Bumble Inc. (BMBL) vs Weibo Corporation (WB)

Bumble Inc. and Weibo Corporation are both Internet Content & Information companies. Weibo Corporation is the larger, with a market value of $1.0B against $799.1M — 1.3× the size. Bumble Inc. has negative trailing earnings, so its P/E is not meaningful; Weibo Corporation trades at 4.8×. Weibo Corporation grew revenue faster over the last twelve months: 1.57% against −14.9%. Weibo Corporation has the higher net margin (17.8% vs −61.8%) and the higher return on invested capital (8.37% vs −67.7%). Across the 20 metrics below, Weibo Corporation leads on 17 and Bumble Inc. on 3.

Valuation

Metric BMBL WB Internet Content & Information median
P/E n/m 4.84 12.38
P/S 0.93 0.87 0.93
P/B 1.20 0.39 1.24
Price to free cash flow 5.78 0.92 10.76
EV/EBITDA n/m 3.60 10.74
EV/Sales 1.24 0.88 1.20
Earnings yield (72.45%) 20.68% (1.71%)
Free cash flow yield 17.31% 109.11% 4.26%

Profitability

Metric BMBL WB Internet Content & Information median
Gross margin 73.24% 73.36% 63.25%
Operating margin (66.49%) 24.50% (1.87%)
Net margin (61.79%) 17.78% (1.37%)
Free cash flow margin 28.79% 0.00% 3.47%
Return on equity (62.21%) 0.00% (1.19%)
Return on assets (30.70%) 4.65% 0.00%
Return on invested capital (67.67%) 8.37% 0.00%

Growth

Metric BMBL WB Internet Content & Information median
Revenue growth (TTM) (14.85%) 1.57% 6.92%
EPS growth (last fiscal year) (30.80%) 46.55% 34.37%
Revenue growth, 5-year CAGR 10.75% 0.78% 10.46%
Net income growth, 5-year CAGR 0.00% 7.46% 0.00%

Health

Metric BMBL WB Internet Content & Information median
Debt to equity 0.08 0.46 0.01
Current ratio 1.81 3.59 1.84
Net debt to EBITDA (0.53) (1.03) (0.53)

Dividend

Metric BMBL WB Internet Content & Information median
Dividend yield — 9.41% 1.19%
Payout ratio — 0.50 0.27

Size

Metric BMBL WB Internet Content & Information median
Market cap 799.09m 1.02b 693.23m

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