Bumble Inc. (BMBL) vs Cars.com Inc. (CARS)

Bumble Inc. and Cars.com Inc. are both Internet Content & Information companies. Bumble Inc. is the larger, with a market value of $800.4M against $601.7M — 1.3× the size. Bumble Inc. has negative trailing earnings, so its P/E is not meaningful; Cars.com Inc. trades at 19.4×. Cars.com Inc. grew revenue faster over the last twelve months: 1.08% against −13.3%. Cars.com Inc. has the higher net margin (4.73% vs −58.0%) and the higher return on invested capital (6.05% vs −38.2%). Across the 19 metrics below, Cars.com Inc. leads on 11 and Bumble Inc. on 8.

Valuation

Metric BMBL CARS Internet Content & Information median
P/E n/m 19.38 12.10
P/S 0.88 0.87 0.93
P/B 1.27 1.42 1.26
Price to free cash flow 4.97 4.59 8.57
EV/EBITDA n/m 6.70 9.76
EV/Sales 1.21 1.47 1.10
Earnings yield (70.28%) 5.16% 0.70%
Free cash flow yield 20.14% 21.79% 3.77%

Profitability

Metric BMBL CARS Internet Content & Information median
Gross margin 72.84% 67.10% 66.11%
Operating margin (62.56%) 11.45% 0.36%
Net margin (57.96%) 4.73% 1.24%
Free cash flow margin 28.55% 18.86% 3.47%
Return on equity (63.87%) 7.40% 0.00%
Return on assets (30.62%) 3.30% 0.50%
Return on invested capital (38.23%) 6.05% 0.00%

Growth

Metric BMBL CARS Internet Content & Information median
Revenue growth (TTM) (13.33%) 1.08% 5.54%
EPS growth (last fiscal year) (30.80%) (55.56%) 34.37%
Revenue growth, 5-year CAGR 10.75% 5.73% 10.75%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric BMBL CARS Internet Content & Information median
Debt to equity 0.73 1.01 0.01
Current ratio 1.62 2.00 1.85
Net debt to EBITDA (0.53) 2.57 (0.53)

Dividend

Metric BMBL CARS Internet Content & Information median
Dividend yield — — 1.13%
Payout ratio — — 0.28

Size

Metric BMBL CARS Internet Content & Information median
Market cap 800.43m 601.71m 636.02m

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