Bumble Inc. (BMBL) vs NerdWallet, Inc. (NRDS)

Bumble Inc. and NerdWallet, Inc. are both Internet Content & Information companies. Bumble Inc. and NerdWallet, Inc. are of similar size ($799.1M and $730.6M). Bumble Inc. has negative trailing earnings, so its P/E is not meaningful; NerdWallet, Inc. trades at 14.6×. NerdWallet, Inc. grew revenue faster over the last twelve months: 11.3% against −14.9%. NerdWallet, Inc. has the higher net margin (6.06% vs −61.8%) and the higher return on invested capital (17.0% vs −67.7%). Across the 20 metrics below, NerdWallet, Inc. leads on 18 and Bumble Inc. on 2.

Valuation

Metric BMBL NRDS Internet Content & Information median
P/E n/m 14.61 12.38
P/S 0.93 0.83 0.93
P/B 1.20 2.16 1.24
Price to free cash flow 5.78 5.61 10.76
EV/EBITDA n/m 6.57 10.74
EV/Sales 1.24 0.83 1.20
Earnings yield (72.45%) 6.85% (1.71%)
Free cash flow yield 17.31% 17.82% 4.26%

Profitability

Metric BMBL NRDS Internet Content & Information median
Gross margin 73.24% 93.85% 63.25%
Operating margin (66.49%) 8.25% (1.87%)
Net margin (61.79%) 6.06% (1.37%)
Free cash flow margin 28.79% 14.83% 3.47%
Return on equity (62.21%) 14.41% (1.19%)
Return on assets (30.70%) 11.50% 0.00%
Return on invested capital (67.67%) 17.03% 0.00%

Growth

Metric BMBL NRDS Internet Content & Information median
Revenue growth (TTM) (14.85%) 11.26% 6.92%
EPS growth (last fiscal year) (30.80%) 68.42% 34.37%
Revenue growth, 5-year CAGR 10.75% 27.81% 10.46%
Net income growth, 5-year CAGR 0.00% 55.83% 0.00%

Health

Metric BMBL NRDS Internet Content & Information median
Debt to equity 0.08 0.00 0.01
Current ratio 1.81 2.74 1.84
Net debt to EBITDA (0.53) (0.88) (0.53)

Dividend

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

Size

Metric BMBL NRDS Internet Content & Information median
Market cap 799.09m 730.64m 693.23m

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