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Match Group, Inc.NasdaqGS:MTCH Stock Report

Market Cap US$8.4b
Share Price
US$35.35
US$46.09
23.3% undervalued intrinsic discount
1Y20.2%
7D-0.03%
Portfolio Value
View

Match Group, Inc.

NasdaqGS:MTCH Stock Report

Market Cap: US$8.4b

MTCH Community Fair Values

Create Narrative

See what 53 others think this stock is worth. Follow their fair value or set your own to get alerts.

Match Group, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Match Group
Historical stock prices
Current Share PriceUS$35.35
52 Week HighUS$39.20
52 Week LowUS$28.81
Beta1.36
1 Month Change-0.45%
3 Month Change16.74%
1 Year Change20.16%
3 Year Change1.93%
5 Year Change-75.50%
Change since IPO-66.55%

Recent News & Updates

Seeking Alpha 5h

Match Group, Inc.: Tinder Showed Improvement, But It Is Not Enough

Summary Match Group remains a Hold as Tinder's improvements are not yet translating into growth. Q1 2026 showed better-than-expected results: revenue up 4% y/y, adj. EBITDA margin expanded to 40%. Tinder's user engagement metrics are stabilizing, but MAUs and payers still decline; Hinge's growth is strong but not yet scale-defining. MTCH trades at 12x forward P/E, but valuation is unlikely to re-rate until Tinder shows consistent payer and revenue growth. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha 5h

Match Group, Inc.: Tinder Showed Improvement, But It Is Not Enough

Summary Match Group remains a Hold as Tinder's improvements are not yet translating into growth. Q1 2026 showed better-than-expected results: revenue up 4% y/y, adj. EBITDA margin expanded to 40%. Tinder's user engagement metrics are stabilizing, but MAUs and payers still decline; Hinge's growth is strong but not yet scale-defining. MTCH trades at 12x forward P/E, but valuation is unlikely to re-rate until Tinder shows consistent payer and revenue growth. Read the full article on Seeking Alpha
Narrative Update May 01

MTCH: Product Execution And Capital Returns Will Support Future Share Re Rating

Match Group's updated analyst price target edges higher to about $46.09, with analysts citing slightly stronger modeled revenue growth and a modestly higher future P/E multiple, partly balanced by lower profit margin assumptions and several recent $1 to $3 price target cuts across the Street. Analyst Commentary The recent batch of research on Match Group shows a mixed but generally constructive tone, with several small price target trims offset by optimism around execution at Tinder and the potential for better user trends to support the stock over time.
Narrative Update Apr 17

MTCH: Product Progress And Capital Returns Will Shape Balanced Future Outcomes

Match Group's updated analyst price target edges slightly lower, reflecting modestly softer assumptions for revenue growth, profit margins and fair value, even as analysts acknowledge ongoing product progress at Tinder and across the portfolio. Analyst Commentary Recent research on Match Group highlights a split view, with some analysts encouraged by Tinder product updates and others trimming price targets to reflect more conservative expectations for growth and profitability.
Narrative Update Apr 02

MTCH: Product Momentum And Capital Returns Will Support Future Shareholder Value

Analysts have kept the fair value estimate for Match Group steady at $36.47 while tweaking underlying assumptions slightly. This reflects a mix of reduced price targets from several firms and more constructive commentary around Tinder's product progress and user trends.
Narrative Update Mar 19

MTCH: GenAI Features And Buybacks Will Support Future Re Rating Potential

Match Group's fair value estimate edged down to $46.08 from $46.80 as analysts reset price targets following more cautious revenue growth assumptions, even as recent research points to improving Tinder product execution and user trends. Analyst Commentary Street research on Match Group shows a mixed backdrop of reset expectations alongside growing interest in Tinder's product roadmap and usage trends.
Narrative Update Mar 05

MTCH: AI Features And Buybacks Will Support Future Shareholder Returns

Analysts have trimmed their average price target on Match Group by low single digit dollar amounts, with cuts of $1 to $3 from several firms, reflecting more cautious assumptions on sector multiples and competitive risks, even as core revenue growth and margin expectations remain broadly intact. Analyst Commentary Recent research on Match Group points to a mixed but measured stance, with both optimistic and cautious voices focusing on valuation, growth durability, and execution against competitive and technology themes.
Narrative Update Feb 19

