MTCHMatch Group, Inc.
Services-Computer Programming, Data Processing, Etc.
- Revenue
- $3.5B
- 0.2% YoY
- Operating margin
- 25.0%
- 5.7% YoY
- EBITDA
- $940M
- 3.2% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 3.2×
- $3.0B net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear7% of revenueOver 10% of revenue
- Payouts exceed cash flowClear90% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyFired58% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $3.0B | $3.2B | $3.4B | $3.5B | $3.5B | 0.2% |
| Operating income | $852M | $515M | $917M | $823M | $873M | 6.0% |
| Operating cash flow | $912M | $526M | $897M | $933M | $1.1B | 16% |
| Capex | $80M | $49M | $67M | $51M | $57M | 12% |
| Stock-based comp | $147M | $204M | $232M | $267M | $258M | 3.4% |
| Buybacks | $0 | $482M | $546M | $753M | $789M | 4.8% |
| Dividends | — | — | $0 | $0 | $186M |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $2M · 1
- Net
- −$2M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 22 | 264 |
| FY2024 | — | — | 22 | 207 |
| FY2023 | — | — | 24 | 150 |
| FY2022 | $24M | — | 27 | 90 |
| FY2021 | — | — | 87 | 137 |