Education
About Us
Working with TipRanks
Follow Us
Bumble, Inc (BMBL)
:BMBL
Top Page
Bumble
(NASDAQ:BMBL)
56Neutral
Positive Factors
Leadership
The return of founder Whitney Wolfe Herd as CEO is expected to encourage investor patience due to her long-term market vision and commitment.
Valuation
Bumble's current share price suggests it is not factoring in potential for future revenue growth or industry expansion, providing a constructive valuation opportunity.
Negative Factors
Market Guidance
The company's guidance for the first quarter revenue is below Street estimates, indicating potential challenges in achieving expected financial performance.
Revenue Performance
Bumble brand revenue continues to decelerate as the company navigates its turnaround.
User Growth
Bumble's efforts to streamline non-core brands and optimize the user base quality and longevity are not yielding expected near-term trends.
Bumble (BMBL) vs. S&P 500 (SPY)
Market Cap
$505.56M
Dividend YieldN/A
Average Volume (3M)4.51M
Price to Earnings (P/E)―
Beta (1Y)1.24
Revenue Growth1.88%
EPS Growth-11430.00%
CountryUS
Employees1,200
SectorTechnology
Sector Strength51
IndustrySoftware - Application
Share Statistics
EPS (TTM)-4.61
Shares Outstanding105,545,586
10 Day Avg. Volume3,546,325
30 Day Avg. Volume4,507,508
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)0.45
Price to Cash Flow (P/CF)-22.10
P/FCF Ratio0.00
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
$6.52Price Target Upside43.93% Upside
Rating ConsensusHold
Number of Analyst Covering17
Bumble Business Overview & Revenue Model
Company DescriptionBumble Inc. provides online dating and social networking platforms in North America, Europe, internationally. It owns and operates websites and applications that offers subscription and in-app purchases dating products. The company operates two apps, Bumble and Badoo with approximately 40 million users on monthly basis, as well as Fruitz, an online dating app. Bumble Inc. was founded in 2014 in and is headquartered in Austin, Texas.
How the Company Makes MoneyBumble Inc. generates revenue primarily through its freemium business model, where users can access basic services for free and have the option to purchase premium features. These premium features are offered through subscriptions, such as Bumble Boost and Bumble Premium, which provide enhanced functionalities like seeing who has liked them, rematching with expired connections, and accessing advanced filters. Additionally, the company earns money from in-app purchases, where users can buy virtual goods like SuperSwipes to stand out to potential matches. Advertising revenue, though a smaller portion, also contributes to Bumble's earnings, with the company leveraging its large user base to offer targeted advertising opportunities. Strategic partnerships and brand collaborations further enhance Bumble's revenue streams by integrating promotional content and special offers within the app.
Bumble Financial Statement Overview
Summary
Bumble exhibits modest revenue growth and a strong cash flow position, with low leverage and a stable equity base. However, the company faces significant profitability challenges, as reflected by negative net income and operating margins. While the balance sheet is healthy, improving profitability should be a priority to ensure sustainable financial health.Income Statement
Bumble has shown a modest revenue growth rate of 1.88% from 2023 to 2024, indicating some growth momentum. However, the company's profitability has deteriorated, with a net profit margin of -51.96% in 2024 compared to a slightly negative margin of -0.40% in 2023. The gross profit margin remains relatively strong at 70.23%, but the negative EBIT and EBITDA margins indicate profitability challenges. Overall, the income statement reflects growth but also highlights significant profitability issues.65
Positive
Balance Sheet
Bumble's balance sheet shows a healthy equity ratio of 32.65% in 2024, indicating a solid equity base. The debt-to-equity ratio has improved significantly to 0.01, reflecting low leverage. Return on equity is negative due to substantial net losses. Overall, the balance sheet is stable with low leverage but suffers from poor profitability.70
