Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
MTCH
Strong BuyFLAGMatch Group, Inc. · Communication Services · United States · $9.7B · Avg Vol: $126M/d
Match Group generates high margins and buys back stock aggressively, which produces the strong quality score, but paying users at Tinder have been declining for many consecutive quarters and the value score is expensive (V47) against that erosion. The company also carries meaningful debt. Nothing adverse is known on accounting or governance, so this is a flag rather than a removal.
COMPANY DESCRIPTION
Match Group, Inc. is a global leader in online dating products, operating a vast portfolio of well-known brands such as Tinder, Match.com, Hinge, and OkCupid. The company leverages powerful network effects and brand recognition across its diverse platforms to maintain a dominant market position, catering to a wide range of user preferences and geographies.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 3.2B | 3.4B | 3.5B | 3.5B | 3.0% | 3.5B | 3.5B | 3.6B | 1.9% |
| EPS | 1.28 | 2.36 | 2.12 | 2.53 | 25.5% | 2.81 | 3.11 | 3.68 | 20.6% |
| Shares | 279.6M | 268.9M | 251.5M | 232.5M | -16.8% | 233.3M | — | — | — |
| Debt | 3.8B | 3.8B | 3.8B | 4.0B | 1.2% | 3.7B | — | — | — |
| Equity | -359.9M | -19.5M | -63.7M | -253.5M | — | — | — | — | — |
| Op CF | 525.7M | 896.8M | 932.7M | 1.1B | 27.1% | 1.2B | — | — | — |
| Inv CF | -71.7M | -76.6M | -58.5M | -46.8M | — | — | — | — | — |
| Fin CF | -689.2M | -534.1M | -758.3M | -984.9M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Communication Services, ranked by industry match, size, and score similarity. Cross-listings of MTCH are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| MTCH | Match Group, Inc.(you) | $9.7B | 98 | Strong Buy |
| RDDT.MX | REDDIT INC | $31.3B | 78 | Buy |
| PINS | Pinterest, Inc. | $13.1B | 57 | Hold |
| EVER | EverQuote, Inc. | $904M | 97 | Strong Buy |
| TBLA | Taboola.com Ltd. | $1.0B | 93 | Strong Buy |
| YELP | Yelp Inc. | $1.3B | 88 | Strong Buy |
| CARS | Cars.com Inc. | $639M | 96 | Strong Buy |
| NRDS | NerdWallet, Inc. | $633M | 95 | Strong Buy |
| SNAP.MX | Snap Inc. | $9.2B | 38 | Hold |
| PPLI | People Incorporated | $2.9B | 56 | Hold |
Peer medians: ROE 6.3% · P/E 19.3x · Gross margin 56.9%