MTCH
Match Group, Inc.
MTCH has a slight edge over TMUS overall, supported by stronger fundamentals.
TMUS
T-Mobile US, Inc.
TMUS has lower modeled downside risk, despite its lower overall score.
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.
TMUS Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Strong |
TMUS's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
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's PE is in its cheap range at 14x. On analysts' estimates for next year's earnings, today's price would be 15x.
TMUS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 13x | $171 | — |
| Current | 16x | $171 | — |
| Cheap | 21x | $218 | +27% |
| Fair | 26x | $274 | +60% |
| Expensive | 56x | $581 | +240% |
Historical ranges are pointers, not guarantees.
TMUS has the edge over MTCH in the historical PE scenario, which offers more potential upside but is not a forecast.
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.
TMUS Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Moderate |
TMUS has the edge over MTCH on the outlook, with more favorable valuation and revenue expectations.
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.
TMUS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $13.49 | +30% |
| Q3 2026 | $10.37 | -0.2% |
| Q2 2026 | $9.56 | -9.7% |
| Q1 2026 | $9.41 | -8.1% |
| Q4 2025 | $9.72 | +0.6% |
| Q3 2025 | $10.39 | +18% |
| Q2 2025 | $10.59 | +33% |
| Q1 2025 | $10.24 | +39% |
| Q4 2024 | $9.66 | +39% |
TMUS has the edge over MTCH on earnings, with more consistent year-over-year improvement.
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 TMUS on profitability, with a higher operating margin.
TMUS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $23.6B | +7.4% |
| Q2 2026 | $22.8B | +7.9% |
| Q1 2026 | $23.1B | +11% |
| Q4 2025 | $24.3B | +11% |
| Q3 2025 | $22B | +8.9% |
| Q2 2025 | $21.1B | +6.9% |
| Q1 2025 | $20.9B | +6.6% |
| Q4 2024 | $21.9B | +6.8% |
TMUS has the edge over MTCH on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 24% | +3.4 points |
| Q2 2026 | 24% | -0.6 points |
| Q1 2026 | 19% | -3.5 points |
| Q4 2025 | 15% | -5.6 points |
| Q3 2025 | 21% | -3.2 points |
| Q2 2025 | 25% | +1.3 points |
| Q1 2025 | 23% | +2.6 points |
| Q4 2024 | 21% | +4 points |
TMUS's operating margin was 24% last quarter, up 3.4 points from the same quarter a year ago.
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 generated $1.1B in free cash flow over the past year, up 18% from the year before.
TMUS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $5.1B | +5.3% |
| Q2 2026 | $4.8B | +4.4% |
| Q1 2026 | $4.6B | +4.6% |
| Q4 2025 | $4.2B | +25% |
| Q3 2025 | $4.8B | +15% |
| Q2 2025 | $4.6B | +32% |
| Q1 2025 | $4.4B | +79% |
| Q4 2024 | $3.3B | +2% |
TMUS generated $18.7B in free cash flow over the past year, up 8.8% from the year before.
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 TMUS 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.
TMUS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1% | -10.8M shares |
| 1 year | -4.9% | -55M shares |
| 3 years | -8.8% | -103M shares |
| 5 years | -15% | -182M shares |
| Available history | +24% | +207M shares |
TMUS has 1.1B diluted shares, down 4.9% from a year ago, with $12B in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $2.4B |
| Q2 2026 | $2.3B |
| Q1 2026 | $4.8B |
| Q4 2025 | $2.4B |
| Q3 2025 | $2.5B |
| Q2 2025 | $2.6B |
| Q1 2025 | $2.5B |
| Q4 2024 | $4.7B |
TMUS spent $12B buying back its own shares over the past year, down 1.7% from the year before.
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.
TMUS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.0x | Very low |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | -0.0x | Net Cash |
| Q4 2025 | 2.5x | Moderate |
| Q3 2025 | 0.1x | Very low |
| Q2 2025 | -0.1x | Net Cash |
| Q1 2025 | -0.1x | Net Cash |
| Q4 2024 | 2.4x | Moderate |
TMUS has the edge over MTCH on leverage, with a lower net debt burden relative to earnings.
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).
TMUS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 47.9 | Neutral |
| Stochastic | 42.1 | Neutral |
TMUS's weekly RSI is 48 (neutral) and its Stochastic is 42 (neutral).
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 TMUS on valuation relative to its sector.
TMUS PE vs Communication Services Sector
| Metric | TMUS | Sector median | Relative |
|---|---|---|---|
| PE | 16x | 16x | Same PE |
| PE % | 1 | 26 | 25 pts below |
TMUS is trading at 16x earnings, in line with the Communication Services sector's median of 16x.
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 TMUS on trend strength, trading above more of its moving averages.
TMUS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $159.1 | 7.5% above |
| 20 week MA | $172.0 | 0.5% below |
| 50 week MA | $187.8 | 8.9% below |
| 100 week MA | $212.9 | 20% below |
| 200 week MA | $188.7 | 9.4% below |
TMUS has bounced recently, but its long-term trend is still down: it's above its 8-week average, but 9.4% below its 200-week average.
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 TMUS on returns for 2026, with the stronger performance.
TMUS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $77.2 | $132.9 | +72% |
| 2021 | $132.9 | $119.9 | -9.8% |
| 2022 | $119.9 | $140.0 | +17% |
| 2023 | $140.0 | $160.3 | +15% |
| 2024 | $160.3 | $223.0 | +39% |
| 2025 | $223.0 | $201.0 | -9.9% |
| 2026 YTD | $201.0 | $171.0 | -15% |
TMUS has finished higher in four of the last six years. It's down 15% so far in 2026.