MTCH: AI And Share Repurchases Will Support Future Shareholder Returns

Analysts have modestly reduced their average price target on Match Group by about $1, reflecting updated views on slower revenue growth and slightly lower profit margins, which are partly offset by the use of a higher future P/E multiple in their models. Analyst Commentary Recent research on Match Group shows a mix of optimism and caution, with several firms adjusting price targets in both directions and refining their views on growth and profitability.
Narrative Update Feb 04

MTCH: Mixed Execution Risk And GenAI Benefits Will Shape 2026 Setup

Analysts have raised their fair value estimate for Match Group to $31 from $28, citing updated views on revenue growth and profitability, as well as a lower forward P/E multiple. This change comes alongside recent price target increases from firms such as Morgan Stanley and Wolfe Research, despite some cuts from other banks.
Narrative Update Jan 21

MTCH: GenAI Monetization And Buybacks Are Expected To Support Future Upside

Analysts nudged their price targets for Match Group higher, with our fair value estimate moving from US$46.61 to US$46.80. They are factoring in updated views on revenue growth, profitability, and future P/E multiples, supported by recent research pointing to potential benefits from GenAI and product catalysts across internet names.
Narrative Update Jan 07

MTCH: AI Product Catalysts And Buybacks Will Support Future Returns

Narrative Update on Match Group The analyst price target for Match Group has been revised to $43 from $42. Analysts attribute this change to potential upside from AI-related product catalysts, estimate revisions, and what they view as supportive capital allocation and macroeconomic conditions.
Narrative Update Dec 23

MTCH: Safety Improvements Will Support Stronger User Monetization And Share Repurchases

The analyst price target for Match Group has been raised by about 9% to approximately $47 from around $43, as analysts factor in modestly stronger long term revenue growth, slightly higher profit margins, and a marginally richer future P E multiple despite a higher discount rate. Analyst Commentary Bullish analysts view the higher price target for Match Group as a reflection of improving execution on product innovation and monetization initiatives.
Analysis Article Dec 10

Match Group (NASDAQ:MTCH) Will Pay A Dividend Of $0.19

The board of Match Group, Inc. ( NASDAQ:MTCH ) has announced that it will pay a dividend of $0.19 per share on the 21st...
Narrative Update Dec 09

MTCH: Share Repurchases And User Monetization Will Support Balanced Future Returns

Analysts nudged their price target on Match Group slightly higher to approximately $37.32 from about $37.32, reflecting marginally lower discount rate assumptions while maintaining steady expectations for revenue growth, profit margins, and future earnings multiples. Analyst Commentary Recent Street discussions around Match Group reflect a balanced mix of optimism on execution and user monetization, alongside caution about competitive intensity and macro driven volatility in discretionary spending.
Narrative Update Nov 25

MTCH: Share Buybacks And Improved Margins Will Support Earnings Upside Ahead

Match Group's analyst price target was modestly reduced from $37.74 to $37.32, as analysts cited slight adjustments in expected revenue growth and discount rates while highlighting stable future profit margins. Analyst Commentary Market observers provide mixed signals regarding Match Group's near-term prospects, focusing on the balance of valuation, growth execution, and external risks impacting the stock's outlook.
Analysis Article Nov 13

We Think You Can Look Beyond Match Group's (NASDAQ:MTCH) Lackluster Earnings

The market for Match Group, Inc.'s ( NASDAQ:MTCH ) shares didn't move much after it posted weak earnings recently. Our...
Narrative Update Nov 07

MTCH: Improved Profit Margins And Operational Efficiencies Will Drive Stronger Performance

Match Group's analyst price target has been revised downward from $38.47 to $37.74, as analysts anticipate modestly stronger revenue growth and profit margins while applying a higher discount rate to reflect a slightly riskier outlook for the company. Analyst Commentary Analysts remain divided in their views of Match Group's prospects, reflecting both renewed optimism about growth and ongoing concerns tied to the company's execution and risk profile.
Analysis Article Sep 22

At US$38.51, Is Match Group, Inc. (NASDAQ:MTCH) Worth Looking At Closely?

