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Bumble Inc (BMBL) Fair Value & Analysis

Communication Services · US · Market cap $449M

BI Bumble Inc logo Bumble Inc BMBL · US
Price$2.83
Fair Value$3.23
Upside+14.2%
Quality65/100
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Mixed Growth
Loss-making · -71.0% net margin
Moderate debt · generates free cash flow
Ranks above peers (8/12)
Narrow moat 37/100
Evidence: Medium Range $1.86 – $4.29 Share as image

Fair value as of: Jul 24, 2026

From 13 valuation models · updated 18 days ago

Fair value updated Jul 24, 2026, revised from $3.22 to $3.23 (+0.3%) since Jun 25, 2026. Share price −5.7% over the past month.

A solid business, screening 14% undervalued on our models.

What matters now

  • A fairly wide model range ($1.86 to $4.29) leaves room in how you read the outcome.
  • Our model range runs from $1.86 (bear) to $4.29 (bull), base $3.23. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 65/100 (solid quality) with medium evidence: read the verdict with care.
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Price vs Fair Value (5 years)

$60.24 $2.70 Fair Value $3.23 Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 24, 2026.

How to read this chart

60‑month range $2.70 – $60.24 · fair‑value band $1.86 – $4.29 · the $2.83 price screens below the $3.23 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 24, 2026.

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Analysis

Bumble Inc (BMBL) currently trades at $2.83, while our model-based Fair Value estimate is $3.23, implying the stock looks roughly 14.2% undervalued today. The Quality Score stands at 65/100 (solid quality), in the Communication Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.

Over the trailing twelve months, Bumble Inc generated revenue of $931M at a net margin of -71.0%. Revenue declined 14.1% year over year. It earns a return on equity of -82.6%. Net debt stands at $413M. Fundamentals as of Jul 24, 2026

Our scenario range runs from $1.86 (bear case) to $4.29 (bull case); at $2.83, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 67% below its 52-week high and 8% above its 52-week low, currently below its 200-day average. For context, the median of 10 Communication Services peers we cover trades at -20% fair-value upside, at 14%, BMBL screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF $15.80 $26.79 $42.43 80
Rev-Margin DCF $13.53 $24.56 $38.70 74
ROIC Compounder $11.78 $15.77 $20.54 72
All 13 models by family
DCF Models
FCF DCF $16.07 $28.50 $47.33 38
5Y Revenue Exit $13.53 $24.71 $39.63 39
5Y EBITDA Exit $15.05 $27.82 $43.58 41
10Y Revenue Exit $13.83 $24.14 $39.44 36
10Y EBITDA Exit $15.19 $26.21 $42.43 37
Earnings-Based
EPV $10.37 $12.20 $13.74 59
Multiples
EV/EBIT $20.27 $28.07 $35.86 53
EV/EBITDA $16.21 $22.65 $29.09 54
EV/Revenue $12.43 $19.09 $25.75 43
Asset-Based
NCAV (Graham) $2.15 $2.88 $4.30 50
Growth DCF
Growth DCF $15.80 $26.79 $42.43 80
Rev-Margin DCF $13.53 $24.56 $38.70 74
Economic Profit
ROIC Compounder $11.78 $15.77 $20.54 72

Widest divergence: DCF Models ($26.21) versus Asset-Based ($2.88). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) $931M
Revenue growth (YoY) -14.1%
Net margin -71.0%
Return on equity -82.6%
Free cash flow $239M FY2025
Operating margin 31.5%
More key figures
EPS (TTM) $-5.74
EPS growth (YoY) +170%
Net debt $413M FY2025

Figures from reported company fundamentals · as of Jul 24, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 65/100

Of which business quality 63 · Market factors (momentum, volatility) 5

Profitability 26
Margins and returns on capital today
Quality Growth 43
Are margins and returns improving?
Cashflow 96
Earnings quality: real cash, not paper profit
Fin. Strength 37
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 0
Calm price path (market factor)
Momentum 9
Price trend over the last 3–12 months (market factor)
52W Momentum 2
Distance to the 52-week high (market factor)
Net Issuance 100
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

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.

Full company description

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; Badoo, the web and mobile free-to-use dating app; Bumble BFF, a friendship and community app that combines one-to-one matching with group discovery and participation. The company was incorporated in 2020 in and is headquartered in Austin, Texas.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Bumble Inc reported revenue of $966M in FY2025 versus $761M in FY2021, a compound +6.1%/yr. Reported net income was −$693M in FY2025.

Growth Quality 53/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
$966M
Latest YoY
−9.9%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+2.2%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+10.7%
Avg. growth/yr (7Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+15.1%
Revenue +6.1%/yr
FY21 $761M
FY22 $904M
FY23 $1.1B
FY24 $1.1B
FY25 $966M
Net income
FY21 $310M
FY22 −$79.7M
FY23 −$4.2M
FY24 −$557M
FY25 −$693M

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Cite: Fair Value Calculator (2026). "Bumble Inc Fair Value". https://www.fairvalue-calculator.com/stock/BMBL

Earlier news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

Peer Group

Internet Content & Information · 151 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 65 · Above median
Fair Value upside +14% · Above median
Return on assets 9% · Top 25%
Net margin (TTM) -71% · Bottom 25%
Operating margin (TTM) 31% · Top 25%
Revenue growth -14% · Bottom 25%
Debt / equity 1.04× · Higher than 75% of peers

Valuation Multiples vs Internet Content & Information median · lower = cheaper

P/B 0.80× · Cheaper than median
P/S (TTM) 0.48× · Cheaper than 75% of peers
P/FCF 1.9× · Cheaper than median
EV/EBITDA 3.0× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 52 · sector 0
FUTURE 0 · sector 31
PAST 0 · sector 10
HEALTH 48 · sector 99
DIVIDEND 0 · sector 43

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Internet Content & Information stocks, each showing price versus our Fair Value estimate (as of Jul 24, 2026).

Stock Price Fair Value vs Fair Value
Alphabet Inc GOOGL $354.46 $145.14 -59%
Meta Platforms, Inc META $669.21 $534.91 -20%
Tencent Holdings 0700 HK$460.20 HK$467.50 +2%
Spotify Technology S.A SPOT $485.38 $209.56 -57%
Reddit, Inc RDDT $195.34 $39.59 -80%
Baidu, Inc BIDU $109.50 $66.96 -39%
Kuaishou Technology, an investment holding company, 1024 HK$44.70 HK$101.03 +126%
NAVER Corporation 035420 191,300 KRW 231,585 KRW +21%
Tencent Music Entertainment Group 1698 HK$34.74 HK$65.78 +89%
REA Group REA A$149.14 A$88.53 -41%

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Frequently asked questions

Is Bumble Inc (BMBL) overvalued or undervalued?
As of Jul 24, 2026, our model estimates a fair value of $3.23 versus a price of $2.83, about +14% (undervalued).
What is the fair value of BMBL?
Our model-based fair value for Bumble Inc is $3.23 (as of Jul 24, 2026), built from audited fundamentals. The current price is $2.83.
What is the quality score of BMBL?
Bumble Inc has a Quality Score of 65/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Bumble Inc (BMBL)?
Bumble Inc reported trailing-twelve-month revenue of about $931M (latest available figure, as of Jul 24, 2026).
What is the net profit margin of BMBL?
The net profit margin of Bumble Inc is about -71.0%, meaning it is currently running at a net loss. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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