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Bumble Inc. (BMBL) vs Yelp Inc. (YELP)

Bumble Inc. and Yelp Inc. are both Internet Content & Information companies. Yelp Inc. is the larger, with a market value of $1.1B against $782.6M — 1.4× the size. Bumble Inc. has negative trailing earnings, so its P/E is not meaningful; Yelp Inc. trades at 9.4×. Yelp Inc. grew revenue faster over the last twelve months: 1.50% against −13.3%. Yelp Inc. has the higher net margin (8.59% vs −58.0%) and the higher return on invested capital (16.6% vs −38.2%). Across the 19 metrics below, Yelp Inc. leads on 17 and Bumble Inc. on 2.

Valuation

Metric BMBL YELP Internet Content & Information median
P/E n/m 9.36 11.54
P/S 0.87 0.74 0.86
P/B 1.26 1.69 1.20
Price to free cash flow 4.92 3.76 9.63
EV/EBITDA n/m 4.07 8.68
EV/Sales 1.20 0.75 1.18
Earnings yield (70.88%) 10.69% (2.42%)
Free cash flow yield 20.31% 26.62% 2.27%

Profitability

Metric BMBL YELP Internet Content & Information median
Gross margin 72.84% 89.65% 66.84%
Operating margin (62.56%) 11.73% (3.41%)
Net margin (57.96%) 8.59% (3.02%)
Free cash flow margin 28.55% 20.19% 1.75%
Return on equity (63.87%) 18.19% 0.00%
Return on assets (30.62%) 12.84% (0.36%)
Return on invested capital (38.23%) 16.61% 0.00%

Growth

Metric BMBL YELP Internet Content & Information median
Revenue growth (TTM) (13.33%) 1.50% 2.65%
EPS growth (last fiscal year) (30.80%) 19.15% 34.45%
Revenue growth, 5-year CAGR 10.75% 10.91% 9.73%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric BMBL YELP Internet Content & Information median
Debt to equity 0.73 0.16 0.01
Current ratio 1.62 1.75 1.82
Net debt to EBITDA (0.53) (1.16) (0.48)

Dividend

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

Size

Metric BMBL YELP Internet Content & Information median
Market cap 782.57m 1.11b 318.52m

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