Bumble Inc.BMBL
NASDAQ • Technology
$3.40
P/E
—
PEG
—
FCF Yield
—
Rev Growth YoY
-14.1% YoY
Gross Margin
74.2%
Health Score
5/10
D/E Ratio
1.05
Confidence
LOW
Business Snapshot
Bumble operates a dating app platform differentiated by its women-first approach, where women initiate conversations. The company generates revenue primarily from subscription plans and in-app purchases. It competes in the online dating market against players like Match Group, holding a strong challenger position with a distinct brand identity. Bumble's TTM revenue of $930.94M suggests mid-cap financial scale, though market capitalisation is not available. Its defining characteristic is the network effect and brand positioning built around empowering women in dating.
Financial Health
Gross margin of 74.2% improved from 71.2% a year earlier, indicating better cost management on direct costs. However, net margin remains deeply negative at -71.0%, reflecting substantial operating losses...
Risk Assessment
- REVENUE DECELERATION — Revenue declined 14.1% YoY and 5.3% QoQ, indicating accelerating contraction.
- EARNINGS QUALITY — Only 1 of 4 recent quarters beat analyst estimates, reducing confidence in management's forecasting ability.
- PROFITABILITY — Net margin of -71.0% and ROE of -108.4% reflect persistent and severe unprofitability.
- VALUATION DIVERGENCE — The FMP DCF of -$2.98 (high confidence) suggests negative intrinsic value, while the current price of $3.4 implies a 214.1% premium; this divergence is extreme and untrustworthy as a valuation anchor.
- 52-WEEK POSITION — Current price of $3.4 sits 60.6% below the 52-week high of $8.64 and below the midpoint of $5.625, reflecting persistent weakness.
- TECHNICALS — RSI, MACD, and moving average data unavailable for this period; momentum cannot be independently confirmed....
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