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Match (MTCH)

Market Price (4/11/2026): $31.65 | Market Cap: $7.4 Bil
Sector: Communication Services | Industry: Interactive Media & Services

Match (MTCH)

Market Price (4/11/2026): $31.65
Market Cap: $7.4 Bil
Sector: Communication Services
Industry: Interactive Media & Services

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 11%, Dividend Yield is 2.5%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 6.8%, FCF Yield is 14%

Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 26%

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 31%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 29%

Stock buyback support
Stock Buyback 3Y Total is 2.1 Bil

Low stock price volatility
Vol 12M is 33%

Megatrend and thematic drivers
Megatrends include Digital Connection & Socialization, and E-commerce & Digital Retail. Themes include Online Dating Platforms, and Online Marketplaces.

Weak multi-year price returns
2Y Excs Rtn is -34%, 3Y Excs Rtn is -78%

Key risks
MTCH key risks include [1] declining user engagement and monetization at its flagship Tinder brand and [2] reputational damage and regulatory costs stemming from user safety incidents on its platforms.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 11%, Dividend Yield is 2.5%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 6.8%, FCF Yield is 14%
1 Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 26%
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 31%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 29%
3 Stock buyback support
Stock Buyback 3Y Total is 2.1 Bil
4 Low stock price volatility
Vol 12M is 33%
5 Megatrend and thematic drivers
Megatrends include Digital Connection & Socialization, and E-commerce & Digital Retail. Themes include Online Dating Platforms, and Online Marketplaces.
6 Weak multi-year price returns
2Y Excs Rtn is -34%, 3Y Excs Rtn is -78%
7 Key risks
MTCH key risks include [1] declining user engagement and monetization at its flagship Tinder brand and [2] reputational damage and regulatory costs stemming from user safety incidents on its platforms.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Match (MTCH) stock has remained largely at the same level since 12/31/2025 because of the following key factors:

1. Match Group missed Q4 2025 earnings per share (EPS) expectations and issued flat revenue guidance for 2026. The company reported Q4 2025 EPS of $0.83, missing the analyst consensus estimate of $1.00 by $0.17. Furthermore, Match Group projected its total revenue for the full year 2026 to be "approximately flat year-over-year" at the midpoint of its guidance range of $3.41 billion to $3.535 billion. This outlook included an expectation for Tinder, a key brand, to experience year-over-year direct revenue declines similar to 2025.

2. The company experienced a decline in total payers during Q4 2025. Match Group reported a 5% year-over-year decrease in total payers, reaching 14 million in the fourth quarter of 2025. This reduction in its paying user base, despite a 7% increase in revenue per payer, signaled challenges in sustaining user growth and monetization across its dating app portfolio.

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Stock Movement Drivers

Fundamental Drivers

The -0.6% change in MTCH stock from 12/31/2025 to 4/10/2026 was primarily driven by a -11.1% change in the company's P/E Multiple.
(LTM values as of)123120254102026Change
Stock Price ($)31.9031.70-0.6%
Change Contribution By: 
Total Revenues ($ Mil)3,4693,4870.5%
Net Income Margin (%)16.2%17.6%8.6%
P/E Multiple13.612.1-11.1%
Shares Outstanding (Mil)2412352.4%
Cumulative Contribution-0.6%

LTM = Last Twelve Months as of date shown

Market Drivers

12/31/2025 to 4/10/2026
ReturnCorrelation
MTCH-0.6% 
Market (SPY)-5.4%36.1%
Sector (XLC)-3.2%42.5%

Fundamental Drivers

The -8.7% change in MTCH stock from 9/30/2025 to 4/10/2026 was primarily driven by a -23.1% change in the company's P/E Multiple.
(LTM values as of)93020254102026Change
Stock Price ($)34.7031.70-8.7%
Change Contribution By: 
Total Revenues ($ Mil)3,4513,4871.1%
Net Income Margin (%)15.6%17.6%12.9%
P/E Multiple15.812.1-23.1%
Shares Outstanding (Mil)2442354.1%
Cumulative Contribution-8.7%

