NasdaqGS:MTCH

Stock Analysis Report

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Executive Summary

Match Group, Inc. provides dating products worldwide. More Details


Snowflake Analysis

Reasonable growth potential with questionable track record.


Similar Companies

Share Price & News

How has Match Group's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: MTCH has not had significant price volatility in the past 3 months.


Market Performance


7 Day Return

6.1%

MTCH

3.2%

US Interactive Media and Services

2.3%

US Market


1 Year Return

n/a

MTCH

32.5%

US Interactive Media and Services

17.2%

US Market

Return vs Industry: Insufficient data to determine how MTCH performed against the US Interactive Media and Services industry.

Return vs Market: Insufficient data to determine how MTCH performed against the US Market.


Shareholder returns

MTCHIndustryMarket
7 Day6.1%3.2%2.3%
30 Day-2.3%-9.0%-4.6%
90 Day10.3%4.9%7.4%
1 Yearn/a32.6%32.5%19.8%17.2%
3 Yearn/a42.2%42.0%37.4%28.3%
5 Yearn/a125.1%124.6%83.8%63.0%

Price Volatility Vs. Market

How volatile is Match Group's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Match Group undervalued compared to its fair value and its price relative to the market?

42.11x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Below Fair Value: MTCH ($108.59) is trading above our estimate of fair value ($106.53)

Significantly Below Fair Value: MTCH is trading above our estimate of fair value.


Price To Earnings Ratio

PE vs Industry: MTCH is poor value based on its PE Ratio (41.9x) compared to the US Interactive Media and Services industry average (31.4x).

PE vs Market: MTCH is poor value based on its PE Ratio (41.9x) compared to the US market (17.6x).


Price to Earnings Growth Ratio

PEG Ratio: MTCH is poor value based on its PEG Ratio (1.9x)


Price to Book Ratio

PB vs Industry: MTCH has negative assets, so we can't compare its PB Ratio to the US Interactive Media and Services industry average.


Next Steps

Future Growth

How is Match Group forecast to perform in the next 1 to 3 years based on estimates from 18 analysts?

22.4%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: MTCH's forecast earnings growth (22.4% per year) is above the savings rate (2.2%).

Earnings vs Market: MTCH's earnings (22.4% per year) are forecast to grow slower than the US market (22.9% per year).

High Growth Earnings: earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: MTCH's revenue (10.1% per year) is forecast to grow faster than the US market (9.9% per year).

High Growth Revenue: MTCH's revenue (10.1% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: MTCH's Return on Equity is forecast to be very high in 3 years time (1377.6%).


Next Steps

  • Explore growth companies in the Media industry.

Past Performance

How has Match Group performed over the past 5 years?

33.9%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: MTCH has high quality earnings.

Growing Profit Margin: MTCH's current net profit margins (9.7%) are lower than last year (16.3%).


Past Earnings Growth Analysis

Earnings Trend: MTCH's earnings have grown significantly by 33.9% per year over the past 5 years.

Accelerating Growth: MTCH's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: MTCH had negative earnings growth (-8.3%) over the past year, making it difficult to compare to the Interactive Media and Services industry average (-22.8%).


Return on Equity

High ROE: MTCH's liabilities exceed its assets, so it is difficult to calculate its Return on Equity.


Next Steps

Financial Health

How is Match Group's financial position?


Financial Position Analysis

Short Term Liabilities: MTCH has negative shareholder equity, which is a more serious situation than short term assets not covering short term liabilities.

Long Term Liabilities: MTCH has negative shareholder equity, which is a more serious situation than short term assets not covering long term liabilities.


Debt to Equity History and Analysis

Debt Level: MTCH has negative shareholder equity, which is a more serious situation than a high debt level.

Reducing Debt: MTCH's has negative shareholder equity, so we do not need to check if its debt has reduced over time.

Debt Coverage: MTCH's debt is well covered by operating cash flow (25.1%).

Interest Coverage: MTCH's interest payments on its debt are well covered by EBIT (5.5x coverage).


Balance Sheet


Next Steps

Dividend

What is Match Group current dividend yield, its reliability and sustainability?


Dividend Yield vs Market

Notable Dividend: Unable to evaluate MTCH's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate MTCH's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Stability and Growth of Payments

Stable Dividend: Insufficient data to determine if MTCH's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if MTCH's dividend payments have been increasing.


