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Employees: 580
Size Bumble (BMBL) is a United States Information Technology company (Packaged Software) with a market value of $798M, the 2397th largest of 3,117 United States companies the cockpit tracks. Shares closed at $5.97 on 6 Nov 2026.
Performance Over six months the shares gained 64.9%, against -16.0% for the median peer and -1.1% for the United States market (cap-weighted) — highest of 21 in its peer set.
Growth Revenue fell 13.3% over the last twelve months (peer median +6.2%); the operating margin is 27.9% (peer median 6.6%).
Valuation It trades at 8.0× forward earnings against a peer median of 16.5× (3rd cheapest of 15).
Price implies For today's price to make sense, revenue must grow about -10% a year for seven years (Req g). Recent delivered growth is +11%, so the hurdle is -21 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 8.8 points above its cost of capital (10.4% WACC).
Short interest Short interest is 8.9% of the free float (15 Oct 2026).
Next results Next results expected around 11 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $893M | $966M | $1.07B | $1.05B | $904M |
| Revenue growth | — | -10% | +2% | +16% | — |
| Gross profit | $633M | $659M | $683M | $676M | $564M |
| EBITDA | $267M | $509M | $600M | $117M | $102M |
| Net income | -$527M | -$656M | -$557M | -$4.21M | -$79.7M |
| Free cash flow | $255M | $239M | $114M | $167M | $117M |
| Capital expenditure | $11.7M | $11.7M | $26.8M | $14.9M | $16.3M |
| Total debt | $460M | $599M | $630M | $635M | $642M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | BMBL | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +132.8% | +0.1% | highest of 21 |
| 6-month return | +64.9% | -16.0% | highest of 21 |
| Distance from 52-week high | -0.5% | -44.5% | highest of 21 |
| Revenue growth (TTM) | -13.3% | +6.2% | 3rd lowest of 21 |
| Operating margin | 27.9% | 6.6% | 4th highest of 21 |
| Forward P/E | 8.0× | 16.5× | 3rd cheapest of 15 |
| Growth the price implies (Req g, 7 yrs) | -10.5% | 7.6% | least demanding of 14 |
| Growth delivered (Del g) | +10.7% | +15.2% | 4th lowest of 14 |
| Hurdle (Req g minus delivered) | -21.1 pp | -9.2 pp | 4th least demanding of 14 |
| ROIC minus cost of capital | +8.8 pp | -2.7 pp | 6th highest of 20 |
| EV / EBITDA | 4.5× | 9.1× | 2nd cheapest of 12 |
| Net debt / EBITDA | 1.1× | -0.9× | 5th most indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Bumble BMBL | United States | $798M | +65% | -13% | 28% | 8.0× | -10.5% | +10.7% |
| Gungho Online Entertainment 3765.T | Japan | $798M | -3% | -6% | 7% | 31.5× | n/a | n/a |
| Anhui ZhongDianXinLong Science and Technology 002298.SZ | China | $799M | -21% | -29% | -17% | n/a | n/a | n/a |
| Pinming Technology 688109.SS | China | $801M | -29% | -13% | -6% | 53.0× | 44.7% | +2.9% |
| Yonyou Auto Information Technology (Shanghai) 688479.SS | China | $793M | -9% | +1% | 2% | n/a | n/a | n/a |
| B-Soft 300451.SZ | China | $792M | -22% | -21% | -75% | 115.0× | n/a | n/a |
| Consensus Cloud Solutions CCSI | United States | $791M | +27% | +1% | 42% | 7.0× | -2.5% | +1.1% |
| V5 Technologies 7822.TW | Taiwan | $788M | -59% | +188% | 37% | 15.9× | -1.8% | +114.4% |
| Everplay EVPL.L | United Kingdom | $784M | +52% | +1% | 15% | 11.6× | 13.9% | +14.9% |
| Phreesia PHR | United States | $783M | +24% | +13% | 5% | 22.2× | 13.4% | +26.4% |
| Fujian Fuxin Software Development Joint Stock 688095.SS | China | $817M | -22% | +27% | 8% | 41.3× | 19.2% | +17.9% |
| Dynavox DYVOX.ST | Sweden | $778M | -14% | +10% | 13% | 24.0× | 7.6% | +22.5% |
| CiDi 3881.HK | Hong Kong | $777M | -43% | +139% | -48% | n/a | n/a | n/a |
| MNTN MNTN | United States | $776M | -38% | +21% | 15% | 10.3× | 0.2% | +41.0% |
| Wutong 300292.SZ | China | $821M | -20% | -4% | 4% | n/a | 14.2% | +2.9% |
| PSI Software PSAN.DE | Germany | $822M | -1% | +2% | -5% | n/a | n/a | n/a |
| LINK Mobility LINK.OL | Norway | $771M | -9% | +16% | 6% | 16.1× | 5.7% | +14.9% |
| Propel PRL.TO | Canada | $830M | +28% | +24% | 17% | 7.6× | n/a | n/a |
| Intellect Design Arena INTELLECT.NS | India | $766M | -34% | +17% | 12% | 17.0× | 28.1% | +15.2% |
| Shenzhen Bingchuan Network 300533.SZ | China | $763M | -18% | -5% | -10% | n/a | 4.7% | +46.0% |
| WingArc1st 4432.T | Japan | $755M | +29% | +15% | 30% | 15.4× | -7.6% | +11.1% |