LTM = Last Twelve Months as of date shown

Market Drivers

9/30/2025 to 4/10/2026
ReturnCorrelation
MTCH-8.7% 
Market (SPY)-2.9%40.4%
Sector (XLC)-3.4%46.3%

Fundamental Drivers

The 4.6% change in MTCH stock from 3/31/2025 to 4/10/2026 was primarily driven by a 11.0% change in the company's Net Income Margin (%).
(LTM values as of)33120254102026Change
Stock Price ($)30.2931.704.6%
Change Contribution By: 
Total Revenues ($ Mil)3,4793,4870.2%
Net Income Margin (%)15.8%17.6%11.0%
P/E Multiple13.812.1-12.3%
Shares Outstanding (Mil)2522357.2%
Cumulative Contribution4.6%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2025 to 4/10/2026
ReturnCorrelation
MTCH4.6% 
Market (SPY)16.3%47.3%
Sector (XLC)19.2%49.8%

Fundamental Drivers

The -14.5% change in MTCH stock from 3/31/2023 to 4/10/2026 was primarily driven by a -57.6% change in the company's P/E Multiple.
(LTM values as of)33120234102026Change
Stock Price ($)37.0631.70-14.5%
Change Contribution By: 
Total Revenues ($ Mil)3,1893,4879.4%
Net Income Margin (%)11.4%17.6%55.0%
P/E Multiple28.612.1-57.6%
Shares Outstanding (Mil)27923519.0%
Cumulative Contribution-14.5%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2023 to 4/10/2026
ReturnCorrelation
MTCH-14.5% 
Market (SPY)63.3%37.8%
Sector (XLC)102.5%37.6%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
MTCH Return-13%-69%-12%-10%1%2%-78%
Peers Return35%-47%79%21%48%-37%45%
S&P 500 Return27%-19%24%23%16%-0%82%

Monthly Win Rates [3]
MTCH Win Rate42%17%42%33%50%50% 
Peers Win Rate60%31%67%50%48%30% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
MTCH Max Drawdown-19%-70%-31%-20%-16%-10% 
Peers Max Drawdown-18%-54%-10%-22%-22%-45% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-7% 

[1] Cumulative total returns since the beginning of 2021
[2] Peers: Z, ZIP, WSHP, GOOGL, META. See MTCH Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 4/10/2026 (YTD)

How Low Can It Go

Unique KeyEventMTCHS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-83.8%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven517.0%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-48.8%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven95.2%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven74 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-39.6%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven65.6%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven147 days120 days

Compare to Z, ZIP, WSHP, GOOGL, META

In The Past

Match's stock fell -83.8% during the 2022 Inflation Shock from a high on 10/21/2021. A -83.8% loss requires a 517.0% gain to breakeven.

Preserve Wealth

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About Match (MTCH)

Match Group, Inc. provides dating products worldwide. The company's portfolio of brands includes Tinder, Match, Meetic, OkCupid, Hinge, Pairs, PlentyOfFish, and OurTime, as well as a various other brands. The company was incorporated in 1986 and is based in Dallas, Texas.

AI Analysis | Feedback

Meta Platforms for dating

Netflix for dating apps

AI Analysis | Feedback

  • Tinder: A popular mobile dating application known for its swipe-based interface to connect users.
  • Match: A long-standing online dating service designed to help singles find compatible partners.
  • Meetic: A leading European online dating service connecting individuals across various countries.
  • OkCupid: An online dating app that utilizes a comprehensive questionnaire to match users based on compatibility.
  • Hinge: A dating app focused on fostering serious relationships by encouraging users to connect over shared interests and prompts.
  • Pairs: A dating app primarily popular in Asian markets, facilitating connections and relationships.
  • PlentyOfFish (PoF): A widely used online dating service that allows users to connect for free.
  • OurTime: A specialized dating service catering to singles over the age of 50.

