Match Group, Inc.
- Open
- 41.85
- Day high
- 43.47
- Day low
- 41.85
- Prev close
- 42.44
- Volume
- 160K
- Mkt cap
- $10.0B
- P/E (TTM)
- 14.6
- EPS (TTM)
- $2.98
- P/B
- -42.0
- P/S
- 2.8
- Yield
- 1.80%
- Per share
- $0.78
- ▼Insiders net selling -$717K over the last 3 months (1 open-market buy, 2 sales)
- 🏛Institutions accumulating (13F)
Match Group, Inc. (MTCH) is a Technology company listed on NASDAQ. The stock is up 12% over the past year. Over the trailing 3 months, insiders filed 1 open-market buy and 2 sales (SEC Form 4). Drillr has 1 published research article covering MTCH.
Match Group, Inc. (MTCH) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 3 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
MTCH earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 4, 2026 | $0.65 | $0.70 | +7.2% | $853M | -0.5% |
| May 5, 2026 | $0.72 | $0.77 | +6.9% | $864M | +1.1% |
| Feb 3, 2026 | $1.01 | $1.06 | +5.0% | $878M | +2.8% |
| Nov 4, 2025 | $0.63 | $0.82 | +29.7% | $914M | -0.1% |
| May 8, 2025 | $0.38 | $0.67 | +76.0% | $831M | +0.2% |
| Feb 4, 2025 | $0.84 | $0.82 | -2.4% | $860M | +1.1% |
| Jul 30, 2024 | $0.48 | $0.48 | +0.0% | $864M | +0.9% |
| Jan 30, 2024 | $0.49 | $0.81 | +65.3% | $866M | +0.3% |
| Oct 31, 2023 | $0.54 | $0.57 | +5.6% | $882M | +0.4% |
| Aug 1, 2023 | $0.45 | $0.48 | +6.7% | $830M | -3.7% |
| May 2, 2023 | $0.41 | $0.42 | +2.4% | $787M | -1.2% |
| Jan 31, 2023 | $0.46 | $0.30 | -34.8% | $786M | -1.0% |
MTCH insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 28, 2026 | Bailey Stephendirector | Sell | 4,760 | $42.26 |
| Aug 28, 2026 | Eigenmann Philip Dofficer: Chief Accounting Officer | Sell | 15,000 | $41.70 |
| Aug 13, 2026 | Schiffman Glenndirector | Option | 20,000 | $24.45 |
| Aug 13, 2026 | Schiffman Glenndirector | Tax | 17,030 | $36.78 |
| Aug 13, 2026 | Schiffman Glenndirector | Buy | 3,000 | $36.63 |
| Jul 23, 2026 | Eigenmann Philip Dofficer: Chief Accounting Officer | Grant | 68 | — |
| Jul 23, 2026 | Edgett Seanofficer: Chief Legal Officer and Sec. | Grant | 478 | — |
| Jul 23, 2026 | Bailey Steven Richard Jr.officer: Chief Financial Officer | Grant | 172 | — |
| Jul 23, 2026 | CAVENS DARRELLdirector | Grant | 13 | $38.75 |
| Jul 23, 2026 | Eigenmann Philip Dofficer: Chief Accounting Officer | Grant | 20 | — |
| Jul 23, 2026 | Rascoff Spencer Mdirector, officer: Chief Executive Officer | Grant | 4,748 | — |
| Jul 23, 2026 | CAVENS DARRELLdirector | Grant | 35 | — |
| Jul 23, 2026 | Bailey Stephendirector | Grant | 35 | — |
| Jul 23, 2026 | Bailey Steven Richard Jr.officer: Chief Financial Officer | Grant | 29 | — |
| Jul 23, 2026 | MOSKOWITZ RAINAdirector | Grant | 35 | — |
Source: MTCH SEC Form 4 filings, latest Aug 28, 2026. For informational purposes only — not investment advice.
See the full MTCH insider & 13F page →Match Group, Inc. company profile
Overview
Match Group, Inc. (NASDAQ:MTCH) is a leading provider of dating products and services worldwide, founded in 1986 and incorporated in Dallas, Texas. The company went public in 1993 and has grown to become the dominant player in the online dating industry through a portfolio of popular brands including Tinder, Match, Hinge, OkCupid, Meetic, Pairs, PlentyOfFish, and OurTime. Match Group operates as a collection of dating platforms designed to serve different demographics and relationship goals, from casual connections to serious long-term partnerships. The company has undergone significant strategic transformation in recent years, focusing on artificial intelligence integration, international expansion, and operational efficiency improvements while navigating challenges in user growth and market saturation.
Business
Match Group operates in the online dating industry, which connects people seeking romantic relationships through mobile applications and websites. The company's business revolves around creating digital platforms where users can create profiles, browse potential matches, and communicate with other users. Online dating has become a mainstream method for meeting romantic partners, particularly among younger demographics, replacing traditional methods like meeting through friends or in social settings. The company operates through four main business segments. Tinder represents the largest segment, generating approximately 54% of total revenue, and serves as a location-based social discovery application primarily focused on casual dating and connections. Users swipe through profiles to indicate interest, and mutual matches can then communicate. Hinge is the fastest-growing segment at about 18% of revenue, positioning itself as "designed to be deleted" and targeting users seeking serious relationships through more detailed profiles and conversation starters. The Evergreen & Emerging brands segment contributes roughly 18% of revenue and includes established platforms like Match.com, OkCupid, PlentyOfFish, and OurTime, each serving specific demographics or relationship goals. Finally, Match Group Asia accounts for about 8% of revenue and includes region-specific brands like Pairs in Japan and other localized dating applications. Each platform employs different matching algorithms and user experiences tailored to their target audience. For example, Match.com focuses on detailed compatibility matching for users seeking long-term relationships, while OurTime specifically serves the 50+ demographic. The company leverages artificial intelligence and machine learning across its portfolio to improve matching accuracy, enhance user safety, and personalize the dating experience.
