Match Group, Inc. (MTCH)

NASDAQ: MTCH · USD

$42.1

-1.64 (-3.8%)· Recorded snapshot

Repli en anglaisFR

Affichage de la source anglaise pendant la traduction

Ce rapport n'a pas encore été traduit. Actualisez dans quelques minutes une fois que la file d'attente de traduction aura rattrapé son retard.

StockMarketAgent Research · Analyzed 2026-10-14

Our latest published analysis: MTCH rated Buy

Match Group, Inc.'s published Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.

Fair value

$55.5 / share

Potential value

$58.2 / share

Upside to FV

+30.9%

from $42.1

Moat

6.5/10

Narrow

Read full analysis →View archive · 24mo

9-phase methodology · same model in each published edition

Market cap	$9.7B
Revenue (ttm)	3.5B
Net income (ttm)	707.8M
EPS (ttm)	$2.83
Shares out	229.6M
P/E (trailing)	14.9x
P/E (forward)	9.7x
Dividend	$0.80 (1.89%)
Volume	3,795,302
Beta	1.43

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 3.5B
Net income (ttm): 707.8M
EPS (ttm): $2.83
P/E (trailing): 14.9x
P/E (forward): 9.7x
Market cap: $9.7B

Item	P1	P2	P3	P4	P5	Trend
Period	2021-12-31	2022-12-31	2023-12-31	2024-12-31	2025-12-31	Trend
Revenue	$2.98B	$3.19B	$3.36B	$3.48B	$3.49B	+4.0%
Gross profit	$2.14B	$2.23B	$2.41B	$2.49B	$2.54B	+4.3%
Operating income	$851.7M	$515.0M	$916.9M	$823.3M	$872.5M	+0.6%
Net income	$277.7M	$361.9M	$651.5M	$551.3M	$613.4M	+21.9%
EPS (diluted)	$0.93	$1.24	$2.26	$2.02	$2.38	+26.5%
EBITDA	$428.0M	$662.8M	$1.05B	$951.6M	$999.2M	+23.6%
R&D	$241.0M	$333.6M	$384.2M	$442.2M	$449.5M	+16.9%
SG&A	$414.8M	$435.9M	$413.6M	$438.8M	$485.6M	+4.0%

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AAPL	Apple Inc.	5T	39.4x	10.8x	101.6%	+6.1%	+28.5%	Vendre
ABNB	Airbnb, Inc.	97.8B	37.5x	7.4x	16.8%	+24.4%	+28.5%	Vendre
ADBE	Adobe Inc.	97.1B	13.9x	3.7x	57.2%	+11.5%	-30.7%	Achat fort
APP	AppLovin Corporation	87B	20.0x	12.7x	132.7%	+25.8%	-59.6%	Conserver
BIDU	Baidu, Inc.	27.1B	—	1.4x	3.4%	+1.5%	-38.7%	Acheter
CHTR	Charter Communications, Inc.	17.2B	2.7x	0.3x	8.5%	+1.7%	-57.3%	Achat fort

Base and Bull scenarios

Base50%

Price target

$55.48

+30.8% from spot

Modal expectation where Hinge's international growth (+86% in Europe) offsets near-term Tinder sluggishness, while Tinder rebrand and Events features stabilize payers by late 2027. Realization of $130M alternative payment savings and continuous buybacks drive consensus EPS from $3.95 in FY2026 to $4.58 in FY2027, achieving the committee mid fair value of $55.48.

Tinder MAU flattens by end of Q4 2027 with payers returning to growth
Hinge achieves $1.0B revenue target in 2027
GAAP operating margin expands steadily toward target levels by FY2029
100% of FCF deployed into share repurchases and dividends
Terminal P/E multiple normalizes at 13.5x with cost of equity at 11.40%

Bull25%

Price target

$58.23

+37.3% from spot

Turnaround accelerates as Gen Z engagement features (Events, Double Date, Modes) re-energize Tinder, driving payer penetration above prior peaks. Hinge scales rapidly across Europe, Latin America, and India, delivering 25%+ top-line CAGR. Robust free cash flow generation enables accelerated share repurchases, yielding EPS compounding exceeding 20% annually and supporting the upper fair value band of $58.23.

