Meta Platforms Inc (META) is undervalued and Match Group Inc (MTCH) is fairly valued.
Against our estimates of intrinsic value, META trades at the wider discount: a margin of safety of +34%, against -1% for MTCH.
Values as of the 22 Sept 2026 close.
A 12.5x revenue multiple, adjusted for growth and margin, values the shares at $1109.18; the price of $736.59 is 34% below that value.
Leak Score 81/100 on 8 of 12 signals
Discounting its cash flows at 10.1% (average of 3 methods) values the shares at $41.24; the price of $41.71 is 1% above that value, and 72% of that value comes from beyond year five.
Leak Score 63/100 on 8 of 12 signals
| Metric | META | MTCH |
|---|---|---|
| Verdict | Undervalued | Fairly valued |
| Price | $736.59 | $41.71 |
| Intrinsic value | $1109.18 | $41.24 |
| Margin of safety | +34% | -1% |
| Leak Score | 81/100 (8/12) | 63/100 (8/12) |
| Market cap | $1.88T | $9.6B |
| Revenue growth, 5 years | 18.5% | 7.8% |
| Operating margin | 38.1% | 28.1% |
| Net margin | 29.8% | 20.2% |
| Return on equity | 29.8% | — |
| Debt to equity | 0.43 | — |
| P/E | 27.8x | 14.7x |
| Forward P/E | 21.8x | 12.9x |
| P/B | 7.2x | — |
| Dividend yield | 0.3% | 1.6% |