Match Group Beheer
Beheer criteriumcontroles 1/4
De CEO Match Group is Spencer Rascoff, benoemd in Feb2025, heeft een ambtstermijn van 1.25 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 47.09M, bestaande uit 1.5% salaris en 98.5% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.087% van de aandelen van het bedrijf, ter waarde $ 7.51M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 1.5 jaar en 5.9 jaar.
Belangrijke informatie
Spencer Rascoff
Algemeen directeur
US$47.1m
Totale compensatie
| Percentage CEO-salaris | 1.46% |
| Dienstverband CEO | 1.3yrs |
| Eigendom CEO | 0.09% |
| Management gemiddelde ambtstermijn | 1.5yrs |
| Gemiddelde ambtstermijn bestuur | 5.9yrs |
Recente managementupdates
Recent updates
Seeking Alpha • May 06
Match Group: Impressive Profit Growth, But What Matters Is Payer Expansion
Summary Match Group faces persistent payer declines despite a recent ~20% stock rally and hopes for a Tinder revival. Q1 results showed double-digit adjusted EBITDA growth, driven by reduced opex spending amid weak demand, but core revenue drivers remain under pressure. MTCH's 2026 product update cycle, including a Tinder relaunch with AI features and new investments like Sniffies, introduces execution and capital allocation risk. Balance sheet risk is elevated with a >2x leverage ratio and ongoing capital outflows, complicating the outlook as payer trends deteriorate. Read the full article on Seeking Alpha
Analyse-update • 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.
Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.
Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-artikel • 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...Analyse-update • 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.Analyse-update • 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.Analyse-artikel • 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...Analyse-update • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-update • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • May 11
Match Group, Inc. Just Recorded A 18% EPS Beat: Here's What Analysts Are Forecasting Next
There's been a notable change in appetite for Match Group, Inc. ( NASDAQ:MTCH ) shares in the week since its...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 AlphaSeeking Alpha • Oct 06
Match Group: A Value Trap That's Getting More Risky To Invest In
Summary Shares of Match have rallied since the middle of summer, erasing the stock’s YTD losses. In my view, this glazes past Match’s many challenges, including a persistent decline in paid users (driven by Tinder) and an outlook that calls for steeper revenue deceleration. While Match has been shedding paid users, both Bumble and Grindr, the other two publicly traded dating app stocks, are gaining. Making matters worse, Match’s operating margins are also declining. The stock may be cheap on a P/E basis, but it’s a value trap. Read the full article on Seeking AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| 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$551m |
Compensatie versus markt: De totale vergoeding ($USD 47.09M ) Spencer } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 8.40M ).
Compensatie versus inkomsten: De vergoeding van Spencer is het afgelopen jaar met meer dan 20% gestegen.
CEO
Spencer Rascoff (49 yo)
1.3yrs
Tenure
US$47,087,311
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Director | 1.3yrs | US$47.09m | 0.087% $ 7.5m | |
| Chief Financial Officer | 1.2yrs | US$5.57m | 0.012% $ 1.0m | |
| Chief Operating Officer | 1.1yrs | US$13.34m | 0% $ 0 | |
| Chief Legal Officer & Secretary | 1.7yrs | US$2.83m | 0.0079% $ 682.8k | |
| Head of Investor Relations | less than a year | geen gegevens | geen gegevens | |
| Chief People Officer | 3.7yrs | geen gegevens | geen gegevens | |
| Senior VP & Deputy General Counsel | 20.7yrs | geen gegevens | geen gegevens | |
| Senior VP & Treasurer | 16.4yrs | geen gegevens | geen gegevens | |
| Head of Communications & Senior VP | 8.8yrs | geen gegevens | geen gegevens | |
| Chief Executive Officer of Match Group Asia | 3.3yrs | geen gegevens | geen gegevens | |
| Head of Corporate Affairs | 1.3yrs | geen gegevens | geen gegevens | |
| Head of Trust & Safety | less than a year | geen gegevens | geen gegevens |
1.5yrs
Gemiddelde duur
47yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van MTCH wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 1.5 jaar), wat duidt op een nieuw team.
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Director | 2.2yrs | US$47.09m | 0.087% $ 7.5m | |
| Independent Chairman of the Board | 10.5yrs | US$399.98k | 0.15% $ 13.0m | |
| Independent Director | 10.4yrs | US$327.31k | 0.0094% $ 810.4k | |
| Independent Director | 10.5yrs | US$304.98k | 0.039% $ 3.3m | |
| Independent Director | less than a year | US$292.83k | 0.00082% $ 70.7k | |
| Independent Director | 9.7yrs | US$309.98k | 0.016% $ 1.4m | |
| Independent Director | 5.9yrs | US$309.98k | 0.0034% $ 297.4k | |
| Director | 6.7yrs | US$299.98k | 0.15% $ 12.8m | |
| Independent Director | less than a year | US$279.44k | geen gegevens | |
| Independent Director | 5.9yrs | US$304.98k | 0.0069% $ 599.2k | |
| Independent Director | 2.2yrs | US$304.10k | 0.0044% $ 383.7k |
5.9yrs
Gemiddelde duur
52yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van MTCH wordt beschouwd als ervaren (gemiddelde ambtstermijn 5.9 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/11 07:52 |
| Aandelenkoers aan het einde van de dag | 2026/05/08 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Match Group, Inc. wordt gevolgd door 41 analisten. 19 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Douglas Anmuth | Barclays |
| Ross Sandler | Barclays |
| Clayton Moran | Benchmark Company |