Match Group Gestion
Gestion contrôle des critères 1/4
Le PDG Match Group est Spencer Rascoff, nommé en Feb2025, a un mandat de 1.58 ans. La rémunération annuelle totale est $ 47.09M, composée du salaire de 1.5% et des bonus 98.5%, y compris les actions et options de la société. détient directement 0.1% des actions de la société, d'une valeur de $ 9.94M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 1.7 ans et 4.9 ans.
Informations clés
Spencer Rascoff
Directeur général
US$47.1m
Rémunération totale
| Pourcentage du salaire du PDG | 1.46% |
| Durée du mandat du directeur général | 1.6yrs |
| Propriété du PDG | 0.1% |
| Durée moyenne d'occupation des postes de direction | 1.7yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 4.9yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Aug 26
MTCH: Product Execution And Buybacks Will Support A Measured Re Rating Potential
Match Group's fair value estimate has edged up to about $41.90 from roughly $41.06, as analysts factor in slightly higher projected revenue growth, a modestly wider profit margin, and updated price targets clustered around $40 to $43 that reflect mixed Q2 results but improving trends at Tinder and Hinge. Analyst Commentary Recent research on Match Group points to a mixed but generally constructive tone, with several large firms updating price targets in a tight US$40 to US$45 range.Seeking Alpha • Aug 05
Match: No AI-Driven Makeover Can Save This Company
Summary Match Group faces persistent declines in its payer base, with only Hinge showing growth that fails to offset Tinder’s losses. I maintain a sell rating on MTCH, as recent Q2 results reinforce concerns over shrinking users and limited success from AI-driven initiatives. MTCH’s ambitious AI and Tinder redesign efforts appear risky, with little evidence they will reverse user attrition or drive meaningful revenue growth. Match trades at a seemingly cheap ~8x adjusted EBITDA. But it's a value trap that reflects ongoing challenges and investor skepticism post-earnings. Read the full article on Seeking Alpha
Mise à jour du récit • Jul 08
MTCH: Rising User Engagement And Buybacks Will Support Future Share Re Rating
Match Group's updated analyst price target has moved higher to reflect a fair value estimate of about $49.31, with analysts pointing to improving Tinder trends in the U.S., reaccelerating Hinge engagement and stabilizing Azar usage as key supports for the change from roughly $46.09. Analyst Commentary Bullish analysts covering Match Group are highlighting improving execution across key apps, pointing to Tinder, Hinge and Azar as the main drivers behind recent upward price target revisions.
Mise à jour du récit • Jun 24
MTCH: Mixed Sentiment And AI Initiatives Will Shape 2026 Engagement Trajectory
Match Group's latest narrative update reflects a modestly higher analyst price target in dollar terms, supported by slightly firmer assumptions on revenue growth, profit margins and a lower forward P/E multiple as analysts refine their views on the stock. Analyst Commentary Recent Street research on Match Group points to a mixed backdrop, with several firms lifting price targets while at least one has trimmed expectations.Article d’analyse • Jun 18
Match Group (MTCH) Stock Could Be 54.4% Below Fair Value After Peace Deal Relief
Match Group (MTCH) stock drew fresh attention after a new peace deal across Asia-Pacific and the Middle East reduced operational risks, supported advertiser confidence, and coincided with lower oil prices and bond yields. See our latest analysis for Match Group. At a share price of $35.31, Match Group has seen a 90 day share price return of 12.2%, while the 1 year total shareholder return of 19.3% contrasts with a weaker 3 and 5 year record. This suggests recent momentum has picked up after a...Mise à jour du récit • Jun 06
MTCH: Execution Risks And AI Features Will Shape 2026 Engagement Reset
Match Group's analyst price target has moved from $31 to $35 as analysts factor in higher assumed future P/E multiples and adjust for more moderate revenue growth and profit margin expectations. Analyst Commentary Recent Street research on Match Group shows a mixed backdrop, with several major firms adjusting their price targets and rethinking how much upside they see as execution and growth expectations reset.Mise à jour du récit • May 22
MTCH: Product Progress And Capital Returns Will Drive Future Re Rating Potential
Match Group's updated analyst price target moves from about $36 to about $41, reflecting analysts' refreshed assumptions for slightly higher revenue growth, profit margins, and future P/E multiples in their models. Analyst Commentary Recent research on Match Group centers on refreshed expectations for product execution, user trends, and how those factors might justify higher or lower valuation multiples over time.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.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 AlphaSeeking 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 AlphaSeeking 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 AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$708m |
| Mar 31 2026 | n/a | n/a | US$663m |
| Dec 31 2025 | US$47m | US$689k | US$613m |
| Sep 30 2025 | n/a | n/a | US$562m |
| Jun 30 2025 | n/a | n/a | US$538m |
| Mar 31 2025 | n/a | n/a | US$546m |
| Dec 31 2024 | US$289k | n/a | US$551m |
Rémunération vs marché: La rémunération totale de Spencer ($USD 47.09M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.74M ).
