COMPARE · Reviewed August 4, 2026
GOOG vs MTCH
Verdict: Side-by-side breakdown using the Bull Rankings model. GOOG scored 69.5, MTCH scored 72.9 — MTCH leads.
Compare another set
Different reporting periods. GOOG's fundamentals are as of June 2026, but MTCH's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
GOOG
Alphabet Inc.
69.5
$375.35 · $4.6T
fundamentals as of
Score gap
3.4
MTCH leads
MTCH
Match Group, Inc.
72.9
$41.24 · $9.6B
fundamentals as of
The model, pillar by pillar (0–100 each)
GOOG
stronger →← stronger
MTCH
85
Qualityreturns · margins · balance sheet
74
66
Growthrevenue & earnings expansion
63
60
Valuevaluation vs sector peers
84
GOOG is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
GOOG
MTCH
$53.3bA
FCF
$1.0bC+
+20.1%A-
Rev
+2.0%C
0.19A-
D/E
—
18.8xB
P/E
15.7xB+
0.97B+
PEG
0.36A
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
GOOG
MTCH
736% above
Price vs fair valuelower is cheaper
29% below
~56%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-3%/yr
-87%
1-yr DCF upside
+31%
-88%
5-yr DCF upside
+40%
-90%
10-yr DCF upside
+54%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
GOOG
Why this score
- Durable high returns
MTCH
Why this score
- Buying back stock
- Cut its dividend
The companies
GOOGAlphabet Inc.
Why now
Internet Content & Information · market cap $4.6T. 7% off the 52-week high of $404.47. Revenue growing +20%, comfortably above the S&P median. PEG 0.97 — paying under fair value for the growth rate. 14 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $421.79 (implying +12% upside).
Moat
Net margin 55% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 38% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $4.6T market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
P/S 10.3x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
MTCHMatch Group, Inc.
Why now
Internet Content & Information · market cap $9.6b. Trading near 52-week high of $41.40 — momentum setup, limited technical margin of safety. PEG 0.36 — paying under fair value for the growth rate. 16 sell-side analysts rate this a Buy with a mean 1-yr target of $41.31 (implying +0% upside).
Moat
ROE 19% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Currently unprofitable (margin -1.2%) — path to GAAP profitability is the core thesis risk. Trading within 0% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.