Bumble

Bumble’s Loss Of Vision Makes It A Dating Market Outsider

StjepanK

Not Invested

Equity Analyst and Writer

Published

15 Dec 24

Updated

22 Dec 24

n/a

StjepanK's Fair Value

n/a

-54.9%

5.1%

-54.9%

5.1%

You can edit this narrative until May 14 2:36 AM. Then, changes will post as Updates.

Author's Valuation

US$1.76110.8% overvalued

StjepanK's Fair Value

Narrative

Updates1

Shared on 22 Dec 24

Revenue Decline Stalls Hopes Of A Turnaround Bumble reported Q4 2024 revenue of $262 million, with a 4% year-over-year decline. The company’s Bumble App revenue came in at $212 million, but average revenue per paying user (ARPPU) fell 8% due to shifting geographic user trends.

StjepanK'sFair Value

US$1.76

110.8% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

-6.64%

Interactive Media and Services revenue growth rate

0.47%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

11.12%

Calculation

US$8.81m

Earnings '29

22.14x

PE Ratio '29

US$195.11m

Market Cap '29

US$195.11m

Market Cap '29

75.26m

No. shares '29

US$2.59

Share Price '29

US$2.59 Share Price '29

Discounted to 2024 @ 8.05% p.a.

US$1.76

Fair Value '24