Professional
Added to YB: 2024-12-09
Pitch date: 2024-12-05
TREE [bearish]
LendingTree, Inc.
-40.42%
current return
Author Info
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Company Info
LendingTree, Inc., through its subsidiary, operates online consumer platform in the United States. It operates through three segments: Home, Consumer, and Insurance.
Market Cap
$615.6M
Pitch Price
$38.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.45
P/E
-14.62
EV/Sales
1.17
Sector
Consumer Finance
Category
N/A
Culper Research is Short LendingTree, Inc. (TREE)
TREE short: Facing $157-472M litigation risk (30-91% of market cap), undisclosed for 5 years. New FCC rules threaten lead gen model. CEO downplays risks. High debt, covenant-heavy. Insiders fleeing. Competitors openly discuss FCC impact while TREE silent. Existential risks ignored.
Read full article (15 min)