COMPARE · Reviewed August 3, 2026
MTCH vs YELP
Verdict: Side-by-side breakdown using the Bull Rankings model. MTCH scored 73.1, YELP scored 80.6 — YELP leads.
Compare another set
MTCH
Match Group, Inc.
73.1
$40.54 · $9.5B
fundamentals as of
Score gap
7.5
YELP leads
YELP
Yelp Inc.
80.6
$26.43 · $1.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
MTCH
stronger →← stronger
YELP
74
Qualityreturns · margins · balance sheet
88
63
Growthrevenue & earnings expansion
66
85
Valuevaluation vs sector peers
90
YELP is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
MTCH
YELP
$1.0bC+
FCF
$281mC
+2.0%C
Rev
+2.1%C
—
D/E
0.25A-
15.5xB+
P/E
12.1xA-
0.36A
PEG
0.57A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
MTCH
YELP
30% below
Price vs fair valuelower is cheaper
72% below
~-3%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-21%/yr
+33%
1-yr DCF upside
+213%
+43%
5-yr DCF upside
+256%
+57%
10-yr DCF upside
+329%
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
YELP
Why this score
- Buying back stock
The companies
MTCHMatch Group, Inc.
Why now
Internet Content & Information · market cap $9.5b. Trading near 52-week high of $41.03 — 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 +2% 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.
YELPYelp Inc.
Why now
Internet Content & Information · market cap $1.5b. Down 24% from 52-week high of $34.64 — deep drawdown territory. PEG 0.57 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Hold with a mean 1-yr target of $26.71 (implying +1% upside).
Moat
ROE 22% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. 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
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.
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.