AI Analysis | Feedback

Match Group, Inc. (MTCH) sells primarily to individuals who use its dating products and services. Based on its diverse portfolio of brands, the company serves various categories of customers:

  1. Younger Adults and Broad-Appeal Daters: This category includes users of brands like Tinder, Hinge, OkCupid, and PlentyOfFish. These platforms generally cater to a wide age range, predominantly younger adults (20s-30s) but extending into the 40s, seeking a spectrum of connections from casual dating and social interaction to serious relationships.
  2. Mid-Life Adults and Serious Relationship Seekers: This segment is primarily served by brands such as Match and Meetic. Users in this category are often in their 30s, 40s, and 50s, and typically have a more defined intent towards finding long-term, committed relationships.
  3. Older Adults and Mature Daters: Specifically addressed by brands like OurTime, this customer category focuses on individuals aged 50 and above who are looking for companionship, friendships, and romantic relationships with peers in their age group.

AI Analysis | Feedback

  • Apple Inc. (AAPL)
  • Alphabet Inc. (GOOGL)
  • Amazon.com, Inc. (AMZN)

AI Analysis | Feedback

Spencer Rascoff, Chief Executive Officer Spencer Rascoff was appointed Match Group CEO in February 2025. He is a seasoned entrepreneur and technology leader who co-founded Zillow and served as its CEO for a decade, scaling the company to over 4,500 employees, $3 billion in revenue, and a $10 billion market capitalization. Rascoff also co-founded Hotwire, an online travel marketplace, and Pacaso, a proptech company focused on second-home ownership. He began his career in investment banking at Goldman Sachs and in private equity at TPG Capital. Rascoff has been an active investor and advisor to numerous high-growth technology companies across marketplaces, media, and AI. Steven Bailey, Chief Financial Officer Steven Bailey was promoted to Chief Financial Officer of Match Group, effective March 1, 2025. He joined Match Group in 2012 and has held various finance leadership roles within the company, including Senior Vice President, Financial Planning & Business Operations from 2022 to 2025, and CFO, Match Group Americas from 2021 to 2022. Prior to joining Match Group, Bailey held roles at Dow Jones from 2011 to 2012 and Heritage Building Group from 2004 to 2011. Gary Swidler, President Gary Swidler assumed the role of President of Match Group on March 1, 2025, transitioning from his previous position as Chief Financial Officer. He joined Match Group in 2015 as CFO, just before the company's IPO in November of that year. Before joining Match Group, Swidler spent 18 years at Bank of America Merrill Lynch, where he held various positions, including Managing Director and Head of the Financial Institutions Investment Banking Group. Earlier in his career, he was an associate at the New York City-based law firm Wachtell, Lipton, Rosen & Katz. Sean Edgett, Chief Legal Officer & Secretary Sean Edgett was appointed Chief Legal Officer & Secretary of Match Group, effective September 23, 2024. He previously served as Chief Legal Officer & Secretary at UPSIDE Foods from April 2023 to September 2024. Before that, he spent over a decade at Twitter, Inc. (now X), holding various executive legal roles, including Senior Vice President and General Counsel from February 2018 to October 2022. His prior experience also includes being a Director of Legal at NetApp from 2010 to 2012, and practicing law at Latham & Watkins and Akin Gump. D.V. Williams, Chief People Officer D.V. Williams was appointed Chief People Officer of Match Group, effective September 13, 2022. In this role, he oversees global people operations, including compensation, benefits, people information systems, diversity, equity, and inclusion, and learning & development. Prior to joining Match Group, Williams served as Chief People Officer at Cars.com, where he led all aspects of human resources and diversity, equity, and inclusion for over three years. Before Cars.com, he led Human Resources, Strategy, and Enabling Functions at Tyson Foods, Inc., where he was involved in strategic initiatives including acquisitions and integrations. He began his career with nearly a decade at Whirlpool Corporation in various human resources roles.

