Match Group

Methodology

Match Group's dating app portfolio creates relatively predictable subscription revenue from Tinder, Hinge, and other properties, though user growth and monetization can fluctuate. Competition and changing user preferences add uncertainty. The calculation works when user trends and ARPU are stable but becomes less reliable during competitive disruption or engagement shifts.

Methodology

Match Group's PEG ratio varies based on growth expectations for Tinder monetization and Hinge expansion, with competition from Bumble creating valuation pressure. During periods of user growth acceleration, moderate PEG ratios can be justified. Compare to historical ranges and emerging competitors while considering platform maturity and international expansion potential.

Methodology

Match Group pays no dividend, making PEGY equal to PEG as management prioritizes product development, marketing, and strategic acquisitions in the dating category. Capital allocation focuses entirely on maintaining competitive positions and expanding user bases. For this growth-focused consumer internet company, reinvestment in user acquisition and product innovation matters more than current income.