Match Group Inc. MTCH

40.55 (0.25) (0.61%) as of 25 Sep
Market cap
$9.5B
P/E
13.5×
Growth Flags show if company had growth for consecutive years,
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 0.56
Total sells 2.94
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — 1 — — — — — — — — 1 —
Sell — — — — — 1 — 1 — — 2 1
Insider Ownership 2.07%

Capital & Financial Ratios

Market Cap 9,460.00
Revenue 3,509.32
Net Income 707.80
Free Cash Flow 1,141.45
Net Debt 2,968.07
Current Ratio 1.72
Debt/Equity (14.98)
P/E ratio 13.52
P/S ratio 2.69
P/B ratio 0.00
Past 5Y EPS Growth 2.25%
This Y EPS Growth 16.90%
Next Y EPS Growth 16.00%
Next 5Y EPS Growth 14.36%
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2028 Powerpack
2027 Powerpack
2026 0.79
0.19
0.20
0.20
0.20
2025 0.76
0.19
0.19
0.19
0.19
2024 Powerpack
2023 Powerpack
2022 Powerpack
2021 Powerpack
2020 Powerpack
2019 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 869 971 1,031 584
Receivables 299 325 303 279
Inventory — — — —
Other 104 102 93 89
1,271 1,398 1,427 952
2023 2024 2025 Q'26
Payables 13 18 10 27
ST’ Debt — — 424 —
Other — — — —
532 549 1,007 552
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 0.77% 7.84% 3.03%
Cash Flow 10.29% 6.50% 27.14%
Earnings 17.77% 30.46% 19.23%
Book Value 0.00% 0.00% 0.00%

Revenue

Mar Jun Sep Dec Year
’26 864 853 — — —
’25 831 864 914 878 3,487
’24 860 864 895 860 3,479
’23 787 830 882 866 3,365
’22 799 795 810 786 3,189
’21 668 708 802 806 2,983
’20 545 555 640 651 2,391
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 194 370 — — —
’25 193 244 321 323 1,080
’24 284 129 265 255 933
’23 120 209 291 276 897
’22 233 (213) 280 225 526
’21 102 249 316 246 912
’20 39 237 243 270 789
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 174 353 — — —
’25 178 231 307 308 1,024
’24 267 116 252 247 882
’23 101 192 278 259 829
’22 215 (222) 269 214 477
’21 92 226 296 218 833
’20 29 228 229 260 746
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.68 0.70 — — —
’25 0.44 0.49 0.62 0.83 2.38
’24 0.44 0.48 0.51 0.59 2.02
’23 0.42 0.48 0.57 0.81 2.26
’22 0.60 (0.11) 0.44 0.30 1.24
’21 0.57 0.46 0.43 (0.60) 0.93
’20 (2.49) 0.32 0.46 0.48 0.49
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

2.5
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
8.41 15.42 30.85 40.47 44.74 118.51 38.64 27.85 27.66 26.39

