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← CockpitCompetitor Analysis › RUM RUM Group Inc. Class AOpen in the cockpit ↗

RUM Group Inc. Class ARUMCompetitor analysis, valuation and peers

United States · USD·Communication Services›Internet Software/Services

Operates the Rumble video-sharing platform, an alternative to YouTube, plus cloud infrastructure and creator monetization services.

Momentum laggard 12
Mkt cap
$2.44B
US dollars, full cap
Free float
48%
of shares outstanding
$/day
$19.7M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-15.7 pp
WACC 10.6%
Hurdle
n/a
no reverse DCF
Next earnings
5 days
11 Nov 2026
Close · USD$4.92
1D+4.7%
1W-7.6%
1M-29.8%
3M-20.9%
6M-40.9%
YTD-22.2%
1Y-20.5%
ATR %8.4%
Beta3.07
52w lowhigh53.6% off high

What RUM does

Operates the Rumble video-sharing platform, an alternative to YouTube, plus cloud infrastructure and creator monetization services.

Earns mostly from advertising shown with videos and from a smaller cloud-hosting business that sells server capacity to outside customers. With a much smaller audience than rivals, it depends on creators' content and exclusive deals. CEO Chris Pavlovski keeps voting control through a separate class of shares.

Products and services

  • Video hosting/streaming platform
  • Rumble Cloud infrastructure
  • Creator monetization tools

Customers

  • Independent content creators
  • Advertisers
  • Cloud infrastructure customers

Where it sits in the supply chain

  • Internet/media
  • Video-sharing platform and cloud…
  • Content creators and viewers

What could go right

  • Creator migration seeking alternative platforms
  • Cloud services growth

What could go wrong

  • Small scale versus dominant video platforms
  • Advertiser demand sensitivity to content policies

Moat: narrow (network effects, brand). A loyal creator/viewer base seeking an alternative to mainstream platforms, though far smaller in scale than YouTube.

Headquarters: Longboat Key, Florida, United States · Founded: 2013 · Employees: 156

Named competitors

RUM at a glance

Size RUM (RUM) is a United States Communication Services company (Internet Software/Services) with a market value of $2.44B, the 1672nd largest of 3,117 United States companies the cockpit tracks. Shares closed at $4.92 on 6 Nov 2026.

Performance Over six months the shares fell 40.9%, against -2.9% for the median peer and -1.1% for the United States market (cap-weighted) — lowest of 8 in its peer set.

Growth Revenue grew 13.1% over the last twelve months (peer median +6.0%); the operating margin is -101.0% (peer median 17.4%).

Valuation It trades at 24.0× enterprise value to sales against a peer median of 3.1× (most expensive of 8).

Capital Return on invested capital runs 15.7 points below its cost of capital (10.6% WACC).

Short interest Short interest is 12.7% of the free float (15 Oct 2026).

Next results Next results expected around 11 Nov 2026 (exchange calendar; dates can move).

Relative performance

608010012011 May 202611 Aug 20266 Nov 2026Peer median 103RUM 60
Six months, rebased to 100: RUM against the median of its 7 peers (local-currency closes).

RUM financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$118M$101M$95.5M$81.0M$39.4M
Revenue growth—+5%+18%+106%—
Gross profit-$18.7M-$21.3M-$56.6M-$70.0M-$5.92M
EBITDA-$90.9M-$98.1M-$116M-$124M-$32.4M
Net income-$158M-$81.8M-$338M-$116M-$11.4M
Free cash flow-$153M-$74.5M-$89.7M-$107M-$40.9M
Capital expenditure$70.4M$26.1M$7.17M$17.5M$9.04M
Total debt$502M$1.91M$1.80M$2.61M$1.42M

Quarterly statements and history in the cockpit →

RUM competitor charts

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.

Performance: 6-month against 1-month return

-40%-20%0%+20%-20%0%+20%GRND989925180136CARG4751MTCHRUM6-month return →1-month return →
Up and to the right = strong over both horizons. RUM is the large dot.

Fundamentals: revenue growth against valuation

-40%-20%0%+20%0×10×20×GRND989925180136CARG4751RUMRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. RUM is the large dot.

RUM competitors and peer comparison

Head to head with its named competitors (RUM vs GOOGL vs AMZN vs DJT)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
RUM RUM$2.44B-41%+13%-101%24.0×n/a
Alphabet Inc. (Class A) GOOGL$3.47T-29%+22%33%7.2×18.5%
Amazon AMZN$2.80T-5%+15%13%3.7×n/a
Trump Media & Technology DJT$1.11B-55%+22%-4,052%253.7×n/a
Meta Platforms META$1.56T0%+28%33%6.6×16.6%
Snap SNAP$8.39B-18%+13%-5%1.5×2.7%

How RUM compares with its peers

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.

RUM against its 7 peers (data as of 6 Nov 2026)
MeasureRUMPeer medianRank in peer set
1-month return-29.8%+3.9%lowest of 8
6-month return-40.9%-2.9%lowest of 8
Distance from 52-week high-53.6%-25.8%2nd lowest of 8
Revenue growth (TTM)+13.1%+6.0%3rd highest of 8
Operating margin-101.0%17.4%lowest of 8
EV / Sales24.0×3.1×most expensive of 8
ROIC minus cost of capital-15.7 pp+19.3 pplowest of 7

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
RUM RUMUnited States$2.44B-41%+13%-101%24.0×n/an/a
Grindr GRNDUnited States$2.35B-10%+32%31%5.4×-6.0%+31.1%
NetEase Cloud Music 9899.HKHong Kong$2.52B-21%+6%17%0.5×-18.7%+8.9%
Autohome 2518.HKHong Kong$2.70B+21%-22%0%0.6×-15.3%-6.4%
China Ruyi 0136.HKHong Kong$2.82B-5%-40%-17%5.3×13.1%+69.6%
CarGurus CARGUnited States$3.01B-3%+6%26%3.1×2.7%+10.5%
Cyber Agent 4751.TJapan$4.13B+3%+14%10%0.6×-11.3%+12.8%
Match MTCHUnited States$8.88B+6%0%30%3.4×1.8%+7.8%

Questions

Who are RUM's main competitors?
Named competitors: YouTube (Alphabet) (GOOGL), Twitch (Amazon) (AMZN), Odysee (private or unlisted), X (Twitter) video (private or unlisted), Trump Media & Technology Group (DJT), Meta Platforms (META). The cockpit's measured peer set (industry) also includes Grindr (GRND), NetEase Cloud Music (9899.HK), Autohome (2518.HK), China Ruyi (0136.HK), CarGurus (CARG), Cyber Agent (4751.T).
Is RUM expensive compared with its peers?
On ev / sales it trades at 24.0× against a peer median of 3.1×, most expensive of 8 in its peer set.
How has RUM stock performed?
Over six months to 6 Nov 2026 the shares returned -40.9% against -2.9% for the median peer; over one year -20.5%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.