Current Payout to Shareholders

Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: No need to calculate the sustainability of MTCH's dividend in 3 years as they are not forecast to pay a notable one for the US market.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

6.7yrs

Average management tenure


CEO

Shar Dubey (49 yo)

no data

Tenure

Ms. Sharmistha Dubey, also known as Shar, has been Chief Executive Officer of Match Group Holdings II, LLC since March 1, 2020. Ms. Dubey serves as Director of Match Group Holdings II, LLC since September ...


Leadership Team

NamePositionTenureCompensationOwnership
Gregg Winiarski
Executive VP15.5yrsUS$4.38m0.036%
$ 10.3m
Mark Stein
Executive VP & Chief Strategy Officer5yrsUS$4.18m0.067%
$ 19.0m
Sharmistha Dubey
CEO & Directorno datano data0.030%
$ 8.5m
Gary Swidler
COO & CFOno datano data0.055%
$ 15.7m
Michael Schwerdtman
Senior VPno datano data0.0019%
$ 536.2k
Mark Schneider
Senior Vice President of Finance & Investor Relations6.67yrsno datano data
Lance Barton
Senior Vice President of Investor Relations & Corporate Developmentno datano datano data
James Lanzone
Chief Executive Officer of Tinder0.17yrno datano data
Joanne Hawkins
Senior VP & Deputy General Counsel15yrsno datano data
Nick Stoumpas
Senior VP & Treasurerno datano datano data
Alexandre Lubot
Head of Dating Services for Europe Operations7.17yrsno datano data
Trish Lounsbury
Senior Vice President of Internal Audit5.5yrsno datano data

6.7yrs

Average Tenure

49yo

Average Age

Experienced Management: MTCH's management team is seasoned and experienced (6.7 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Sharmistha Dubey
CEO & Directorno datano data0.030%
$ 8.5m
Alan Spoon
Independent Director17.5yrsUS$329.86k0%
$ 0
Michael Eisner
Independent Director9.5yrsUS$299.86k0.034%
$ 9.6m
David Rosenblatt
Independent Director11.75yrsUS$304.86k0.042%
$ 12.0m
Victor Kaufman
Vice Chairman of the Board20.92yrsUS$591.09k0.069%
$ 19.5m
Bryan Lourd
Independent Director15.42yrsUS$309.86k0.042%
$ 11.8m
Richard Zannino
Independent Director11.25yrsUS$309.86k0.032%
$ 9.0m
Chelsea Clinton
Independent Director9yrsUS$299.86k0.031%
$ 8.7m
Alexander Von Furstenberg
Director11.75yrsUS$299.86k0.23%
$ 65.1m
Bonnie Hammer
Independent Director6yrsUS$324.86k0.012%
$ 3.4m
Joseph Levin
Executive Chairmanno dataUS$15.51m0.13%
$ 36.0m
Westley Moore
Director0.67yrno datano data

11.5yrs

Average Tenure

55.5yo

Average Age

Experienced Board: MTCH's board of directors are seasoned and experienced ( 11.5 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

Dilution of Shares: MTCH only recently listed within the past 12 months, with total shares outstanding growing by 48.6% in the past year..


Top Shareholders

Company Information

Match Group, Inc.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Match Group, Inc.
  • Ticker: MTCH
  • Exchange: NasdaqGS
  • Founded: 1986
  • Industry: Interactive Media and Services
  • Sector: Media
  • Market Cap: US$28.373b
  • Shares outstanding: 260.02m
  • Website: https://www.mtch.com

Number of Employees


Location

  • Match Group, Inc.
  • 8750 North Central Expressway
  • Suite 1400
  • Dallas
  • Texas
  • 75231
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
MTCHNasdaqGS (Nasdaq Global Select)YesCommon StockUSUSDJul 2020
MTCH1 *BMV (Bolsa Mexicana de Valores)YesCommon StockMXMXNJul 2020
0JZ7LSE (London Stock Exchange)YesCommon StockGBUSDJul 2020
MTC2WBAG (Wiener Boerse AG)YesCommon StockATEURJul 2020

Biography

Match Group, Inc. provides dating products worldwide. Its portfolio of brands include Tinder, Match, Meetic, OkCupid, Hinge, Pairs, PlentyOfFish, and OurTime, as well as a various other brands. The company ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/09/30 00:28
End of Day Share Price2020/09/29 00:00
Earnings2020/06/30
Annual Earnings2019/12/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.