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Bumble Inc.

Rank #62Decline

BMBL · Nasdaq · Communication Services

Bumble Inc. (BMBL) — Rank #62 by gross profitability (GP/assets 0.56) · ROE -134.3% · Piotroski F-Score 5 / 9.

As-of 2026-09-15 · CIK 0001830043 · all metrics point-in-time as of the filing date.

About

Bumble Inc. provides online dating and social networking applications in North America, Europe, internationally.

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It owns and operates websites and applications that offers subscription and in-app purchases of products. The company operates apps, including Bumble, a dating app built with women at the center; Badoo, the web and mobile free-to-use dating app; Bumble BFF, a friendship and community app that combines one-to-one matching with group discovery and participation.

The company was incorporated in 2020 in and is headquartered in Austin, Texas.

Industry
Internet Content & Information
Sector
Communication Services
Filer Category
Accelerated filer
Fiscal Year End
December 31
Website
bumble.com

Price History

BMBL-95.0% · -45.1% CAGRSPY+80.5% · +12.5% CAGR

Company Snapshot

P/E, P/B, and dividend yield matter most — book value provides a floor.

Market Cap

$455.05M

P/E (annual)

—

P/S (annual)

0.5

P/B

0.9

P/OCF (annual)

1.8

Shareholder Yield

8.9%

Employees

580

Industry

Internet Content & Information

Exchange

Nasdaq

Signal Flags

2 red
Revenue declining YoYRevenue contracted year over year
Operating margin decliningOperating margin lower than prior year

Quality Profile

Profitability

1/1 pass
GP / assets
0.56
Return on equity
-134.3%
Gross margin trend
PASS

Safety

1/1 pass
Balance-sheet safety
PASS
Debt / equity
0.98
Current ratio
1.62×
Net cash
-$297.08M

Cash Flow

1/1 pass
Positive FCF
N/A
Cash-backed earnings
N/A
Accruals healthy
PASS
SBC / revenue
3.2%

Growth

1/2 pass
Revenue growth
-9.9%
Piotroski F-Score
5 / 9
Share dilution
-8.9%

Terry Smith quality gate

Passes 1/5 Terry Smith thresholds

2 of 5 thresholds not computable from filed data.

Valuation History

Current multiple vs historical range at each filing date. Band spans 25th-75th percentile.

P / S

Price / revenue per share

0.4xCheap
0.4xmed 2.5x115.7x

P / B

Price / book value per share

0.7xCheap
0.7xmed 1.4x30.1x

P / GP

Price / gross profit per share

0.6xCheap
0.6xmed 3.4x158.6x

Asset value and restructuring potential (balance-sheet strength) are the primary reads at this stage.

Profitability

Gross profitability (GP / assets)

0.56

Primary signal (Novy-Marx).

4th of 14 SIC 7370 peers

Return on equity

-134.3%

Gross margin

70.8%

8th of 14 SIC 7370 peers

Revenue growth (YoY)

-9.9%

Gross margin improving

Margin trend vs prior year.

PASS

Operating Leverage

2022202320242025
Revenue vs COGS
Revenue vs OpEx
Op. Income vs Revenue

Growth

Revenue CAGR (3Y)

2.2%

Revenue CAGR (5Y)

12.3%

Earnings CAGR (3Y)

—

FCF CAGR (3Y)

—

Anti-fragile safety

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

0.98

11th of 13 SIC 7370 peers (best = lowest)

Current ratio

1.62×

13th of 14 SIC 7370 peers

Quick ratio

1.33×

Net cash

-$297.08M

Cash & equivalents minus total debt.

Cash-flow health

Free cash flow

—

Operating cash flow minus capex.

Positive free cash flow

N/A

FCF / net income

—

Cash-backing of earnings.

FCF/NI divergence

Unfavorable divergence (yellow flag).

N/A

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

3.2%

Stock-based comp intensity.

Piotroski F-Score

F-Score

5 / 9

Fundamental-strength score (0-9).

Lifecycle Phase History

20202025
Hypergrowth
Startup
Decline
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