MTCH vs NFLX
Match Group, Inc. vs Netflix Inc. — AI-powered side-by-side comparison
MTCH
Match Group, Inc.
64
Buy
VS
NFLX
Netflix Inc.
59
Watch
| Metric | MTCH | NFLX |
|---|
| AI Score |
64
|
59
|
| Price |
$36.80
|
$74.78
|
| P/E Ratio |
12.35×
|
23.15×
|
| ROE |
-242.0%
|
41.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
74.8%
|
49.1%
|
| Debt / Equity |
-14.98×
|
0.47×
|
| Dividend Yield |
2.1%
|
0.0%
|
| RSI (14) |
36.3
|
71.6
|
| Beta |
1.32
|
1.517
|
| Expected Upside |
—
|
+23.4%
|
AI Committee View
Current Innellis committee reasoning for MTCH versus NFLX.
MTCH leads by 5 points.
MTCH scores 64/100 (Buy) versus NFLX at 59/100 (Watch).
MTCH Committee View
60% agreement
5 analysts
The primary driver is p/e of 11.9 is inexpensive for the broad market. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 11.9 is inexpensive for the broad market — Value
- ROE of 17.7% shows genuine earnings power backing the valuation — Value
- EPS growing 41.0% YoY — Growth
Bear Case
- MACD histogram negative -- bearish momentum — Technical
NFLX Committee View
60% agreement
5 analysts
Some positive signals exist — vix regime is low -- calm backdrop supports risk-taking — but they are not yet strong enough to justify a Buy. The committee is monitoring for confirmation.
Bull Case
- ROE of 48.0% shows genuine earnings power backing the valuation — Value
- EPS growing 35.3% YoY — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Price-to-book of 16.1x prices in significant intangible value — Value
- 5 consecutive earnings misses -- execution concerns — Growth
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth