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Bumble Inc.

Rank #60DeclineWatchlistCompare with other stocks

BMBL · Nasdaq · Communication Services

Bumble Inc. (BMBL) — Rank #60 by gross profitability (GP/assets 0.56) · ROE -134.3% · Piotroski F-Score 5 / 9.

As-of 2026-10-30 · 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

Company Snapshot

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

Market Cap

—

P/E (annual)

—

P/S (annual)

—

P/B

—

P/OCF (annual)

—

Shareholder Yield

—

Employees

580

Industry

Internet Content & Information

Exchange

Nasdaq

7/9

Flags passed

BMBL fails 2 critical flags

Passes 7 of 9 quality flags

  • FAIL
    Revenue declining YoY

    Revenue contracted year over year

  • FAIL
    Operating margin declining

    Operating margin lower than prior year

  • PASS
    Gross margin holding
  • PASS
    Dilution within 2%
  • PASS
    Disclosure consistent
  • PASS
    Passes safety gate
  • PASS
    Balance sheet stable
  • PASS
    SBC not compressing margin
  • PASS
    No valuation convergence

No data FCF vs investment · Free cash flow · Competitive position — not counted as a pass.

A count of the 12 warning flags that could be evaluated. Unweighted: colour follows the worst flag.

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%

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

Profitability

Does it make money well?

Warning: Operating margin declining, Revenue declining YoY · GP/assets 0.56

Gross profitability (GP / assets)

0.56

Primary signal (Novy-Marx).

4th of 15 SIC 7370 peers

Return on equity

-134.3%

Gross margin

70.8%

7th of 15 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)

—

Cash Flow Health

Is the cash real?

No data

Free cash flow

—

Operating cash flow minus capex.

Positive free cash flow

N/A

FCF vs net income

—

(FCF − net income) ÷ |net income|. Positive: cash above earnings. Negative: below.

FCF not below net income

Fails when free cash flow is below net income (yellow flag).

N/A

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

3.2%

Stock-based comp intensity.

Balance Sheet Strength

Can it survive a storm?

No warning flags · net debt $297.08M, F-Score 5/9

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

0.98

12th of 14 SIC 7370 peers (best = lowest)

Current ratio

1.62×

14th of 15 SIC 7370 peers

Quick ratio

1.33×

Net cash

-$297.08M

Cash & equivalents minus total debt.

Piotroski F-Score

5 / 9

Fundamental-strength score (0-9).

Valuation

Is the price reasonable?

No warning flags

Capital allocation quality

Composite score

3.7 / 5

Good
Share count trend(net buybacks)
-8.9%5/5 Strong
Buyback timing
N/AN/A
Dividend growth consistency(non-payer or broken streak)
0 yr3/5 Good
Net debt trajectory(deleveraging)
0.0%3/5 Good

Lifecycle Phase History

20202025
Hypergrowth
Startup
Decline

Price History

BMBL-94.9% · -44.8% CAGRSPY+82.9% · +12.8% CAGR

View full financial statements →

Source filings on SEC EDGAR: 10-K annual reports · 10-Q quarterly reports