Analyst estimates 2026–2028

Powerpack
Low Price
19.74 32.87 60.95 95.32 159.53 182.00 136.99 54.60 42.43 39.20
High Price
9,100 7,000 7,800 8,700 1,900 2,540 2,720 2,620 2,510 2,209
Employees
0 0 0 0 1 1 1 1 1 2
Revenue/Emp
3,140 3,307 1,730 2,051 2,391 2,983 3,189 3,365 3,479 3,487
Revenue
75.93% 80.32% 76.30% 74.30% 73.41% 71.87% 69.90% 71.64% 71.51% 72.80%
Gross Margin
(81) 67 462 532 631 256 377 777 704 746
EBT
(2.58%) 2.02% 26.73% 25.96% 26.39% 8.59% 11.84% 23.09% 20.24% 21.39%
EBT Margin
(16) 358 451 567 222 277 360 651 551 613
Net Income
426 116 36 43 49 70 410 110 162 106
Depreciation
39.23 41.29 9.61 11.28 10.70 10.85 11.29 12.20 13.37 14.37
Revenue/Sh
(0.52) 3.81 7.52 5.12 0.58 1.01 1.28 2.36 2.12 2.53
Earnings/Sh
4.30 5.20 3.40 3.56 3.53 3.32 1.86 3.25 3.58 4.45
Cash Flow/Sh
(0.97) (0.94) (0.17) (0.21) (0.19) (0.29) (0.17) (0.24) (0.19) (0.23)
Capex/Sh
3.33 4.26 3.22 3.35 3.34 3.03 1.69 3.01 3.39 4.22
Free CF/Sh
25.12 36.79 19.73 21.43 (6.33) (0.71) (1.27) (0.07) (0.24) (1.04)
Book Value/Sh
80 80 180 182 223 275 283 276 260 243
Shares
0.00 8.52 7.48 16.04 0.00 127.16 32.08 15.43 15.43 12.71
PE Ratio
0.44 0.78 4.41 5.57 16.84 12.19 3.64 2.98 2.45 2.25
PS Ratio
0.69 0.88 5.29 3.85 0.00 0.00 0.00 0.00 0.00 0.00
PB Ratio
0.50 0.89 4.41 6.47 18.14 13.23 4.66 3.87 3.28 3.09
EV/Sales
5.90 8.65 32.38 28.62 58.14 47.41 31.20 15.71 12.93 10.53
EV/FCF
344 417 611 648 789 912 526 897 933 1,080
Op' Cash Flow
(78) (76) (31) (39) (42) (80) (49) (67) (51) (57)
Capex
266 341 580 609 746 833 477 829 882 1,024
FCF
1,129 1,325 1,879 2,698 520 50 326 740 848 421
Working Cap'
1,602 1,993 2,259 2,903 3,848 3,929 3,850 3,842 3,849 3,973
Total Debt
184 357 4 2,438 3,109 3,102 3,269 2,974 2,878 2,941
Net Debt
2,011 2,947 3,552 3,898 (1,413) (196) (359) (19) (64) (253)
Sh' Equity
(0.84%) 5.80% 9.84% 5.96% 2.85% 6.85% 7.83% 14.99% 12.29% 13.74%
ROA
(0.93%) 3.56% 9.66% 6.37% 27.49% 18.32% 11.06% 19.40% 18.28% 20.29%
ROIC
(1.95%) 12.30% 19.30% 12.18% 13.07% (34.52%) (130.50%) (344.77%) (1,332.72%) (386.97%)
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Match Group Inc. peers in Internet Content & Information

All 77 Internet Content & Information stocks →

Match Group Inc. (MTCH) key facts

  • Match Group Inc. (MTCH) is an Internet Content & Information company in the Communication Services sector, listed on Nasdaq.
  • Match Group Inc.’s revenue for fiscal 2025 (year ended December 2025) was $3.5 billion, roughly unchanged from fiscal 2024.
  • As of September 25, 2026, MTCH traded at $40.55, a market capitalization of $9.5 billion.
  • Return on equity was −387.0% and debt-to-equity -14.98.

Source: company filings (standardised) and stockrow calculations.

Match Group Inc. (MTCH) Latest News

News by impact score

Fine-tune

24 Sep

3

Rivet, a dating network founded by Taru Kapoor, launches nationwide in the United States with Social Matching, where 'Matchers' vouch for potential pairs and surface introductions for others. Introduced as a community-driven alternative to traditional algorithms, Rivet pairs are created after a high Social Matching score and individuals decide whether to engage. Anyone can join as a Matcher to help friends find love. Rivet has raised $10.5 million in seed funding from Peak XV Partners, Shine Capital and Blume Ventures. A Censuswide survey of 2,012 US adults found 68% of Gen Z and Millennials would be willing to help anonymously, with motivations to help find love (36%) or avoid a bad match (27%). Taru Kapoor credits human chemistry over algorithms; Elie Seidman calls it a meaningful shift toward a 'dating network.' Rivet is available on iOS and Android via MeantToBe, Inc. Rivet's community-driven Social Matching could alter MTCH's user acquisition and engagement if the concept scales.

