Match Group, Inc.
MTCHHIGH VELOCITYFILING INTENSITYMatch Group, Inc. reads as High Velocity (composite 78/100); pressure / disclosure signals dominate the posture this cycle · primary market Marketing & Data.
Lens
Disclosed M&A capital (2023–2025)
N/A
vs N/A in 2020–2022
Disclosed transactions
N/A
0/3 active fiscal years in window
Buyer archetype
Consistent Strategic Buyer
Meaningful spend appears across repeat years.
Composite score
78
High Velocity dominates · Filing Intensity
Behavioral posture, nine reads.
Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.
Active Acquirer
Companies actively deploying disclosed capital into M&A
- $4.9B disclosed buyer spend
- Filed within 20d
Buyer Cadence
Buyer-side companies with recent filing activity
- Filed within 20d
- 383 8-Ks
Target Probability
Issuers showing target-side patterns from filings
- 120 activism filings
Spin/Carve
Issuers showing spin-off, carve-out, or sum-of-parts posture
- 120 activism filings
Pressure Watch
Issuers facing activism, governance, or control pressure
- 120 activism filings
- Latest activism 1.9y ago
Distress Watch
Issuers showing financial-distress filing patterns
- 120 activism filings
Restatement Risk
Issuers with accounting-integrity flags from filings
- 1 non-reliance 8-K
- 1 NT late filing
- Latest event 14y ago; heavily discounted
Capital Velocity
DominantIssuers with the highest filing-activity intensity
- 383 8-Ks
- Filed within 20d
- 5 form types
Quiet Power
Large issuers with low signal volume and clean disclosure cadence
- Enterprise value $11.6B
- 10-Q 20d ago
- 3 active signals
Capital cadence.
Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.
Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $860M · Peak count: 4
| FY | Disclosed buys | Disclosed spend | Avg ticket | Audited tier |
|---|---|---|---|---|
| 2025 | N/A | N/A | N/A | N/A |
| 2024 | N/A | N/A | N/A | N/A |
| 2023 | N/A | N/A | N/A | N/A |
| 2022 | 1 | $30M | $30M | N/A |
| 2021 | 1 | $860M | $860M | N/A |
| 2020 | N/A | N/A | N/A | N/A |
Strategy posture.
The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.
Archetype mix
- Bolt On20%
- Geographic Expansion20%
- Platform20%
- Technology Acquisition20%
- Talent Acquisition20%
Strategy keywords
Terms recurring across recent 10-K acquisition disclosures.
- bolt_on
- geographic_expansion
- platform
- technology_acquisition
- talent_acquisition
Filing language.
Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.
“We rely on the Apple App Store and the Google Play Store to distribute and monetize our mobile applications. While our mobile applications are free to download from these stores, we offer our users the opportunity to purchase subscriptions and certain à la carte features through these applications.”
“In 2014, we acquired the remaining publicly traded shares of Meetic, ValueClick’s “Owned and Operated” website businesses, including Investopedia and PriceRunner, as well as The Princeton Review, a leading test preparation and college admission services company.”
“HomeAdvisor is a leading global home services digital marketplace that helps connect consumers with home professionals in North America, as well as in France, the Netherlands and Italy under various brands”
“In 2016, we acquired VHX, a platform for premium over-the-top (OTT) subscription video channels, as well a controlling interest in MyHammer Holding AG, the leading home services marketplace in Germany”
“As the distribution of our services through app stores increases, in order to maintain our profit margins, we have taken steps, and in the future may need to take further steps, to offset increasing app store fees by decreasing traditional marketing expenditures, increasing user volume or monetization per user, consolidating back-office and technical functions, or by engaging in other efforts to increase revenue or decrease costs generally.”
Market context.
Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.
Primary market
Marketing & Data
- Market spend (2023–2025)
- $51.4B
- Market spend (2020–2022)
- $63.5B
- Recent vs prior
- −19%
- Issuer rank in market
- N/A
- Share of market capital
- 0.0%
Valuation positioning
MTCH trades at a -11.1-turn discount to the Marketing & Data peer median of 22.4×.
- EV / Revenue
- 3.3×
- Net debt / EBITDA
- 2.5×
- Peer median EV / EBITDA
- 22.4×
Trading comparables
FMP market data · 2026-05-10
| Company | EV / EBITDA | EV / Rev | Net debt / EBITDA | Revenue | M&A 2023–2025 |
|---|---|---|---|---|---|
Alphabet Inc.GOOG | 22.4× | 11.6× | -0.2× | $422.6B | $3.2B |
Match Group, Inc.MTCH | 11.3× | 3.3× | 2.5× | $3.5B | N/A |
Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Marketing & Data. Bars scaled to the highest EV/EBITDA in the set.
Buyer landscape.
Public buyers whose stated archetypes, target categories, and recent cadence align with this issuer as a plausible acquisition target. Scores cross EDGAR signal and disclosure overlap.
Likely buyers
No public buyers surface as a strong target-side fit on current signal.
Likely sellers / divestiture partners
No reciprocal divestiture / strategic-alternatives matches identified.
Filing activity & signal stream.
Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.
Filing cadence
- 10-K (annual)442026-02-26
- 10-Q (quarterly)982026-05-06
- 8-K (event)3832026-05-05
- Proxy / DEF 14A682026-04-30
- Activism (13D / DFAN / PREC)1202024-07-15
Signals on file
- critical
Non-reliance disclosure
2012-02-011 Item 4.02 filing on file; financial-statement non-reliance.
- watch
Late-filing notice
1997-03-281 NT 10-K/10-Q filing on file.
- elevated
Activism on file
2024-07-15120 activist filings on file (13D, DFAN14A, PREC14A series).
- info
Signal
Serial acquisition history
- info
Signal
10-K strategy themes
- info
Signal
Restatement risk
Audited corpus.
No audited record on file for this CIK in the current v6 corpus.
This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.