AI Analysis | Feedback

Here are the key risks to Match Group (MTCH):

  1. Intense Competition and Challenges in User Growth and Monetization: Match Group operates in a highly competitive online dating market, facing significant pressure from rivals like Bumble. A predominant risk stems from the slowing growth and monetization challenges, particularly with its flagship brand, Tinder, which, along with Hinge, accounts for approximately 94% of the company's operating income. The company has also faced a persistent issue in converting its large base of free users into paying subscribers.
  2. Data Privacy, Security, and Evolving Regulatory Landscape: As a company that handles vast amounts of personal user data, Match Group is exposed to substantial risks related to data privacy and security. The increasing scrutiny from regulatory bodies and the introduction of new age-verification laws in various regions are creating a complex compliance environment and heightening concerns about data security and potential legal liabilities.
  3. Financial Health and Capital Structure Concerns: Several financial indicators suggest potential risks to Match Group's financial health. These include a low Altman Z-Score, which can signal financial distress, and a balance sheet that is more leveraged compared to some of its peers. The company has also reported negative equity and tangible book value, partly due to aggressive share buybacks, and has experienced sluggish earnings and revenue growth, leading some to question its valuation and long-term financial stability.

AI Analysis | Feedback

The rise of advanced generative AI models capable of creating sophisticated AI companions presents an emerging threat. These AI companions offer personalized and engaging interactions, potentially fulfilling emotional and social needs for some individuals that might otherwise lead them to seek connections through traditional dating apps. This new form of digital companionship could subtly reduce the addressable market for human-to-human dating services by providing an alternative outlet for connection and interaction.

AI Analysis | Feedback

Match Group's addressable market is the global online dating market. This market was valued at approximately USD 10.28 billion in 2024 and is projected to grow to about USD 19.33 billion by 2033, expanding at a compound annual growth rate (CAGR) of 7.27% from 2025 to 2033. Other estimates for the global online dating market size include:
  • USD 5.64 billion in 2025, predicted to increase to approximately USD 11.27 billion by 2034, with a CAGR of 8.00% from 2025 to 2034.
  • USD 8.80 billion in 2024, projected to reach USD 30.08 billion by 2035, representing a CAGR of 11.82% during the forecast period of 2024-2035.
  • USD 9.60 billion in 2025, with a projection to grow to approximately USD 19.50 billion by 2034, exhibiting a CAGR of 7.5% to 8.0% from 2026 to 2034.
Match Group itself states that its addressable market encompasses approximately 700 million available singles globally, excluding China, aged 18-65. Regionally, North America has consistently been the largest market for online dating, holding a significant share of the global market (ranging from 36% to 39% in recent years). Within North America, the U.S. accounts for a substantial portion. Asia-Pacific is identified as the fastest-growing region in the online dating market.

AI Analysis | Feedback

Here are 3-5 expected drivers of future revenue growth for Match Group (MTCH) over the next 2-3 years:
  1. Continued Growth and International Expansion of Hinge: Hinge is consistently highlighted as a strong performer within Match Group's portfolio, with expectations for continued robust direct revenue growth. The brand is on track to achieve $1 billion in revenue by 2027 and is actively expanding its international presence, particularly in European markets, Mexico, Brazil, and India.
  2. Tinder's Turnaround Driven by Product Innovation and Increased Marketing: While Tinder has experienced revenue declines, Match Group is focused on a strategic turnaround through significant product innovation, user experience improvements, and increased marketing spend. Initiatives include enhancing recommendation algorithms, implementing features like "DoubleDate" and "FaceCheck," and focusing on improving engagement quality, new registrations, and monthly active user (MAU) trends, especially among Gen Z users.
  3. Monetization Optimizations and Increased Revenue Per Payer (RPP): Match Group has demonstrated an ability to increase Revenue Per Payer (RPP). This is expected to continue through various monetization optimizations, new feature introductions, and the strategic use of AI to improve relevance and matching. These efforts aim to enhance the user experience and drive higher engagement, which in turn can lead to increased subscriber value.
  4. Growth from Emerging and Asia-Focused Brands: Beyond Tinder and Hinge, Match Group anticipates positive revenue growth from its "Emerging" brands and has noted the potential for double-digit revenue growth from Azar. Match Group Asia has also shown an increase in payers in certain areas, indicating growth opportunities in these markets through continued product development and localized strategies.

