Match Group, Inc.
$34.32
-1.0%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.
At a Glance
Live SnapshotIntrinsic Alpha Methodology
Thesis Lenses
Signal
High confidenceValuation multiple is compressed (P/E 13.6).
Valuation inputs: P/E 13.6, earnings yield +7.4%, momentum -1.0%.
If multiples stay elevated while momentum fades, downside repricing risk rises.
Driver
High confidenceReturn profile is acceptable (ROE -2.4%, ROIC +18.5%).
Profitability stack: net margin +17.6%, ROE -2.4%, ROIC +18.5%.
Quality deterioration often appears in margins before it shows up in headline EPS.
Risk
High confidenceRisk profile is balanced but has notable pressure points to monitor.
Risk factors: liabilities/assets +105.7%, momentum -1.0%, net margin +17.6%.
Higher leverage with weak momentum and thin margins can amplify drawdown severity.
Match Group, Inc. Market vs Earnings Trajectory
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Match Group, Inc. Fair Value Envelope
Match Group, Inc. Profit Bridge
Profitability Analysis
Gross Margin
Exceptional pricing power and cost management. The company retains over half of revenue after direct costs.
Operating Margin
Outstanding operational efficiency. The company generates substantial profit from core operations.
Net Profit Margin
Strong net margins indicate efficient operations and favorable tax/interest management.
Effective Tax Rate
Moderate tax rate typical for most corporations. Represents standard tax burden on profits.
Profitability Insight
Exceptional profitability across all levels: Strong pricing power, efficient operations, and healthy bottom line indicate a high-quality business with sustainable competitive advantages.
Match Group, Inc. Cash Conversion Engine
Cash Flow Quality Analysis
FCF Conversion Rate
Excellent cash generation. The company converts earnings to cash at or above 100%, indicating high-quality earnings.
CapEx Intensity
Asset-light business model. Low capital requirements leave more cash available for shareholders and growth investments.
FCF Growth Trend
Strong FCF growth demonstrates improving cash generation and business momentum. Positive signal for sustainability.
Working Capital Impact
Working capital inflow boosted cash flow. Efficient management of receivables, inventory, and payables contributing positively.
Cash Flow Quality Insight
Exceptional cash generation: High-quality earnings converting to growing free cash flow. The company demonstrates strong pricing power, efficient operations, and disciplined capital allocation.
Match Group, Inc. Funding & Solvency Profile
Financial Health Analysis
Current Ratio
Strong liquidity. The company has adequate resources to meet short-term liabilities.
Working Capital
Strong working capital position provides significant operational flexibility and financial cushion.
Asset Composition
Capital-intensive business with significant long-term investments in property, equipment, or intangibles.
Match Group, Inc. Street Expectations Map
Wall Street analysts project that MTCH stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 41.13, with estimates ranging from a low of 37.00 to a high of 51.00.
The consensus 1-year price target stands at 41.13, with estimates ranging from a low of 37.00 to a high of 51.00.
Analyst Consensus Analysis
Upside Potential
Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.
Analyst Agreement
Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.
Analyst Conviction
Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.
Market Sentiment Insight
Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.
Match Group, Inc. Insider Positioning
During the last 12 months, insiders have purchased $944K and sold $2.87M worth of MTCH shares, resulting in $1.93M of net selling activity.
3 Months
0
0.00
64.2K
1.96M
-2.0M
-$1.96M
3-6 Months
0
0.00
0
0.00
+0
+$0
6-9 Months
14.0K
445.69K
0
0.00
+446K
+$446K
9-12 Months
13.3K
497.86K
24.5K
907.75K
-410K
-$410K
Top Buyers
Rascoff Spencer M
Director, Officer: Chief Executive Officer
$944K
Top Sellers
Hosseini Hesam
Officer: Chief Operating Officer
$1.78M
Bailey Stephen
Director
$459K
Eigenmann Philip D
Officer: Chief Accounting Officer
$245K
Mcdaniel Ann
Director
$204K
Brenner Melissa Anne
Director
$185K
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $1.93M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Weak buy/sell ratio. Selling significantly exceeds buying—monitor for potential fundamental concerns.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.
Insider Activity Insight
Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.
mtch Dividend History
Learning Layer
Related Guides
Build conviction on MTCH by pairing this stock hub with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.