Bumble Inc.

BMBL

8.02 (-1.60%) 0.13

867.62(M)

Communication Services

Interactive Media and Services

Bumble Inc. provides online dating and social networking platforms in North America Europe internationally. It owns and operates websites and applications that offers subscription and in-app purchases dating 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; Official app where users connect their profile with that of their partner enabling a shared linked product experience; 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 Fruitz app is centered around encouraging honesty and transparency by sharing dating intentions from the first touch point. The company was founded in 2006 in and is headquartered in Austin Texas.

Holdings:

Cost basis:

Bumble Inc. (BMBL) price target and intrinsic value estimate

BMBL's fair price estimate is $33.9

This valuation is based on a fair P/E of 16.1 and EPS estimates of $2.11

The median analyst price target for BMBL is $8.0.

Analyst price targets range from $5.8 to $10.0

Is BMBL overvalued or undervalued?

BMBL is currently trading at $8.02

BMBL is undervalued by 76% using the pevaluation method.

BMBL is overvalued by 0% compared to median analyst price targets.

Do you agree with this valuation?

Valuation

PEvaluation

Low $22.3

Median $33.9

High $48.7

Fair P/E

Margin of safety

Analyst valuation

Low $5.8

Median $8.0

High $10.0

Strong Buy2

Buy3

Hold16

Sell0

Strong Sell1

Discounted cash-flow

TTM FCFFCF est.Growth FCFTerminal FCF

Discount rate:

10%

Terminal rate:

Growth phase length:

Growth phase rate:

10%

Economic moat: None/narrow

Overview

Market data

Market cap:$867.62(M)

Enterprise value:$1.42(B)

Total Equity:$1.37(B)

Shares outstanding:108.18(M)

Div. yield:0.00%

P/S:0.94

P/E:N/A

P/FCF:4.92

P/B:1.06

EPS:$-4.7

FCF per share:$1.6

Dividend per share:$0.0

Income (TTM)

Revenue$1.08(B)

Gross profit$763.25(M)

EBITDA$190.61(M)

Net income$-587.21(M)

Gross margin70.4%

Net margin-54.2%

Balance sheet

Total assets$2.59(B)

Total liabilities$1.22(B)

Cash & Short-term inv.$252.06(M)

Long-term debt$612.23(M)

Debt issued$0

Debt repaid$-5.75(M)

Cash flow (TTM)

FCF$183.94(M)

CapEx$-8.32(M)

Dividends paid$0

Stock issued$0

Stock repurchased$-322.69(M)

Stock-based comp.$32.95(M)

Future Growth

Revenue

CAGR: 1.5%

FY+1$1.07(B)

FY+2$1.05(B)

FY+3$1.10(B)

FY+4$1.10(B)

FY+5$1.14(B)

Net Income

CAGR: -18.1%

FY+1$324.14(M)

FY+2$199.37(M)

FY+3$217.51(M)

EPS

CAGR: -16.2%

FY+1$2.22

FY+2$1.47

FY+3$1.56

FCF per share

CAGR: 13.5%

FY+1$1.73

FY+2$1.39

FY+3$2.23

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Historical Financials

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YearlyQuarterly

Income

RevenueNet IncomeCOGSGross ProfitTotal OpEx.R&DSG&AOperating IncomeInterest ExpenseInterest IncomePre-tax incomeIncome tax

Cash flow

FCFCFONet IncomeD&AStock-based Comp.CFFStock IssuedStock RepurchasedDebt IssuedDebt RepaidDividend PaidCFIAcquisitionsDivestituresCapital Expenditures

Balance sheet

Total AssetsTotal LiabilitiesCurrent assetsCash and EquivalentsShort-term investmentsInventoriesReceivablesNon-current assetsNet PP&EGoodwillCurrent liabilitiesAccounts payableNon-current liabilitiesLong-Term DebtTotal Equity

Shares outstanding

Shares (Basic)Shares (Diluted)

Per share data

EPS (Basic)EPS (Diluted)FCF/ShareDividend/ShareBook value/Share

Ratios

P/EP/FCFP/BP/SEV/EarningsEV/FCFDebt/EquityPayout ratio

Margins

Net Income MarginOperating MarginGross MarginEBITDA MarginFCF Margin

Returns

ROICROAROCEROE

Market Cap.