Match Group (MTCH) AI Stock Analysis

• Market Cap: $7.67B
• Dividend Yield: 2.34%
• Average Volume (3M): 3.13M
• Price to Earnings (P/E): 15.1
• Beta (1Y): 0.50
• Revenue Growth: -0.46%
• EPS Growth: -2.75%
• Country: US
• Employees: 2,500
• Sector: Communication Services
• Sector Strength: 97
• Industry: Software - Application
• EPS (TTM): 0.62
• Shares Outstanding: 236,070,190
• 10 Day Avg. Volume: 3,113,074
• 30 Day Avg. Volume: 3,129,470
• PEG Ratio: -1.28
• Price to Book (P/B): -133.75
• Price to Sales (P/S): 2.45
• P/FCF Ratio: 9.65
• Enterprise Value/Market Cap: 1.59
• Enterprise Value/Revenue: 3.51
• Enterprise Value/Gross Profit: 4.86
• Enterprise Value/Ebitda: 12.99
• 1Y Price Target: $37.08
• Price Target Upside: 13.71% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 12
• EPS Forecast (FY): 2.23
• Revenue Forecast (FY): $3.48B

• Rating: 66 Neutral
• Price Target: $37.00 ▲(13.46% Upside)

Match Group's overall stock score reflects strong revenue growth and positive technical indicators, balanced by financial risks due to high leverage and mixed earnings call outcomes. The company's strategic focus on product innovation and cost management is promising, but challenges at Tinder and in Asia need to be addressed for sustained growth.

Positive Factors

Hinge Revenue Growth

Hinge's strong revenue growth indicates successful international expansion and product adoption, enhancing Match Group's market position.

Successful Cost Management

Effective cost management allows Match Group to reinvest in growth initiatives, supporting long-term operational efficiency and profitability.

Leadership Transition at Hinge

The leadership transition at Hinge, with support for new ventures like Overtone, positions Match Group to leverage AI and innovation in dating services.

Negative Factors

High Leverage

High leverage and negative equity pose risks to financial stability, potentially limiting Match Group's ability to invest in growth opportunities.

Tinder Revenue Decline

Declining revenue at Tinder suggests challenges in maintaining user engagement and monetization, impacting overall growth prospects.

Challenges in Match Group Asia

Regulatory challenges and revenue decline in Asia highlight difficulties in expanding in key international markets, affecting growth potential.

Match Group Business Overview & Revenue Model

Company Description

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.

How the Company Makes Money

Match Group generates revenue primarily through subscription services and in-app purchases across its dating platforms. The company offers premium membership options that provide users with enhanced features, such as unlimited swiping on Tinder or advanced search capabilities on Match.com. Additionally, Match Group earns revenue from advertising on its platforms, leveraging its large user base to attract advertisers looking to reach specific demographics. Significant partnerships with payment processors and advertising networks also contribute to its revenue. The company's ability to innovate and introduce new features, along with strategic acquisitions of complementary brands, plays a crucial role in sustaining its earnings and expanding its market presence.

Match Group Financial Statement Overview

Summary

Match Group exhibits strong revenue growth and efficient cost management, with a robust gross profit margin. However, the company faces challenges with high leverage and negative equity, which pose risks to financial stability. Cash flow generation is improving, but the financial structure requires careful management to ensure long-term stability.

Income Statement

Match Group shows a strong revenue growth trajectory with a TTM growth rate of 54.5%, indicating robust demand and market expansion. The gross profit margin remains healthy at over 71%, reflecting efficient cost management. However, the net profit margin has declined from previous years, suggesting increased expenses or competitive pressures. The EBIT and EBITDA margins are solid, but slightly lower than historical highs, indicating room for operational efficiency improvements.

Balance Sheet

The balance sheet reveals significant leverage with a negative equity position, resulting in a high debt-to-equity ratio. This poses a risk of financial instability, especially in volatile market conditions. Return on equity is negative, highlighting challenges in generating shareholder value. Despite these concerns, the company maintains a stable asset base, which could support future growth if leverage is managed effectively.

Cash Flow

Cash flow analysis shows a positive trend with a 6.06% growth in free cash flow TTM, indicating improved cash generation capabilities. The operating cash flow to net income ratio is strong, suggesting effective conversion of earnings into cash. However, the high leverage and negative equity position could strain future cash flows if not addressed.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	3.47B	3.48B	3.36B	3.19B	2.98B	2.39B
Gross Profit	2.51B	2.49B	2.41B	2.23B	2.14B	1.76B
EBITDA	937.96M	951.63M	1.05B	566.63M	428.04M	802.85M
Net Income	562.09M	551.28M	651.54M	361.95M	277.72M	162.33M
Balance Sheet
Total Assets	4.54B	4.47B	4.51B	4.18B	5.06B	3.05B
Cash, Cash Equivalents and Short-Term Investments	1.06B	970.73M	868.64M	581.12M	827.20M	739.16M
Total Debt	4.05B	3.95B	3.84B	3.84B	3.93B	3.84B
Total Liabilities	4.77B	4.53B	4.53B	4.54B	5.26B	4.46B
Stockholders Equity	-223.94M	-63.66M	-19.55M	-359.88M	-203.77M	-1.41B
Cash Flow
Free Cash Flow	962.64M	882.14M	829.38M	476.56M	832.53M	759.81M
Operating Cash Flow	1.01B	932.72M	896.79M	525.69M	912.50M	802.18M
Investing Cash Flow	-75.35M	-58.54M	-76.58M	-71.70M	-939.83M	-4.89B
Financing Cash Flow	-739.36M	-758.30M	-534.07M	-689.17M	111.11M	1.68B

Match Group Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 32.61
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Positive

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For MTCH, the sentiment is Negative. The current price of 32.61 is below the 20-day moving average (MA) of 33.19, below the 50-day MA of 32.76, and above the 200-day MA of 32.49, indicating a neutral trend. The MACD of -0.06 indicates Positive momentum. The RSI at 44.72 is Neutral, neither overbought nor oversold. The STOCH value of 10.03 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for MTCH.

Match Group Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
META	76 Outperform	$1.64T	28.70	32.64%	0.32%	21.27%	6.16%
MTCH	66 Neutral	$7.67B	15.13	―	2.34%	-0.46%	-2.75%
MOMO	61 Neutral	$1.02B	10.88	6.57%	―	-4.66%	-38.42%
Sector *	60 Neutral	$48.67B	4.58	-11.27%	4.14%	2.83%	-41.78%
JOYY	60 Neutral	$3.22B	-30.40	-2.29%	4.39%	-7.60%	-160.75%
WB	60 Neutral	$2.47B	5.82	12.46%	8.09%	-1.29%	22.48%
BMBL	51 Neutral	$388.95M	-1.83	-25.34%	―	-7.43%	61.36%

Match Group Corporate Events

Match Group Q3 Results: Revenue and Net Income Rise

On November 4, 2025, Match Group announced its third-quarter financial results, showcasing a 2% year-over-year increase in total revenue to $914 million and an 18% rise in net income to $161 million. The company highlighted its strategic focus on innovation and user outcomes, with significant advancements in product features and international expansion. Match Group also resolved a long-standing legal case and announced a cash dividend of $0.19 per share, reflecting its commitment to shareholder returns.