BMBL Communication Services

Bumble Inc.

$5.98+0.17%

Price as of close on Nov 3, 2026 · Financials updated Oct 6, 2026

Basics

Sector: Communication Services
Industry: Internet Content & Information
Country: United States
Market cap: 916.2M USD
Enterprise value: 1.1B USD
Full-time employees: 580

Overall health

Drawback: less profitable than most peersless profitable than peers
Drawback: growing more slowly than most peersgrowing more slowly than peers
Drawback: its shares are priced higher than most peers relative to what it earnspriced higher than peers for its earnings
Drawback: higher risk than most peers: its share price swings more than most peers’ (beta 1.89 vs a peer median of 0.65) and more debt relative to equity (0.92× vs a peer median of 0.37×)higher risk: bigger price swings (beta 1.89 vs peers 0.65) and more debt vs equity (0.92× vs peers 0.37×)

Ranks #432 of 454 communication services companies (bottom 6%)

See how it ranks against its peers

Worth knowing

Valuation signals disagree. Cheaper than 90% of peers on free cash flow, but only 0% on earnings.
Relative to its free cash flow, Bumble looks cheaper than 90% of peers; relative to its earnings, cheaper than only 0%. The valuation score blends the two, so look at which measure fits this business best.
Not profitable yet. Reported a loss in the 12 months to June 2026.
Bumble reported a net loss over the last twelve months, so earnings-based measures can't show it as cheap.
Revenue is falling. Revenue fell 13% in the 12 months to June 2026 vs the 12 months before.
Bumble's revenue fell 13% in the 12 months to June 2026 vs the 12 months before.
More volatile share price. Beta 1.89: tends to move more than the market.
Bumble's shares have swung more with the market than most peers' (beta 1.89, above the market's 1.0).

StockQuotient Score

19/ 100

Oct 5 24 → Nov 4 19 (-5)

Valuation

Is the price right?

36/100

Weak

3/3 inputs reported · High confidence

Since last quarter: No major changeValuation also moves with the share price every day.

Why

Weaker than most peers on:

▼ Earnings yield
▼ EBITDA yield

Compare with peers

Behind the score

Sector-normalized EBITDA, earnings, and free cash flow yields.

Earnings yield-66.1%

SEC filings · 12 months to Jun 2026Negative (a loss or cash outflow), so it counts as zero whatever the share price30% base weight · Z-score -1.00Sector median: 0.0294 · MAD: 0.0294

EBITDA yield-49.0%

SEC filings · 12 months to Jun 2026Negative (a loss or cash outflow), so it counts as zero whatever the share price50% base weight · Z-score -1.32Sector median: 0.0857 · MAD: 0.0649

Free cash flow yield27.8%

Yahoo Finance fallback · SEC cash flow or share count unavailable · trailing 12 months · operating cash flow − capital spendingReported value20% base weight · Z-score 3.45Sector median: 0.0740 · MAD: 0.0593

Other data (not scored)

Book yield65.9%

SEC filings · latest balance sheetReported valueInformational · 0% composite weightSector median: 0.4780 · MAD: 0.3375

Growth

Is it growing?

22/100

Weak▲ 1 since Oct 27 close

3/3 inputs reported · High confidence

Since last quarter: ▼ Weaker

12-month revenue fell 4.0%

Why it changed since the Oct 27, 2026 close: Score 21 → 22

Peer companies moved+1

Each step re-scores the company against its peers as they were on Oct 28, 2026; the parts add up to the change. Price effects on EBITDA yield are approximate.

Why

Weaker than most peers on:

▼ Revenue growth
▼ 3-yr revenue

Compare with peers

Behind the score

Revenue and earnings-per-share growth over one year, and revenue growth over three years.

Earnings per share growthUnavailable

Still loss-making, but the loss per share narrowed33% base weight · Z-score 0.24Sector median: 0.0878 · MAD: 0.3126

3-year revenue growth-2.9%

SEC filings · 3 years to Jun 2026Reported value33% base weight · Z-score -0.87Sector median: 0.0303 · MAD: 0.0683

Revenue growth-13.3%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score -2.27Sector median: 0.0299 · MAD: 0.0720

Profitability

Does it earn well?

0/100

Weak

3/3 inputs reported · High confidence

Since last quarter: ▲ Stronger

Operating margin rose 21.8 points to -62.6%

Why

Weaker than most peers on:

▼ Operating margin
▼ ROA
▼ ROIC

Compare with peers

Behind the score

Return on invested capital, operating margin, and return on assets.

