COMPARE · Data as of August 21, 2026
MTCH vs STUB
Verdict: Side-by-side breakdown using the Bull Rankings model. MTCH scored 69.3, STUB scored 58.3 — MTCH leads.
Compare another set
MTCH
Match Group, Inc.
69.3
$40.87 · $9.5B
fundamentals as of
Score gap
11.0
MTCH leads
STUB
StubHub Holdings, Inc.
58.3
$6.68 · $2.6B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthSTUB+7.9%
- Highest qualityMTCH73 / 100
- Largest discount to fair valueSTUB-83%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
MTCH
stronger →← stronger
STUB
73
Qualityreturns · margins · balance sheet
35
54
Growthrevenue & earnings expansion
60
84
Valuevaluation vs sector peers
94
STUB is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
MTCH
STUB
$1.1bC+
FCF
$634mC+
+1.7%C
Rev
+7.9%B
—
D/E
0.67B
14.5xB+
P/E
—
0.36A
PEG
—
—
P/S
1.3xB+
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
STUB
49% below
Price vs fair valuelower is cheaper
83% below
~-6%/yr
Growth the price implies10-yr FCF · lower = less priced in
decline
+62%
1-yr DCF upside
+344%
+95%
5-yr DCF upside
+483%
+155%
10-yr DCF upside
+772%
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
STUB
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 $41.40 — 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.
STUBStubHub Holdings, Inc.
Why now
Internet Content & Information · market cap $2.6b. Down 76% from 52-week high of $27.89 — deep drawdown territory. 12 sell-side analysts rate this a Buy with a mean 1-yr target of $11.63 (implying +74% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -91.3%) — path to GAAP profitability is the core thesis risk. Down 76% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. ROE -109% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
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 STUB diverge
On the headline score the gap is 11.0 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 · STUB 34.8MTCH +38.3
- ValueMTCH 83.7 · STUB 94.3STUB +10.6
- GrowthMTCH 54.5 · STUB 60.3STUB +5.8
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.