3

MTCH has surged over the past six months, beating the S&P 500 by 16% and trading around $40.84 after a 34.4% gain. The company, owner of Tinder, Hinge, Archer, and OkCupid, shows elite profitability for a consumer internet business with a trailing EBITDA margin near 37% and a trailing free cash flow margin around 29.4% over the past two years. The investment thesis underscores high gross margins and robust cash profitability, supporting reinvestment in product development. However, a warning flag appears as payer counts declined 4.6% annually to 13.3 million in the latest quarter, signaling potential weakness in subscriber growth. The stock trades at about 9.4x forward EV/EBITDA. A full research report promises deeper insights on whether now is a good entry point, balancing favorable profitability against subscriber headwinds. Subscriber declines temper growth despite strong margins and cash flow.

3

Rivet launches nationwide in the U.S., introducing Social Matching, a dating network built on user feedback where Matchers weigh in on potential pairings and introductions are made based on social consensus; final decision rests with individuals. Founded by Taru Kapoor, ex-Tinder/Match Group executive, Rivet aims to bring community back to dating and reduce transactional feel. Seed funding of $10.5 million from Peak XV Partners, Shine Capital and Blume Ventures to scale the model. The platform allows anyone to join as a Matcher and help others find love; high Social Matching scores lead to introductions. A Censuswide survey of 2,013 U.S. adults shows 68% of Gen Z/Millennials would help anonymously; motivations include helping someone find love (36%) and avoiding a bad match (27%). Rivet is free on iOS/Android; it's a product of MeantToBe, Inc. Learn more at rivetdating.com. New, community-driven approach could influence MTCH's market position and product strategy, but early-stage rollout limits near-term impact.

22 Sep

4

Upward, Match Group's dating app anchored in faith and family, relaunches as the home of modern courtship with marriage at the center. Grounded in Match Group's 2026 Singles in America findings—72% of Gen Z want to marry—the relaunch broadens its audience while keeping traditional values. The refreshed app emphasizes clear intentions, mutual effort, and relationship expectations through features like Chivalry Mode (opt-in, with first moves), a Marriage Timeline to gauge aligned timelines, and Core Values to reveal shared priorities. A new visual identity from Corner Table Creative uses Americana and scrapbook motifs to convey warmth and humanity. The marketing push, including the Wanted for Life campaign, highlights qualities people want in lifelong partners and positions Upward as a niche platform where dating leads to marriage, not casual connection. Upward is part of Match Group (MTCH). Marriage-focused relaunch could expand Upward's user base and strengthen Match Group's niche positioning.

17 Sep

3

Match Group (MTCH) earns a new strong buy designation based on factors supporting its market position and growth outlook. Strong buy designation can lift near-term investor interest and trading activity in the stock.

9 Sep

3

Match Group CEO describes loneliness as an existential species threat while positioning Tinder's new focus on broader social experiences as a core response. Tinder strategy shift may moderately expand user engagement and revenue without fundamentally altering Match Group trajectory.

5 Sep

4

Match Group faces valuation scrutiny after rolling out AI features on Tinder and executing a product reset across its portfolio. Tinder AI rollout combined with product reset constitutes major strategic action that can shift Match Group's trajectory and investor sentiment.

4 Sep

4

Match Group expands AI matchmaking technology across Europe. AI expansion into Europe marks a major strategic growth move that can shift competitive positioning and investor views.

3

Match Group deploys AI-powered Sparks feature on Tinder to enhance matching, with direct implications for revenue growth and shareholder value. AI feature rollout on core Tinder app may moderately boost user engagement and competitive positioning without fundamentally redefining the business.

3 Sep

4

Match Group integrates AI into Tinder to accelerate feature releases and refine user recommendation algorithms for improved matching. AI upgrades in Tinder directly enhance product speed and matching precision, strengthening Match Group's core operations and market position.

3

Match Group (MTCH) shares rose 11.2% since the latest earnings report on positive investor reaction to results. Post-earnings stock gain of 11.2% signals moderately noticeable influence on near-term market performance.