Operating margin-62.6%

SEC filings · 12 months to Jun 2026Outlier capped at sector 5th/95th percentile33% base weight · Z-score -5.33Sector median: 0.0818 · MAD: 0.0789

Return on assets-42.4%

SEC filings · 12 months to Jun 2026Outlier capped at sector 5th/95th percentile33% base weight · Z-score -3.61Sector median: 0.0272 · MAD: 0.0318

Return on invested capital-52.7%

SEC filings · 12 months to Jun 2026Outlier capped at sector 5th/95th percentile33% base weight · Z-score -5.34Sector median: 0.0598 · MAD: 0.0706

Other data (not scored)

Gross margin72.8%

SEC filings · 12 months to Jun 2026Reported valueInformational · 0% composite weightSector median: 0.4656 · MAD: 0.1827

Return on equity-100.3%

SEC filings · 12 months to Jun 2026Outlier capped at sector 5th/95th percentileInformational · 0% composite weightSector median: 0.0529 · MAD: 0.1007

Risk

Debt, liquidity, price swings

Higher

Higher relative risk

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Weaker than most peers on:

▼ Beta
▼ Debt / equity

Compare with peers

Behind the score

Relative to sector peers: 0 = lower relative risk · 1 = moderate · 2 = higher. Based on leverage, beta and liquidity.

Beta1.89

Yahoo Finance · 5-year monthly beta vs the marketOutlier capped at sector 5th/95th percentile33% base weight · Z-score -3.41Sector median: 0.6525 · MAD: 0.2880

Current ratio1.62×

SEC filings · latest balance sheetReported value33% base weight · Z-score 0.35Sector median: 1.3848 · MAD: 0.6948

Debt / equity0.92×

SEC filings · latest balance sheetReported value33% base weight · Z-score -1.65Sector median: 0.3697 · MAD: 0.3335

Valuation, growth and profitability scores: higher is better. Risk: 0 is lower, 2 is higher. Risk is a relative proxy, not a bankruptcy probability. Scores depend on available sector peers.

Questions investors ask about Bumble

Is Bumble getting weaker?: Its latest SEC filing (Aug 6, 2026) was mixed: some things better, some worse: operating margin rose 21.8 points to -62.6%; 12-month revenue fell 4.0%. Its overall score is unchanged at 19/100 since Oct 28, 2026.
How is Bumble valued vs its peers?: Priced higher than most peers relative to what it earns. Valuation scores 36/100 against 512 communication services peers. Free cash flow yield 27.8% vs a peer median of 7.4% (stronger than 90% of peers).Free cash flow yield 27.8% vs peers 7.4% (stronger than 90% of peers). Earnings yield -66.1% vs a peer median of 2.9% (weaker than 100% of peers).Earnings yield -66.1% vs peers 2.9% (weaker than 100% of peers).
Is Bumble growing?: More slowly than most of its peers. Growth scores 22/100 against 512 communication services peers. Revenue growth -13.3% vs a peer median of 3.0% (weaker than 91% of peers).Revenue growth -13.3% vs peers 3.0% (weaker than 91% of peers).
How profitable is Bumble?: Less profitable than most of its peers. Profitability scores 0/100 against 512 communication services peers. Operating margin -62.6% vs a peer median of 8.2% (weaker than 100% of peers).Operating margin -62.6% vs peers 8.2% (weaker than 100% of peers).
How risky is Bumble?: Higher risk relative to 512 communication services peers, judged on debt, liquidity and share-price swings. Beta 1.89 vs a peer median of 0.65 (weaker than 100% of peers).Beta 1.89 vs peers 0.65 (weaker than 100% of peers). A relative measure, not a bankruptcy probability.

Latest filing: what changed

Quarter ended Jun 30, 2026 · filed Aug 6, 2026 · compared with the quarter ended Mar 31, 2026

Mixed: some things better, some worse

Operating margin rose 21.8 points to -62.6%
12-month revenue fell 4.0%

Worth watching: Bumble is in the bottom fifth of its sector on profitability. From 2021 to 2025, 63% of companies in that position posted a loss over the following year, against 4% for the top fifth.

	Previous quarter	Latest quarter	Change
Revenue (12 months)	930.9M USD	893.2M USD	−4.0%
Net income (12 months)	−661.4M USD	−517.7M USD	−21.7%
Operating margin	-84.3%	-62.6%	+21.8 pts
Debt	589.1M USD	475.0M USD	−19.4%
Cash	245.6M USD	154.0M USD	−37.3%

From the company’s own SEC filings, as filed. Twelve-month figures roll forward one quarter at a time.

Industry valuation context

Sector: Communication Services · 67 companies

Valuations in Communication Services are within their usual range since 2016.

46% of months since 2016 were valued lower than now.
22% of companies are in the most expensive fifth of their own price-to-sales history.
Over 24 months, company values +13% and earnings +11% (medians): earnings grew faster than prices.
Median price-to-sales is −6% vs the whole market, against a usual −7%.

2016Shaded: most expensive fifth of its range2026

Shown for Communication Services: too few Internet Content & Information companies have a long enough history of their own.

