META
Meta Platforms, Inc.
META offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
MTCH
Match Group, Inc.
MTCH has the edge over META overall, supported by stronger fundamentals and stronger valuation.
META Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Stable | |
| Healthy |
META's revenue, profitability and balance sheet are currently healthy, and its cash flow is stable.
MTCH Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Strong | |
| Stable |
MTCH's profitability and cash flow are currently strong, and its revenue and balance sheet are stable.
META PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 19x | $624 | — |
| Cheap | 21x | $613 | -1.7% |
| Current | 21x | $624 | — |
| Fair | 27x | $803 | +29% |
| Expensive | 32x | $934 | +50% |
Historical ranges are pointers, not guarantees.
META's PE is in its cheap range at 21x. If earnings grow as analysts expect, today's price would be 19x next year's earnings.
MTCH PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 14x | $41.78 | — |
| Cheap | 15x | $43.32 | +3.7% |
| Forward | 15x | $41.78 | — |
| Fair | 31x | $90.41 | +116% |
| Expensive | 151x | $445 | +966% |
Historical ranges are pointers, not guarantees.
MTCH has the edge over META in the historical PE scenario, which offers more potential upside but is not a forecast.
META Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Strong growth | |
| Strongly weakening | |
| Moderate | |
| Low |
Analysts expect earnings and revenue growth for META, but weaker profitability. However, they disagree widely on these estimates.
MTCH Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect MTCH's earnings to grow and its profitability to improve, with its revenue holding steady.
META Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $32.16 | +9.7% |
| Q3 2026 | $29.32 | +30% |
| Q2 2026 | $26.54 | -3.7% |
| Q1 2026 | $27.50 | +7.5% |
| Q4 2025 | $23.49 | -1.6% |
| Q3 2025 | $22.58 | +6.5% |
| Q2 2025 | $27.56 | +41% |
| Q1 2025 | $25.58 | +47% |
| Q4 2024 | $23.86 | +60% |
META has the edge over MTCH on earnings, with more consistent year-over-year improvement.
MTCH Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.86 | -2.6% |
| Q3 2026 | $2.94 | +37% |
| Q2 2026 | $2.83 | +39% |
| Q1 2026 | $2.62 | +30% |
| Q4 2025 | $2.38 | +18% |
| Q3 2025 | $2.14 | -3.6% |
| Q2 2025 | $2.03 | -11% |
| Q1 2025 | $2.02 | -11% |
| Q4 2024 | $2.02 | -11% |
MTCH earned $2.94 per share over the past year, up 37% from the year before.
META Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $64.6B | +26% |
| Q2 2026 | $60.8B | +28% |
| Q1 2026 | $56.3B | +33% |
| Q4 2025 | $59.9B | +24% |
| Q3 2025 | $51.2B | +26% |
| Q2 2025 | $47.5B | +22% |
| Q1 2025 | $42.3B | +16% |
| Q4 2024 | $48.4B | +21% |
META has the edge over MTCH on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 20% | -20 points |
| Q2 2026 | 31% | -12 points |
| Q1 2026 | 41% | -0.9 points |
| Q4 2025 | 41% | -7 points |
| Q3 2025 | 40% | -2.7 points |
| Q2 2025 | 43% | +5 points |
| Q1 2025 | 41% | +3.6 points |
| Q4 2024 | 48% | +7.4 points |
META's operating margin was 20% last quarter, down 20 points from the same quarter a year ago, near the bottom of its range since 2019.
MTCH Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $891.2M | -2.5% |
| Q2 2026 | $853.1M | -1.2% |
| Q1 2026 | $863.9M | +3.9% |
| Q4 2025 | $878M | +2.1% |
| Q3 2025 | $914.3M | +2.1% |
| Q2 2025 | $863.7M | 0% |
| Q1 2025 | $831.2M | -3.3% |
| Q4 2024 | $860.2M | -0.7% |
MTCH's revenue fell from its 2020 peak and has held roughly level since: $891M last quarter, down 2.5% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 30% | +5.9 points |
| Q2 2026 | 29% | +6.3 points |
| Q1 2026 | 27% | +6.6 points |
| Q4 2025 | 32% | +6.5 points |
| Q3 2025 | 24% | +0.7 points |
| Q2 2025 | 22% | -1.2 points |
| Q1 2025 | 21% | -0.7 points |
| Q4 2024 | 26% | -4.1 points |
MTCH has the edge over META on profitability, with a higher operating margin.
META Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$1.2B | -110% |
| Q2 2026 | $1.7B | -81% |
| Q1 2026 | $13.2B | +19% |
| Q4 2025 | $14.8B | +9.3% |
| Q3 2025 | $11.2B | -32% |
| Q2 2025 | $9B | -19% |
| Q1 2025 | $11.1B | -14% |
| Q4 2024 | $13.6B | +16% |
META usually generates cash, though not every quarter: the latest was −$1.2B, but it generated $28.6B over the past year.
