Bumble Inc. (BMBL) Stock

Bumble Inc. (BMBL) is a Technology stock trading at $2.81 (as of 2026-08-20), with a market capitalization of $364.44M. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Bumble Inc. operates online dating and social networking platforms through its apps and websites, including Bumble and Badoo, and also Fruitz. The company offers subscription services and in-app purchases to users across North America, Europe, and other international markets.

Understand Bumble Inc.: how it makes money

Bumble Inc. runs online dating and social networking apps, Bumble and Badoo (plus Fruitz), and makes money by selling subscriptions and in-app purchases for its dating products.

Bumble Inc.'s profit engine is subscription and in-app purchase monetization, where revenue depends on the number of paying users and the subscription choice rate among those payers.

Revenue by segment (latest quarter)
Bumble$0.2B
Badoo and Other$0.0B

Business quality (Weak): Uses provided one-quarter snapshot data and focuses on a few operational KPIs, but detailed drivers (such as ARPU breakdowns) are not populated in the provided facts.

Bull case

  • High subscription selection among payers: Subscription Choice Rate Among Payers is 89.0 percent.
  • Retention in friend-finding: Friend-Finding Service Retention After One Month is 75.0 percent.
  • Paying user momentum in Badoo: Badoo App and Other reports Badoo App Paying User Net Adds of 5,000.

Bear case

  • Churn risk implied by retention level: Friend-Finding Service Retention After One Month is 75.0 percent, which implies some users do not remain engaged after one month.
  • Monetization sensitivity to payer behavior: The business model relies on subscriptions and in-app purchases, so results can be pressured if paying users change or if subscription choice rate moves.
Valuation — source: SEC EDGAR (first-party)
Price$2.81
Market Cap$364.44M
Price / Book0.50
Price / Sales0.39
DCF Value (model)$24.58
DCF Upside vs Price776.3%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$965.66M
Net Margin-71.8%
Revenue Growth (YoY)-14.1%
EPS Growth (YoY)169.2%
Financial Health — source: SEC EDGAR
Altman Z-Score-2.17 (distress)
Piotroski F-Score5/9 (moderate)
Valuation vs Sector & Industry
Sector P/E (Technology)33.9
Industry P/E (Business Services)30.0
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackstone Inc. ($97.51M)
Institutional Holders Tracked10
Company
SectorTechnology
IndustryBusiness Services
CEOWhitney Wolfe Herd
Employees1,200
CountryUS
IPO Date2021-02-11

Related Companies (Business model: SaaS / Subscription Software (Enterprise); 8 closest by market cap; US-domiciled)

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BMBL earnings history · BMBL institutional & insider holders · BMBL KPIs & operating metrics · BMBL financials · BMBL investor presentations & press releases · BMBL SEC filings · BMBL peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.