AI Analysis | Feedback

Share Repurchases

  • Match Group's Board of Directors authorized the repurchase of up to an additional $1.5 billion in shares, effective once the existing authorization, which had $247 million remaining, is exhausted.
  • In the full year 2025, Match Group repurchased 24.7 million shares of its common stock for a total of $789 million.
  • As of January 31, 2026, $959 million in aggregate value of shares remained available under the company's share repurchase program.

Share Issuance

  • In 2021, Match Group completed the acquisition of Hyperconnect for $1.725 billion, with 50% of the transaction funded by the issuance of 5.9 million shares of Match Group common stock.
  • The company's stock-based compensation, which typically leads to share issuance, was $204 million in 2022, $232 million in 2023, and $267 million in 2024.
  • Despite issuances, Match Group has seen a decline in its shares outstanding over the last few years, with 0.27 billion in 2023, 0.25 billion in 2024, and 0.23 billion in 2025.

Outbound Investments

  • In June 2021, Match Group acquired Hyperconnect, a social discovery and video technology company, for $1.725 billion.
  • Match Group made several other acquisitions, including The League in July 2022, The Fresh New Group in October 2022, Salams in April 2025, and Her (a lesbian dating app) in May 2025.
  • The company's strategy involves acquiring rising competitors to integrate them into its ecosystem.

Capital Expenditures

  • Match Group's capital expenditures for the fiscal year ending December 2025 amounted to $56.765 million.
  • Average capital expenditures for the fiscal years 2021 to 2025 were approximately $60.77 million.
  • The primary focus of capital expenditures includes technological innovation, refining algorithms, enhancing user interfaces, and investing in AI-driven product innovation and trust-and-safety features.

Better Bets vs. Match (MTCH)

Latest Trefis Analyses

TitleDate
0DASHBOARDS 
1Match Earnings Notes12/28/2026
2How Low Can Match Stock Really Go?10/17/2025
3MTCH Dips 5.4% In One Day: Does It Lead the Pack?09/23/2025
4MTCH's 18% One Month Pop Begs The Question: Is LNG Better Instead?08/18/2025
5Better Bet Than MTCH Stock: Pay Less Than Match To Get More From UNH, MRK 08/12/2025
6Better Bet Than MTCH Stock: Pay Less Than Match To Get More From OMC 08/12/2025
7Day 8 of Gains Streak for Match Stock with 8.4% Return (vs. 6.9% YTD) [7/25/2025]07/26/2025
8Day 7 of Gains Streak for Match Stock with 7% Return (vs. 5.4% YTD) [7/24/2025]07/25/2025
9ARTICLES 
10MTCH Down 5.4% in One Day: Is It Outperforming Its Rivals?09/23/2025
11S&P 500 Movers | Winners: TER, ORCL, AMAT | Losers: KVUE, MTCH, KDP09/23/2025
12S&P 500 Movers | Winners: WBD, MTCH, SWK | Losers: JBL, KR, GE08/14/2025
13S&P 500 Movers | Winners: ANET, AIZ, MTCH | Losers: SMCI, NRG, MOS08/07/2025
14MTCH Stock Up 8.4% after 8-Day Win Streak07/26/2025
Title
0DASHBOARDS
1Match Earnings Notes
2How Low Can Match Stock Really Go?
3MTCH Dips 5.4% In One Day: Does It Lead the Pack?
4MTCH's 18% One Month Pop Begs The Question: Is LNG Better Instead?
5Better Bet Than MTCH Stock: Pay Less Than Match To Get More From UNH, MRK 
6Better Bet Than MTCH Stock: Pay Less Than Match To Get More From OMC 
7Day 8 of Gains Streak for Match Stock with 8.4% Return (vs. 6.9% YTD) [7/25/2025]
8Day 7 of Gains Streak for Match Stock with 7% Return (vs. 5.4% YTD) [7/24/2025]
9ARTICLES
10MTCH Down 5.4% in One Day: Is It Outperforming Its Rivals?
11S&P 500 Movers | Winners: TER, ORCL, AMAT | Losers: KVUE, MTCH, KDP
12S&P 500 Movers | Winners: WBD, MTCH, SWK | Losers: JBL, KR, GE
13S&P 500 Movers | Winners: ANET, AIZ, MTCH | Losers: SMCI, NRG, MOS
14MTCH Stock Up 8.4% after 8-Day Win Streak

