COMPARE · Data as of August 21, 2026
MTCH vs Z
Verdict: Side-by-side breakdown using the Bull Rankings model. MTCH scored 69.3, Z scored 51.7 — MTCH leads.
Compare another set
MTCH
Match Group, Inc.
69.3
$40.87 · $9.5B
fundamentals as of
Score gap
17.6
MTCH leads
Z
Zillow Group, Inc.
51.7
$35.88 · $8.1B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestMTCH14.5x
- Fastest growthZ+17.7%
- Highest qualityMTCH73 / 100
- Largest discount to fair valueMTCH-49%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
MTCH
stronger →← stronger
Z
73
Qualityreturns · margins · balance sheet
35
54
Growthrevenue & earnings expansion
78
84
Valuevaluation vs sector peers
50
MTCH is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
MTCH
Z
$1.1bC+
FCF
$258mC
+1.7%C
Rev
+17.7%B+
—
D/E
0.13A-
14.5xB+
P/E
156.0xD
0.36A
PEG
0.93B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
MTCH
Z
49% below
Price vs fair valuelower is cheaper
132% above
~-6%/yr
Growth the price implies10-yr FCF · lower = less priced in
~39%/yr
+62%
1-yr DCF upside
-67%
+95%
5-yr DCF upside
-57%
+155%
10-yr DCF upside
-39%
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
Z
Why this score
- Diluting shareholders
The companies
MTCHMatch Group, Inc.
Why now
Internet Content & Information · market cap $9.5b. 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 $41.81 (implying +2% upside).
Moat
ROE 17% 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.
ZZillow Group, Inc.
Why now
Internet Content & Information · market cap $8.1b. Down 62% from 52-week high of $93.88 — deep drawdown territory. Revenue growing +18%, comfortably above the S&P median. PEG 0.93 — paying under fair value for the growth rate. 6 sell-side analysts rate this a Hold with a mean 1-yr target of $46.00 (implying +28% upside).
Moat
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
Trailing P/E 156.0x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 62% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.98 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
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.
Where MTCH and Z diverge
On the headline score the gap is 17.6 points in favor of MTCH. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityMTCH 73.1 · Z 35.4MTCH +37.7
- ValueMTCH 83.7 · Z 49.8MTCH +33.9
- GrowthMTCH 54.5 · Z 78.4Z +23.9
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.