COMPARE · Reviewed August 3, 2026
MTCH vs RDDT
Verdict: Side-by-side breakdown using the Bull Rankings model. MTCH scored 73.1, RDDT scored 69.9 — MTCH leads.
Compare another set
Different reporting periods. RDDT'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.
MTCH
Match Group, Inc.
73.1
$41.12 · $9.5B
fundamentals as of
Score gap
3.2
MTCH leads
RDDT
Reddit, Inc.
69.9
$160.00 · $30.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
MTCH
stronger →← stronger
RDDT
74
Qualityreturns · margins · balance sheet
80
63
Growthrevenue & earnings expansion
100
85
Valuevaluation vs sector peers
43
RDDT is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
MTCH
RDDT
$1.0bC+
FCF
$1.0bC+
+2.0%C
Rev
+66.6%A
—
D/E
0.01A
15.7xB+
P/E
37.2xC+
0.36A
PEG
1.01B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
MTCH
RDDT
30% below
Price vs fair valuelower is cheaper
125% above
~-3%/yr
Growth the price implies10-yr FCF · lower = less priced in
~38%/yr
+33%
1-yr DCF upside
-66%
+43%
5-yr DCF upside
-55%
+57%
10-yr DCF upside
-37%
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
- Cut its dividend
RDDT
Why this score
- Diluting shareholders
- Short track record
The companies
MTCHMatch Group, Inc.
Why now
Internet Content & Information · market cap $9.5b. Trading near 52-week high of $41.35 — 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 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction.
RDDTReddit, Inc.
Why now
Internet Content & Information · market cap $30.8b. Down 43% from 52-week high of $282.95 — deep drawdown territory. Revenue growing +67% — in hypergrowth territory. 33 sell-side analysts rate this a Buy with a mean 1-yr target of $218.17 (implying +36% upside).
Moat
Net margin 31% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 27% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 117% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 43% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.03 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 37x 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.