💘 $37.04 −0.40 (−1.07%)
As of Aug-28-2025 4:00 PM ET

🔥 What’s New Since Our Last Report?

1️⃣ Stock up 30% since our bullish write-up in May. Love pays, sometimes. 💸❤️

2️⃣ CEO still buying: Spencer Rascoff is at it again, adding 13,250 shares at $37.57 (+$497,861). His position now stands at 150,728 shares. Translation: The man isn’t just running the apps, he’s swiping right on his own stock. 🧑💼📲

3️⃣ Earnings update (Q2 2025):

• Revenue: $864M (flat Y/Y, down 1% FXN)

• Operating Income: $194M (−5% Y/Y)

• Adjusted OI Margin: 34% (slightly down)

• Cash Flow: $437M operating / $409M free cash flow 💵

• Capital Return: $420M in buybacks + $95M dividends (yes, they returned 125% of FCF 🤯).

🚀 Product highlights:

• Tinder: Rolled out Double Date globally (92% of users <30 are trying it). AI-enabled discovery + contextual liking = Gen Z candy. 🍭📱

• Hinge: +25% revenue growth Y/Y. MAU up 20%+ globally, with European markets growing 60%. Brazil & Mexico expansion coming soon. 🌎🔥

• Portfolio: From HER to Archer, they’re sprinkling early-stage dating bets everywhere.

CEO Rascoff summed it up:

“We’ve reset, revitalized, and we’re gearing up for resurgence.”

Translation? They’re in therapy, got a makeover, and are ready to fall in love again. 💅💘

👉 Want the full picture? Dive into Match Group (MTCH)'s financials here.

📌 Original Story:

📱 Can Your Portfolio Find a Match in Match? (MTCH, $30.38, +1.40%)

May 7, 2025 | Funanc1al Dating Meets Investing Series 💘📊

💘 Insider Activity: Sparks Are Flying (Sort Of)
Two insiders made a move in early February:
👨💼 Glenn Schiffman (Director) bought 3,000 shares at $34.47.
🧠 Spencer Rascoff (new CEO) swiped right again—buying 70,885 shares at $28.05, adding nearly $2M more to his position. Total now? 137,478 shares. That’s more than just a second date.

But not all is roses. 🥀
👋 Gary Swidler, the former President, dumped nearly all his shares in March. Timing? He’d just stepped down.

🏛️ Institutions Say “I Do”
Match has serious investor appeal:
📈 815 institutions hold 113.8% of the float (hello, shorts!).
💍 Major holders include:

• Vanguard (12.37%)

• State Street (7.32%)

• BlackRock (6.71%)

• Elliott Mgmt. (4.92%)

• Starboard, Ameriprise, and T. Rowe Price also RSVP’d.
  

Check out here for more on Match Group's Institutional Ownership

Want to find real magic in stocks?

📊 2024 in Review: A Mixed Bag of Dates
💰 Revenue: $3.5B (+3% Y/Y, +6% FX-neutral)
🧾 Operating Income: $823M (-10% Y/Y)
💸 Free Cash Flow: $882M
💘 Share Repurchases: $753M (22.2M shares)

✅ Still profitable
✅ Still repurchasing shares
❌ Growth? More slow waltz than tango
❌ Operating income under pressure

🔥 Tinder: Still Swiping, Less Sizzling

• Revenue: $1.9B (+1%)

• Payers: 9.7M (-7%)

• RPP: $16.68 (+8%)

• Operating Income Margin: 45%

Tinder's on a bit of a plateau. Still huge, but needs a spark. 🔥

💡 Hinge: The Real Glow-Up
Now this is love at first sight:

• Revenue: $550M (+39%)

• Payers: 1.5M (+23%)

• RPP: $29.94 (+13%)

• Operating Income: $121M (+64%)

Q4 Highlights:

• New users surged with the “It’s Funny We Met on Hinge” campaign

• New recommendation algorithm rolling out 🌍

• AI user coaching added 🧠

• Expansion to Mexico & Brazil planned 🇲🇽🇧🇷

🔮 2025 Outlook: Plenty of First Dates, Unclear if Love Will Follow

• Q1 Revenue: $820M–$830M (-3% to -5%)

• Full-Year Revenue: $3.375B–$3.5B (-3% to +1%)

• FCF: $1B–$1.03B

• P/E Ratio: 15.01 (Forward: 14.7)

• Dividend Yield: 2.50% 💰

• Buybacks: At least 75% of FCF targeting 5–7% share reduction

💔 Watch the Red Flags
🔻 Debt-to-Equity: -60.46% (Yep, negative)
🔻 Total Shareholder Equity: -$63.7M

Still, Match is cash-flow positive and shareholder-friendly. And with a seasoned CEO at the helm, there may be room for a rerating... if he can deliver. 🧠💼

💡💡💡 Curious about another deep oil exploration play?
Check our takes on UnitedHealth Group or even Oscar Health.

📌 Verdict:
✅ Free cash flow king
✅ New CEO still buying, still Zillow-famous
✅ Hinge is crushing it
⚠️ But debt's high, growth is flat, and equity’s negative

So, can your portfolio find a match in Match?
It’s not a sure bet—but there’s potential for love (or at least a good trade) if things go right.

💬 Usual disclaimer applies. No guarantees—just possibilities.

💬 Funanc1al Take (Updated)

• Bullish signs: Insider buying continues, stock’s up 30%, Hinge is stealing hearts (and revenue).

• Mixed bag: Revenue flat overall, margins slightly weaker, but cash flows and buybacks are strong.

• The vibe: This is a company in the middle of its glow-up montage. Tinder’s learning new tricks, Hinge is flexing, and Rascoff is walking the talk by buying more stock.

Verdict: If you liked Match in May, you’ll love it in August. Still risky, but the story has momentum.

⚠️ Disclaimer:

Investing in dating stocks may lead to heartbreak. Proceed with more caution than you’d use on a first Tinder date. 
We laugh, we analyze, we meme. We sell jokes and opinions — and yes, we’re billing your sense of humor. 🎪💸 
We’re not financial advisors. We’re FUNancial advisors. 
Turbulence ahead? Invest at your own risk, always DYOR, hold the FOMO, and don’t invest what you can’t afford to lose.

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