BMBLBumble Inc.
Services-Computer Programming, Data Processing, Etc.
- Revenue
- $966M
- 9.9% YoY
- Operating margin
- -83.4%
- 28% YoY
- EBITDA
- −$780M
- 24% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $321M net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear3% of revenueOver 10% of revenue
- Payouts exceed cash flowClear11% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyFired49% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $761M | $904M | $1.1B | $1.1B | $966M | 9.9% |
| Operating income | −$135M | −$103M | $53M | −$700M | −$806M | 15% |
| Net income | $310M | −$80M | −$4M | −$557M | −$693M | 24% |
| Operating cash flow | $105M | $133M | $182M | $123M | $250M | 103% |
| Stock-based comp | $124M | $111M | $104M | $26M | $31M | 19% |
| Buybacks | $1.0B | $0 | $113M | $192M | $29M | 85% |
| Dividends | $0 | $0 | — | — | — |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $104M · 71
- Net
- −$104M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 5 | 106 |
| FY2024 | — | — | 12 | 91 |
| FY2023 | — | — | 21 | 70 |
| FY2022 | — | — | 30 | 49 |
| FY2021 | — | — | 48 | 94 |