COMPARE · Reviewed July 2, 2026
META vs MTCH
Verdict: Side-by-side breakdown using the Bull Rankings model. META scored 82.2, MTCH scored 72.3 — META ahead by 9.900000000000006.
META
Meta Platforms, Inc.
82.2
$582.90
Score gap
9.900000000000006
META leads
MTCH
Match Group, Inc.
72.3
$37.90
The companies
METAMeta Platforms, Inc.
Why now
Internet Content & Information · market cap $1.5T. Down 27% from 52-week high of $796.25 — deep drawdown territory. Revenue growing +22%, comfortably above the S&P median. PEG 0.81 — paying under fair value for the growth rate. 58 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $828.13 (implying +42% upside).
Moat
Net margin 33% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 29% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $1.5T 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
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
MTCHMatch Group, Inc.
Why now
Internet Content & Information · market cap $8.8b. 3% off the 52-week high of $39.20. PEG 0.35 — paying under fair value for the growth rate. 16 sell-side analysts rate this a Buy with a mean 1-yr target of $41.13 (implying +9% 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.
Base grades (each contributes ~14.3% of base composite)
| META | Component | MTCH |
|---|---|---|
| A95 | FCF | C+70 |
| A-90 | Rev | C65 |
| B+85 | D/E | C65 |
| B80 | P/E or P/S | B+85 |
| B+85 | PEG | A95 |
| Supplemental signals · feed the score, not on the row card | ||
| B80 | FCF Yield | A95 |
| A-90 | ROE | B+85 |
| 85.9 | Base composite | 81.3 |
Adjustments (signed deltas applied on top of base)
META
GARP sweet spot (PEG <1, positive FCF)+1
analyst consensus bullish (90% buy/strong-buy)+2
DCF cross-check (avg upside -50%)-1
Total+2
MTCH
GARP sweet spot (PEG <1, positive FCF)+1
covered yield (2.1% at 29% payout)+1
insider cluster buying (net +20.6%, 34 txns)+2
forward P/E cheaper (14 → 9)+1
DCF cross-check (avg upside 55%)+1
Total+6
DCF cross-check (per-share value vs. live price)
| META upside | Horizon | MTCH upside |
|---|---|---|
| -56% | 1Y | +43% |
| -51% | 5Y | +53% |
| -42% | 10Y | +68% |
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.