Tinder DAU and MAU turn firmly positive ahead of schedule, with payers returning to sustained annual growth
Hinge exceeds its billion-dollar revenue target in FY2027 fueled by tiered subscription adoption and Latin American expansion
GAAP operating margin expands significantly from operating leverage and shared platform efficiency
Terminal price-to-earnings multiple expands toward the peer group average

Sensitivity: Ke × terminal growth

The highlighted cell is Fair value when every assumption sits at its base level ($55.48). Each row and column shows what Fair value becomes when one assumption moves.

Ke ↓ / g →	2.3%	2.5%	2.8%	3.0%	3.3%
10.4%	$59.2	$60.3	$61.5	$62.8	$64.1
10.9%	$56.3	$57.3	$58.3	$59.4	$60.6
11.4%	$53.7	$54.6	$55.5	$56.4	$57.5
11.9%	$51.4	$52.1	$52.9	$53.8	$54.7
12.4%	$49.2	$49.9	$50.6	$51.4	$52.2

Scorecard

Published factor rows and weighted composite

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-10-28 19:55 UTC

Forward P/E9.7

P25 n/aP50 n/aP75 n/a

Trailing P/E15

P25 n/aP50 n/aP75 n/a

ROEn/a

P25 n/aP50 n/aP75 n/a

ROIC25.8

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All MTCH indicators

Market & fundamental data

Available fields

267

Groups with data

Currency

USD

Showing 267 of 267 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Amount currency	USD
CIK code	0000891103
Company name	Match Group, Inc.
Country	United States
Country code	US
CUSIP number	57667L107
Earnings date	2026-11-02
Earnings time	amc
Employees	2,209
Employees change	-301
Employees growth	-11.99%
Enterprise value	$12.7B
Exchange	NASDAQ
Financial currency	USD
Financial report date	2026-06-30
First seen	2026-05-09
Fiscal year end	December
Founded	1986
Industry	Internet Content & Information
IPO date	2015-11-19
Is primary listing	Yes
Is SPAC	No
ISIN number	US57667L1070
Last earnings date	2026-08-04
Last refreshed	2026-10-28
Last stock split type	Never
Market cap	$9.7B
Market cap category	Mid-Cap
Next earnings date	2026-11-02
Options	Yes
Price	$42.05
Price currency	USD
Sector	Communication Services
SIC code	7370
Stock price date	2026-10-28
Symbol	MTCH
Tags	online-dating
U.S. state	Texas
Website	https://mtch.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Adjusted P/E ratio	11.16x
Average P/E ratio (3Y)	14.49x
Average P/E ratio (5Y)	44.31x
Earnings yield	6.73%
EV/Earnings	18.12x
EV/EBIT	11.69x
EV/EBITDA	10.79x
EV/FCF	11.24x
EV/Sales	3.65x
FCF / EV yield	8.9%
FCF yield	11.72%
Forward EV/Sales	3.64x
Forward P/E	14.04x
Forward P/S	2.76x
Industry forward P/E	21.89x
Industry P/E	18.15x
Lynch fair value	$14.16
Lynch upside	-66.64%
P/(FCF - SBC) ratio	10.82x
P/(OCF - SBC) ratio	10.08x
P/E ratio	14.85x
P/FCF ratio	8.53x
P/OCF ratio	8.07x
P/S ratio	2.78x
PEG ratio	0.8x
Price/EBITDA ratio	8.19x
Sector forward P/E	18.44x
Sector P/E	19.15x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT margin	31.27%
EBITDA margin	33.88%
Effective tax rate	18.03%
FCF margin	32.53%
Gross margin	74.87%
Operating margin	31.27%
Pretax margin	24.61%
Profit margin	20.17%
Profit per employee	$320,408
Profitable quarters	16
Profitable years	9
Revenue per employee	$1.6M
ROA	17.36%
ROA (5Y)	12.51%
ROCE	31.52%
ROIC	25.77%
ROIC (5Y)	21.12%
SBC / revenue	6.87%
Tax / revenue	4.44%

