Match Group (MTCH)
Communication Services · Dating platforms and social connection apps
Match Group operates a diversified portfolio of social connection and dating platforms that monetize users through subscriptions and in-app purchases using a freemium model.
What Match Group does
Match Group operates a portfolio of digital platforms designed to help people find connections, including dating apps, social networking services, and relationship-focused platforms. The company monetizes its services primarily through a freemium model where users access core features for free while paying for premium subscriptions and in-app purchases. Revenue is generated across multiple brands serving global markets, with operations dependent on user acquisition, retention, and conversion to paying subscribers. The company's profitability and growth rely on managing operating costs, leveraging third-party app distribution platforms, and maintaining infrastructure supporting millions of concurrent users.
Themes: ["Dating and social connection platforms","Freemium subscription models","User acquisition and retention","Mobile app monetization","International expansion","AI and algorithmic matching"]
Fundamentals
- Price$39.32 as of 2026-07-09 close
- Market cap$9.2B as of 2026-07-10
- 1-year return+19.6% as of 2026-07-09 close
- P/E13.84 as of 2026-07-10
- Net margin+18.8% as of 2026-07-10
- Gross margin+73.8% as of 2026-07-10
- ROE+17.7% as of 2026-07-10
- Debt / equity7.09 as of 2026-07-10
- Revenue growth (YoY)+2.0% as of 2026-07-10
- Revenue CAGR (3y)+3.0% SEC XBRL
- Beta1.32 as of 2026-07-10
Dividend: yield +2.0%; 2-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["User retention and conversion risk: If the company fails to retain existing users or convert them to paying subscribers, revenue and profitability could be significantly harmed, as the business model depends on user base size and monetization rates.","Competitive pressure and low switching costs: The social connection app industry has low user switching costs and faces consistent competition and innovation from new entrants, which could disrupt the business and pressure growth.","Dependence on third-party platforms: Distribution and access to services rely significantly on mobile app stores, exposing the company to policy changes, restrictions, or removal from platforms that could impact user acquisition and revenue."]
Competitors & peers
- Tinder (within Match Group)
- Bumble (BMBL)
- Hinge (within Match Group)
- OkCupid (within Match Group)
- Facebook/Meta (META)
- Snap (SNAP)
- Discord
- Nextdoor
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.