Positive
Cash Flow
The company's free cash flow in 2024 is positive at $114.12 million, though it has decreased from the previous year. The operating cash flow to net income ratio is strong, indicating good cash generation relative to losses. Free cash flow to net income ratio remains robust, suggesting that despite net losses, the company generates substantial cash. The cash flow statement reflects strong cash generation capabilities, though there's a decline in free cash flow growth.75
Positive
| Breakdown | ||||
| Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|
| Income Statement | Total Revenue | |||
| 1.07B | 1.05B | 903.50M | 765.66M | 488.94M | Gross Profit |
| 752.81M | 743.99M | 654.01M | 555.74M | 349.17M | EBIT |
| -700.47M | 53.37M | -102.84M | -134.68M | 93.25M | EBITDA |
| -634.68M | 121.40M | 7.60M | -19.03M | -20.28M | Net Income Common Stockholders |
| -557.01M | -4.21M | -114.12M | 309.81M | 98.12M |
| Balance Sheet | Cash, Cash Equivalents and Short-Term Investments | |||
| 204.32M | 355.64M | 402.56M | 369.18M | 128.03M | Total Assets |
| 2.52B | 3.63B | 3.69B | 3.78B | 3.64B | Total Debt |
| 5.75M | 635.37M | 624.97M | 622.94M | 826.21M | Net Debt |
| -198.57M | 279.73M | 222.41M | 253.76M | 698.18M | Total Liabilities |
| 1.18B | 1.29B | 1.24B | 1.30B | 1.55B | Stockholders Equity |
| 824.53M | 1.64B | 1.63B | 1.62B | 2.08B |
| Cash Flow | Free Cash Flow | |||
| 96.69M | 167.15M | 116.61M | 91.18M | 2.40B | Operating Cash Flow |
| 123.44M | 182.09M | 132.94M | 104.84M | 2.41B | Investing Cash Flow |
| -26.75M | -24.75M | -86.05M | -12.48M | -2.85B | Financing Cash Flow |
| -250.83M | -198.89M | -14.95M | 151.49M | 505.82M |
Bumble Technical Analysis
Negative
4.53
Price Trends
6.62
Negative
7.34
Negative
7.66
Negative
Market Momentum
-0.59
Negative
31.60
Neutral
13.65
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BMBL, the sentiment is Negative. The current price of 4.53 is below the 20-day moving average (MA) of 4.93, below the 50-day MA of 6.62, and below the 200-day MA of 7.66, indicating a bearish trend. The MACD of -0.59 indicates Negative momentum. The RSI at 31.60 is Neutral, neither overbought nor oversold. The STOCH value of 13.65 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BMBL.
Bumble Risk Analysis
Bumble disclosed 51 risk factors in its most recent earnings report. Bumble reported the most risks in the “Finance & Corporate” category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Bumble Peers Comparison
Overall Rating
UnderperformOutperform
Sector (58)
Financial Indicators
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
76 Outperform | $21.99B | 11.99 | 47.49% | ― | 19.35% | ― | |
62 Neutral | $7.64B | 15.09 | -865.98% | 0.62% | 3.41% | -10.41% | |
59 Neutral | $15.83B | ― | -28.69% | ― | 16.40% | 48.48% | |
58 Neutral | $17.20B | ― | -2.39% | ― | 14.96% | 29.56% | |
58 Neutral | $21.97B | 10.49 | -18.75% | 2.40% | 4.80% | -25.17% | |
56 Neutral | $505.56M | ― | -44.89% | ― | 1.88% | -11430.00% |
* Technology Sector Average
Performance Comparison
BMBL
Bumble
4.79
-6.23
-56.53%
Z
Zillow Group Class C
73.65
24.34
49.36%
SNAP
Snap
9.54
-1.72
-15.28%
PINS
Pinterest
34.04
-0.93
-2.66%
MTCH
Match Group
31.66
-3.47
-9.88%
Bumble Earnings Call Summary
Earnings Call Date: Feb 18, 2025 | % Change Since: -44.07% | Next Earnings Date: May 7, 2025
Earnings Call Sentiment Neutral
The earnings call highlighted Bumble's strong financial discipline, progress on its product roadmap, and the return of its founder as positive aspects. However, challenges such as a decline in revenue, a decrease in paying users, the closure of non-core apps, and expected EBITDA margin contraction indicate significant negative trends. The sentiment is balanced by a clear strategic focus and leadership transition.Highlights
Strong Financial Discipline and Free Cash Flow
Bumble generated free cash flow of $114 million for the year, demonstrating strong financial discipline.