Financials

Fiscal years from SEC annual filings · change vs the prior year

Key ratios	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	Change
Gross margin	99.9%	72.4%	98.1%	99.8%	70.8%	▼ 29 pts
Operating margin	-17.7%	-11.4%	5.1%	-65.4%	-83.4%	▼ 18 pts
Net margin	40.7%	-8.8%	-0.4%	-52.0%	-71.8%	▼ 20 pts
Return on assets (ROA)	8.2%	-2.2%	-0.1%	-22.1%	-48.6%	▼ 27 pts
Return on equity (ROE)	19.3%	-4.9%	-0.3%	-67.6%	-121.6%	▼ 54 pts
Current ratio	2.67×	2.37×	2.01×	2.47×	2.21×	▼ 10%
Debt to equity	0.40×	0.39×	0.38×	0.75×	1.04×	▲ 37%

BMBL price history

Price history is added with the daily price update and will appear after the next one.

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Bringing the fundamentals into focus…

Overall health

Drawback: less profitable than most peersless profitable than peers

Drawback: growing more slowly than most peersgrowing more slowly than peers

Drawback: its shares are priced higher than most peers relative to what it earnspriced higher than peers for its earnings

Drawback: higher risk than most peers: its share price swings more than most peers’ (beta 1.89 vs a peer median of 0.65) and more debt relative to equity (0.92× vs a peer median of 0.37×)higher risk: bigger price swings (beta 1.89 vs peers 0.65) and more debt vs equity (0.92× vs peers 0.37×)

Ranks #432 of 454 communication services companies (bottom 6%)

See how it ranks against its peers

Worth knowing

Valuation signals disagree. Cheaper than 90% of peers on free cash flow, but only 0% on earnings.

Relative to its free cash flow, Bumble looks cheaper than 90% of peers; relative to its earnings, cheaper than only 0%. The valuation score blends the two, so look at which measure fits this business best.

Not profitable yet. Reported a loss in the 12 months to June 2026.

Bumble reported a net loss over the last twelve months, so earnings-based measures can't show it as cheap.

Revenue is falling. Revenue fell 13% in the 12 months to June 2026 vs the 12 months before.

Bumble's revenue fell 13% in the 12 months to June 2026 vs the 12 months before.

More volatile share price. Beta 1.89: tends to move more than the market.

Bumble's shares have swung more with the market than most peers' (beta 1.89, above the market's 1.0).

Questions investors ask about Bumble

Is Bumble getting weaker?

Its latest SEC filing (Aug 6, 2026) was mixed: some things better, some worse: operating margin rose 21.8 points to -62.6%; 12-month revenue fell 4.0%. Its overall score is unchanged at 19/100 since Oct 28, 2026.

How is Bumble valued vs its peers?

Priced higher than most peers relative to what it earns. Valuation scores 36/100 against 512 communication services peers. Free cash flow yield 27.8% vs a peer median of 7.4% (stronger than 90% of peers).Free cash flow yield 27.8% vs peers 7.4% (stronger than 90% of peers). Earnings yield -66.1% vs a peer median of 2.9% (weaker than 100% of peers).Earnings yield -66.1% vs peers 2.9% (weaker than 100% of peers).

Is Bumble growing?

More slowly than most of its peers. Growth scores 22/100 against 512 communication services peers. Revenue growth -13.3% vs a peer median of 3.0% (weaker than 91% of peers).Revenue growth -13.3% vs peers 3.0% (weaker than 91% of peers).

How profitable is Bumble?

Less profitable than most of its peers. Profitability scores 0/100 against 512 communication services peers. Operating margin -62.6% vs a peer median of 8.2% (weaker than 100% of peers).Operating margin -62.6% vs peers 8.2% (weaker than 100% of peers).

How risky is Bumble?

Higher risk relative to 512 communication services peers, judged on debt, liquidity and share-price swings. Beta 1.89 vs a peer median of 0.65 (weaker than 100% of peers).Beta 1.89 vs peers 0.65 (weaker than 100% of peers). A relative measure, not a bankruptcy probability.

Previous quarter

Latest quarter

Change

Revenue (12 months)

930.9M USD

893.2M USD

−4.0%

Net income (12 months)

−661.4M USD

−517.7M USD

−21.7%

Operating margin

-84.3%

-62.6%

+21.8 pts

Debt

589.1M USD

475.0M USD

−19.4%

Cash

245.6M USD

154.0M USD

−37.3%

Key ratios

FY 2021

FY 2022

FY 2023

FY 2024

FY 2025

Change

Gross margin

99.9%

72.4%

98.1%

99.8%

70.8%

▼ 29 pts

Operating margin

-17.7%

-11.4%

5.1%

-65.4%

-83.4%

▼ 18 pts

Net margin

40.7%

-8.8%

-0.4%

-52.0%

-71.8%

▼ 20 pts

Return on assets (ROA)

8.2%

-2.2%

-0.1%

-22.1%

-48.6%

▼ 27 pts

Return on equity (ROE)

19.3%

-4.9%

-0.3%

-67.6%

-121.6%

▼ 54 pts

Current ratio

2.67×

2.37×

2.01×

2.47×

2.21×

▼ 10%

Debt to equity

0.40×

0.39×

0.38×

0.75×

1.04×

▲ 37%