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

Bumble Inc. and Nextdoor Holdings, Inc. are both Internet Content & Information companies. Nextdoor Holdings, Inc. is the larger, with a market value of $1.0B against $782.6M — 1.3× the size. Nextdoor Holdings, Inc. grew revenue faster over the last twelve months: 9.79% against −13.3%. Nextdoor Holdings, Inc. has the higher net margin (−11.1% vs −58.0%) and the lower return on invested capital (−87.4% vs −38.2%). 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 11.54
P/S 0.87 3.41 0.86
P/B 1.26 2.28 1.20
Price to free cash flow 4.92 76.39 9.63
EV/EBITDA n/m n/m 8.68
EV/Sales 1.20 2.04 1.18
Earnings yield (70.88%) (3.07%) (2.42%)
Free cash flow yield 20.31% 1.31% 2.27%

Profitability

Metric BMBL NXDR Internet Content & Information median
Gross margin 72.84% 84.19% 66.84%
Operating margin (62.56%) (16.62%) (3.41%)
Net margin (57.96%) (11.08%) (3.02%)
Free cash flow margin 28.55% 4.47% 1.75%
Return on equity (63.87%) (7.24%) 0.00%
Return on assets (30.62%) (6.39%) (0.36%)
Return on invested capital (38.23%) (87.38%) 0.00%

Growth

Metric BMBL NXDR Internet Content & Information median
Revenue growth (TTM) (13.33%) 9.79% 2.65%
EPS growth (last fiscal year) (30.80%) 44.00% 34.45%
Revenue growth, 5-year CAGR 10.75% 15.88% 9.73%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric BMBL NXDR Internet Content & Information median
Debt to equity 0.73 0.00 0.01
Current ratio 1.62 13.27 1.82
Net debt to EBITDA (0.53) 5.78 (0.48)

Dividend

Metric BMBL NXDR Internet Content & Information median
Dividend yield — — 1.07%
Payout ratio — — 0.28

Size

Metric BMBL NXDR Internet Content & Information median
Market cap 782.57m 1.01b 318.52m

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