraints that warrant monitoring of debt sustainability.

Why Buy LendingTree, Inc. Stock? TREE Key Strengths

Claude
  • + Exceptional return metrics: 52.8% ROE and 17.7% ROA significantly exceed industry benchmarks
  • + Strong revenue growth of 24.1% YoY with 13.5% net margin demonstrating operational profitability
  • + Healthy liquidity position with 1.67x current ratio and positive free cash flow generation of $60.7M
  • + Significant earnings growth of 462.8% YoY with diluted EPS reaching $10.78

TREE Stock Risks: LendingTree, Inc. Investment Risks

Claude
  • ! Moderate to high leverage with 1.35x Debt/Equity ratio and $387.7M long-term debt against $81.1M cash
  • ! Tight interest coverage ratio of 2.5x limits financial flexibility and vulnerability to rate increases or earnings decline
  • ! Thin operating margin of 5.8% suggests limited pricing power and operational cost pressures
  • ! Exceptional earnings growth (462.8% YoY) likely reflects rebound conditions rather than sustainable trend; sustainability questionable

Key Metrics to Watch

Claude
  • * Interest coverage ratio trending toward 3.0x+ for improved debt service capacity
  • * Operating margin expansion toward 7-8% to strengthen operational efficiency
  • * Debt/Equity reduction toward 1.0x through debt paydown or equity growth
  • * Free cash flow sustainability and capital allocation discipline
  • * Revenue growth sustainability and market share trends in lending marketplace

LendingTree, Inc. (TREE) Financial Metrics & Key Ratios

Revenue
$1.1B
Net Income
$151.3M
EPS (Diluted)
$10.78
Free Cash Flow
$60.7M
Total Assets
$855.7M
Cash Position
$81.1M

💡 AI Analyst Insight

LendingTree, Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

TREE Profit Margin, ROE & Profitability Analysis

Gross Margin 31.5%
Operating Margin 5.8%
Net Margin 13.5%
ROE 52.8%
ROA 17.7%
FCF Margin 5.4%

TREE vs Finance Sector: How LendingTree, Inc. Compares

How LendingTree, Inc. compares to Finance sector averages

Net Margin
TREE 13.5%
vs
Sector Avg 25.0%
TREE Sector
ROE
TREE 52.8%
vs
Sector Avg 12.0%
TREE Sector
Current Ratio
TREE 1.7x
vs
Sector Avg 1.2x
TREE Sector
Debt/Equity
TREE 1.4x
vs
Sector Avg 2.0x
TREE Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is LendingTree, Inc. Stock Overvalued? TREE Valuation Analysis 2026

Based on fundamental analysis, LendingTree, Inc. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
52.8%
Sector avg: 12%
Net Profit Margin
13.5%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.35x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

LendingTree, Inc. Balance Sheet: TREE Debt, Cash & Liquidity

Current Ratio
1.67x
Quick Ratio
1.67x
Debt/Equity
1.35x
Debt/Assets
66.5%
Interest Coverage
2.49x
Long-term Debt
$387.7M

TREE Revenue & Earnings Growth: 5-Year Financial Trend

TREE 5-year financial data: Year 2021: Revenue $1.1B, Net Income N/A, EPS $1.22. Year 2022: Revenue $1.1B, Net Income -$48.3M, EPS $-3.71. Year 2023: Revenue $1.1B, Net Income $69.1M, EPS $5.05. Year 2024: Revenue $985.0M, Net Income -$188.0M, EPS $-14.69. Year 2025: Revenue $1.1B, Net Income -$122.4M, EPS $-9.46.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: LendingTree, Inc.'s revenue has shown modest growth of 1% over the 5-year period. The most recent EPS of $-9.46 indicates the company is currently unprofitable.

TREE Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
5.4%
Free cash flow / Revenue

TREE Quarterly Earnings & Performance

Quarterly financial performance data for LendingTree, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $260.8M $1.0M $0.48
Q2 2025 $210.1M $1.0M $-0.26
Q1 2025 $167.8M $1.0M $0.08
Q3 2024 $155.2M -$115.0K $-3.72
Q2 2024 $182.5M -$115.0K $-0.01
Q1 2024 $167.8M $1.0M $0.08
Q3 2023 $155.2M -$115.0K $-10.46
Q2 2023 $182.5M -$115.0K $-0.01

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

LendingTree, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$73.1M
Cash generated from operations
Capital Expenditures
$12.4M
Investment in assets
Dividends
None
No dividend program

TREE SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for LendingTree, Inc. (CIK: 0001434621)

📋 Recent SEC Filings

Date Form Document Action
Mar 12, 2026 4 xslF345X05/ownership.xml View →
Mar 12, 2026 4 xslF345X05/ownership.xml View →
Mar 12, 2026 4 xslF345X05/ownership.xml View →
Mar 12, 2026 4 xslF345X05/ownership.xml View →
Mar 12, 2026 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about TREE

What is the AI rating for TREE?

LendingTree, Inc. (TREE) has an AI rating of BUY with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are TREE's key strengths?

Claude: Exceptional return metrics: 52.8% ROE and 17.7% ROA significantly exceed industry benchmarks. Strong revenue growth of 24.1% YoY with 13.5% net margin demonstrating operational profitability.

What are the risks of investing in TREE?

Claude: Moderate to high leverage with 1.35x Debt/Equity ratio and $387.7M long-term debt against $81.1M cash. Tight interest coverage ratio of 2.5x limits financial flexibility and vulnerability to rate increases or earnings decline.

What is TREE's revenue and growth?

LendingTree, Inc. reported revenue of $1.1B.

Does TREE pay dividends?

LendingTree, Inc. does not currently pay dividends.

Where can I find TREE SEC filings?

Official SEC filings for LendingTree, Inc. (CIK: 0001434621) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is TREE's EPS?

LendingTree, Inc. has a diluted EPS of $10.78.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is TREE a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, LendingTree, Inc. has a BUY rating with 78% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is TREE stock overvalued or undervalued?

Valuation metrics for TREE: ROE of 52.8% (sector avg: 12%), net margin of 13.5% (sector avg: 25%). Higher ROE suggests strong returns relative to peers.

Should I buy TREE stock in 2026?

Our dual AI analysis gives LendingTree, Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is TREE's free cash flow?

LendingTree, Inc.'s operating cash flow is $73.1M, with capital expenditures of $12.4M. FCF margin is 5.4%.

How does TREE compare to other Finance stocks?

Vs Finance sector averages: Net margin 13.5% (avg: 25%), ROE 52.8% (avg: 12%), current ratio 1.67 (avg: 1.2).

Why is TREE's return on equity (ROE) so high?

LendingTree, Inc. has a return on equity of 52.8%, significantly above the Finance sector average of 12%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 13.5% net margin.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 17, 2026 | Data as of: 2025-12-31 | Powered by Claude AI