Added to YB: 2025-07-11
Pitch date: 2025-05-25
MTCH [bullish]
Match Group, Inc.
+37.94%
current return
Author Info
No bio for this author
Company Info
Match Group, Inc. provides digital technologies in the United States and internationally. It operates through four segments: Tinder, Hinge, Evergreen and Emerging, and Match Group Asia.
Market Cap
$8.5B
Pitch Price
$28.78
Price Target
57.00 (+44%)
Dividend
2.15%
EV/EBITDA
9.57
P/E
13.15
EV/Sales
3.31
Sector
Interactive Media and Services
Category
turnaround
Match Group, Inc. - $MTCH
MTCH: Dating app leader trading cheaply as Tinder struggles. Bullish catalysts: 1) Returning >100% FCF (~35% of mkt cap) by 2027 via buybacks/dividends 2) New CEO Spencer Rascoff (Zillow co-founder) to lead turnaround 3) Hinge growth offsetting Tinder weakness. 4-6% rev CAGR potential with 300bps margin improvement.
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