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
EPS growth	39.35%
EPS growth (Q)	50.4%
EPS growth (QoQ)	8.66%
EPS growth 3Y	20.14%
EPS growth 5Y	7.07%
EPS growth quarters	5
EPS growth years	1
FCF growth	25.76%
FCF growth (Q)	52.63%
FCF growth (QoQ)	102.63%
FCF growth 3Y	13.71%
FCF growth 5Y	7.36%
Gross profit growth	5.76%
Gross profit growth (Q)	4.35%
Gross profit growth 3Y	5.44%
Gross profit growth 5Y	6.1%
Net income growth	31.6%
Net income growth (Q)	35.92%
Net income growth (QoQ)	2.22%
Net income growth 3Y	14.51%
Net income growth 5Y	3.17%
Net income growth quarters	4
Net income growth years	1
OCF growth	26.24%
OCF growth (Q)	51.67%
OCF growth (QoQ)	90.29%
OCF growth 10Y	13.28%
OCF growth 3Y	13.06%
OCF growth 5Y	7.1%
Operating income growth	32.04%
Operating income growth (Q)	26.57%
Operating income growth 3Y	10.81%
Operating income growth 5Y	6.09%
Revenue growth	1.7%
Revenue growth (Q)	-1.23%
Revenue growth (QoQ)	-1.25%
Revenue growth 10Y	0.76%
Revenue growth 3Y	2.99%
Revenue growth 5Y	5.65%
Revenue growth years	7

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	$-66.2M
Depreciation and amortization	$91.4M
EBIT	$1.1B
EBITDA	$1.2B
EPS	$2.83
FCF per share	$4.97
Financing cash flow	$-808.4M
Free cash flow	$1.1B
Free cash flow minus SBC	$900.5M
Gross profit	$2.6B
Income taxes	$155.7M
Investing cash flow	$-142.2M
Net borrowing	$128.3M
Net cash flow	$245.3M
Net income	$707.8M
Operating cash flow minus SBC	$966.7M
Operating income	$1.1B
Revenue	$3.5B
Stock-based compensation	$240.9M

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Altman Z-Score	1.06
Book value per share	$-1.03
Debt / EBITDA	3.02
Debt / FCF	3.21
Goodwill	$2.3B
Interest coverage	6.65
Long-term assets	$3.1B
Long-term liabilities	$3.7B
Net cash (debt)	$-3.1B
Net cash / market cap	-31.66%
Net debt / EBITDA	2.59
Net debt / FCF	2.7
Piotroski F-Score	7
Property, plant and equipment	$146.3M
Shareholders' equity	$-237.1M
Tangible book value	$-2.7B
Tangible book value per share	$-11.85
Total assets	$4B
Total cash	$583.8M
Total debt	$3.7B
Total liabilities	$4.3B
WACC	9.82%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.89
Current assets	$952.2M
Current liabilities	$552.4M
Current ratio	1.72
Net working capital	$-184M
Quick ratio	1.56
Working capital	$399.9M
Working capital turnover	108.7

