Match Group 将来の成長
Future 基準チェック /26
Match Group利益と収益がそれぞれ年間7.9%と4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に418.3% 11.9%なると予測されています。
主要情報
7.9%
収益成長率
11.93%
EPS成長率
| Interactive Media and Services 収益成長 | 12.5% |
| 収益成長率 | 4.0% |
| 将来の株主資本利益率 | 418.27% |
| アナリストカバレッジ | Good |
| 最終更新日 | 01 Jun 2026 |
今後の成長に関する最新情報
Recent updates
分析記事 • 52m
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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.Seeking Alpha • May 20
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
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 12/31/2028 | 3,818 | 786 | 1,151 | 1,197 | 9 |
| 12/31/2027 | 3,603 | 708 | 1,081 | 1,132 | 19 |
| 12/31/2026 | 3,472 | 644 | 1,070 | 1,100 | 19 |
| 3/31/2026 | 3,520 | 663 | 1,020 | 1,082 | N/A |
| 12/31/2025 | 3,487 | 613 | 1,024 | 1,080 | N/A |
| 9/30/2025 | 3,469 | 562 | 963 | 1,012 | N/A |
| 6/30/2025 | 3,451 | 538 | 908 | 957 | N/A |
| 3/31/2025 | 3,451 | 546 | 793 | 842 | N/A |
| 12/31/2024 | 3,479 | 551 | 882 | 933 | N/A |
| 9/30/2024 | 3,485 | 623 | 894 | 954 | N/A |
| 6/30/2024 | 3,472 | 650 | 920 | 980 | N/A |
| 3/31/2024 | 3,437 | 654 | 996 | 1,061 | N/A |
| 12/31/2023 | 3,365 | 652 | 829 | 897 | N/A |
| 9/30/2023 | 3,284 | 509 | 785 | 846 | N/A |
| 6/30/2023 | 3,212 | 474 | 776 | 836 | N/A |
| 3/31/2023 | 3,177 | 304 | 362 | 414 | N/A |
| 12/31/2022 | 3,189 | 364 | 477 | 526 | N/A |
| 9/30/2022 | 3,209 | 109 | 480 | 546 | N/A |
| 6/30/2022 | 3,201 | 111 | 507 | 582 | N/A |
| 3/31/2022 | 3,114 | 283 | 955 | 1,043 | N/A |
| 12/31/2021 | 2,983 | 277 | 833 | 912 | N/A |
| 9/30/2021 | 2,829 | 595 | 874 | 937 | N/A |
| 6/30/2021 | 2,667 | 604 | 800 | 857 | N/A |
| 3/31/2021 | 2,514 | 574 | 781 | 824 | N/A |
| 12/31/2020 | 2,391 | 528 | 760 | 802 | N/A |
| 9/30/2020 | 2,287 | 475 | 741 | 782 | N/A |
| 6/30/2020 | 2,189 | 441 | 842 | 878 | N/A |
| 3/31/2020 | 2,131 | 418 | 893 | 916 | N/A |
| 12/31/2019 | 2,051 | 405 | N/A | 938 | N/A |
| 9/30/2019 | 2,608 | 478 | N/A | 1,005 | N/A |
| 6/30/2019 | 3,171 | 517 | N/A | 964 | N/A |
| 3/31/2019 | 3,732 | 649 | N/A | 939 | N/A |
| 12/31/2018 | 1,730 | 320 | N/A | 988 | N/A |
| 9/30/2018 | 4,109 | 468 | N/A | 791 | N/A |
| 6/30/2018 | 3,833 | 502 | N/A | 639 | N/A |
| 3/31/2018 | 3,541 | 350 | N/A | 501 | N/A |
| 12/31/2017 | 3,307 | 305 | N/A | 417 | N/A |
| 9/30/2017 | 3,168 | 374 | N/A | 448 | N/A |
| 6/30/2017 | 3,103 | 238 | N/A | 419 | N/A |
| 3/31/2017 | 3,082 | -23 | N/A | 373 | N/A |
| 12/31/2016 | 3,140 | -41 | N/A | 344 | N/A |
| 9/30/2016 | 3,177 | -175 | N/A | 360 | N/A |
| 6/30/2016 | 3,252 | -153 | N/A | 347 | N/A |
| 3/31/2016 | 3,278 | 101 | N/A | 392 | N/A |
| 12/31/2015 | 3,231 | 119 | N/A | 406 | N/A |
| 9/30/2015 | 3,213 | 221 | N/A | 313 | N/A |
| 6/30/2015 | 3,157 | 306 | N/A | 361 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: MTCHの予測収益成長率 (年間7.9% ) は 貯蓄率 ( 3.5% ) を上回っています。
収益対市場: MTCHの収益 ( 7.9% ) US市場 ( 18.7% ) よりも低い成長が予測されています。
高成長収益: MTCHの収益は増加すると予測されていますが、大幅には増加しません。
収益対市場: MTCHの収益 ( 4% ) US市場 ( 13% ) よりも低い成長が予測されています。
高い収益成長: MTCHの収益 ( 4% ) 20%よりも低い成長が予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: MTCHの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 418.3 %)。
成長企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/17 16:27 |
| 終値 | 2026/06/17 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Match Group, Inc. 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。39
| アナリスト | 機関 |
|---|---|
| Douglas Anmuth | Barclays |
| Ross Sandler | Barclays |
| Clayton Moran | Benchmark Company |