Match Group Inc (MTCH)vsReddit, Inc. (RDDT)
MTCH
Match Group Inc
$42.06
-3.73%
COMMUNICATION SERVICES · Cap: $10.02B
RDDT
Reddit, Inc.
$129.90
-3.79%
COMMUNICATION SERVICES · Cap: $30.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Match Group Inc generates 26% more annual revenue ($3.51B vs $2.78B). RDDT leads profitability with a 31.4% profit margin vs 20.2%. MTCH appears more attractively valued with a PEG of 0.35. RDDT earns a higher WallStSmart Score of 77/100 (B+).
MTCH
Strong Buy72
out of 100
Grade: B
RDDT
Strong Buy77
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+30.9%
Fair Value
$45.47
Current Price
$42.06
$3.41 discount
Margin of Safety
-4.7%
Fair Value
$137.78
Current Price
$129.90
$7.88 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Every $100 of equity generates 50 in profit
Earnings expanding 50.4% YoY
Conservative balance sheet, low leverage
Keeps 20 of every $100 in revenue as profit
Attractively priced relative to earnings
Keeps 31 of every $100 in revenue as profit
Revenue surging 61.1% year-over-year
Earnings expanding 177.8% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 27 in profit
Areas to Watch
Revenue declined 1.2%
Distress zone — elevated risk
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : MTCH
The strongest argument for MTCH centers on PEG Ratio, Return on Equity, EPS Growth. Profitability is solid with margins at 20.2% and operating margin at 28.8%. PEG of 0.35 suggests the stock is reasonably priced for its growth.
Bull Case : RDDT
The strongest argument for RDDT centers on Profit Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 31.4% and operating margin at 28.8%. Revenue growth of 61.1% demonstrates continued momentum.
Bear Case : MTCH
The primary concerns for MTCH are Revenue Growth, Altman Z-Score.
Bear Case : RDDT
The primary concerns for RDDT are P/E Ratio.
Key Dynamics to Monitor
MTCH profiles as a declining stock while RDDT is a growth play — different risk/reward profiles.
RDDT carries more volatility with a beta of 2.05 — expect wider price swings.
RDDT is growing revenue faster at 61.1% — sustainability is the question.
MTCH generates stronger free cash flow (353M), providing more financial flexibility.
Bottom Line
RDDT scores higher overall (77/100 vs 72/100), backed by strong 31.4% margins and 61.1% revenue growth. MTCH offers better value entry with a 30.9% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Match Group Inc
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Match Group, Inc. offers dating products globally. The company is headquartered in Dallas, Texas.
Reddit, Inc.
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Reddit, Inc. operates a website that organizes digital communities. The company is headquartered in San Francisco, California.
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