Yield Theory

Communication Services stock comparison

META vs MTCH: which business are you actually underwriting?

Compare Meta Platforms, Inc. with Match Group, Inc. using their business models, SEC classifications, fiscal calendars, current primary filings, and the research questions that matter. This is a thesis framework—not a price target or automatic winner.
Sector
Communication
Industry
Same SIC
Shared themes
0
Updated
2026-02-26

META vs MTCH: quick comparison

Company factMETAMTCH
CompanyMeta Platforms, Inc.Match Group, Inc.
ExchangeNASDAQNASDAQ
HeadquartersMenlo Park, California—
Founded2004—
SEC industryServices-Computer Programming, Data Processing, Etc.Services-Computer Programming, Data Processing, Etc.
Fiscal year-endDecember 31December 31
Latest annual filing10-K · 2026-01-2910-K · 2026-02-26

META vs MTCH: audited financials

META reported about 57.6× the revenue of MTCH in the latest audited fiscal year. Scale and margin are starting facts for the thesis, not the verdict.

MetricMETAMTCH
Revenue$201.0B$3.5B
Net income$60.5B—
Operating cash flow$115.8B$1.1B
Diluted EPS$23.49$2.38
Net margin30.1%—

META: FY ending 2025-12-31 · MTCH: FY ending 2025-12-31. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.

How the businesses differ

Why this pair belongs in the comparison set

META and MTCH share the SEC industry classification “Services-Computer Programming, Data Processing, Etc.,” giving the comparison a primary-source operating relationship. A shared classification or theme makes the pair useful for a defined research question; it does not mean the companies have identical products, economics, or risks.

Meta Platforms, Inc. (META)

Meta owns Facebook, Instagram, WhatsApp, and Messenger, reaching billions of users through advertising-supported social platforms. It is investing heavily in open-source AI models and long-horizon bets on virtual and augmented reality.

Match Group, Inc. (MTCH)

Match Group operates online dating apps including Tinder, Hinge, and Match.com.

The useful starting point is not which ticker has performed better. It is whether the two companies convert the same economic forces into revenue and cash flow in the same way. META is classified by the SEC as Services-Computer Programming, Data Processing, Etc., while MTCH is classified as Services-Computer Programming, Data Processing, Etc.. The matching industry code strengthens the peer comparison, although product mix can still differ materially.

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Which thesis does each company fit?

Use the distinction below to decide which filing deserves deeper work. It is a research routing rule, not a recommendation or prediction.

Study META when…

  • Ad impressions delivered and average price per ad across the Family of Apps
  • Daily active people and engagement on Facebook, Instagram, and WhatsApp
  • AI infrastructure capital expenditures
  • Reality Labs operating losses and wearables adoption

Study MTCH when…

  • Digital advertising budgets and the ad cycle
  • Streaming economics and content spend
  • AI's effect on search and content distribution
  • Antitrust and platform regulation

Shared research themes

Services-Computer Programming, Data Processing, Etc. (SEC industry)

SEC filing comparison and disclosure evidence

Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable.META's fiscal year ends December 31, while MTCH's ends December 31. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.

The current verified House and Senate snapshot contains 93matched transaction rows for METAand 2 for MTCH. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.

What this comparison cannot tell you

This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.

A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.

META vs MTCH FAQs

Are META and MTCH direct competitors?

Meta Platforms, Inc. and Match Group, Inc. share the SEC industry classification “Services-Computer Programming, Data Processing, Etc..” That makes the operating comparison relevant, but it does not prove that every product, customer, or revenue stream competes directly.

Which is better, META or MTCH?

There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.

Does this META vs MTCH comparison include live prices?

No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers Meta Platforms, Inc. and Match Group, Inc. tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.

Where does the company information come from?

Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-09-25. Business summaries and research themes are maintained by Yield Theory.

Data snapshot: SEC EDGAR submissions API, refreshed 2026-09-25. Independent educational research; not investment advice.

A comparison is the setup. The thesis is the call.

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