15 Aug

3

Match Group issues softer outlook with capital allocation shifts, prompting MTCH investors to assess potential responses to revised projections and strategic moves. Softer outlook and capital moves directly affect projected earnings and investor positioning for MTCH.

12 Aug

3

Match Group Inc. addressed five key analyst questions during its Q2 earnings call, covering operational performance, user growth, and strategic priorities. Q2 earnings call details can moderately shape investor views on Match Group's near-term financial trajectory.

3

Match Group (MTCH) receives a Strong Buy upgrade with rationale centered on company prospects. Analyst upgrade to Strong Buy may lift short-term MTCH stock sentiment without altering core operations.

11 Aug

3 transcript

Match Group Inc. released its Q2 2026 earnings call transcript covering financial results, operational updates, and forward guidance for the dating platform business. Quarterly earnings details provide moderate insight into revenue trends and user metrics that can shift near-term stock sentiment.

5 Aug

4 transcript

Match Group Inc. issued its Q2 2026 earnings call summary, covering financial results, operational metrics, and forward guidance for the dating platform business. Q2 2026 earnings figures and outlook statements directly shape valuation and trading activity for MTCH shares.

4

Match Group shares decline after revenue miss and weak outlook overshadow earnings beat. Revenue shortfall and subdued guidance signal near-term pressure on stock and sentiment.

4 transcript

Match Group reports Q2 2026 earnings with Tinder daily active user turnaround underway and Hinge growth continuing as core drivers. Tinder DAU recovery and Hinge expansion directly boost revenue outlook and competitive positioning for Match Group.

3

Match Group CEO states Gen Z prioritizes in-person connections over dating apps. Gen Z shift to in-person meetings may curb user growth on Match Group platforms.

3

Match Group missed Q2 earnings and revenue estimates with year-over-year sales decline. Q2 earnings and revenue miss signals short-term pressure on financial performance and sentiment.

3

Match Group Inc. (MTCH) stock may be 50% undervalued despite mixed Q2 results. Mixed Q2 results alongside a 50% undervaluation claim indicate moderate effects on MTCH investor sentiment and trajectory.

4 Aug

4

Match Group Inc. released second quarter financial results covering revenue, earnings per share, user metrics and segment performance. Quarterly earnings release directly shapes near-term valuation and investor positioning for MTCH.

3 transcript

Match Group Inc. (MTCH) released Q2 earnings call highlights covering financial results, user metrics, and strategic updates for the period. Q2 earnings highlights deliver financial and operational updates that can shift near-term investor views without altering long-term company direction.

3

Match Group (MTCH) Q2 earnings show key metrics such as revenue and users versus Wall Street estimates. Q2 metric comparisons to estimates can shift near-term investor sentiment on Match Group performance.

3

Match Group Inc. (MTCH) reported Q2 earnings and revenue below analyst estimates. Q2 earnings and revenue miss may pressure near-term stock performance and sentiment.

3

Match Group Inc. missed revenue estimates, triggering an 11% stock price drop. Revenue miss below estimates produced an immediate 11% stock decline reflecting effects on financial performance and market sentiment.

3

Match Group reported Q2 CY2026 sales matching estimates, yet its stock fell 13.1%. In-line sales produced a sharp stock drop that signals short-term negative sentiment without altering core trajectory.

3

Match Group issued a weak quarterly revenue forecast that overshadows improving trends at Tinder. Weak revenue forecast directly pressures near-term investor expectations and stock performance for Match Group.

3 Aug

3

Match Group Inc. is scheduled to report quarterly earnings tomorrow. Expectations center on revenue, user metrics, profitability, and forward guidance that could influence near-term investor sentiment and stock movement. Quarterly earnings releases typically produce short-term price volatility without fundamentally altering long-term company trajectory.

2 Aug

3

Gen Z preference boosts Hinge while Match Group earnings depend primarily on Tinder performance and metrics. Tinder revenue dominance alongside Hinge growth points to moderate influence on Match financial trajectory.

stockrow.com/MTCH · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com