Match Group: Good Progress On Some Parts, But It Is Not Enough

Jun. 13, 2025 5:07 PM ETMatch Group, Inc. (MTCH) StockMTCH
Eleceed Capital
400 Followers
(8min)

Summary

  • I am neutral on Match Group as the turnaround under new leadership remains unproven, despite positive strategic changes.
  • Tinder's ongoing decline overshadows the portfolio, and macroeconomic pressures are starting to impact user spending, especially among key demographics.
  • Valuation appears cheap at 13x forward P/E, but this is not enough to justify a buy, given persistent fundamental and macro headwinds.

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Willie B. Thomas

Summary

I am neutral on Match Group, Inc. (NASDAQ:MTCH). My summarized thesis is that while the new CEO is making the right moves, the turnaround is still unproven. Tinder, which accounts for over half of revenue, continues to decline, and

This article was written by

400 Followers
I'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies at a discount to their intrinsic value and holding them for the long haul, allowing them to compound their earnings and shareholder returns.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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