Trade Ideas

Select ideas related to MTCH.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
META_3272026_Dip_Buyer_ValueBuy03272026METAMeta PlatformsDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin		8.8%8.8%0.0%
CARG_3062026_Insider_Buying_GTE_1Mil_EBITp+DE_V203062026CARGCarGurusInsiderInsider Buys | Low D/EStrong Insider Buying
Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap		1.2%1.2%-8.3%
YELP_2132026_Dip_Buyer_High_CFO_Margins_ExInd_DE02132026YELPYelpDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap		17.9%17.9%-5.7%
TRIP_2132026_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG02132026TRIPTripadvisorDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap		10.9%10.9%-3.9%
OMC_2062026_Dip_Buyer_FCFYield02062026OMCOmnicomDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		8.9%8.9%-3.7%
MTCH_5312025_Insider_Buying_GTE_1Mil_EBITp+DE_V205312025MTCHMatchInsiderInsider Buys | Low D/EStrong Insider Buying
Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap		12.5%4.4%-1.8%
MTCH_11302024_Dip_Buyer_FCFYield11302024MTCHMatchDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		-7.5%4.1%-16.5%
MTCH_9302023_Dip_Buyer_FCFYield09302023MTCHMatchDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		-7.4%-3.5%-27.4%
MTCH#57665R106_1312020_Quality_Momentum_RoomToRun_10%01312020MTCHMatch II [DELISTED]QualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run		74.0%136.9%-39.5%
MTCH#57665R106_5312018_Quality_Momentum_RoomToRun_10%05312018MTCHMatch II [DELISTED]QualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run		0.5%75.3%-14.4%

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Peer Comparisons

Peers to compare with:

Financials

MTCHZZIPWSHPGOOGLMETAMedian
NameMatch Zillow ZipRecru.WeShop Alphabet Meta Pla. 
Mkt Price31.7039.872.005.11317.24629.8635.78
Mkt Cap7.49.70.2-3,830.41,589.89.7
Rev LTM3,4872,583449-402,837200,9653,487
Op Inc LTM890-32-19-129,03983,276890
FCF LTM1,0241013-73,26646,1091,024
FCF 3Y Avg91218244-71,84248,083912
CFO LTM1,08036811-164,713115,8001,080
CFO 3Y Avg97038353-130,58692,747970

Growth & Margins

MTCHZZIPWSHPGOOGLMETAMedian
NameMatch Zillow ZipRecru.WeShop Alphabet Meta Pla. 
Rev Chg LTM0.2%15.5%-5.3%-15.1%22.2%15.1%
Rev Chg 3Y Avg3.0%9.9%-20.2%-12.5%19.9%9.9%
Rev Chg Q2.1%18.1%0.6%-18.0%23.8%18.0%
QoQ Delta Rev Chg LTM0.5%4.0%0.1%-4.5%6.1%4.0%
Op Mgn LTM25.5%-1.2%-4.3%-32.0%41.4%25.5%
Op Mgn 3Y Avg26.2%-7.5%2.8%-30.5%39.4%26.2%
QoQ Delta Op Mgn LTM1.6%2.4%1.8%--0.2%-1.8%1.6%
CFO/Rev LTM31.0%14.2%2.4%-40.9%57.6%31.0%
CFO/Rev 3Y Avg28.1%17.2%9.4%-36.6%55.3%28.1%
FCF/Rev LTM29.4%3.9%0.8%-18.2%22.9%18.2%
FCF/Rev 3Y Avg26.5%8.4%7.6%-20.5%29.5%20.5%

