Match Group Inc. (MTCH) vs Zillow Group, Inc. (Z)

Match Group Inc. and Zillow Group, Inc. are both Internet Content & Information companies. Match Group Inc. is the larger, with a market value of $10.1B against $7.1B — 1.4× the size. Match Group Inc. trades at the lower P/E: 14.3× against 140×. Zillow Group, Inc. grew revenue faster over the last twelve months: 17.7% against 1.70%. Match Group Inc. has the higher net margin (20.2% vs 1.96%) and the higher return on invested capital (22.6% vs 0.18%). Across the 21 metrics below, Match Group Inc. leads on 13 and Zillow Group, Inc. on 8.

Valuation

Metric MTCH Z Internet Content & Information median
P/E 14.32 139.86 11.54
P/S 2.85 2.50 0.86
P/B n/m 1.63 1.20
Price to free cash flow 8.75 31.87 9.63
EV/EBITDA 12.11 23.81 8.68
EV/Sales 3.81 2.59 1.18
Earnings yield 6.98% 0.71% (2.42%)
Free cash flow yield 11.43% 3.14% 2.27%

Profitability

Metric MTCH Z Internet Content & Information median
Gross margin 74.80% 72.88% 66.84%
Operating margin 28.15% 0.43% (3.41%)
Net margin 20.17% 1.96% (3.02%)
Free cash flow margin 32.53% 7.83% 1.75%
Return on equity (302.58%) 1.21% 0.00%
Return on assets 17.91% 1.03% (0.36%)
Return on invested capital 22.61% 0.18% 0.00%

Growth

Metric MTCH Z Internet Content & Information median
Revenue growth (TTM) 1.70% 17.67% 2.65%
EPS growth (last fiscal year) 17.82% 118.75% 34.45%
Revenue growth, 5-year CAGR 7.84% 9.73% 9.73%
Net income growth, 5-year CAGR 30.46% 0.00% 0.00%

Health

Metric MTCH Z Internet Content & Information median
Debt to equity (14.98) 0.11 0.01
Current ratio 1.72 1.92 1.82
Net debt to EBITDA 3.01 (3.61) (0.48)

Dividend

Metric MTCH Z Internet Content & Information median
Dividend yield 1.84% — 1.07%
Payout ratio 0.28 — 0.28

Size

Metric MTCH Z Internet Content & Information median
Market cap 10.12b 7.12b 318.52m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack