Match Group, Inc. (MTCH)
Summary
Match Group: An Undervalued Turnaround Story At Only 8x Free Cash Flow
Match Group remains a Buy, with valuation still implying a significant discount even after a 20% rally. MTCH posted strong Q1 results: 4% revenue growth, a 42% net income increase, and a 25% higher Adj. EBITDA, despite a 5% decline in payers. Tinder's user decline is offset by price hikes, but Hinge's 15% YoY growth and international expansion are key future drivers while they work on their pillar's turnaround.
Match Group (MTCH) Soars 6.4%: Is Further Upside Left in the Stock?
Match Group (MTCH) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Match Group: Turnaround In Progress With A High Floor And Potential Upside
Match Group has a long history in the dating app space, being the parent company behind popular apps like Tinder and Hinge as well as legacy sites like Match.com. The stock has been hammered over the past five years as the market seems to rerate dating app stocks. But now I think MTCH provides value in two ways. Match is a cash-generating slow-grower, with underrated network effects giving it pricing power. And with new CEO Spencer Rascoff at the helm, the Tinder turnaround effort provides potential for upside.
Match Group, Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 70 | $2,127 | $2,756.6 | $629.6 | 29.6% |
| CE Curtis Ellergodt Rothschild Investment LLC | 5,720 | $202,030.53 | $225,253.6 | $23,223.07 | 11.49% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 500 | $16,145 | $19,690 | $3,545 | 21.96% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,439 | $89,549.45 | $96,192.21 | $6,642.76 | 7.42% |
 Jeffrey C. Smith Starboard Value LP | 11.4M | $394.71M | $449.59M | $54.88M | 13.9% |
Match Group, Inc. Analysts
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Brad Erickson RBC Capital | 112.06 | $4,258.22 | $4,396.62 | $138.4 | 3.25% |
 Mark Kelley Stifel | 451.56 | $34,205.99 | $18,193.52 | -$16,012.47 | -46.81% |
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Match Group, Inc. Profile
| Software Industry | Information Technology Sector | Mr. Spencer M. Rascoff CEO | NASDAQ (NGS) Exchange | 57667L107 CUSIP |
| BR Country | 2,200 Employees | 21 Jul 2026 Last Dividend | 2 Jul 2020 Last Split | 19 Nov 2015 IPO Date |
Overview
Match Group, Inc. is a prominent player in the online dating sector, offering a diverse range of dating products designed to help people connect with each other. With a rich portfolio of brands, Match Group caters to a variety of preferences and demographics, making it easier for users to find meaningful connections. The company's services are available in over 40 languages, making it accessible to users worldwide. Incorporated in 1986, Match Group has established its headquarters in Dallas, Texas, affirming its longstanding presence and expertise in the dating industry.
Products and Services
Match Group owns several well-known brands in the dating industry, each with its unique positioning and target audience. These include:
- Tinder: A popular dating app known for its swiping mechanism that allows users to like or dislike other profiles based on their photos and a brief bio.
- Hinge: Positioned as a dating app "designed to be deleted," Hinge focuses on fostering long-term relationships by encouraging users to share detailed profiles and engage in more meaningful conversations.
- Match: One of the first dating websites, Match.com offers a comprehensive platform for singles seeking serious relationships, featuring detailed profiles and various communication tools.
- Meetic: A dating service popular in European countries, Meetic caters to individuals looking for serious dating opportunities, offering various features to help users find compatible matches.
- OkCupid: Known for its extensive questionnaire and data-driven matchmaking algorithm, OkCupid helps users find matches based on shared interests, beliefs, and preferences.
- Pairs: A dating app targeting the Japanese market, Pairs focuses on creating a respectful and safe environment for users to connect and find relationships.
- Plenty Of Fish: One of the largest dating platforms, Plenty Of Fish (POF) offers a mix of dating, relationship, and conversation services to cater to a broad user base.
- Azar: A video chat app that allows users to connect with others worldwide through live, random video chats, Azar focuses on fostering social discovery and cultural exchange.
- BLK: A dating app specifically designed for Black singles, BLK aims to provide a platform for meaningful connections and community-building within the Black community.
- Hakuna: A live streaming app, Hakuna offers interactive social experiences, allowing users to meet and interact with new people through live video and chat features.
