COMPARE · Data as of August 21, 2026
MTCH vs NBIS
Verdict: Side-by-side breakdown using the Bull Rankings model. MTCH scored 69.3, NBIS scored 62.2 — MTCH leads.
Compare another set
MTCH
Match Group, Inc.
69.3
$40.87 · $9.5B
fundamentals as of
Score gap
7.1
MTCH leads
NBIS
Nebius Group N.V.
62.2
$219.13 · $59.6B
At a glance · who leads each dimension, on the model's own rules
- Fastest growthNBIS+53.4%
- Highest qualityMTCH73 / 100
- Largest discount to fair valueMTCH-49%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
MTCH
stronger →← stronger
NBIS
73
Qualityreturns · margins · balance sheet
40
54
Growthrevenue & earnings expansion
98
84
Valuevaluation vs sector peers
62
MTCH is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
MTCH
NBIS
$1.1bC+
FCF
-$3.2bF
+1.7%C
Rev
+53.4%A
—
D/E
0.99C+
14.5xB+
P/E
—
0.36A
PEG
0.63A-
—
P/S
44.0xD
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
NBIS
49% below
Price vs fair valuelower is cheaper
—
~-6%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+62%
1-yr DCF upside
—
+95%
5-yr DCF upside
—
+155%
10-yr DCF upside
—
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
NBIS
Why this score
- Buying back stock
- Short track record
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.
NBISNebius Group N.V.
Why now
Internet Content & Information · market cap $59.6b. Down 27% from 52-week high of $299.86 — deep drawdown territory. Revenue growing +53% — in hypergrowth territory. PEG 0.63 — paying under fair value for the growth rate. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $271.85 (implying +24% upside).
Moat
$59.6b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Free cash flow is negative (-$3.2b) — capital raises or debt issuance likely required; dilution / leverage risk. Beta 1.43 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. P/S 44.0x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
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 NBIS diverge
On the headline score the gap is 7.1 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.
- GrowthMTCH 54.5 · NBIS 98.0NBIS +43.5
- QualityMTCH 73.1 · NBIS 39.7MTCH +33.4
- ValueMTCH 83.7 · NBIS 61.7MTCH +22.0
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.