Rémunération et revenus: La rémunération de Spencer a augmenté de plus de 20 % au cours de l'année écoulée.
PDG
Spencer Rascoff (50 yo)
1.6yrs
Titularisation
US$47,087,311
Compensation
Mr. Spencer M. Rascoff is CEO of Match Group, Inc. from February 4, 2025 and has been its Director since March 25, 2024 and was its Independent Director from March 25, 2024 to February 4, 2025. He serves a...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Director | 1.6yrs | US$47.09m | 0.10% $ 9.9m | |
| Chief Financial Officer | 1.5yrs | US$5.57m | 0.019% $ 1.9m | |
| Chief Legal Officer & Secretary | 2yrs | US$2.83m | 0.012% $ 1.2m | |
| Head of Investor Relations | less than a year | pas de données | pas de données | |
| Chief People Officer | 4yrs | pas de données | pas de données | |
| Senior VP & Deputy General Counsel | 21yrs | pas de données | pas de données | |
| Senior VP & Treasurer | 16.8yrs | pas de données | pas de données | |
| Head of Communications & Senior VP | 9.2yrs | pas de données | pas de données | |
| Head of Corporate Affairs | 1.7yrs | pas de données | pas de données | |
| Head of Trust & Safety | less than a year | pas de données | pas de données | |
| Secretary | no data | pas de données | pas de données | |
| Chief Executive Officer of Hinge | 1.7yrs | pas de données | pas de données |
1.7yrs
Durée moyenne de l'emploi
49yo
Âge moyen
Gestion expérimentée: L'équipe de direction de MTCH n'est pas considérée comme expérimentée (ancienneté moyenne 1.7 ans), ce qui suggère une nouvelle équipe.
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Director | 2.5yrs | US$47.09m | 0.10% $ 9.9m | |
| Independent Chairman of the Board | 10.8yrs | US$399.98k | 0.16% $ 15.3m | |
| Independent Director | 10.8yrs | US$327.31k | 0.012% $ 1.1m | |
| Independent Director | 1.3yrs | US$292.83k | 0.0037% $ 358.3k | |
| Independent Director | 10yrs | US$309.98k | 0.023% $ 2.2m | |
| Independent Director | 6.3yrs | US$309.98k | 0.0051% $ 498.4k | |
| Independent Director | 1.3yrs | US$279.44k | 0.0037% $ 358.3k | |
| Independent Director | less than a year | pas de données | pas de données | |
| Independent Director | 6.3yrs | US$304.98k | 0.011% $ 1.0m | |
| Independent Director | 4.9yrs | pas de données | 0.00082% $ 79.8k | |
| Independent Director | 2.5yrs | US$304.10k | 0.0067% $ 656.2k |
4.9yrs
Durée moyenne de l'emploi
50yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de MTCH sont considérés comme expérimentés (ancienneté moyenne 4.9 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/12 11:55 |
| Cours de l'action en fin de journée | 2026/09/11 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Match Group, Inc. est couverte par 41 analystes. 19 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Douglas Anmuth | Barclays |
| Ross Sandler | Barclays |
| Daniel Salmon | BMO Capital Markets Equity Research |