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MTCH

Match Group, Inc.
$45.92
-0.82% Oct 22 close
Communication ServicesS&P 600 CompareTechnicals
1M3M6M1Y2Y
-12%+2%+16%+30%+44%Oct 2025Oct 2026Apr 202652w high $46.6752w low $28.81
MTCHSPY
1W
+4.1%
1M
+10.6%
3M
+23.4%
6M
+30.1%
YTD
+45.4%
1Y
+41.6%

Health check

Quality
WeakAverageStrong
Average
Piotroski F-score 5 of 9
See the tests
  • ✓Positive net income
  • ✗Positive operating cash flow
  • ✓Return on assets improved
  • ✗Cash flow above net income
  • ✓Long-term debt / assets fell
  • ✗Current ratio improved
  • ✓No share dilution
  • ✗Gross margin improved
  • ✓Asset turnover improved

Computed by Coteau from the company's SEC filings (latest balance sheet Jun 30, 2026). Descriptive, not a forecast.

Live chart

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What they do

Match Group, Inc. provides digital technologies in the United States and internationally. It operates through four segments: Tinder, Hinge, Evergreen and Emerging, and Match Group Asia. The company's portfolio of brands includes Tinder, Hinge, Match, Meetic, OkCupid, Pairs, Plenty Of Fish, Azar, BLK, and other brands, built to increase users' likelihood of connecting with others.

Communication Services · Internet Content & Information

For information only · Important disclosures

Grades vs sector

Momentum
81st percentile in sector
A-
12-1 return: +26.3%
Percentile within its GICS sector across the S&P 1500.
Growth
22nd percentile in sector
D
Revenue growth (YoY): -1.2%
Percentile within its GICS sector across the S&P 1500.
Value
62nd percentile in sector
B-
Forward E/P: 10.7% · EBITDA/EV: 9.2%
Percentile within its GICS sector across the S&P 1500.
Profitability
81st percentile in sector
A-
Profit margin: +20.2% · Return on equity: –
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Not held by any of our 5 live models right now.

Quality Growth
Outside this model's universe or screens
 Momentum Top 15
Outside this model's universe or screens
 Momentum Blend
Not in the current book
 New Highs Growth
Outside this model's universe or screens
 Coteau Long Book
Not in the current book

News

More news
Should Match Stock's New High Stop You From Buying?
Trefis · Oct 22

Key stats

Market value$10.8B
P/E (last 12 months)16.4
P/E (next 12 months, estimated)10.1
52-week range$28.81 – $46.67
Revenue growth (latest quarter vs a year ago)-1.2%
Dividend yield1.72%
Analyst consensusBuy (17)
Average analyst price target$42.88 (-7%)
Valuation and fundamentals

Valuation & fundamentals

Bottom line
Looks expensive
Model read-out from the numbers below, not advice. Score -3 (DCF counts double).
▼DCF (base case)below the price by 16%
•Forward P/E vs sector10.1x vs median 11.0x
•Piotroski F-score5/9
•Net debt / EBITDA3.0x
▼Analyst target-7% (17 analysts)

Discounted cash flow

Bear
$22
-52%
growth -4% · disc. 12.4% · term. 2.0%
Base
$39
-16%
growth 1% · disc. 11.4% · term. 2.5%
Bull
$58
+27%
growth 4% · disc. 10.4% · term. 3.0%

A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.

Reverse DCFfor context, not a signal
Today's price assumes free cash flow grows about 3% a year for 10 years.
Implied
+3%/yr
FCF, last 3 yrs
+29%/yr
FCF, last 5 yrs
n/a
Revenue, last 3 yrs
+3%/yr
Revenue, last 5 yrs
+8%/yr
Same inputs as the DCF above: trailing free cash flow 1.1B, 11.4% discount rate, 2.5% growth after year 10, net debt and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2025; "n/a" means too little history or a negative starting year.
Edit assumptions · recalculates instantly
Your value per share–

Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-06-30). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.43 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.