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback yield / dilution	6.49%
Dividend growth	3.95%
Dividend growth years	0
Dividend payment date	2026-10-20
Dividend payment years	2
Dividend payout frequency	Quarterly
Dividend per share	$0.80
Dividend yield	1.89%
Ex-dividend date	2026-10-05
FCF payout ratio	16.09%
Last dividend	$0.20
Payout ratio	28.26%
Shareholder yield	8.37%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
150-day SMA	$38.24
1D price change	-3.75%
1M price change	3.87%
1M total return	4.39%
1W price change	-9.48%
1W total return	-9.48%
1Y price change	28.34%
1Y return CAGR	31.27%
1Y total return	31.25%
20-day SMA	$42.92
200-day SMA	$36.45
3M price change	8.56%
3M total return	9.1%
3Y price change	23.96%
3Y return CAGR	9.07%
3Y total return	29.75%
50-day SMA	$42.18
50-day SMA vs 200-day SMA	50over200
52-week high	$46.67
52-week high date	2026-10-21
52-week low	$28.81
52-week low date	2026-02-04
5Y price change	-73.42%
5Y return CAGR	-22.58%
5Y total return	-72.18%
6M price change	14.09%
6M total return	15.27%
All-time high	$182.00
All-time high date	2021-10-21
All-time low	$26.39
All-time low date	2025-04-09
Average true range (ATR)	$1.30
Average volume	3.2M
Beta (1Y)	0.54
Beta (2Y)	0.6
Beta (5Y)	1.43
Change from 52-week high	-9.9%
Change from 52-week low	45.96%
Change from all-time high	-76.86%
Change from all-time low	59.61%
Change from open	-3.07%
Day's gap	-0.71%
Dollar volume	$159.6M
High price	$43.38
Low price	$42.00
Monthly RSI	58.01
Open price	$43.38
Position in 52-week range	3.62%
Premarket change	-0.5%
Premarket close	$43.69
Premarket price	$43.47
Premarket volume	2.5K
Previous close	$43.69
Price vs 150-day SMA	10.15%
Price vs 20-day SMA	-1.87%
Price vs 200-day SMA	15.56%
Price vs 50-day SMA	-0.13%
Relative volume	1.2
RSI	45.58
Sharpe ratio	0.87
Sharpe ratio (3Y)	0.28
Sharpe ratio (5Y)	-0.45
Sortino ratio	1.46
Sortino ratio (3Y)	0.54
Sortino ratio (5Y)	-0.5
Volume	3.8M
Weekly RSI	57.35
YTD price change	30.44%
YTD total return	33.4%

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	227.9M
Float percentage	99.28%
Shares change (QoQ)	-7.54%
Shares change (YoY)	-6.49%
Shares held by insiders	0.63%
Shares held by institutions	109.19%
Shares outstanding	229.6M
Short % of float	5.26%
Short % of shares	5.22%
Short ratio	3.2 days

Deeper analysis on MTCH

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

→

Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

→

Sensitivity

Cost-of-equity and terminal-growth stress table.

→

Risks

Kill scenarios, soft-pass flags, and downside catalysts.

→

Earnings

Next earnings setup and beat / inline / miss thresholds.

→

Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

→

Financials

Revenue, margins, cash flow, and balance-sheet context.

→

Peers

Relative valuation and profitability against the cohort.

→

Moat

Economic-profit evidence and competitive advantage risk.

→

Industry cycle

Sector phase, capital cycle, and secular tailwinds.

→

Quote this valuation with its source: Fair value, Potential value and the price at analysis.

Frequently asked questions

About this MTCH report

What is the latest published MTCH stock rating?

Match Group, Inc. is shown with Buy in the latest published report, analyzed 2026-10-14. The hub links directly to the full analysis surface where the dated rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full MTCH analysis?

The full latest published report, analyzed 2026-10-14, lives at /stocks/MTCH/analysis. The bare ticker page summarizes that read and links to each analysis tab; earlier editions remain under /analysis/archive.

What fair value is used for MTCH?

The latest published report analyzed 2026-10-14 gives MTCH a fair value of USD 55 and a potential value of USD 58. These are dated research outputs, not live market prices; review the valuation assumptions, sensitivity analysis, and material risks before making a decision.

How often is the MTCH page updated?

The hub selects the latest published stock report regardless of age and displays its analysis date (2026-10-14). Separately sourced market data is labeled with its own recorded timestamp and is never inferred from the report.

BuyMTCH · Fair value $55.5+30.9%

Read full analysis →

Match Group, Inc. (MTCH)

Our latest published analysis: MTCH rated Buy

Price

Financial snapshot

Fair-value bridge

Latest news · MTCH

Valuation

Profitability

Balance sheet

Trading

Base and Bull scenarios

Sensitivity: Ke × terminal growth

Scorecard

Next earnings

Sector percentile context

All MTCH indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on MTCH

Frequently asked questions

Historique des notations

Category	Score	Reading
Valuation	7.5
Management	7.5
Balance Sheet	6.0
Profitability	5.5
Revenue Growth	2.5
Risk Assessment	6.0
Competitive Moat	6.5
Earnings Quality	9.0
Capital Efficiency	8.5