/
Who we are Match Group, Inc., through its portfolio companies, is a leading provider of digital technologies designed to help people make meaningful connections. Our global portfolio of brands includes Tinder , Hinge , Match , Meetic , OkCupid , Pairs , Plenty Of Fish , Azar , BLK , and more, each built to increase our users likelihood of connecting with others.
$35.66
$0.33 (-0.92%)
Price from 13 days ago
Margins and capital returns are both well above average: 25.02% operating margin, ROIC at 18.40%. Consistent with durable pricing power, though that alone doesn't make it a buy.
Revenue growth slowed to 0.2%, essentially flat. This is a business that needs a catalyst.
Even for strong businesses, today's 14x P/E means the stock needs to keep delivering. There's no margin of safety if growth disappoints.
13.6x earnings, 8.8x FCF. The multiple is below average. Either the market is pricing in deterioration you should investigate, or there's genuine value here.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$3.52B
▲ +0.2% YoY
Net Income (TTM)
$663M
▲ +11.3% YoY
Op. Margin
26.60%
▲ +1.4pp YoY
ROIC
20.40%
▲ +1.4pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$1.02B
▲ +16.0% YoY
Op. Cash Flow (TTM)
$1.08B
▲ +15.8% YoY
Net Debt
$2.95B
Cash & Equiv.
$1.02B
5Y CAGR: +7.8%
5Y CAGR: +6.5%
Continue Research