(MTCH) Match - NASDAQ
Sector: Communication Services | Industry: Internet Content & Information | Exchange: NASDAQ (USA) | Market Cap: 8.671m USD | Total Return: 25.1% in 12m
Avg Turnover: 112M
EPS Trend: 71.1%
Qual. Beats: 1
Rev. Trend: 80.9%
Qual. Beats: 2
Warnings
Tailwinds
Seasonality
Match Group, Inc. (NASDAQ: MTCH) is a Dallas-based digital technology company that operates a portfolio of dating and matchmaking brands across four reportable segments: Tinder, Hinge, Evergreen and Emerging, and Match Group Asia. Its brand lineup-which includes Tinder, Hinge, Match, Meetic, OkCupid, Pairs, Plenty Of Fish, Azar, and BLK-targets a broad range of user demographics and preferences across the United States and international markets. The company was incorporated in 1986.
MTCH is classified within the Communication Services sector, specifically the Interactive Media & Services sub-industry. Online dating operators in this segment typically rely on a freemium business model, offering core matching and communication features for free while monetizing through paid premium subscriptions that unlock enhanced search, visibility, and interaction tools.
- Tinder direct revenue declines as payer growth slows
- Hinge drives total payer growth offsetting Tinder weakness
- Share buybacks accelerate using strong free cash flow
| 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 (1.08b): 2.74 < 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: 6.21 > 6 (EBIT TTM 961.4m / 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 961.4m / Avg Total Assets 4.15b) |
| D: -0.05 (Book Value of Equity -218.1m / Total Liabilities 4.63b) |
| Altman-Z'' = -2.01 = 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 29, 2026, the stock is trading at USD 37.17 with a total of 6,984,834 shares traded. Over the past week, the price has changed by +4.85%, over one month by +3.39%, over three months by +21.40% and over the past year by +25.09%.
Current recommended Stop Loss: 35.90 (which is 3.4% or 1.3 ATR below the current price).
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 | 10.5% |
P/E Trailing = 14.187
P/E Forward = 8.8889
P/S = 2.4632
P/B = 10.9696
P/EG = 0.3175
Revenue TTM = 3.52b USD
EBIT TTM = 961.4m USD
EBITDA TTM = 1.08b 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 = 11.6b USD (8.67b + Debt 3.99b - CCE 1.02b)
Interest Coverage Ratio = 6.21 (Ebit TTM 961.4m / Interest Expense TTM 154.8m)
EV/FCF = 11.41x (Enterprise Value 11.6b / FCF TTM 1.02b)
FCF Yield = 8.77% (FCF TTM 1.02b / Enterprise Value 11.6b)
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 = 2.64 (Enterprise Value 11.6b / Total Assets 4.41b)
Interest Expense / Debt = 3.88% (Interest Expense 154.8m / Debt 3.99b)
Taxrate = 17.83% (143.8m / 806.6m)
NOPAT = 789.9m (EBIT 961.4m * (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 = 2.74 (Net Debt 2.96b / EBITDA 1.08b)
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 = 28.97% (EBIT 961.4m / Capital Employed (Equity -231.6m + L.T.Debt 3.55b))
RoIC = 21.07% (NOPAT 789.9m / Invested Capital 3.75b)
WACC = 7.16% (E(8.67b)/V(12.7b) * Re(8.99%) + D(3.99b)/V(12.7b) * Rd(3.88%) * (1-Tc(0.18)))
Discount Rate = 8.99% (= 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: 71.12 | EPS CAGR: 6.20% | SUE: 2.59 | # 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%