Valuation

MTCHZZIPWSHPGOOGLMETAMedian
NameMatch Zillow ZipRecru.WeShop Alphabet Meta Pla. 
Mkt Cap7.49.70.2-3,830.41,589.89.7
P/S2.13.70.4-9.57.93.7
P/EBIT8.3224.4-171.2-24.018.318.3
P/E12.1419.6-5.1-29.026.326.3
P/CFO6.926.215.5-23.313.715.5
Total Yield10.7%0.2%-19.5%-3.7%4.1%3.7%
Dividend Yield2.5%0.0%0.0%-0.3%0.3%0.3%
FCF Yield 3Y Avg10.9%1.2%4.3%-3.0%3.8%3.8%
D/E0.50.03.3-0.00.10.1
Net D/E0.4-0.10.9--0.00.00.0

Returns

MTCHZZIPWSHPGOOGLMETAMedian
NameMatch Zillow ZipRecru.WeShop Alphabet Meta Pla. 
1M Rtn4.2%-11.2%-30.1%-70.0%2.8%-3.7%-7.5%
3M Rtn-1.0%-42.0%-38.7%-92.1%-3.4%-3.5%-21.1%
6M Rtn2.0%-42.8%-48.1%-83.1%34.3%-10.5%-26.7%
12M Rtn15.6%-35.5%-63.7%-83.1%108.3%15.7%-10.0%
3Y Rtn-9.0%-11.0%-88.0%-83.1%203.6%196.8%-10.0%
1M Excs Rtn3.6%-11.8%-30.7%-70.6%2.2%-4.3%-8.1%
3M Excs Rtn-0.8%-41.5%-39.3%-92.3%-0.9%-0.9%-20.1%
6M Excs Rtn-4.3%-45.1%-50.2%-84.0%28.9%-13.0%-29.1%
12M Excs Rtn-16.7%-71.3%-97.4%-119.9%83.2%-13.0%-44.0%
3Y Excs Rtn-77.6%-75.6%-153.5%-149.3%139.2%129.4%-76.6%

Comparison Analyses

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Tinder1,9911,964   
Evergreen & Emerging654701   
Hinge550396   
Match Group ( MG) Asia285303   
Eliminations-10   
Connections  3,1892,9832,391
Total3,4793,3653,1892,9832,391


Operating Income by Segment
$ Mil20252024202320222021
Tinder889956   
Hinge12174   
Evergreen & Emerging6682   
Match Group ( MG) Asia-32-9   
Corporate and unallocated costs-221-187   
Total823917   


Price Behavior

Price Behavior
Market Price$31.70 
Market Cap ($ Bil)7.4 
First Trading Date11/19/2015 
Distance from 52W High-16.8% 
   50 Days200 Days
DMA Price$30.89$32.77
DMA Trendindeterminatedown
Distance from DMA2.6%-3.3%
 3M1YR
Volatility36.3%32.0%
Downside Capture0.450.49
Upside Capture123.2285.54
Correlation (SPY)33.4%37.2%
MTCH Betas & Captures as of 3/31/2026

 1M2M3M6M1Y3Y
Beta0.441.080.980.930.840.94
Up Beta-0.390.591.231.310.830.83
Down Beta0.561.100.790.690.740.80
Up Capture50%153%111%73%80%83%
Bmk +ve Days7162765139424
Stock +ve Days9223060128364
Down Capture47%92%98%109%100%105%
Bmk -ve Days12233358110323
Stock -ve Days12193265123383

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with MTCH
MTCH20.1%33.1%0.59-
Sector ETF (XLC)33.7%16.7%1.5647.1%
Equity (SPY)31.2%17.3%1.4744.1%
Gold (GLD)60.1%27.8%1.69-5.2%
Commodities (DBC)29.8%16.6%1.58-2.6%
Real Estate (VNQ)21.3%15.2%1.0738.4%
Bitcoin (BTCUSD)-5.7%43.7%-0.0120.4%