Revenue model
Match Group generates revenue primarily through subscription-based models and in-app purchases across its dating platforms. Users typically access basic features for free but pay for premium subscriptions to unlock additional functionality such as unlimited likes, the ability to see who liked their profile, advanced filters, and enhanced visibility. Subscription tiers range from weekly to annual plans, with prices varying by brand and geographic market. The company's paying customers are primarily individuals aged 18-50 seeking romantic connections, with different brands attracting distinct demographics. Tinder's user base skews younger and more casual, while Match.com attracts older users seeking serious relationships. Revenue per user varies significantly across brands, with more relationship-focused platforms typically commanding higher subscription prices than casual dating apps. Several factors influence Match Group's margins and profitability. Positive margin drivers include the scalable nature of digital platforms, network effects where larger user bases attract more users, successful international expansion into markets with lower customer acquisition costs, and the introduction of higher-priced premium features. The company also benefits from operational leverage as fixed technology and development costs are spread across growing user bases. Margin pressures come from increasing customer acquisition costs, particularly on mobile platforms where app store commissions reduce revenue by up to 30%. Competition from other dating apps and social media platforms forces higher marketing spend to attract and retain users. Platform policy changes, such as Apple's App Store modifications, can impact payment processing and user acquisition. Additionally, trust and safety investments, while necessary for long-term sustainability, require significant ongoing expenditure for content moderation, identity verification, and fraud prevention systems.
Competitive moat
Match Group's competitive moat stems primarily from network effects and brand portfolio diversification, though this moat faces increasing challenges. The company's strongest defensive position comes from its network effects, where larger user bases make platforms more attractive to new users by increasing the pool of potential matches. This creates a self-reinforcing cycle that makes it difficult for smaller competitors to gain traction. The company's portfolio approach provides another layer of protection by serving different demographics and relationship goals, reducing dependence on any single brand and allowing cross-promotion between platforms. Match Group's extensive data collection across millions of users enables sophisticated matching algorithms and personalized experiences that would be difficult for new entrants to replicate immediately. However, the moat is not particularly strong and faces several vulnerabilities. Low switching costs make it relatively easy for users to try competing platforms, as dating apps require minimal setup and users often use multiple platforms simultaneously. The rise of social media platforms like Instagram and TikTok as informal dating venues creates indirect competition, while new entrants can potentially disrupt the market with innovative features or business models. Technological disruption poses ongoing risks, as artificial intelligence and virtual reality could fundamentally change how people meet and connect. The company's dependence on mobile app stores creates platform risk, as policy changes can significantly impact distribution and monetization. Additionally, cultural shifts in dating preferences, particularly among Gen Z users who show different engagement patterns than previous generations, challenge traditional online dating approaches and require continuous product evolution.
Risks & safety
Match Group demonstrates moderate financial stability with some areas of concern regarding leverage and growth sustainability. • Liquidity position: Strong cash position of $409 million with current ratio of 1.62, providing adequate short-term financial flexibility • Debt and solvency: Negative shareholders' equity of approximately -$183 million indicates high leverage, though this is partially due to acquisition-related goodwill and intangibles rather than operational distress • Cash generation: Healthy free cash flow of $178 million in Q1 2025, demonstrating ability to generate cash from operations despite revenue headwinds • Valuation metrics: Trading at 16.7x P/E ratio and 13.1x EV/EBITDA, representing reasonable valuations for a mature technology company but reflecting growth concerns • Revenue trends: Declining revenue trajectory with Q1 2025 revenue down to $831 million from prior year peaks, indicating fundamental business challenges • Operational considerations: Recent 13% workforce reduction and cost-cutting initiatives suggest management is proactively addressing margin pressure, though this also reflects underlying growth challenges
Recent development
Match Group has undergone significant strategic transformation over the past few years, focusing on operational efficiency, artificial intelligence integration, and portfolio optimization. The company implemented a major organizational restructuring in 2025, reducing its workforce by 13% while centralizing key functions to achieve over $100 million in annualized cost savings. This restructuring maintains brand independence while creating operational synergies across the portfolio. Artificial intelligence integration has become a central strategic priority, with the company deploying AI-powered features across multiple brands. Tinder introduced AI-driven daily match drops and voice interaction experiences, while Hinge launched AI-powered recommendation algorithms to improve matching quality. The company adopted a "build once, deploy everywhere" strategy to leverage AI developments across its entire brand portfolio. Product innovation efforts have focused particularly on addressing Gen Z user preferences and improving women's experiences on dating platforms. Tinder introduced new features like Double Date options and mandatory face photo requirements to enhance trust and safety. The company has also experimented with alternative payment methods to reduce dependence on app store commissions, potentially saving approximately $25 million annually. International expansion remains a key growth driver, with Hinge expanding into European markets and other brands adapting to local preferences in Asian markets. The company has also made strategic decisions to exit certain business lines, including live streaming services, to focus resources on core dating products. Leadership changes included the appointment of Spencer Rascoff as CEO, bringing fresh perspective to the company's strategic direction while maintaining commitment to existing growth initiatives.
MTCH company profile · for informational purposes only — not investment advice.
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