Bumble Inc.
AI Valuation
AI-generated fair value estimate for this company.
AI Fair Value
$6.50
Market Price
$2.49
Undervalued By
61.7%
Method: 10-year two-stage unlevered FCF DCF: about $200M normalized FCF base, a haircut from reported TTM FCF of $255M; FCF declining 4% per year in years 1-5 and 1% per year in years 6-10, tracking consensus revenue decline; 1.5% terminal growth; 13% discount rate; net debt of $305.9M; 153.22M shares outstanding.
Reasoning: Bumble is profitable and cash-generative but revenue is shrinking amid intensifying competition from Tinder and Hinge, so a conservative multi-stage DCF with a quality-of-earnings haircut and above-market discount rate was used rather than taking reported TTM FCF at face value.