Skip to content
Company Analysis

Bumble Inc. BMBL

A comprehensive view of key metrics, scores, and financial health for Bumble Inc.

Overview of Bumble Inc.

BMBL NMS
Communication Services Internet Content & Information Framework: Software & SaaS Small Cap
Bumble Inc. (BMBL), is a Small Cap company, in the Internet Content & Information industry, last closed at $2.81, about 132.0% undervalued vs fair value, -62.9% 1Y return, ranked 88/270 in sector.
Metrics Rev Growth -9.9% ROE -99.4% Gross Margin 70.9%
USD 2.81
-2.09%
(Delayed)
• Vol 90d: 67.5%
52-Week Range
Market Cap
$465.50M
Enterprise Value
$817.18M
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Good
Health
Good
Efficiency
Good
Valuation
Fair
Growth
Fair
Profitability
Good
Health
Good
Efficiency
Good
Valuation
Fair
Completeness: 82%
Confidence: 86%
Updated: Jul 5
Top Beats

Quick Facts

Website https://bumble.com
HQ Austin, TX
Fiscal year Dec 31

Next Events

Earnings Aug 5 Estimated

Fair Value Snapshot

Bear Base Bull
$5
$7
$8
Current: $2.81 +132% vs base

Engine Room Money Flow™

Small Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$965.7M
-9.9%%
Gross Profit
$684.1M
-9.1%%
Operating Income
$240.5M
19.6%%
Net Income
$-693.1M
-24.4%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio FY2025
-34.4%

Operating Cash Flow / Net Income

FCF / Net Income - not meaningful while net income is negative (a near-100% ratio here only reflects cash burn tracking accounting losses, not earnings quality)

Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
2
Active Leaks
1/2
Improving
0
High Impact
1
Critical
Locked Leak
Upgrade to view details
Premium
Moat Analysis Software & SaaS Specialized

Competitive Advantage Assessment

Evaluating Bumble Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
52
/100
Moderate
Scores based on quantitative metrics and qualitative factors

Upgrade to unlock interactive defense details

Premium access

Unlock full defense analysis

Get key signals, strengths, and risks for every moat dimension.

Upgrade to Premium Unlock all moat defenses and evidence.

Pricing Power

Moderate
64
Premium
Unlock full defense details

See key signals plus strengths and risks for this moat dimension.

Upgrade for full defense analysis Premium-only evidence and insights.
For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 97% Coverage
Trade-Off Triangle Visualization A ternary plot showing BMBL's balance between Growth (15.3%), Profitability (53.8%), and Safety (30.9%). Growth 15% Safety 31% Profitability 54%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
Upgrade to unlock the full 3-year trend analysis and deltas.

Growth

19th percentile vs peers
20
Key Signals
Revenue CAGR 3Y 2.2% 32p Rev Growth YoY -9.9% 15p Def Rev Growth -15.2% 19p EPS Growth YoY -29.1% 25p TSR -91.0% 1p
Strengths
  • FCF Margin in top 20% of peers (24.7%, 85th percentile)
  • Operating Cash Flow Margin in top 20% of peers (25.9%, 80th percentile)
  • Operating Margin in top 20% of peers (24.9%, 90th percentile)
  • Consistently strong margins across 4 metrics
Risks
  • Growth in bottom 20% of peers (percentile: 19)
  • Rev Growth YoY in bottom 20% of peers (-9.9%)
  • Def Rev Growth in bottom 20% of peers (-15.2%)

Profitability

69th percentile vs peers
69
Key Signals
Strengths
Risks
Premium
Unlock full Profitability drilldowns

See the signal-level drivers and insights behind this axis. Upgrade to reveal the full Trade-Off Ledger.

Upgrade Now

Safety

39th percentile vs peers
40
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Bumble Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
X.X%
X%XX%
X.X%
-XX%XX%
XX.X%
-XX%XX%
Adjust the sliders above to explore different valuation scenarios.
Unlock Premium
Reveal the full Scenario Theatre
See live sliders, narratives, and full Bear/Base/Bull outcomes.
Upgrade Now
Bear
-
- - -
- upside
-
Base
$6.52
- - -
+132.0% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
Actions & Info
Send Feedback
Please select a category.
0/1000