Added to YB: 2026-02-06
Pitch date: 2026-02-04
BMBL [bullish]
Bumble Inc.
-10.59%
current return
Author Info
Countervail Capital shares data-driven insights into ongoing market phenomena. Sign up for the newsletter.
Company Info
Bumble Inc. provides online dating and social networking applications in North America, Europe, internationally.
Market Cap
$310.0M
Pitch Price
$3.21
Price Target
24.50 (+754%)
Dividend
N/A
EV/EBITDA
3.53
P/E
-1.47
EV/Sales
0.96
Sector
Interactive Media and Services
Category
value
Pitch: Bumble Inc. (NadaqGS:BMBL)
BMBL: Online dating co at 3.8x EBITDA vs peers MTCH 9.7x, GRND 18.0x despite 26.8% EBITDA margins, $173M LTM FCF. Bear case: terminal decline like eHarmony still covers 51% market cap. Bull case: cyclical downturn + AI benefits incumbents with datasets. Founder returned as CEO. 80% chance 5.2x-7.5x returns by 2030.
Read full article (8 min)