Bumble Inc. (BMBL) vs ZipRecruiter, Inc. (ZIP)

Bumble Inc. and ZipRecruiter, Inc. are both Internet Content & Information companies. Bumble Inc. is the larger, with a market value of $353.7M against $283.7M — 1.2× the size. Bumble Inc. has negative trailing earnings, so its P/E is not meaningful; ZipRecruiter, Inc. trades at 10.0×. ZipRecruiter, Inc. grew revenue faster over the last twelve months: 0.41% against −13.3%. ZipRecruiter, Inc. has the higher net margin (6.20% vs −58.0%) and the higher return on invested capital (2.14% vs −38.2%). Across the 18 metrics below, ZipRecruiter, Inc. leads on 11 and Bumble Inc. on 7.

Valuation

Metric BMBL ZIP Internet Content & Information median
P/E n/m 10.03 10.24
P/S 0.39 0.63 0.87
P/B 0.57 n/m 1.32
Price to free cash flow 2.21 19.03 8.85
EV/EBITDA n/m 27.28 8.86
EV/Sales 0.72 0.82 1.15
Earnings yield (158.27%) 9.97% (1.58%)
Free cash flow yield 45.35% 5.26% 2.32%

Profitability

Metric BMBL ZIP Internet Content & Information median
Gross margin 72.84% 89.12% 66.84%
Operating margin (62.56%) 0.35% (3.41%)
Net margin (57.96%) 6.20% (3.02%)
Free cash flow margin 28.55% 3.33% 1.75%
Return on equity (63.87%) (56.24%) 0.00%
Return on assets (30.62%) 6.14% (0.36%)
Return on invested capital (38.23%) 2.14% 0.00%

Growth

Metric BMBL ZIP Internet Content & Information median
Revenue growth (TTM) (13.33%) 0.41% 2.65%
EPS growth (last fiscal year) (30.80%) (184.62%) —
Revenue growth, 5-year CAGR 10.75% 1.43% 9.73%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric BMBL ZIP Internet Content & Information median
Debt to equity 0.73 (7.49) 0.01
Current ratio 1.62 3.03 1.82
Net debt to EBITDA (0.53) (19.67) (0.48)

Dividend

Metric BMBL ZIP Internet Content & Information median
Dividend yield — — 3.19%
Payout ratio 0.00 0.00 0.00

Size

Metric BMBL ZIP Internet Content & Information median
Market cap 353.68m 283.68m 283.68m

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