BMBL Stock Analysis: Bumble | NASDAQ
Internet Content & Information | NASDAQ, USA | Market Cap: 481m USD | 12M Return: -53.4% | Charts, Fundamentals & Technical Analysis
Avg Turnover: 10.4M
Qual. Beats: 0
Rev. Trend: -42.3%
Qual. Beats: 0
Warnings
Tailwinds
No distinct edge detected
Seasonality 5.4 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
Bumble Inc. (BMBL) is a U.S.-based company that provides online dating and social networking applications across North America, Europe, and other international markets. It operates a portfolio of apps including Bumble (a women-centered dating app), Badoo (a free-to-use dating platform), and Bumble BFF (a friendship and community app), generating revenue through subscription plans and in-app purchases. The company was incorporated in 2020 and is headquartered in Austin, Texas, and is listed on NASDAQ as a small-cap stock in the Communication Services sector (Interactive Media & Services sub-industry). Its business reflects the broader freemium model typical of consumer-facing social and dating platforms, where basic access is free and monetization is driven by premium features and recurring subscriptions.
- Paying users decline across Bumble app portfolio
- Whitney Wolfe Herd returns as CEO for turnaround
- Match Groups Hinge gains dating market share
| Net Income: -670.6m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.18 > 0.02 and ΔFCF/TA 12.26 > 1.0 |
| NWC/Revenue: 6.82% < 20% (prev 20.78%; Δ -13.96% < -1%) |
| CFO/TA 0.19 > 3% & CFO 284.3m > Net Income -670.6m |
| Net Debt (361.5m) to EBITDA (292.2m): 1.24 < 3 |
| Current Ratio: 1.22 > 1.5 & < 3 |
| Outstanding Shares: last quarter (105.2m) vs 12m ago 0.0% < -2% |
| Gross Margin: 69.66% > 18% (prev 64.43%; Δ 5.23% > 0.5%) |
| Asset Turnover: 46.77% > 50% (prev 41.90%; Δ 4.87% > 0%) |
| Interest Coverage Ratio: 7.08 > 6 (EBIT TTM 271.5m / Interest Expense TTM 38.4m) |
| A: 0.04 (Total Current Assets 357.0m - Total Current Liabilities 293.5m) / Total Assets 1.47b |
| B: -0.92 (Retained Earnings -1.35b / Total Assets 1.47b) |
| C: 0.14 (EBIT TTM 271.5m / Avg Total Assets 1.99b) |
| D: 0.84 (Book Value of Equity 617.1m / Total Liabilities 737.7m) |
| Altman-Z'' = -0.91 = CCC |
| DSRI: 0.85 (Receivables 73.8m/98.1m, Revenue 930.9m/1.05b) |
| GMI: 0.92 (GM 64.43% / 69.66%) |
| AQI: 0.87 (AQ_t 0.75 / AQ_t-1 0.86) |
| SGI: 0.89 (Revenue 930.9m / 1.05b) |
| TATA: -0.65 (NI -670.6m - CFO 284.3m) / TA 1.47b) |
| Beneish M = -3.45 (Cap -4..+1) = AA |
As of July 15, 2026, the stock is trading at USD 3.11 with a total of 1,762,338 shares traded. Over the past week, the price has changed by -1.89%, over one month by +5.78%, over three months by -13.13% and over the past year by -53.44%.
Current recommended Stop Loss: 2.80 (which is 10% or 1.6 ATR below the current price).
Bumble has received a consensus analysts rating of 3.00. Therefore, it is recommended to hold BMBL.
- StrongBuy: 0
- Buy: 2
- Hold: 13
- Sell: 2
- StrongSell: 0
| Analysts Target Price | 4.3 | 39.5% |
P/E Forward = 6.0205
P/S = 0.5165
P/B = 0.6933
Revenue TTM = 930.9m USD
EBIT TTM = 271.5m USD
EBITDA TTM = 292.2m USD
Long Term Debt = 428.8m USD (from longTermDebt, last quarter)
Short Term Debt = 162.5m USD (from shortTermDebt, last quarter)
Debt = 607.0m USD (from shortLongTermDebtTotal, last quarter) + Leases 9.78m
Net Debt = 361.5m USD (calculated: Debt 607.0m - CCE 245.6m)
Enterprise Value = 842.3m USD (480.8m + Debt 607.0m - CCE 245.6m)
Interest Coverage Ratio = 7.08 (Ebit TTM 271.5m / Interest Expense TTM 38.4m)
EV/FCF = 3.10x (Enterprise Value 842.3m / FCF TTM 271.7m)
FCF Yield = 32.25% (FCF TTM 271.7m / Enterprise Value 842.3m)
FCF Margin = 29.18% (FCF TTM 271.7m / Revenue TTM 930.9m)
Net Margin = -72.04% (Net Income TTM -670.6m / Revenue TTM 930.9m)
Gross Margin = 69.66% ((Revenue TTM 930.9m - Cost of Revenue TTM 282.4m) / Revenue TTM)
Gross Margin QoQ = 72.28% (prev 68.97%)
Tobins Q-Ratio = 0.57 (Enterprise Value 842.3m / Total Assets 1.47b)
Interest Expense / Debt = 6.32% (Interest Expense 38.4m / Debt 607.0m)
Taxrate = 17.82% (11.4m / 64.0m)
NOPAT = 223.1m (EBIT 271.5m * (1 - 17.82%))
Current Ratio = 1.22 (Total Current Assets 357.0m / Total Current Liabilities 293.5m)
Debt / Equity = 0.98 (Debt 607.0m / totalStockholderEquity, last quarter 617.1m)
Debt / EBITDA = 1.24 (Net Debt 361.5m / EBITDA 292.2m)
Debt / FCF = 1.33 (Net Debt 361.5m / FCF TTM 271.7m)
Total Stockholder Equity = 607.6m (last 4 quarters mean from totalStockholderEquity)
RoA = -33.69% (Net Income -670.6m / Total Assets 1.47b)
RoE = -110.4% (Net Income TTM -670.6m / Total Stockholder Equity 607.6m)
RoCE = 26.19% (EBIT 271.5m / Capital Employed (Equity 607.6m + L.T.Debt 428.8m))
RoIC = 17.22% (NOPAT 223.1m / Invested Capital 1.30b)
WACC = 7.45% (E(480.8m)/V(1.09b) * Re(10.29%) + D(607.0m)/V(1.09b) * Rd(6.32%) * (1-Tc(0.18)))
Discount Rate = 10.29% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -90.72 | Cagr: -9.20%
[DCF] Terminal Value 77.97% ; FCFF base≈225.1m ; Y1≈258.0m ; Y5≈379.7m
[DCF] Fair Price = 41.04 (EV 5.71b - Net Debt 361.5m = Equity 5.35b / Shares 130.4m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: 0.07 | # QB: 0
Revenue Correlation: -42.27 | Revenue CAGR: -2.32% | SUE: 0.34 | # QB: 0
EPS current Quarter (2026-06-30): EPS=0.23 | Chg30d=-6.68% | Revisions=-25% | Analysts=2
EPS next Quarter (2026-09-30): EPS=0.23 | Chg30d=-6.16% | Revisions=-25% | Analysts=2
EPS current Year (2026-12-31): EPS=0.95 | Chg30d=-6.94% | Revisions=+0% | GrowthEPS=-70.2% | GrowthRev=-12.6%
EPS next Year (2027-12-31): EPS=0.92 | Chg30d=-8.76% | Revisions=-40% | GrowthEPS=-3.7% | GrowthRev=-1.7%
[Analyst] Revisions Ratio: -44% (up=1, down=5)