Análisis Argos
MTCH
MTCHBarata · ojo al riesgo1 señal de riesgo
Match Group, Inc. · Communication Services
US$ 39.28
precio al 2026-07-28
Valor justo Argos*
US$ 46–46
vs. su valor justo
4% por debajo
Score Argos
77/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 3.8% al año — menos de lo que viene demostrando (5.5%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Las ganancias crecieron 11% el último año.
Retorno sobre el capital alto (27%).
Riesgos
!Balance frágil: la deuda pesa sobre el negocio.
!Crecimiento estancado o en baja.
!Altman Z'' en zona roja (-2.48)
VALOR4/6FUTURO2/6PASADO6/6SALUD2/6DIVIDENDO5/6
El Iris de calidad
VALOR4/6FUTURO2/6PASADO6/6SALUD2/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoDevuelve capital al accionista
Score Argos77de 100Barata · ojo al riesgo
Ingresos0%
US$ 3.5 B
Margen operativo5%
25%
Flujo de caja libre16%
US$ 1 B
Deuda neta
US$ 2.9 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 9.2B
P/E14.9x
EV/EBITDA12.4x
FCF yield11.2%
ROIC26.7%
Margen operativo25%
Crecim. ingresos+0.2%/año
Piotroski F8/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

247wallst.com · 24 jul
These 4 Stocks Fit the Ideal LBO Target Profile Right Now
In private equity, pulling a public company off the market requires an alignment of the stars.
proactiveinvestors.com · 23 jul
Match Group: Tinder metrics improving, but structural challenges persist, Jefferies says
Match Group Inc (NASDAQ:MTCH)'s Tinder is showing tentative signs of improving user trends, but Jefferies said it remains too early to call a turnaround. The brokerage said Match Group's most recent quarter showed early signs of improvement in new user registrations and monthly active user (MAU) declines, a trend that appears to have held up based on third-party MAU and download data.
prnewswire.com · 14 jul
Match Group to Announce Second Quarter 2026 Results
LOS ANGELES, July 14, 2026 /PRNewswire/ -- Match Group (NASDAQ: MTCH) will release financial results for the second quarter 2026 on Tuesday, August 4, 2026 after-market close. The company will host its quarterly conference call to discuss these results at 5:00 p.m.
seekingalpha.com · 5 jul
Match Group: An Undervalued Turnaround Story At Only 8x Free Cash Flow
Match Group remains a Buy, with valuation still implying a significant discount even after a 20% rally. MTCH posted strong Q1 results: 4% revenue growth, a 42% net income increase, and a 25% higher Adj. EBITDA, despite a 5% decline in payers. Tinder's user decline is offset by price hikes, but Hinge's 15% YoY growth and international expansion are key future drivers while they work on their pillar's turnaround.
zacks.com · 29 jun
Match Group (MTCH) Soars 6.4%: Is Further Upside Left in the Stock?
Match Group (MTCH) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
seekingalpha.com · 23 jun
Match Group: Turnaround In Progress With A High Floor And Potential Upside
Match Group has a long history in the dating app space, being the parent company behind popular apps like Tinder and Hinge as well as legacy sites like Match.com. The stock has been hammered over the past five years as the market seems to rerate dating app stocks. But now I think MTCH provides value in two ways. Match is a cash-generating slow-grower, with underrated network effects giving it pricing power. And with new CEO Spencer Rascoff at the helm, the Tinder turnaround effort provides potential for upside.
fool.com · 21 jun
1 Reason Why the Fed's Decision to Keep Interest Rates Steady Is No Match for Costco Stock
Elevated inflation is making the Federal Reserve adopt a more restrictive stance toward the economy. Because Costco sells merchandise at the lowest prices around, its warehouses will always see strong demand.
gurufocus.com · 17 jun
Match Group Inc (MTCH) Stock Down 3.4% -- Now Undervalued? GF Score: 82/100
On June 17, 2026, Match Group Inc (MTCH) shares fell 3.4% to $35.30, continuing a mixed performance over the past month. The stock has traded in a 52-week range

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.