(MTCH) Match - NASDAQ
Sector: Communication Services | Industry: Internet Content & Information | Exchange: NASDAQ (USA) | Market Cap: 8.139m USD | Total Return: 16% in 12m
Avg Turnover: 99.3M
EPS Trend: 41.1%
Qual. Beats: 1
Rev. Trend: 80.9%
Qual. Beats: 2
Warnings
Altman Z'' -2.05 < 1.0 - financial distress zone
Below Avwap Earnings
Tailwinds
Confidence
Match Group, Inc. is a global provider of digital dating technologies, operating a diverse portfolio of brands including Tinder, Hinge, Match, and OkCupid. The company organizes its operations into four primary segments: Tinder, Hinge, Evergreen and Emerging, and Match Group Asia, catering to a wide range of user demographics and geographic regions.
As a leader in the Interactive Media & Services sub-industry, Match Group utilizes a freemium business model, generating revenue through recurring subscriptions and a la carte purchases for premium features. The digital dating sector is characterized by high network effects, where the value of a platform increases as its user base grows, creating significant barriers to entry for new competitors.
Investors can further evaluate these market dynamics and company fundamentals by reviewing the data available on ValueRay.
- Tinder direct revenue growth and paid subscriber conversion rates
- Hinge monetization expansion and international user acquisition scaling
- App store commission fee reductions impact operating margin expansion
- Marketing spend efficiency determines profitability across emerging brand portfolio
- Macroeconomic pressure on discretionary spending affects a la carte feature sales
| Net Income: 662.7m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.23 > 0.02 and ΔFCF/TA 2.75 > 1.0 |
| NWC/Revenue: 14.65% < 20% (prev 9.26%; Δ 5.39% < -1%) |
| CFO/TA 0.25 > 3% & CFO 1.08b > Net Income 662.7m |
| Net Debt (2.96b) to EBITDA (1.02b): 2.91 < 3 |
| Current Ratio: 1.57 > 1.5 & < 3 |
| Outstanding Shares: last quarter (262.5m) vs 12m ago -3.48% < -2% |
| Gross Margin: 73.80% > 18% (prev 71.85%; Δ 1.95% > 0.5%) |
| Asset Turnover: 84.84% > 50% (prev 88.71%; Δ -3.87% > 0%) |
| Interest Coverage Ratio: 6.05 > 6 (EBIT TTM 936.4m / Interest Expense TTM 154.8m) |
| A: 0.12 (Total Current Assets 1.42b - Total Current Liabilities 906.6m) / Total Assets 4.41b |
| B: -1.32 (Retained Earnings -5.80b / Total Assets 4.41b) |
| C: 0.23 (EBIT TTM 936.4m / Avg Total Assets 4.15b) |
| D: -0.05 (Book Value of Equity -218.1m / Total Liabilities 4.63b) |
| Altman-Z'' = -2.05 = D |
| DSRI: 0.89 (Receivables 293.2m/323.3m, Revenue 3.52b/3.45b) |
| GMI: 0.97 (GM 71.85% / 73.80%) |
| AQI: 0.86 (AQ_t 0.65 / AQ_t-1 0.75) |
| SGI: 1.02 (Revenue 3.52b / 3.45b) |
| TATA: -0.10 (NI 662.7m - CFO 1.08b) / TA 4.41b) |
| Beneish M = -3.22 (Cap -4..+1) = AA |
As of June 15, 2026, the stock is trading at USD 34.89 with a total of 2,751,518 shares traded.
Over the past week, the price has changed by +1.37%,
over one month by -2.35%,
over three months by +15.91% and
over the past year by +16.01%.
Match has received a consensus analysts rating of 3.60. Therefore, it is recommended to hold MTCH.
