Match Group (MTCH) 주식 개요
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MTCH Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$34.51
FV
0.5% 저평가 내재 할인율4.71%
Revenue growth p.a.
95
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Match Group, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$34.35 |
| 52주 최고가 | US$39.20 |
| 52주 최저가 | US$28.81 |
| 베타 | 1.32 |
| 1개월 변동 | -3.97% |
| 3개월 변동 | 14.12% |
| 1년 변동 | 8.91% |
| 3년 변동 | -22.13% |
| 5년 변동 | -75.98% |
| IPO 이후 변동 | -67.49% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.
내러티브 업데이트 • 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 AlphaRecent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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 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 Alpha주주 수익률
| MTCH | US Interactive Media and Services | US 시장 | |
|---|---|---|---|
| 7D | 0.09% | -0.2% | -3.3% |
| 1Y | 8.9% | 47.6% | 22.3% |
수익률 대 산업: MTCH은 지난 1년 동안 47.6%의 수익을 기록한 US Interactive Media and Services 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: MTCH은 지난 1년 동안 22.3%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| MTCH volatility | |
|---|---|
| MTCH Average Weekly Movement | 4.4% |
| Interactive Media and Services Industry Average Movement | 8.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: MTCH는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: MTCH의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1986 | 2,205 | Spencer Rascoff | mtch.com |
는 미국 및 전 세계에 디지털 기술을 제공합니다. 이 회사는 4개의 부문으로 운영됩니다: 틴더, 힌지, 에버그린 앤 이머징, 매치 그룹 아시아. 이 회사의 브랜드 포트폴리오에는 사용자가 다른 사람과 연결될 가능성을 높이기 위해 구축된 Tinder, Hinge, Match, Meetic, OkCupid, Pairs, Plenty Of Fish, Azar, BLK 및 기타 브랜드가 포함됩니다.
Match Group, Inc. 기초 지표 요약
| MTCH 기초 통계 | |
|---|---|
| 시가총액 | US$8.10b |
| 순이익 (TTM) | US$662.71m |
| 매출 (TTM) | US$3.52b |
12.1x
주가수익비율(P/E)2.3x
주가매출비율(P/S)MTCH는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| MTCH 손익계산서 (TTM) | |
|---|---|
| 매출 | US$3.52b |
| 매출원가 | US$919.48m |
| 총이익 | US$2.60b |
| 기타 비용 | US$1.94b |
| 순이익 | US$662.71m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 2.84 |
| 총이익률 | 73.88% |
| 순이익률 | 18.83% |
| 부채/자본 비율 | -1,822.1% |
MTCH의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| Match Group 배당 일정 | |
|---|---|
| 배당락일 | Jul 07 2026 |
| 배당 지급일 | Jul 21 2026 |
| 배당락일까지 남은 일수 | 26 days |
| 배당 지급일까지 남은 일수 | 40 days |
MTCH는 안정적으로 배당을 지급합니까?
MTCH 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/10 02:22 |
| 종가 | 2026/06/10 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Match Group, Inc.는 39명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Douglas Anmuth | Barclays |
| Ross Sandler | Barclays |
| Clayton Moran | Benchmark Company |