Progress on Product Roadmap
Bumble made solid progress on its product roadmap, including updates to the matching algorithm and new features like interest filters and AI-assisted photo picker.
Revenue and EBITDA Margins
For full year 2024, total Bumble Inc. revenue increased 2% to $1.072 billion, with adjusted EBITDA at $304 million, representing a 28% margin, up 220 basis points.
Return of Founder Whitney Wolfe Herd
Whitney Wolfe Herd, a visionary leader, is returning to an operating role as CEO, bringing fresh energy and a renewed sense of purpose.
Lowlights
Decline in Bumble App Revenue
Bumble app revenue was down 4% year-over-year for Q4, impacted by unfavorable FX and a decline in ARPPU.
Sequential Decline in Paying Users
Bumble App is expected to see a sequential decline in paying users in the range of 100,000 to 120,000 during Q1 2025.
Closure of Fruitz and Official
After strategic review, Bumble decided to sunset the Fruitz and Official apps, resulting in an approximately $12 million revenue headwind for the year.
EBITDA Margin Contraction Expected
Bumble expects adjusted EBITDA margins to contract in 2025 due to revenue headwinds and investments in product and technology.
Company Guidance
During the Bumble Fourth Quarter 2024 Earnings Conference Call, the company provided several key metrics and guidance for the upcoming year. Bumble reported a total revenue of $262 million for Q4, reaching the high end of their outlook, with a total paying user growth of 5% to 4.2 million. However, their ARPPU (average revenue per paying user) declined by 9% to $20.58. For the full year 2024, Bumble Inc. achieved a total revenue increase of 2% to $1.072 billion and generated strong free cash flow of $114 million. Looking ahead, the company is providing guidance on a quarterly basis, expecting Q1 2025 revenue between $242 million and $248 million, with a sequential decline in paying users between 100,000 and 120,000 due to ecosystem health initiatives. Despite these challenges, Bumble is confident in its strategic focus on innovation and product roadmap to drive future growth, with adjusted EBITDA margin expected to contract in the short term due to planned investments in product and technology.Bumble Corporate Events
Executive/Board ChangesBusiness Operations and Strategy
Bumble Appoints Ronald Fior as Interim CFO
Neutral
Feb 28, 2025
On February 28, 2025, Bumble Inc. announced the appointment of Ronald J. Fior as the Interim Chief Financial Officer, effective March 15, 2025, following the resignation of Anuradha B. Subramanian. Mr. Fior, a partner at FLG Partners, LLC, brings over 30 years of CFO experience and will continue as a consultant while Bumble searches for a permanent CFO. This strategic appointment is expected to maintain financial stability and continuity for Bumble during the transition period.
Executive/Board ChangesBusiness Operations and StrategyFinancial Disclosures
Bumble Announces CEO Transition and Revenue Forecast
Positive
Jan 17, 2025
On January 17, 2025, Bumble Inc. announced that its founder and Executive Chair, Whitney Wolfe Herd, will return as CEO effective March 17, 2025, succeeding Lidiane Jones, who resigned for personal reasons. Jones will remain employed for a transition period, with Ann Mather assuming the role of Chair of the Board. The transition aligns with Bumble’s mission of fostering meaningful relationships and marks a strategic phase aimed at innovation and growth. The company also expects revenues for Q4 2024 to exceed previous forecasts.
Glossary
OutperformA stock rated as "Outperform" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests that the stock is likely to deliver higher returns compared to the average returns of other stocks in the same sector or market index. Investors might consider this stock a good buying opportunity.
NeutralA stock rated as "Neutral" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly attractive nor unattractive for investment. Investors may consider holding onto the stock, as it is not expected to either significantly outperform or underperform the market.
UnderperformA stock rated as "Underperform" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests that the stock may deliver lower returns compared to the average returns of other stocks in the same sector or market index. Investors might consider selling the stock or avoiding it as an investment.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.