Bumble Inc. (BMBL) vs Nextdoor Holdings, Inc. (NXDR)

Bumble Inc. and Nextdoor Holdings, Inc. are both Internet Content & Information companies. Bumble Inc. and Nextdoor Holdings, Inc. are of similar size ($820.1M and $799.1M). Nextdoor Holdings, Inc. grew revenue faster over the last twelve months: 12.3% against −14.9%. Nextdoor Holdings, Inc. has the higher net margin (−6.41% vs −61.8%) and the lower return on invested capital (−69.8% vs −67.7%). Across the 19 metrics below, Nextdoor Holdings, Inc. leads on 11 and Bumble Inc. on 8.

Valuation

Metric BMBL NXDR Internet Content & Information median
P/E n/m n/m 12.38
P/S 0.93 2.88 0.93
P/B 1.20 1.99 1.24
Price to free cash flow 5.78 22.45 10.76
EV/EBITDA n/m n/m 10.74
EV/Sales 1.24 1.53 1.20
Earnings yield (72.45%) (3.57%) (1.71%)
Free cash flow yield 17.31% 4.46% 4.26%

Profitability

Metric BMBL NXDR Internet Content & Information median
Gross margin 73.24% 83.77% 63.25%
Operating margin (66.49%) (11.47%) (1.87%)
Net margin (61.79%) (6.41%) (1.37%)
Free cash flow margin 28.79% 12.81% 3.47%
Return on equity (62.21%) (4.34%) (1.19%)
Return on assets (30.70%) (3.83%) 0.00%
Return on invested capital (67.67%) (69.80%) 0.00%

Growth

Metric BMBL NXDR Internet Content & Information median
Revenue growth (TTM) (14.85%) 12.26% 6.92%
EPS growth (last fiscal year) (30.80%) 44.00% 34.37%
Revenue growth, 5-year CAGR 10.75% 15.88% 10.46%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric BMBL NXDR Internet Content & Information median
Debt to equity 0.08 0.00 0.01
Current ratio 1.81 11.83 1.84
Net debt to EBITDA (0.53) 5.78 (0.53)

Dividend

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

Size

Metric BMBL NXDR Internet Content & Information median
Market cap 799.09m 820.12m 693.23m

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