MTCH vs ROKU
Match Group, Inc. vs Roku Inc. — AI-powered side-by-side comparison
MTCH
Match Group, Inc.
64
Buy
VS
| Metric | MTCH | ROKU |
|---|
| AI Score |
64
|
66
|
| Price |
$36.80
|
$150.93
|
| P/E Ratio |
12.35×
|
62.88×
|
| ROE |
-242.0%
|
3.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
74.8%
|
45.5%
|
| Debt / Equity |
-14.98×
|
0.14×
|
| Dividend Yield |
2.1%
|
0.0%
|
| RSI (14) |
36.3
|
76.7
|
| Beta |
1.32
|
2.044
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for MTCH versus ROKU.
ROKU leads by 2 points.
ROKU scores 66/100 (Buy) versus MTCH at 64/100 (Buy).
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
ROKU Committee View
67% agreement
6 analysts
The committee is genuinely divided. Risk Analyst sees a compelling case — low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock. Value Analyst remains cautious — p/e of 63.6 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- P/E of 63.6 is expensive by classic value standards — Value
- Price-to-book of 6.0x prices in significant intangible value — Value
- RSI at 77 is in overbought territory — Technical