COMPARE · Reviewed July 7, 2026
MTCH vs PINS
Verdict: Side-by-side breakdown using the Bull Rankings model. MTCH scored 72.4, PINS scored 72.1 — MTCH ahead by 0.3.
Compare another pair
MTCH
Match Group, Inc.
72.4
$39.18 · $9.1B
Score gap
0.3
MTCH leads
PINS
Pinterest, Inc.
72.1
$22.42 · $12.6B
The model, pillar by pillar (0–100 each)
MTCH
stronger →← stronger
PINS
78
Qualityreturns · margins · balance sheet
66
57
Growthrevenue & earnings expansion
93
86
Valuevaluation vs sector peers
61
MTCH is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
MTCH
PINS
$1.0bC+
FCF
$1.2bC+
+0.2%C
Rev
+15.8%B+
—
D/E
0.42B+
15.0xB+
P/E
46.7xC
0.34A
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
MTCH
PINS
33% below
Price vs fair valuelower is cheaper
53% below
+40%
1-yr DCF upside
+77%
+50%
5-yr DCF upside
+114%
+64%
10-yr DCF upside
+182%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
MTCH
Why this score
- Buying back stock
PINS
No notable signals flagged.
The companies
MTCHMatch Group, Inc.
Why now
Internet Content & Information · market cap $9.1b. Trading near 52-week high of $39.78 — momentum setup, limited technical margin of safety. PEG 0.34 — 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 +5% 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 2% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction.
PINSPinterest, Inc.
Why now
Internet Content & Information · market cap $12.6b. Down 44% from 52-week high of $39.93 — deep drawdown territory. Revenue growing +16%, comfortably above the S&P median. PEG 0.36 — paying under fair value for the growth rate. 34 sell-side analysts rate this a Buy with a mean 1-yr target of $27.77 (implying +24% upside).
Moat
ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Down 44% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trailing P/E 47x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
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.