Bumble Inc. Class A Common Stock (BMBL)

FairStock Score: 54/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look for durable franchises that earn consistent profits and can be bought with a margin of safety. Bumble owns Bumble, Badoo, and Bumble BFF, so it has recognizable brands and potential network effects. The filed numbers, however, do not show a durable moat. In fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $210.5M and net income was -$110.1M. In fiscal Q2 2025, the quarter ended 2025-06-30, revenue was $248.2M and net income was -$253.7M. For FY2025, revenue was $965.7M and net income was -$693.1M; FY2024 revenue was $1.1B and net income was -$557.0M. The Lynch screen finds no category because the company lost money in each of the last four years. Financial health is mixed. TTM free cash flow was $255.0M, and at the 2026-10-13 close of $5.95 the FairStock FCF yield is 32.7%. FairStock also shows ROCE of 9.15% and a Piotroski F-Score of 6/9. But ROE is -76.92%, Altman Z is -0.47, D/E is 0.75, and P/E is -1.44. At $5.95, P/B is 1.52 and market cap is $779.7M. The stock is near its 52-week high of $5.98, so optimism is already present. Graham would demand earnings and asset protection; Buffett would demand a durable franchise. I see a cash-generating but loss-making app company with shrinking revenue and beta of 1.86. Until revenue stabilizes and GAAP profits appear, it looks more like a turnaround speculation than a clear value investment.

In plain English: Bumble runs dating and social apps, including Bumble and Badoo. The business looks weak right now: it has lost money in recent years and sales have fallen, though it still produces cash. At $5.95 a share, the price looks mixed—close to its 52-week high while profits are negative—so it is not obviously cheap or expensive based on the numbers given.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer