Match Group, Inc. (MTCH)

FairStock Score: 87/100 — HIGH CONVICTION

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I see Match Group as a portfolio of dating brands—Tinder, Hinge, Match, OkCupid and others—with real scale and brand reach, though not a classic toll bridge because users can switch apps and competition remains intense. The financials show a mature but cash-generative business. In fiscal FY2025, the year ended 2025-12-31, revenue was $3.5B, net income was $613.5M, and diluted EPS was $2.38, up from net income of $551.3M and diluted EPS of $2.02 in fiscal FY2024. In fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $853.1M, net income was $170.5M, and diluted EPS was $0.70, versus revenue of $863.7M, net income of $125.5M, and diluted EPS of $0.49 in fiscal Q2 2025. So profits and margins are improving even as revenue is roughly flat. Trailing free cash flow is $1.1B, an 11.7% FCF yield on the $9.7B market cap, and ROCE is 17.36%; Piotroski is a perfect 9/9. The valuation at the 2026-10-13 close of $42.36 is undemanding: FairStock P/E 15.02, PEG 0.46, EV/EBITDA 11.26. The Lynch category is Stalwart, based on five-year profit growth of 22.6% and revenue growth of 7.8%. Still, the negative Altman Z-score of -0.06 and flat top line warn that this is no guaranteed compounding machine. A Graham-style buyer would want a clear margin of safety, and the FCF yield offers some, but the durability of dating-app profits is the key question.

In plain English: Match Group owns dating apps such as Tinder, Hinge and Match. The business makes solid profits and plenty of cash, and profit has grown even though sales have been roughly flat. At the recent close, the shares look inexpensive compared with those profits and cash, but the sales trend is not strong.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer