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Bumble Inc (BMBL)



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Upturn Advisory Summary
04/01/2025: BMBL (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit -56.37% | Avg. Invested days 26 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 651.80M USD | Price to earnings Ratio - | 1Y Target Price 6.39 |
Price to earnings Ratio - | 1Y Target Price 6.39 | ||
Volume (30-day avg) 4655077 | Beta 1.77 | 52 Weeks Range 4.19 - 12.49 | Updated Date 04/1/2025 |
52 Weeks Range 4.19 - 12.49 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -4.66 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -51.98% | Operating Margin (TTM) 14.8% |
Management Effectiveness
Return on Assets (TTM) 4.12% | Return on Equity (TTM) -41.69% |
Valuation
Trailing PE - | Forward PE 7.18 | Enterprise Value 883792562 | Price to Sales(TTM) 0.61 |
Enterprise Value 883792562 | Price to Sales(TTM) 0.61 | ||
Enterprise Value to Revenue 0.82 | Enterprise Value to EBITDA 5.72 | Shares Outstanding 105546000 | Shares Floating 74041283 |
Shares Outstanding 105546000 | Shares Floating 74041283 | ||
Percent Insiders 3.37 | Percent Institutions 104.56 |
Analyst Ratings
Rating 3.23 | Target Price 8.04 | Buy 2 | Strong Buy 2 |
Buy 2 | Strong Buy 2 | ||
Hold 17 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Bumble Inc
Company Overview
History and Background
Bumble Inc. was founded in 2014 by Whitney Wolfe Herd, following her departure from Tinder. It distinguished itself with a 'women-first' approach, where women initiate contact. It went public in February 2021.
Core Business Areas
- Bumble App: Dating app where women make the first move. Offers Bumble Date for dating, Bumble BFF for friendships, and Bumble Bizz for professional networking.
- Badoo App: A dating-focused social network popular in Europe and Latin America, emphasizing finding relationships.
Leadership and Structure
Whitney Wolfe Herd (Executive Chairwoman), Lidiane Jones (CEO). The company operates with a typical corporate structure including departments for product development, marketing, engineering, and finance.
Top Products and Market Share
Key Offerings
- Bumble App: Core dating app with a women-first approach. Market share is significant in the dating app space, directly competing with Match Group's portfolio. Has 42 million monthly active users as of Q1 2024, generating most of Bumble Inc's revenue. Competitors include Tinder (MTCH), Hinge (MTCH), and OkCupid (MTCH).
- Badoo App: Dating app popular in Europe and Latin America. Offers various subscription and in-app purchase options. Contributes to Bumble Inc's overall revenue but with a smaller market share than Bumble. Competitors include Happn and Plenty of Fish.
Market Dynamics
Industry Overview
The online dating market is competitive and growing, driven by increased internet usage, changing social norms, and the convenience of online platforms. Key trends include video dating, AI-powered matching, and focus on user safety.
Positioning
Bumble Inc. differentiates itself with its women-first approach and focus on safety. Its portfolio caters to different demographics and geographic regions. Bumble has a strong brand image appealing to socially conscious users.
Total Addressable Market (TAM)
The global online dating market is estimated at approximately $10 billion and is expected to grow to $13.33 billion by 2028. Bumble Inc. is positioned to capture a significant portion of this market through its innovative features and global expansion.
Upturn SWOT Analysis
Strengths
- Strong Brand Image
- Unique Women-First Approach
- Global Reach
- Diversified Revenue Streams (Bumble, Badoo)
Weaknesses
- Reliance on Subscription Revenue
- Competition from Larger Players (Match Group)
- User Acquisition Costs
- Potential Safety Concerns
Opportunities
- Expansion into New Markets
- Development of New Features (AI, Video)
- Partnerships with Other Brands
- Increased Focus on Safety and Security
Threats
- Intense Competition
- Changing User Preferences
- Economic Downturn
- Data Privacy Regulations
Competitors and Market Share
Key Competitors
- Match Group (MTCH)
- Grindr (GRND)
Competitive Landscape
Bumble Inc. competes with Match Group, which owns Tinder, Hinge, and OkCupid, in most major markets. Bumble's unique approach and brand image provide a competitive advantage.
Major Acquisitions
Fruitz
- Year: 2022
- Acquisition Price (USD millions): 0
- Strategic Rationale: Expanded Bumble's portfolio with a dating app popular among Gen Z, offering a unique and lighthearted approach to matching.
Growth Trajectory and Initiatives
Historical Growth: Bumble Inc. has experienced significant growth in revenue and user base since its founding.
Future Projections: Analysts project continued revenue growth driven by increased user engagement and expansion into new markets. Profitability is expected to improve with increased scale.
Recent Initiatives: Investments in AI-powered matching, video features, and international expansion initiatives.
Summary
Bumble Inc. has a strong brand and differentiated offering in the competitive online dating market. While revenue growth continues, profitability remains a challenge. The company needs to focus on user acquisition, retention, and international expansion while navigating competitive pressures and evolving user preferences. Bumble stock has increased +29% YTD. They need to look out for their competitors who have higher market share, such as Match.com (MTCH).
Similar Companies
- MTCH
- GRND
- SPTN
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Market Research Reports
- Analyst Estimates
- Bumble Inc. Investor Relations
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market conditions and company performance can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Bumble Inc
Exchange NASDAQ | Headquaters Austin, TX, United States | ||
IPO Launch date 2021-02-11 | Founder, CEO & Director Ms. Whitney Wolfe Herd | ||
Sector Communication Services | Industry Internet Content & Information | Full time employees - | Website https://bumble.com |
Full time employees - | Website https://bumble.com |
Bumble Inc. provides online dating and social networking applications in North America, Europe, internationally. 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, where women make the first move; Badoo, the web and mobile free-to-use dating app; Bumble BFF and Bumble Bizz Modes that have a format similar to the date mode requiring users to set up profiles and matching users through yes and no votes, similar to the dating platform; and Bumble for Friends, a friendship app where people in all stages of life can meet people nearby and create meaningful platonic connections, as well as Geneva app where users can create and join chat, forum, audio, video, and broadcast rooms. The company was founded in 2020 in and is headquartered in Austin, Texas.
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