- StrongBuy: 5
- Buy: 2
- Hold: 13
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 41.1 | 17.7% |
P/E Trailing = 13.3168
P/E Forward = 8.8028
P/S = 2.3122
P/B = 10.9696
P/EG = 0.3142
Revenue TTM = 3.52b USD
EBIT TTM = 936.4m USD
EBITDA TTM = 1.02b USD
Long Term Debt = 3.55b USD (from longTermDebt, last quarter)
Short Term Debt = 423.7m USD (from shortTermDebt, last quarter)
Debt = 3.99b USD (from shortLongTermDebtTotal, last quarter) + Leases 14.0m
Net Debt = 2.96b USD (calculated: Debt 3.99b - CCE 1.02b)
Enterprise Value = 11.1b USD (8.14b + Debt 3.99b - CCE 1.02b)
Interest Coverage Ratio = 6.05 (Ebit TTM 936.4m / Interest Expense TTM 154.8m)
EV/FCF = 10.89x (Enterprise Value 11.1b / FCF TTM 1.02b)
FCF Yield = 9.19% (FCF TTM 1.02b / Enterprise Value 11.1b)
FCF Margin = 28.97% (FCF TTM 1.02b / Revenue TTM 3.52b)
Net Margin = 18.83% (Net Income TTM 662.7m / Revenue TTM 3.52b)
Gross Margin = 73.80% ((Revenue TTM 3.52b - Cost of Revenue TTM 922.1m) / Revenue TTM)
Gross Margin QoQ = 75.62% (prev 74.66%)
Tobins Q-Ratio = 2.52 (Enterprise Value 11.1b / Total Assets 4.41b)
Interest Expense / Debt = 3.88% (Interest Expense 154.8m / Debt 3.99b)
Taxrate = 17.83% (143.8m / 806.6m)
NOPAT = 769.4m (EBIT 936.4m * (1 - 17.83%))
Current Ratio = 1.57 (Total Current Assets 1.42b / Total Current Liabilities 906.6m)
Debt / Equity = -18.28 (negative equity) (Debt 3.99b / totalStockholderEquity, last quarter -218.1m)
Debt / EBITDA = 2.91 (Net Debt 2.96b / EBITDA 1.02b)
Debt / FCF = 2.91 (Net Debt 2.96b / FCF TTM 1.02b)
Total Stockholder Equity = -231.6m (last 4 quarters mean from totalStockholderEquity)
RoA = 15.97% (Net Income 662.7m / Total Assets 4.41b)
RoE = -286.1% (negative equity) (Net Income TTM 662.7m / Total Stockholder Equity -231.6m)
RoCE = 28.21% (EBIT 936.4m / Capital Employed (Equity -231.6m + L.T.Debt 3.55b))
RoIC = 20.52% (NOPAT 769.4m / Invested Capital 3.75b)
WACC = 7.09% (E(8.14b)/V(12.1b) * Re(9.0%) + D(3.99b)/V(12.1b) * Rd(3.88%) * (1-Tc(0.18)))
Discount Rate = 9.0% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -77.78 | Cagr: -4.07%
[DCF] Terminal Value 77.97% ; FCFF base≈929.1m ; Y1≈1.07b ; Y5≈1.57b
[DCF] Fair Price = 88.41 (EV 23.6b - Net Debt 2.96b = Equity 20.6b / Shares 233.3m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 41.09 | EPS CAGR: 4.33% | SUE: 2.36 | # QB: 1
Revenue Correlation: 80.87 | Revenue CAGR: 2.49% | SUE: 1.99 | # QB: 2
EPS current Quarter (2026-06-30): EPS=0.95 | Chg30d=+10.19% | Revisions=+56% | Analysts=5
EPS next Quarter (2026-09-30): EPS=0.94 | Chg30d=+0.78% | Revisions=-56% | Analysts=5
EPS current Year (2026-12-31): EPS=3.84 | Chg30d=+5.87% | Revisions=+11% | GrowthEPS=+17.6% | GrowthRev=-0.4%
EPS next Year (2027-12-31): EPS=4.24 | Chg30d=+5.15% | Revisions=+11% | GrowthEPS=+10.3% | GrowthRev=+3.8%
[Analyst] Revisions Ratio: +56%