MTCH Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $305.2M | -0.5% |
| Q2 2026 | $352.5M | +53% |
| Q1 2026 | $174M | -2.1% |
| Q4 2025 | $308.1M | +25% |
| Q3 2025 | $306.8M | +22% |
| Q2 2025 | $231M | +99% |
| Q1 2025 | $177.7M | -33% |
| Q4 2024 | $247.1M | -4.5% |
MTCH has the edge over META on cash flow, with more consistent year-over-year improvement.
META Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.3% | +7M shares |
| 1 year | 0% | +1M shares |
| 3 years | -2.6% | -68M shares |
| 5 years | -10% | -286M shares |
| Available history | -11% | -303M shares |
META has 2.6B diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | $3.3B |
| Q2 2025 | $10.2B |
| Q1 2025 | $12.8B |
| Q4 2024 | — |
META hasn't bought back shares in the past year.
MTCH Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -2.3% | -5.8M shares |
| 1 year | -7.1% | -18.4M shares |
| 3 years | -18% | -51.4M shares |
| 5 years | -24% | -75M shares |
| Available history | -23% | -73.4M shares |
MTCH has the edge over META on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $90.1M |
| Q2 2026 | $185.3M |
| Q1 2026 | $60.1M |
| Q4 2025 | $238.9M |
| Q3 2025 | $130.2M |
| Q2 2025 | $231M |
| Q1 2025 | $188.7M |
| Q4 2024 | $122.1M |
MTCH spent $574M buying back its own shares over the past year, down 15% from the year before.
META Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.7x | Very low |
| Q2 2026 | 0.6x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.2x | Very low |
| Q3 2025 | 0.2x | Very low |
| Q2 2025 | 0.2x | Very low |
| Q1 2025 | 0.0x | Very low |
| Q4 2024 | -0.2x | Net Cash |
META has the edge over MTCH on leverage, with a lower net debt burden relative to earnings.
MTCH Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.5x | Moderate |
| Q2 2026 | 2.8x | Moderate |
| Q1 2026 | 2.4x | Moderate |
| Q4 2025 | 3.1x | Elevated |
| Q3 2025 | 3.3x | Elevated |
| Q2 2025 | 3.4x | Elevated |
| Q1 2025 | 3.3x | Elevated |
| Q4 2024 | 3.1x | Elevated |
MTCH's net debt is about 2.5 years of its operating earnings (EBITDA), down from 3.3 years a year ago.
META Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 48.2 | Neutral |
| Stochastic | 33.7 | Neutral |
META's weekly RSI is 48 (neutral) and its Stochastic is 34 (neutral).
MTCH Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 55.4 | Neutral |
| Stochastic | 43.4 | Neutral |
MTCH's weekly RSI is 55 (neutral) and its Stochastic is 43 (neutral).
META PE vs Communication Services Sector
| Metric | META | Sector median | Relative |
|---|---|---|---|
| PE | 21x | 16x | 29% above |
| PE % | 18 | 26 | 8 pts below |
META is trading at 21x earnings, a 29% premium to the Communication Services sector's median of 16x.
MTCH PE vs Communication Services Sector
| Metric | MTCH | Sector median | Relative |
|---|---|---|---|
| PE | 14x | 16x | 14% below |
| PE % | 11 | 26 | 15 pts below |
MTCH has the edge over META on valuation relative to its sector.
META Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $674.9 | 7.6% below |
| 20 week MA | $634.5 | 1.7% below |
| 50 week MA | $630.8 | 1.1% below |
| 100 week MA | $647.8 | 3.7% below |
| 200 week MA | $517.5 | 21% above |
META has fallen below most of its moving averages, though it's still 21% above its 200-week average.
MTCH Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $41.6 | 0.4% above |
| 20 week MA | $40.6 | 3% above |
| 50 week MA | $36.2 | 15% above |
| 100 week MA | $34.5 | 21% above |
| 200 week MA | $35.6 | 17% above |
MTCH has the edge over META on trend strength, trading above more of its moving averages.
META Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $208.1 | $267.4 | +28% |
| 2021 | $267.4 | $335.2 | +25% |
| 2022 | $335.2 | $118.0 | -65% |
| 2023 | $118.0 | $354.0 | +200% |
| 2024 | $354.0 | $599.8 | +69% |
| 2025 | $599.8 | $663.3 | +11% |
| 2026 YTD | $663.3 | $623.6 | -6% |
META's yearly returns have swung widely, from +200% in 2023 to −65% in 2022. It's down 6% so far in 2026.
MTCH Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $84.0 | $152.1 | +81% |
| 2021 | $152.1 | $133.4 | -12% |
| 2022 | $133.4 | $40.6 | -70% |
| 2023 | $40.6 | $36.5 | -10% |
| 2024 | $36.5 | $33.2 | -9.1% |
| 2025 | $33.2 | $32.5 | -1.9% |
| 2026 YTD | $32.5 | $41.8 | +28% |
MTCH has the edge over META on returns for 2026, with the stronger performance.