Bumble Inc
NASDAQ:BMBL
Intrinsic Value
Bumble, Inc. provides online dating services via two mobile applications: Bumble and Badoo. [ Read More ]
The intrinsic value of one
BMBL
stock under the Base Case scenario is
22.34
USD.
Compared to the current market price of 14.04 USD,
Bumble Inc
is
Undervalued by 37%.
Valuation History
Bumble Inc
Intrinsic Value History...
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Fundamental Analysis
2023-Q3 Earnings Call
NEW
Artifical Intelligence Analysis
Bumble Inc. reported a robust quarter with total revenue at $276 million, up 18%, anchored by a 16% rise in paying users and a 2% increase in average revenue per paying user (ARPPU). Bumble app revenue soared 23% to $222 million, with paying users up 25% to 2.6 million. Badoo and Other segment grew modestly at 3% revenue, hitting $54 million. Despite economic uncertainties, including foreign exchange (FX) headwinds, the company beat adjusted EBITDA expectations at $75 million, reflecting disciplined financial management. Bumble projects Q4 total revenue between $272 million and $278 million, estimating a 14% growth rate. For 2023, revenue is anticipated between $1.05 billion to $1.056 billion, a 16%-17% increase, with a target for EBITDA margin to expand by at least 100 basis points. Looking to 2024, Bumble expects at least low-teen percentage growth in revenue despite FX volatility.
Balance Sheet Decomposition
Bumble Inc
| Current Assets | 584m |
| Cash & Short-Term Investments | 439m |
| Receivables | 107m |
| Other Current Assets | 37.6m |
| Non-Current Assets | 3.1B |
| PP&E | 29.1m |
| Intangibles | 3.1B |
| Other Non-Current Assets | 40.1m |
| Current Liabilities | 197m |
| Accounts Payable | 5.4m |
| Accrued Liabilities | 38.5m |
| Other Current Liabilities | 153m |
| Non-Current Liabilities | 1.8B |
| Long-Term Debt | 616m |
| Other Non-Current Liabilities | 1.2B |
BMBL Profitability Score
Profitability Due Diligence
Bumble Inc's profitability score is 48/100. The higher the profitability score, the more profitable the company is.
Score
Bumble Inc's profitability score is 48/100. The higher the profitability score, the more profitable the company is.
BMBL Solvency Score
Solvency Due Diligence
Bumble Inc's solvency score is 44/100. The higher the solvency score, the more solvent the company is.
Score
Bumble Inc's solvency score is 44/100. The higher the solvency score, the more solvent the company is.
Wall St
Price Targets
BMBL Price Targets Summary
Bumble Inc
According to Wall Street analysts, the average 1-year price target for
BMBL
is 18.05 USD
with a low forecast of 14.14 USD and a high forecast of 25.2 USD.
Ownership
BMBL Insider Trading
Buy and sell transactions by insiders
| Period | Sold | Bought | Net |
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Shareholder Return
BMBL Price
Bumble Inc
| Average Annual Return | -50.04% |
| Standard Deviation of Annual Returns |
N/A
|
| Max Drawdown | -84% |
| Market Capitalization | 1.9B USD |
| Shares Outstanding | 136 751 008 |
| Percentage of Shares Shorted | 13.53% |
BMBL News
Last Video News
Bumble Inc
Last Important Events
Bumble Inc
Significant happenings or occurrences that are of interest to investors. These could be company-specific developments or market-wide shifts.
Sentiment Analysis
Bumble Inc
Company Profile
Bumble Inc
Country
Industry
Market Cap
Dividend Yield
Description
Bumble, Inc. provides online dating services via two mobile applications: Bumble and Badoo. The company is headquartered in Austin, Texas and currently employs 900 full-time employees. The company went IPO on 2021-02-11. The firm is primarily engaged in online dating platform business. Its platform enables people to connect and build equitable and healthy relationships on their own terms. The company operates two dating mobile applications (app), such as Bumble and Badoo. The Bumble app is built with women at the center. Its subscription offerings include Bumble Boost and Bumble Premium, which provide users with additional features. The company offers users flexible subscription plans, such as 7-day, 30-day and 90-day. In addition to dating, it also provides products, including Bumble BFF for friendships and Bumble Bizz for professional networking and mentorship. Its serves across countries, including the United States, United Kingdom, Australia and Canada. The Badoo app offers Web and mobile free-to-use dating products. The company focuses on building meaningful connections to everyone. Its subscription offerings on Badoo app are Badoo Premium and Badoo Premium Plus.
Contact
IPO
Employees
Officers
The intrinsic value of one
BMBL
stock under the Base Case scenario is
22.34
USD.
Compared to the current market price of 14.04 USD,
Bumble Inc
is
Undervalued by 37%.
Sensibly Priced Quality
Significantly Undervalued
Magic Formula
High Growth