Multiples vs Communication Services

P/E (trailing)
sector median 18.8× · 39th pct
 16.4×
cheaper
Forward P/E
sector median 11.0× · 46th pct
 10.1×
cheaper
EV / EBITDA
sector median 12.2× · 60th pct
 13.9×
pricier
Price / sales
sector median 1.9× · 70th pct
 3.1×
pricier
Price / book
sector median 2.3×
 –
FCF yield
sector median 8.2% · 60th pct
 10.6%
cheaper

Forward EPS $4.58 vs trailing $2.82 (+62% expected growth). Forward P/E uses analysts' next-12-month estimate.

Quality & financial health

Gross margin
74.8%
Operating margin
28.2%
FCF margin
32.5%
Net margin
6.1%
Return on equity
–
Return on invested capital
29.6%
Net debt / EBITDA
3.0×
Current ratio
1.7×
Interest cover
6.0×
Cash conversion (OCF/NI)
5.7×
Piotroski F-score 5/9 · last two fiscal years
✓ Positive net income✗ Positive operating cash flow✓ Return on assets improved✗ Cash flow above net income✓ Long-term debt / assets fell✗ Current ratio improved✓ No share dilution✗ Gross margin improved✓ Asset turnover improved

Analysts

Mean target
$43
-7%
Analysts
17
Buy
Range
$35–$53
low – high
● price · ◆ mean target

Annual history

FYRevenueNet incomeFree cash flow
2025$3.5B–$1.0B
2024$3.5B–$882.1M
2023$3.4B–$829.4M
2022$3.2B–$476.6M
2021$3.0B–$832.5M
2020$2.4B––

From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +3.0%.

Earnings

Next report: 2026-11-02 · during market · EPS est 1.01
24-1125-0225-0525-0825-1126-0226-0526-080.001.06
EstimateActual (beat)Actual (miss)
ReportEPS estActualSurprise
2026-08-040.960.91-4.5%
2026-05-050.860.97+13.2%
2026-02-031.021.06+3.7%
2025-11-040.910.83-9.4%
2025-08-050.770.71-8.2%
2025-05-080.660.68+3.7%
2025-02-040.830.82-1.9%
2024-11-060.790.79+0.3%

Quarterly revenue

QuarterRevenueYoY
2026-06-30$853.1M-1.2%
2026-03-31$863.9M–
2025-12-31$878.0M–
2025-09-30$914.3M–
2025-06-30$863.7M–
Rating changes
Upgrade
2026-10-19 · Evercore ISI Group upgraded MTCH from In-Line to Outperform
Reiterated
2026-08-05 · TD Cowen reiterated Buy on MTCH
Reiterated
2026-08-05 · Truist Securities reiterated Hold on MTCH
Reiterated
2026-07-07 · Wells Fargo reiterated Equal-Weight on MTCH
Reiterated
2026-05-06 · UBS reiterated Neutral on MTCH
Reiterated
2026-05-06 · TD Cowen reiterated Buy on MTCH

Third-party analyst actions, not Coteau's views. All rating changes

Recent dividends

2026-10-05: $0.200 · 2026-07-07: $0.200 · 2026-04-07: $0.200 · 2026-01-06: $0.190 · 2025-10-03: $0.190 · 2025-07-03: $0.190 · 2025-04-03: $0.190 · 2025-01-06: $0.190
Insider trades
Mcdaniel Ann
Director · 2026-09-02
Sell
$149.8K
Eigenmann Philip D
Chief Accounting Officer · 2026-08-28
Sell
$625.5K
Bailey Stephen
Director · 2026-08-26
Sell
$201.2K
Schiffman Glenn
Director · 2026-08-11
Buy
$109.9K
None
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Stats refreshed 2026-10-21 18:22:55 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Independent research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Beta 0.9 · Oct 21, 2026