Match Group, Inc.(MTCH)Stock Analysis
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Rank #657 of 2,961 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
MTCH Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Match Group, Inc. (MTCH), a Technology sector company. 13F Pro's AI-powered ranking engine scores MTCH at 63.1/100 on a 32-signal composite quality model, placing it at rank #657 of 2,961 stocks — the top 25% of the AI-ranked universe. MTCH scores in the top quartile across balance sheet strength (95.1), free cash flow (85.8), profitability (83.7). Areas of concern include institutional flow (22.4) and revenue growth (27.6), which score below median versus the broader universe. Shareholder dilution risk is elevated at 20.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Match Group, Inc. reports quarterly revenue of $853.1M, net income of $170.5M, an operating margin of 28.8%. Top institutional holders of MTCH by reported 13-F value include BlackRock, AMERIPRISE FINANCIAL, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. MTCH trades on the Nasdaq exchange and files with the SEC under CIK 891103. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MTCH daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Match Group, Inc. directly from SEC EDGAR. Match Group, Inc.'s 13F Pro composite quality score has ranged between 48 and 74 since 2021, currently 63.1 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.
What's Driving MTCH's Business? Latest 10-Q Breakdown
✓ 34/34 datapoints verifiedAI-extracted from Match Group, Inc.'s 10-Q filed 2026-08-05 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Match Group's Q2 FY2026 revenue was roughly flat at $853.1M (-1% YoY) as Hinge grew 22% and operating income jumped 27% to $245.5M, even as total Payers fell 6% and Everyone Everywhere revenue dropped 17% on the Azar app-store removal.
Biggest Revenue Drivers
5% decrease in Payers, partially offset by 4% increase in Revenue Per Payer
17% Payer growth from continued European expansion plus 4% RPP growth
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$853.1M
Net Income
Q2 2026
$170.5M
Free Cash Flow
Q2 2026
$352.5M
Operating Margin
Q2 2026
28.8%
ROIC
Q2 2026
29.6%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+0.2% YoYOperating Income
+6.0% YoYEPS (Diluted)
+17.8% YoYTotal Assets
-0.1% YoYTotal Debt
+3.2% YoYOp. Cash Flow
+15.8% YoYFree Cash Flow
+16.0% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $3.49B +0.2% | $3.48B +3.4% | $3.36B +5.5% | $3.19B +6.9% | $2.98B +24.8% | $2.39B |
| Operating Income | $872.5M +6.0% | $823.3M -10.2% | $916.9M +78.0% | $515.0M -39.5% | $851.7M +14.2% | $745.7M |
| EPS (Diluted) | $2.38 +17.8% | $2.02 -10.6% | $2.26 +82.3% | $1.24 +33.3% | $0.93 +40.9% | $0.66 |
| Total Assets | $4.46B -0.1% | $4.47B -0.9% | $4.51B +7.8% | $4.18B -17.4% | $5.06B +66.2% | $3.05B |
| Total Debt | $3.97B +3.2% | $3.85B +0.2% | $3.84B +0.2% | $3.84B -2.4% | $3.93B +2.3% | $3.84B |
| Operating Cash Flow | $1.08B +15.8% | $932.7M +4.0% | $896.8M +70.6% | $525.7M -42.4% | $912.5M | — |
| Free Cash Flow | $1.02B +16.0% | $882.1M +6.4% | $829.4M +74.0% | $476.6M -42.8% | $832.5M | — |
AI Insight: MTCH Financial Trends
Operating margin expanded to 28.7% in Q2 2026, but revenue remains under pressure with a multi-quarter downtrend.
• Operating margin improved from 21.4% in Q3 2024 to 28.7% in Q2 2026, with Op Income reaching $245M despite flat revenue.
• Operating cash flow surged to $370M in Q2 2026 from $265M in Q3 2024, demonstrating strong cash generation.
• Total Debt declined to $3,552M in Q2 2026 from $3,973M in Q4 2025, reducing leverage.
• Revenue declined 4.8% from $914M in Q3 2025 to $853M in Q2 2026, lowest level in eight-quarter span.
⚠ Revenue trajectory negative: down from $914M (Q3 2025) to $853M (Q2 2026), compounded by Q1 2026 dip to $864M.
⚠ Negative equity worsened to -$237M in Q2 2026 from -$89M in Q3 2024; balance sheet deterioration despite debt reduction.
AI Insight: MTCH Ratio Trends
Operating margin surged to 28.8% in Q2 2026, driven by disciplined cost control and improving profitability across the portfolio.
• Operating margin expanded from 20.8% in Q1 2025 to 28.8% in Q2 2026, a sustained 800bp improvement.
• ROIC climbed from 21.3% in Q1 2025 to 29.6% in Q2 2026, reflecting sharply improved capital efficiency.
• Net profit margin increased from 14.1% in Q1 2025 to 20.0% in Q2 2026, demonstrating bottom-line leverage.
⚠ Q4 2025 (32.4% OpMargin) marked a seasonal peak; sustaining 28%+ margins through 2026 remains key test.
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Available Research
13F Pro tracks comprehensive data for Match Group, Inc. including:
Top Institutional Holders of MTCH
BlackRock, Inc.
$1.1B28,569,112 shAMERIPRISE FINANCIAL INC
$730.7M19,203,216 shVANGUARD PORTFOLIO MANAGEMENT LLC
$561.3M14,752,394 shVANGUARD CAPITAL MANAGEMENT LLC
$400.2M10,518,461 shFULLER & THALER ASSET MANAGEMENT, INC.
$320.4M8,420,451 shSTATE STREET CORP
$315.3M8,286,343 shAQR CAPITAL MANAGEMENT LLC
$302.5M7,969,452 shStarboard Value LP
$295.8M7,775,125 shLSV ASSET MANAGEMENT
$248.7M6,536,088 shUBS Group AG
$246.8M6,487,247 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.1B | 28,569,112 |
| AMERIPRISE FINANCIAL INC | $730.7M | 19,203,216 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $561.3M | 14,752,394 |
| VANGUARD CAPITAL MANAGEMENT LLC | $400.2M | 10,518,461 |
| FULLER & THALER ASSET MANAGEMENT, INC. | $320.4M | 8,420,451 |
| STATE STREET CORP | $315.3M | 8,286,343 |
| AQR CAPITAL MANAGEMENT LLC | $302.5M | 7,969,452 |
| Starboard Value LP | $295.8M | 7,775,125 |
| LSV ASSET MANAGEMENT | $248.7M | 6,536,088 |
| UBS Group AG | $246.8M | 6,487,247 |
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Popular Research
Is MTCH a good stock to buy?
13F Pro's AI-powered analysis of Match Group, Inc. (MTCH) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for MTCH are available on the MTCH stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. MTCH is classified as a mid company.
Which hedge funds own MTCH?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling MTCH. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Match Group, Inc.'s investment landscape.