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 $782.6M — 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 −13.3%. Weibo Corporation has the higher net margin (17.8% vs −58.0%) and the higher return on invested capital (8.37% vs −38.2%). Across the 20 metrics below, Weibo Corporation leads on 18 and Bumble Inc. on 2.

Valuation

Metric BMBL WB Internet Content & Information median
P/E n/m 4.84 11.54
P/S 0.87 0.87 0.86
P/B 1.26 0.39 1.20
Price to free cash flow 4.92 0.92 9.63
EV/EBITDA n/m 3.61 8.68
EV/Sales 1.20 0.88 1.18
Earnings yield (70.88%) 20.65% (2.42%)
Free cash flow yield 20.31% 108.94% 2.27%

Profitability

Metric BMBL WB Internet Content & Information median
Gross margin 72.84% 73.36% 66.84%
Operating margin (62.56%) 24.50% (3.41%)
Net margin (57.96%) 17.78% (3.02%)
Free cash flow margin 28.55% 0.00% 1.75%
Return on equity (63.87%) 0.00% 0.00%
Return on assets (30.62%) 4.65% (0.36%)
Return on invested capital (38.23%) 8.37% 0.00%

Growth

Metric BMBL WB Internet Content & Information median
Revenue growth (TTM) (13.33%) 1.57% 2.65%
EPS growth (last fiscal year) (30.80%) 46.55% 34.45%
Revenue growth, 5-year CAGR 10.75% 0.78% 9.73%
Net income growth, 5-year CAGR 0.00% 7.46% 0.00%

Health

Metric BMBL WB Internet Content & Information median
Debt to equity 0.73 0.46 0.01
Current ratio 1.62 3.59 1.82
Net debt to EBITDA (0.53) (1.03) (0.48)

Dividend

Metric BMBL WB Internet Content & Information median
Dividend yield — 9.40% 1.07%
Payout ratio — 0.50 0.28

Size

Metric BMBL WB Internet Content & Information median
Market cap 782.57m 1.03b 318.52m

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