Match Group, Inc. ( NASDAQ:MTCH ), might not be a large cap stock, but it led the NASDAQGS gainers with a relatively...
Analysis Article Aug 09

Earnings Update: Here's Why Analysts Just Lifted Their Match Group, Inc. (NASDAQ:MTCH) Price Target To US$37.68

NasdaqGS:MTCH 1 Year Share Price vs Fair Value Explore Match Group's Fair Values from the Community and select yours...
Narrative Update Aug 07

New AI Features And Global Expansion Will Energize Online Dating

With no changes in analyst reasoning or underlying key metrics such as revenue growth (4.8% per annum) and discount rate (9.17%), Match Group's consensus analyst price target remains steady at $37.21. What's in the News Completed repurchase of 13,722,525 shares (5.49% of shares) for $419.7 million under the buyback announced on December 11, 2024.
Analysis Article Aug 07

Match Group (NASDAQ:MTCH) Looks To Prolong Its Impressive Returns

NasdaqGS:MTCH 1 Year Share Price vs Fair Value Explore Match Group's Fair Values from the Community and select yours...
Analysis Article Jun 18

What Is Match Group, Inc.'s (NASDAQ:MTCH) Share Price Doing?

While Match Group, Inc. ( NASDAQ:MTCH ) might not have the largest market cap around , it saw a decent share price...
Seeking Alpha Mar 19

Match Group: 12%+ Equity Yield Despite Signs Of Growth In Early 2025

Summary Match Group's 2025 revenue guidance suggests flat growth, but a 50 bps AOI margin expansion and 15% FCF growth highlight potential investor attractiveness. Hinge's solid 19% YoY revenue and 27% YoY payer growth, paired with early 2025 DAU upticks (Tinder +2% MoM, Hinge +3% MoM), hint at upside to guidance. Leadership changes with Spencer Rascoff as CEO and a strong new C-level team are expected to accelerate execution and maintain strategic goals. Valuation appears attractive with a 12+% equity yield, suggesting room for a 60%+ rerating of shares, in my view. Read the full article on Seeking Alpha
Seeking Alpha Feb 24

Match Group: A Value Trap With Worrying Drop In Paid Users (Rating Downgrade)

Summary Match Group reported very disappointing user results in Q4, with Tinder paid users sharply dropping off and Hinge growth stalling. The company's plan to hit 4-6% revenue growth annually through FY27, as well as $3 billion in FCF over 3 years, seems a tough bar to hit. On top of slowing growth at Hinge, Hinge has a 20-point operating margin deficit to Tinder. Revenue mixing out of Tinder and into Hinge is a headwind to profits. Despite a seemingly attractive valuation at ~11x FCF, Match Group is a value trap due to declining payers, growth, and margins. Sell and invest elsewhere. Read the full article on Seeking Alpha
Seeking Alpha Feb 05

Match Group: This Could Be The Turning Point

Summary Despite a low multiple, Match Group's revenue growth and capital allocation remain unconvincing, leading me to maintain a Hold rating. Q4 results show a 1% revenue decline, with Tinder's revenue dropping 3% and paying users down 5%. Match's capital allocation strategy, focusing on share buybacks, is questioned; investing in growth could be more beneficial given a 16% ROIC. With a new CEO and potential for multiple expansion, I'll wait a few quarters to reassess Match's performance and strategy. Read the full article on Seeking Alpha
Seeking Alpha Jan 23

Match Group: Unlocking The Value Of Tinder And Hinge

Summary Match Group is undervalued at ~8.6x FY 2024 free cash flow, with strong fundamentals, improving growth outlook, and proactive capital management initiatives. The company benefits from first-mover advantage and network effects, making it difficult for competitors to scale and compete financially. Despite recent challenges, Match Group's high profitability, scalable business model, and structural long-term growth tailwinds position it for market-beating returns. My valuation analysis suggests the stock could be more than double by FY 2027, driven by organic growth, multiple expansion, and share count reduction. Read the full article on Seeking Alpha
Seeking Alpha Dec 12

