Jul. 30 at 9:13 PM
$TREE by all metrics this is undervalued and i believe the reason for that is the bogus culper research report last year which has been invalidated.
Compared to
$NRDS we trade at a 20% discount when you compare the two websites operate at the ssme monthly unique users of around 29mil and tree actually has a more efficient variable marketing expenses to revenue at 66% vs 72% at nerdwallet.
Also i believe the service of lending tree is more transparent as they let you decide who to go with vs nerdwallet which would have bias in selecting their preferred partners.
