Bumble Inc (BMBL)vsAlphabet Inc Class C (GOOG)
BMBL
Bumble Inc
$3.40
-5.29%
COMMUNICATION SERVICES · Cap: $628.41M
GOOG
Alphabet Inc Class C
$289.59
+0.13%
COMMUNICATION SERVICES · Cap: $3.61T
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class C generates 41616% more annual revenue ($402.84B vs $965.66M). GOOG leads profitability with a 32.8% profit margin vs -71.8%. GOOG earns a higher WallStSmart Score of 69/100 (B-).
BMBL
Hold44
out of 100
Grade: D
GOOG
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BMBL.
Margin of Safety
+42.9%
Fair Value
$506.38
Current Price
$289.59
$216.79 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 24.5%
Mega-cap, among the largest globally
Every $100 of equity generates 36 in profit
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 31.6%
Generating 24.6B in free cash flow
Safe zone — low bankruptcy risk
Areas to Watch
Smaller company, higher risk/reward
ROE of -88.2% — below average capital efficiency
Revenue declined 14.3%
Earnings declined 33.1%
Expensive relative to growth rate
Moderate valuation
Trading at 8.4x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : BMBL
The strongest argument for BMBL centers on Price/Book, Operating Margin.
Bull Case : GOOG
The strongest argument for GOOG centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 32.8% and operating margin at 31.6%. Revenue growth of 18.0% demonstrates continued momentum.
Bear Case : BMBL
The primary concerns for BMBL are Market Cap, Return on Equity, Revenue Growth.
Bear Case : GOOG
The primary concerns for GOOG are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
BMBL profiles as a turnaround stock while GOOG is a growth play — different risk/reward profiles.
BMBL carries more volatility with a beta of 1.99 — expect wider price swings.
GOOG is growing revenue faster at 18.0% — sustainability is the question.
GOOG generates stronger free cash flow (24.6B), providing more financial flexibility.
Bottom Line
GOOG scores higher overall (69/100 vs 44/100), backed by strong 32.8% margins and 18.0% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Bumble Inc
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Bumble Inc. offers online dating and social media platforms in North America, Europe, and internationally. The company is headquartered in Austin, Texas.
Alphabet Inc Class C
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Alphabet Inc. is an American multinational conglomerate headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent company of Google and several former Google subsidiaries. The two co-founders of Google remained as controlling shareholders, board members, and employees at Alphabet. Alphabet is the world's fourth-largest technology company by revenue and one of the world's most valuable companies.
Visit Website →Compare with Other INTERNET CONTENT & INFORMATION Stocks
Want to dig deeper into these stocks?