Match: There May Be Hope With A Rebound In Tinder Payers And A New Capital Returns Plan (Rating Upgrade)

Summary I'm upgrading Match to a neutral rating after the company unveiled ambitious targets at its recent December investor day. The company plans to drive 4-6% growth through the next three years and generate $3+ billion of cumulative FCF, which relies on both Hinge and Tinder to grow. Tinder has been a sore spot for Match lately, but Q3 results showed a rebound in active payers. We'll have to keep a close eye on if these trends sustain. The stock is cheap at <10x P/E and ~3x forward revenue, leading to my more sanguine opinion on the stock after its sharp recent declines. Read the full article on Seeking Alpha
Seeking Alpha Nov 07

Match's Q3 Results: Activist Investors Will Tighten The Noose

Summary Match Group's Q3 results missed estimates, with declining revenues and tepid Q4 forecasts, challenging the promised turnaround and sparking activist investor pressure. Falling revenue per user and conflicting ALC features and subscription strategies are worsening unit economics, particularly impacting Tinder's performance. Despite weak Q3 results, activist investors' interest in Match's turnaround remains strong, potentially driving significant changes at the company. I maintain a Hold rating on Match Group, revising down price targets due to slower growth and uncertain mid-term prospects. Read the full article on Seeking Alpha
Seeking Alpha Oct 06

Match Group: A Value Trap That's Getting More Risky To Invest In

Summary Shares of Match have rallied since the middle of summer, erasing the stock’s YTD losses. In my view, this glazes past Match’s many challenges, including a persistent decline in paid users (driven by Tinder) and an outlook that calls for steeper revenue deceleration. While Match has been shedding paid users, both Bumble and Grindr, the other two publicly traded dating app stocks, are gaining. Making matters worse, Match’s operating margins are also declining. The stock may be cheap on a P/E basis, but it’s a value trap. Read the full article on Seeking Alpha

Shareholder Returns

MTCHUS Interactive Media and ServicesUS Market
7D-0.03%-0.01%-1.0%
1Y20.2%69.5%23.3%

Return vs Industry: MTCH underperformed the US Interactive Media and Services industry which returned 71.6% over the past year.

Return vs Market: MTCH underperformed the US Market which returned 24.4% over the past year.

Price Volatility

Is MTCH's price volatile compared to industry and market?
MTCH volatility
MTCH Average Weekly Movement4.6%
Interactive Media and Services Industry Average Movement8.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

Stable Share Price: MTCH has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: MTCH's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19862,205Spencer Rascoffmtch.com

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.

Match Group, Inc. Fundamentals Summary

How do Match Group's earnings and revenue compare to its market cap?
MTCH fundamental statistics
Market capUS$8.37b
Earnings (TTM)US$662.71m
Revenue (TTM)US$3.52b
12.4x
P/E Ratio
2.3x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
MTCH income statement (TTM)
RevenueUS$3.52b
Cost of RevenueUS$919.48m
Gross ProfitUS$2.60b
Other ExpensesUS$1.94b
EarningsUS$662.71m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)2.84
Gross Margin73.88%
Net Profit Margin18.83%
Debt/Equity Ratio-1,822.1%

How did MTCH perform over the long term?

See historical performance and comparison

Dividends

2.3%
Current Dividend Yield
28%
Payout Ratio

Does MTCH pay a reliable dividends?

See MTCH dividend history and benchmarks
When do you need to buy MTCH by to receive an upcoming dividend?
Match Group dividend dates
Ex Dividend DateJul 07 2026
Dividend Pay DateJul 21 2026
Days until Ex dividend47 days
Days until Dividend pay date61 days

Does MTCH pay a reliable dividends?

See MTCH dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/19 11:50
End of Day Share Price 2026/05/19 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Match Group, Inc. is covered by 41 analysts. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Douglas AnmuthBarclays
Ross SandlerBarclays
Clayton MoranBenchmark Company