Bumble Inc.

NasdaqGS:BMBL Stock Report

Market Cap: US$1.3b

Bumble Valuation

Is BMBL undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

5/6

Valuation Score 5/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of BMBL when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: BMBL ($8.18) is trading below our estimate of fair value ($25.82)

Significantly Below Fair Value: BMBL is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for BMBL?

Key metric: As BMBL is unprofitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for BMBL. This is calculated by dividing BMBL's market cap by their current revenue.
What is BMBL's PS Ratio?
PS Ratio0.8x
SalesUS$1.08b
Market CapUS$1.26b

Price to Sales Ratio vs Peers

How does BMBL's PS Ratio compare to its peers?

The above table shows the PS ratio for BMBL vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average4.3x
TBLA Taboola.com
0.7x13.2%US$1.2b
VTEX VTEX
5.3x16.8%US$1.2b
CARS Cars.com
1.7x4.2%US$1.3b
PGRU PropertyGuru Group
9.3x16.5%US$1.1b
BMBL Bumble
0.8x0.7%US$1.3b

Price-To-Sales vs Peers: BMBL is good value based on its Price-To-Sales Ratio (0.8x) compared to the peer average (4.3x).

Price to Sales Ratio vs Industry

How does BMBL's PS Ratio compare vs other companies in the US Interactive Media and Services Industry?

26 CompaniesPrice / SalesEstimated GrowthMarket Cap
FUBO fuboTV
0.3x12.3%US$474.41m
OB Outbrain
0.3x6.6%US$250.73m
TRVG trivago
0.2x5.7%US$117.49m
SST System1
0.2x1.4%US$95.59m
BMBL 0.8xIndustry Avg. 1.2xNo. of Companies26PS01.63.24.86.48+
26 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: BMBL is good value based on its Price-To-Sales Ratio (0.8x) compared to the US Interactive Media and Services industry average (1.2x).

Price to Sales Ratio vs Fair Ratio

What is BMBL's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

BMBL PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio0.8x
Fair PS Ratio1.2x

Price-To-Sales vs Fair Ratio: BMBL is good value based on its Price-To-Sales Ratio (0.8x) compared to the estimated Fair Price-To-Sales Ratio (1.2x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst BMBL forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$8.18
US$8.14
-0.4%
12.3%US$10.00US$5.75n/a19
Nov ’25US$7.31
US$7.08
-3.1%
17.0%US$10.00US$5.00n/a19
Oct ’25US$6.31
US$7.08
+12.3%
17.0%US$10.00US$5.00n/a19
Sep ’25US$6.71
US$7.13
+6.3%
16.7%US$10.00US$5.00n/a20
Aug ’25US$8.86
US$14.01
+58.1%
21.0%US$22.00US$10.00n/a21
Jul ’25US$9.93
US$14.76
+48.6%
15.4%US$22.00US$12.00n/a20
Jun ’25US$11.70
US$14.76
+26.2%
15.4%US$22.00US$12.00n/a20
May ’25US$10.12
US$15.31
+51.3%
15.2%US$22.00US$12.00n/a22
Apr ’25US$11.31
US$15.65
+38.4%
13.3%US$22.00US$13.00n/a23
Mar ’25US$11.44
US$15.94
+39.3%
12.8%US$22.00US$13.00n/a22
Feb ’25US$13.94
US$17.68
+26.8%
13.3%US$24.00US$14.00n/a20
Jan ’25US$14.74
US$17.57
+19.2%
13.3%US$24.00US$14.00n/a21
Dec ’24US$14.31
US$17.45
+21.9%
13.8%US$24.00US$14.00n/a20
Nov ’24US$12.90
US$21.72
+68.3%
17.2%US$30.00US$16.00US$7.3120
Oct ’24US$14.92
US$23.55
+57.8%
16.8%US$35.00US$18.00US$6.3120
Sep ’24US$16.99
US$23.77
+39.9%
16.8%US$35.00US$18.00US$6.7119
Aug ’24US$18.55
US$24.46
+31.8%
15.9%US$35.00US$18.00US$8.8619
Jul ’24US$16.78
US$24.35
+45.1%
16.6%US$35.00US$18.00US$9.9319
Jun ’24US$16.10
US$24.54
+52.4%
15.1%US$35.00US$19.00US$11.7020
May ’24US$17.76
US$25.74
+44.9%
14.6%US$35.00US$20.00US$10.1220
Apr ’24US$19.55
US$27.42
+40.2%
11.0%US$35.00US$21.00US$11.3120
Mar ’24US$24.38
US$27.54
+13.0%
11.3%US$35.00US$20.00US$11.4419
Feb ’24US$26.21
US$25.91
-1.1%
12.5%US$33.00US$20.00US$13.9419
Jan ’24US$21.05
US$25.13
+19.4%
18.2%US$33.00US$17.00US$14.7418
Dec ’23US$24.52
US$24.96
+1.8%
19.0%US$33.00US$17.00US$14.3116
Nov ’23US$25.09
US$31.74
+26.5%
19.6%US$40.00US$20.00US$12.9017

Analyst Forecast: Target price is lower than the current share price.

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