Educational research only—not investment advice or a recommendation. Scores and estimates may use delayed, incomplete, restated, or corrected market and filing data. Independently verify information before making an investment decision.
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Primary reporting period: 2025-12-31 · Research updated Oct 12, 2026. A research update is not a new financial filing.
Who they are
Specializing in online dating and social networking, Bumble Inc. delivers its platforms to users across North America, Europe, and various other global markets. The firm generates revenue by offering dating products through both subscription models and in-app purchases on its owned websites and applications. Its primary assets include the Bumble and Badoo apps, collectively attracting around 40 million monthly users, in addition to Fruitz, another dedicated online dating application.
How they make money
Bumble Inc. generates revenue primarily through subscription services and in-app purchases within its dating and social networking applications. Users pay for premium features, such as enhanced visibility or advanced filters, while the company also monetizes through advertising and other service offerings across its global platform.
Products & services
The company operates a portfolio of online dating and social networking applications, including Bumble, Badoo, and Bumble For Friends, which facilitate connections through mobile apps and websites.
Brands & revenue mix
Bumble
Flagship dating and social networking application.
Separate brand revenue is not available in this research.Source
Badoo
Global dating and social networking application.
Separate brand revenue is not available in this research.Source
Bumble For Friends
Application focused on platonic connections.
Separate brand revenue is not available in this research.Source
Revenue share is not unit sales or a best-seller ranking. Parent brands and included sub-brands can overlap; do not add overlapping rows.
Calculated from reported segment revenue. Check the source period and revenue basis before comparing shares. Categories can overlap and may not add to 100%.
Calculated from reported segment revenue. Check the source period and revenue basis before comparing shares. Categories can overlap and may not add to 100%.
Customer types
Individual users of dating and social networking applicationsSource
Customer concentration
The company relies significantly on Apple and Google as distribution channels and payment processors for its mobile applications, as disclosed in the 2025 annual report.
Suppliers, materials & equipment
Apple App Store — Provides a digital distribution platform for the company's mobile applications and processes in-app payments.Source
Google Play Store — Provides a digital distribution platform for the company's mobile applications and processes in-app payments.Source
Competitors
Match Group, Inc. — Operates a portfolio of online dating services including Tinder, Hinge, and Match.com.Source
Strengths
Strong brand recognition and distinct user value propositions for each applicationSource
Risks
Dependence on third-party mobile app stores for distribution and payment processingSource
Intense competition in the online dating industrySource
These are saved observations about business performance, not predictions. Review the company filings alongside the interpretation below. Latest stored financial period end: 2026-06-30.
Diluted weighted-average shares increased 26.6% year over year.
Compare per-share results with total earnings and inspect the equity footnote. A change in weighted-average shares does not by itself establish the cause, the number of shares issued today, or the economic effect of a split.
Wall Street Score
Overall investment score · Quality, value, risk and opportunity
35
Poor
PoorElite
View category scores →
Company Quality
How good is the actual business—regardless of today’s stock price?
48
Weak
Financial Strength
67
Business Quality / Moat
61
Management
50
Growth Quality
5
Risk / Durability
20
Weak Company · Expensive Stock
Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.
Opportunity
Opportunity Score · How does the current price compare with estimated value?
25
Avoid
Based on current valuation, company quality, recent trends, and available market signals.
View score details →
Model Outlook
12-month model · What does the model think happens next?
36/100
Building Historical Record
Model Score 36/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.
Probability unavailable — the model has not produced a calibrated probability yet.
Click for full breakdown →
WSS View
The quick read
The overall Wall Street Score is low across its combined quality, valuation and risk inputs. This can reflect an expensive share price, business weaknesses, or both; check Company Quality and the category breakdown before drawing a conclusion.
At today’s price, the WSS valuation framework currently reads as less attractive based on the available valuation and market data.
The model outlook is currently cautious.
What we like
•Balance-sheet / debt profile scores strongly
•Recent buyback activity is present
What to watch
•M&A headline · Oct 16, 2026
•M&A headline · Oct 13, 2026
•Valuation is a weaker part of the current profile
•Revenue fundamentals are weak
Company-specific research
Questions worth answering for BMBL
Research inputs 100% complete
These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.
•What is driving BMBL's revenue decline, and does the latest company filing suggest the weakness is temporary or structural?
•Is BMBL's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
•Is BMBL's debt load manageable relative to cash generation, interest costs and upcoming maturities?
•What specifically needs to improve for BMBL to reach sustainable profitability?
•What future growth or profitability would be needed to justify BMBL's current valuation?
Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.
A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.
Volatility = How violently is it moving?
A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.
Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.
Notices for BMBL
Detected from reported data — verify before acting.
Historical repurchase activity
Reported cash flows or share-count measures indicate past repurchase activity. This does not verify an active buyback authorization or future purchases.
M&A headline · Oct 16, 2026
BMBL Deal Announcement: Bumble Shareholders are Notified of Ithaca Holdco's Proposed $6.05 per Share Merger – Contact BFA Law about its Investigation — This is a provider-linked headline, not an independently confirmed event. Check the article and company filings for the subject, proposed/completed status, and subsequent updates.
BMBL SHAREHOLDER ALERT: ADEMI LLP INVESTIGATES WHETHER BUYOUT FAIRLY VALUES BUMBLE INC. — This is a provider-linked headline, not an independently confirmed event. Check the article and company filings for the subject, proposed/completed status, and subsequent updates.
Bumble to go private in $1.3 billion Ithaca Holdings takeover — This is a provider-linked headline, not an independently confirmed event. Check the article and company filings for the subject, proposed/completed status, and subsequent updates.
Bumble agrees to a $1.3B acquisition deal as online dating faces a reset — This is a provider-linked headline, not an independently confirmed event. Check the article and company filings for the subject, proposed/completed status, and subsequent updates.
+Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
+Strong brand recognition and distinct user value propositions for each application.
+Positive free cash flow may provide capacity to invest in growth.
Potential downside factors
−Key risks may include competition, margin pressure, debt levels, valuation risk, and changes in demand within the Internet Content & Information industry.
−Dependence on third-party mobile app stores for distribution and payment processing.
−Intense competition in the online dating industry.
−Diluted weighted-average shares increased 26.6% year over year.
These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.
Create a free account to make a call.
Scores
Click any score for full breakdown
Wall Street Score
Weak35/ 100
Weak (0–50)Fair (51–71)Strong (72+)
Debt
Strong
78
Debt Cost7.1%
Debt Reduction YoY4.8%
Debt / Equity1.07x
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Revenue
Poor
20
Revenue YoY-7.5%
Revenue CAGR-4.2%
Net Margin-59.0%
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Asset
Fair
55
Asset Growth YoY-44.0%
Liquidation/Share$5.60
Net Assets/MCap2.22x
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Capital
Poor
33
Earnings Yield-153.6%
Buyback Yield29.2%
Debt Cost7.1%
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Management
Fair
50
ROIC30.9%
ROE-102.1%
ROA-43.2%
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Moat
Fair
61
EPS Growth—
FCF/Share Growth47.4%
Rev/Share Growth8.4%
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Valuation
Poor
0
Intrinsic Value—
Value Reference—
MOS—
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Buffett
Weak
49
Revenue20
Moat61
Valuation0
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MOS
Poor
0
MOS %—
Value Reference—
Deep Discount Reference—
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Financial
Poor
22
Interest Coverage6.0x
ROIC30.9%
FCF Yield69.6%
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Master
Poor
24
Financial22
Valuation0
Debt78
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Resilience
Fair
56
Survival Years0.7 yrs
Current Ratio2.21x
FCF Margin24.7%
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Score Changes
5 historical score records available
Previous Score
34
Sep 9, 2026
Change
+0.6
points
Current Score
35
Oct 1, 2026
Category Changes
Revenue0
Debt0
Assets0
Capital0
Management0
Moat+6.3
Valuation0
Buffett+1.0
BMBL increased 0.6 points because Moat improved by 6.3 points.
Positive Contributors
+ Moat improved by 6.3 points
Projected Score
Projected Score
29
Projected Change
-5.6 points
Preliminary comparable-period financial changes suggest decline of approximately 5.6 points. This is a projected estimate, not the official WallStreetScore.
Price vs. Value
Valuation unavailable
Current Price
$5.98
Model Intrinsic Value
—
Difference
—
Margin of Safety
—
Value Reference: —
Deep Discount Reference: —
Intrinsic value is not currently available for this stock, so valuation can't be calculated.
Monetary values in USD. Share counts in raw units.
Income StatementBalance SheetCash Flow
AnnualQuarterlyTTM + Annual
All rows
Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.
Line Item
TTM
2025
2024
2023
2022
2021
2020
2019
2018
Revenue
$893.2M
$965.7M
$1.07B
$1.05B
····
····
····
····
····
Cost of Revenue
$256.4M
$306.5M
$388.5M
$375.9M
····
····
····
····
····
Gross Profit
$636.8M
$659.2M
$683.2M
$676.0M
····
····
····
····
····
Research & Development
$119.4M
$115.1M
$90.7M
$130.6M
····
····
····
····
····
SG&A Expenses
$266.2M
$303.5M
$334.5M
$500.2M
····
····
····
····
····
Operating Expenses
$558.8M
$405.0M
$425.1M
$630.8M
····
····
····
····
····
EBITDA
$91.5M
$509.1M
$600.0M
$116.8M
····
····
····
····
····
Operating Income
$78.0M
$254.2M
$258.0M
$45.2M
····
····
····
····
····
Interest Expense
$42.0M
$42.4M
$39.9M
$21.5M
····
····
····
····
····
Income Before Tax
-$592.6M
-$861.0M
-$745.2M
$5.3M
····
····
····
····
····
Income Tax Expense
$42.2M
$34.4M
$23.1M
$7.2M
····
····
····
····
····
Net Income
-$526.9M
-$693.1M
-$557.0M
-$4.2M
····
····
····
····
····
Basic EPS
$-3.86
$-5.95
$-4.61
$-0.03
····
····
····
····
····
Basic Shares
131M
110M
121M
135M
····
····
····
····
····
Diluted Shares
131M
110M
121M
135M
····
····
····
····
····
Upgrade to Premium for up to 10 annual periods, where available.
Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.
Financial Changes Since Prior Period
What Improved
Margins expanded
Debt reduced
What Weakened
Cash position declined
Potential Score Impact
Positive indicators included debt levels, net income margin. Pressure indicators included revenue growth, EPS growth, cash levels. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.
Stored Earnings Analysis
Revenue declined 15.2%. EPS declined 65.7%. Cash declined 41.2%. Total debt declined 26.7%. Net income margin improved by 49.9 percentage points.
Earnings-Call Transcript
Earnings-call transcript analysis is not currently available.
These results may influence future scores when the next evaluation is completed.
Upgrade to Premium to unlock all earnings history.View plans
Government disclosed trading activity is available on the Smart Money directory. Filings may be delayed and may not represent complete current holdings.
Dividend HistoryShare
Dividend History
Dividend data is not available yet. Missing data does not mean this company pays no dividend.
Predictions & Historical PerformanceShare
Conservative Projected Values
3 Years
$———.——
Premium
5 Years
$———.——
Premium
10 Years
$———.——
Premium
Conservative Projection Rate
——%
Premium
Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.
Conservative Projected Values
Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.
Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.