Feed / MTCH

Match Group, Inc.

MTCH

Communication Services · 41.83 +0.9% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Match Group, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 3 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.

Company+0.9% todayVolume comparison unavailable
Market group0 of 3 activeInternet Content & Information · unavailable
Disclosed network0 of 7 confirmingNo filing-linked name is confirming now
What would change this read
  • Interest expense rose after issuance of 6.125% Senior Notes in Aug 2025, increasing reported quarterly interest expense versus prior year.

Invalidation: The isolated read changes if MTCH's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Communication Services · Internet Content & Information

No new filing conclusion is available. 0 of 3 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Interest expense rose after issuance of 6.125% Senior Notes in Aug 2025, increasing reported quarterly interest expense versus prior year.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements165
Verified relationships9
Evidence supporting the case
  • Operating margin changed +1.4 percentage points in the latest annual period.
  • Restructuring and cost reductions has repeated favorable evidence across 4 filings.
Evidence challenging the case
  • Credit and interest rates has repeated adverse evidence across 5 filings.
Questions before a position
  • EV/sales is 408% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

41.83
6m+36.7%12m+9.5%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$3.0B+24.8%$0.93+19.1%
2022-12-31$3.2B+6.9%$1.24-3.2%
2023-12-31$3.4B+5.5%$2.26-0.7%
2024-12-31$3.5B+3.4%$2.02-4.8%
2025-12-31$3.5B+0.2%$2.38-5.9%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 5 filings
Ended June 30, 2026 $ Change % Change 2025 (Dollars in thousands) Interest expense $ 84,906 $ 17,490 26% $ 67,416 Interest expense increased primarily due to the issuance of the 6.125% Senior Notes in August 2025, partially offset by the decrease in the outst…
10-Q · Aug 5, 2026
Restructuring and cost reductionsmixed · 4 filings
For the six months ended June 30, 2026 compared to the six months ended June 30, 2025 Six Months Ended June 30, 2026 $ Change % Change 2025 (Dollars in thousands) General and administrative expense $ 195,596 $ (52,479) (21)% $ 248,075 Percentage of revenue 11…
10-Q · Aug 5, 2026
Capital investment and capacitymixed · 2 filings
The Company expects that 2026 cash capital expenditures will be between $65 million and $75 million, an increase to 2025 cash capital expenditures primarily due to an increase in leasehold improvements and capitalized labor.
10-Q · Aug 5, 2026
Foreign exchangemixed · 1 filings
Transaction gains and losses resulting from assets and liabilities denominated in a currency other than the functional currency are included in the consolidated statement of operations as a component of “other (expense) income, net.” See “ Note 15—Consolidate…
10-K · Feb 26, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 3.1× · EV/sales 3.9×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

41.83+0.9% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for MTCH. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for MTCH. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind MTCH

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

AMZNAmazon.com, Inc.supplierFeb 26, 2026

Cloud and Other Services We rely on third parties, primarily data centers and cloud-based, hosted web service providers, such as Amazon Web Services, as well as third party computer systems, service providers, software providers, and broadband and other commu…

AMZNAmazon.com, Inc.competitorFeb 26, 2026

We compete with a number of other companies that provide technologies for people to meet each other, including other online dating platforms; social media platforms and social-discovery apps, such as Facebook and Instagram (both owned by Meta), Snap, TikTok,…

Depended on by

IMAXIMAX CorporationpartnerOct 23, 2025

In the nine months ended September 30, 2025, in addition to the third quarter releases noted, the Company partnered with Sony Pictures for the exclusive release of Becoming Led Zeppelin, Magnolia Pictures for the exclusive release of One to One: John & Yoko a…

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 6 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

MTCH is currently a Early Follower in the organic co-movement group Internet Content & Information. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.