Bumble Inc. (BMBL) vs Hello Group Inc. Sponsored ADR (MOMO)

Bumble Inc. and Hello Group Inc. Sponsored ADR are both Internet Content & Information companies. Bumble Inc. is the larger, with a market value of $799.1M against $472.8M — 1.7× the size. Bumble Inc. has negative trailing earnings, so its P/E is not meaningful; Hello Group Inc. Sponsored ADR trades at 4.6×. Hello Group Inc. Sponsored ADR grew revenue faster over the last twelve months: 3.22% against −14.9%. Hello Group Inc. Sponsored ADR has the higher net margin (11.0% vs −61.8%) and the higher return on invested capital (31.6% vs −67.7%). Across the 20 metrics below, Hello Group Inc. Sponsored ADR leads on 16 and Bumble Inc. on 4.

Valuation

Metric BMBL MOMO Internet Content & Information median
P/E n/m 4.59 12.38
P/S 0.93 0.48 0.93
P/B 1.20 0.45 1.24
Price to free cash flow 5.78 4.77 10.76
EV/EBITDA n/m n/m 10.74
EV/Sales 1.24 (0.37) 1.20
Earnings yield (72.45%) 21.79% (1.71%)
Free cash flow yield 17.31% 20.98% 4.26%

Profitability

Metric BMBL MOMO Internet Content & Information median
Gross margin 73.24% 37.29% 63.25%
Operating margin (66.49%) 11.88% (1.87%)
Net margin (61.79%) 10.96% (1.37%)
Free cash flow margin 28.79% 10.23% 3.47%
Return on equity (62.21%) 0.00% (1.19%)
Return on assets (30.70%) 7.60% 0.00%
Return on invested capital (67.67%) 31.59% 0.00%

Growth

Metric BMBL MOMO Internet Content & Information median
Revenue growth (TTM) (14.85%) 3.22% 6.92%
EPS growth (last fiscal year) (30.80%) (10.81%) 34.37%
Revenue growth, 5-year CAGR 10.75% (8.43%) 10.46%
Net income growth, 5-year CAGR 0.00% (18.63%) 0.00%

Health

Metric BMBL MOMO Internet Content & Information median
Debt to equity 0.08 0.00 0.01
Current ratio 1.81 5.13 1.84
Net debt to EBITDA (0.53) (3.87) (0.53)

Dividend

Metric BMBL MOMO Internet Content & Information median
Dividend yield — 0.00% 1.19%
Payout ratio — 0.00 0.27

Size

Metric BMBL MOMO Internet Content & Information median
Market cap 799.09m 472.77m 693.23m

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