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Based On 5-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with MTCH
MTCH-25.6%44.3%-0.52-
Sector ETF (XLC)9.4%20.7%0.3754.4%
Equity (SPY)11.1%17.0%0.5050.0%
Gold (GLD)22.1%17.8%1.024.1%
Commodities (DBC)11.8%18.8%0.529.0%
Real Estate (VNQ)3.7%18.8%0.1041.0%
Bitcoin (BTCUSD)4.0%56.5%0.2921.7%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with MTCH
MTCH14.7%47.3%0.47-
Sector ETF (XLC)9.4%22.3%0.5049.8%
Equity (SPY)13.8%17.9%0.6644.6%
Gold (GLD)14.2%15.9%0.744.6%
Commodities (DBC)8.6%17.6%0.4111.9%
Real Estate (VNQ)5.1%20.7%0.2235.0%
Bitcoin (BTCUSD)67.4%66.9%1.0712.4%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date3312026
Short Interest: Shares Quantity10.0 Mil
Short Interest: % Change Since 3152026-23.0%
Average Daily Volume10.0 Mil
Days-to-Cover Short Interest1
Basic Shares Quantity234.8 Mil
Short % of Basic Shares4.2%

Returns Analyses

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
2/3/20265.9%12.4%8.3%
11/4/20255.2%4.4%9.4%
8/5/202510.5%8.0%10.9%
5/8/2025-9.6%-3.2%4.8%
2/4/2025-7.9%-7.0%-14.1%
11/6/2024-17.9%-18.8%-13.1%
7/30/202413.2%5.9%9.1%
5/7/2024-5.4%1.4%3.8%
...
SUMMARY STATS   
# Positive131212
# Negative101111
Median Positive5.2%5.1%8.5%
Median Negative-7.9%-9.8%-13.1%
Max Positive13.2%12.8%13.8%
Max Negative-17.9%-18.8%-26.3%

SEC Filings

Expand for More
Report DateFiling DateFiling
12/31/202502/26/202610-K
09/30/202511/05/202510-Q
06/30/202508/06/202510-Q
03/31/202505/08/202510-Q
12/31/202402/27/202510-K
09/30/202411/12/202410-Q
06/30/202408/01/202410-Q
03/31/202405/08/202410-Q
12/31/202302/23/202410-K
09/30/202311/02/202310-Q
06/30/202308/03/202310-Q
03/31/202305/05/202310-Q
12/31/202202/24/202310-K
09/30/202211/04/202210-Q
06/30/202208/05/202210-Q
03/31/202205/06/202210-Q

Recent Forward Guidance [BETA]

Latest: Q4 2025 Earnings Reported 2/3/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q1 2026 Total Revenue850.00 Mil855.00 Mil860.00 Mil-1.7% Lower NewActual: 870.00 Mil for Q4 2025
Q1 2026 Adjusted EBITDA315.00 Mil317.50 Mil320.00 Mil-9.9% Lower NewActual: 352.50 Mil for Q4 2025
Q1 2026 Adjusted EBITDA Margin 37.0% -9.8%-4.0%Lower NewActual: 41.0% for Q4 2025
2026 Total Revenue3.41 Bil3.47 Bil3.54 Bil   
2026 Adjusted EBITDA1.28 Bil1.30 Bil1.32 Bil   
2026 Adjusted EBITDA Margin 37.5%    
2026 Free Cash Flow1.08 Bil1.11 Bil1.14 Bil   
2026 Savings from alternative payments 90.00 Mil 0 AffirmedGuidance: 90.00 Mil for 2026

Prior: Q3 2025 Earnings Reported 11/4/2025

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q4 2025 Revenue865.00 Mil870.00 Mil875.00 Mil   
Q4 2025 Adjusted EBITDA350.00 Mil352.50 Mil355.00 Mil   
Q4 2025 Adjusted EBITDA Margin 41.0%    
Q4 2025 Savings from alternative payments 14.00 Mil    
2026 Savings from alternative payments 90.00 Mil    

Insider Activity

Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value		Value of
Held Shares		Form
1Rascoff, Spencer MChief Executive OfficerDirectBuy1120202531.8414,000445,6915,256,866Form
2Eigenmann, Philip DChief Accounting OfficerDirectSell905202537.526,531245,024871,897Form
3McDaniel, Ann DirectSell829202537.585,423203,774823,889Form
4Rascoff, Spencer MChief Executive OfficerDirectBuy828202537.5713,250497,8615,663,514Form
5Bailey, Stephen DirectSell808202536.7212,500458,951295,858Form

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