MTCH vs ZD
Match Group, Inc. vs Ziff Davis, Inc. — AI-powered side-by-side comparison
MTCH
Match Group, Inc.
64
Buy
VS
ZD
Ziff Davis, Inc.
54
Watch
| Metric | MTCH | ZD |
|---|
| AI Score |
64
|
54
|
| Price |
$36.80
|
$53.57
|
| P/E Ratio |
12.35×
|
3.03×
|
| ROE |
-242.0%
|
2.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
74.8%
|
77.1%
|
| Debt / Equity |
-14.98×
|
0.39×
|
| Dividend Yield |
2.1%
|
0.0%
|
| RSI (14) |
36.3
|
52.5
|
| Beta |
1.32
|
1.018
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for MTCH versus ZD.
MTCH leads by 10 points.
MTCH scores 64/100 (Buy) versus ZD at 54/100 (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
ZD Committee View
60% agreement
5 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious — revenue declining -1.8% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price-to-book of 0.8x is a discount to asset value — Value
- Price structure making higher highs and higher lows — Technical
- Trend and market structure agree -- coherent bullish picture — Technical
Bear Case
- P/E of 43.8 is expensive by classic value standards — Value
- ROE of only 2.5% -- cheap may mean cheap for a reason — Value
- Revenue declining -1.8% YoY -- this is not a growth story right now — Growth